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In Rental Availability Inquiry, complete the header fields as necessary and choose select Redisplay.
- Mark the checkbox next to the equipment to be added. At least one checkbox needs to be marked.
- Select Booking or Agreement.
- In the window that displays, complete the following fields:
- Type
Select New to create a new booking or agreement or choose select Existing to add to an existing booking or agreement. - Booking/Agreement Type ID
Select the type ID if you are creating a new booking. If you chose Existing, the type ID will default in based on the booking/agreement ID. - Booking/Agreement ID
Select the booking/agreement ID if you are adding to an existing booking or agreement. The booking/agreement ID lookup will filter to the only those available for the customer and address ID. This field is disabled if you chose New. - Customer ID
Enter the customer ID. - Address ID
The customer's address ID will default in or you can choose select a different address ID. - Rental Dates
The rental dates will default from Rental Availability Inquiry or you can enter new dates.
- Type
- Select Process to add the equipment to either a new or existing booking or agreement. Rental Booking Entry or Rental Agreement Entry will open displaying the booking and may be edited as needed.
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- In Rental Availability Inquiry, complete the header fields as necessary and choose select Redisplay.
- Mark the checkbox next to the equipment to be added. At least one checkbox needs to be marked.
- Select Booking or Agreement.
- In the window that displays, complete the following fields:
- Type
Select New to create a new booking or agreement or choose select Existing to add to an existing booking or agreement. - Type ID
Select the type ID that has been set up as Rent to Job if you are creating a new booking. If you chose Existing, the booking type ID will default in auto-populate based on the booking ID. - Booking/Agreement ID
Select the booking/agreement ID that has a type ID of Rent to Job if you are adding to an existing booking. This field is disabled if you are creating a new booking. - Job Number
Select the job number. - Cost Code
Enter the cost code. - Rental Dates
The rental dates will default from the Rental Availability Inquiry window or you can enter new dates.
- Type
- Select Process to add the equipment to either a new or existing booking or agreement. Job Booking Entry or Job Agreement Entry will open displaying the booking and may be edited as needed.