Enter Customer Order Rental Line

This activity is used to enter a customer order rental line. A rental line can be added once the customer order header has been saved.

The Rental Order Lines tab is used to specify the parts, rental period and quantities that the customer has ordered to rent. For each rental order line, you can also specify the wanted and planned delivery dates, prices, discounts and rental parameters such as chargeable days, date exceptions and rounding.

The price fetched to the rental line either comes from the rental price list or the sales part.

When calculating the amounts on a rental line both the chargeable days and quantity are taken into account.

The ownership on a rental line will by default be set to Company Rental Asset. This means that ownership will be primarily used to supply the line. The ownership on the line can be changed to Supplier Rented.

Sales part number can be entered by using GTIN. To enter GTIN 14 for package, you must use the Input Quantity field instead of the Sales Quantity field.

If the customer order is being created for a Jinsui-enabled customer, and a Jinsui invoice needs to be created, the total line amount must not exceed the maximum amount for the Jinsui invoice defined for the company.

If the Use Price Incl Tax check box is selected, the Price/Curr and Price/Base fields are non-editable and the price is calculated based on the price including tax value and the tax code. The Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax check box is cleared, the Price Incl Tax/Curr and Price Incl Tax/Base fields are non-editable and the price including tax is calculated based on the value entered for the price and the tax code.

Changes in the wanted delivery date after the initial order line entry should result in an automatic update of the price effective date when the pricing method is Delivery Date. The Update Price Effective Date Automatically check box is selected as well. When you update the wanted delivery date on the customer order line or when you update the wanted delivery dates on all lines from a customer order header, a warning message appears where you can confirm whether or not you want to update the price effective date of all order lines. The price effective date on the order line is then updated and according to the price sources on the order line prices, discounts are updated.

A new order line acquires the Released status. The status of the order header does not change; it is still in Planned status. To view or edit delivery information for the order line, right-click the order line, click Order Line Details, and then click Order Line Address.

For rental lines the Supply Codes can either be Inventory, Internal Purchase Transit or Purchase Transit. For service parts Non Inventory can be used as well as Purchase Transit.

Prerequisites

This activity has the following general prerequisites:

• The customer order header must have been entered and saved.
• The sales part or service part must have been allowed for rental.
• In rental basic data values for Transaction Generation Schedule must be entered. Optionally, values for chargeable days and date exceptions should be entered as well.
• Normally, supply chain parameters should be defined for the supply chain relation. For an external customer this can be done in the Site to Customer Supply Chain Parameters window, and for internal customers this can be done in the Site to Site Supply Chain Parameters window.

For the superseded parts function:

• Replacement parts are entered in the Sales Part/Misc Part Info or Non-Inventory Sales Part/Misc Part Info windows, depending on the type of part that is to be replaced.

For warranties:

• For the customer order line to inherit customer warranty data, the warranty data must first exist for the sales part or possibly have been entered for a preceding sales quotation line.

System Effects

As a result of this activity:

• A rental order line is entered in the Customer Order/Rental Order Lines window.
• A rental record is created in the Manage Rental window with an assigned rental number.
• The system assigns a line and a delivery number.
• The order line receives the Released status.
• If a replacement part has been defined with a replacement date that is before or on the date on which the order line is created, the part on the order line is automatically replaced with the replacement part, and the sales part number of the originally requested part is stored in the Original Sales Part No field on the order line.
• When the customer order line is created, it inherits any default customer warranty defined for the sales part or a preceding sales quotation line.
• If you have chosen substitute parts, the original order line is removed and new order lines for the replacement parts are created. The sales part number of the originally requested part is stored in the Original Part No field on the new order line. If you decide to order the available quantity or some of the originally ordered sales parts, and some of the substitute sales parts, two order lines are created.
• If a supply site reservation is performed, the supply site quantity reserved is updated to reflect how much of the part is reserved on the supply site.
• It will not be possible to invoice an order line blocked from invoicing.
• If the total line amount for any particular Jinsui customer order line exceeds the specified maximum amount, you will not be allowed to save this order line. To avoid this, the amount can be divided between two or more lines.
• If the customer has the Receive Pack Size Charge/Discount check box selected in the Customer/Order/General tab, the order header site has a valid pack size charge price list and the order line(s) has an Input UoM specified in that part list, then a charge line will be created in the Customer Order/Charges tab. The Charge Category check box in the charge line indicates that it is a pack size charge. 
• Charge lines will be automatically added for freight.

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Rental Order Lines
Manage Rentals

Procedure

To enter a new rental order line, follow these steps:

1. Open the Customer Order window, and click the Rental Order Lines tab.
2. Create a new record.
3. Enter the sales part number or service part number in the Sales Part No field or search for it by using the List of Values. Only parts that are allowed for rental will be possible to enter. You can enter the customer's part number in the Customer Part No field if a cross-reference is established between your sales part number and the customer's part number. The description of the part is then displayed in the Description field including the sales unit, price unit, and possible discounts.

Note: Instead of the sales part number, you can enter GTIN or select it from List of values.

4. Enter the quantity of ordered parts. You can enter this quantity in the sales unit of measure in the Sales Quantity field. The price per unit and the total price for the order line appear automatically.
5. Enter the planned start and end rental dates. Optionally, enter the planned start rental date and the planned rental duration.
6. Enter transaction generation schedule.
7. You can save the customer order line at this time if you do not want to add or change any other values.

To enter other details:

• Rental specific parameters can be entered, such as Chargeable Days ID, Date Exception ID and Period Rounding. The Start Rental Option can be updated manually. These parameters as well as the planned start and end rental dates can also be updated from the Manage Rental window. The values will then be automatically updated to the customer order rental line.
• To enter the quantity of parts that the customer actually wants to rent, enter the quantity you want in the sales unit of measure in the Desired Qty field. This field is used if there is a difference between the quantity of parts that the customer wants to buy and the quantity of parts that is actually entered as sales quantity on the order line, for example, because of a shortage of parts in stock.
• You can manually change the sales price both in the customer currency as well as in your own base currency. For companies using VAT and if you select the Use Price Incl Tax check box, it is also possible to change the sales price including tax directly. The system will calculate the net sales price automatically from the used tax code if the Taxable check box is selected and the tax liability is of type taxable.
• To change the default supply code, click a different code in the Supply Code field.
• To enter the ID of the supplier you wish to use, use the Supplier field.
• To add a value-added tax report used within the European Community, enter the applicable data in the Delivery Type field.
• To change the date when the customer wants delivery of each line, use the Wanted Delivery Date field.
• Save the changes. Each order line acquires the Released status.
• To block an order line from being invoiced, select the Invoice Blocked check box.
• To be able to create a Jinsui invoice, select the Jinsui Invoice check box.