Anchor
equipment_management_create_rent_1315 equipment_management_create_rent_1315

This feature adds the ability to create a rental or job booking or rental agreement from Rental Availability Inquiry. Additionally, a job booking or job agreement can be created. The equipment displayed will be filtered by the user's branch, if branch filtering is turned on. For more information on branch filtering, see User branch filtering for Equipment Management.

Table of Contents

Anchor
equipment_management_accessing_t_894 equipment_management_accessing_t_894

Accessing the inquiry window

Rental Availability Inquiry can be accessed directly (Inquiries > Equipment > Rental Availability Inquiry) or from the following windows by choosing Availability:

• Customer Center:
  When accessing the inquiry window from Customer Center, the customer and address ID will default into the Create New Rental Document window. For more information, see Customer Center.
• Rental Agreement Entry:
  When accessing the inquiry window from Rental Agreement Entry, the agreement number will default in and the type will default to Existing.
• Rental Booking Entry:
  When accessing the inquiry window from Rental Booking Entry, the booking number will default in and the type will default to Existing.

...

When creating a rental booking or agreement from Rental Availability Inquiry, you have the option to create new or add to an existing booking or agreement.

To create a rental booking or agreement:

1. In Rental Availability Inquiry, complete the header fields as necessary and choose Redisplay.

2. Mark the check box next to the equipment to be added. At least one check box needs to be marked.
3. Choose Booking or Agreement.
4. In the window that displays, complete the following fields:
   • Type:
     Choose New to create a new booking or agreement or choose Existing to add to an existing booking or agreement.
   • Booking/Agreement Type ID:
     Choose 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:
     Choose 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 a different address ID.
   • Rental Dates:
     The rental dates will default from Rental Availability Inquiry or you can enter new dates.
5. Choose 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.

...

When creating a job booking or agreement from Rental Availability Inquiry, you have the option to create a new booking or add to an existing booking.

To create a job booking or agreement:

1. In Rental Availability Inquiry, complete the header fields as necessary and choose Redisplay.
2. Mark the check box next to the equipment to be added. At least one check box needs to be marked.
3. Choose Booking or Agreement.
4. In the window that displays, complete the following fields:
   • Type:
     Choose New to create a new booking or agreement or choose Existing to add to an existing booking or agreement.
   • Type ID:
     Choose 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 based on the booking ID.
   • Booking/Agreement ID:
     Choose 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:
     Choose 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.
5. Choose 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.