Assigning Rent Objects

After a rent contract is released, the posted rent objects have to be assigned specifically to this contract in order to trigger the commissioning of the items on time and to simplify the resource planning. After assigning a rent object to a rent contract, a transfer order can be created to dispatch the rent object.
This chapter describes how to access a list of all rent objects to be delivered and how to trigger further processing, delivery and return of the rent objects. The entire disposition of rent objects can be handled via the Delivery Plan and Return Plan windows.

Here you can find the relevant sections on assigning and processing rent objects in Aptean Rental:

• Assigning Rent Objects via the 'Delivery Plan'
  • Columns and Header Elements of the 'Delivery Plan'
• Returning Rent Objects via the 'Return Plan'
  • Columns and Header Elements of the 'Return Plan'
• Assigning and Returning Rent Objects in a Released Rent Contract
  • Assigning Rent Objects in a Released Rent Contract
  • Returning Rent Objects via a Rent Contract
  • Delivering Rent Objects Subsequently
  • Transferring Rent Objects Collectively to a New Address in a Rent Contract
• Creating a Picklist
  • Creating a Picklist via the Delivery Plan or Return Plan
  • Creating a Picklist via Delivery or Return Documents

Assigning Rent Objects via the 'Delivery Plan'

This section describes how to access a list of all rent objects to be delivered and how to assign rent objects via the Delivery Plan page.

To assign rent objects via the Delivery Plan, proceed as follows:

• Use the quick search (ALT+Q) to find the Delivery Plan page.
• A list of all active contracts including the assigned rent objects and further contract parameters is displayed.

• Select the line of the rent contract to which you want to assign a rent object.
• Check the line information for correctness.
• Select Next Status > Process Next Status.
• If a value has already been selected in the Next Status column, it will now be adopted and entered in the Status column.
• If no new status has been defined, a dialog window opens where you can select the next status. The possible statuses of a rent object are defined in the object status flow of the respective rent class.
  You can find more information on the object status flow under Object Status Flow.
• In the Quantity column, enter the quantity you want to assign to the rent object.
• Specify the location from which the rent object will be delivered in the Delivery Location Code column.
• If the Current Location and Delivery Location Code values differ, then the rent object is not at the designated rent location yet.
  • Optional Select Transfer > Create Transfer Order to create a transfer order.
    You can find more information on this under Transferring Rent Objects Between Rent Locations.
• If Current Location and Delivery Location Code are the same, enter the date on which the rent object should be delivered in the Delivery Date column.
• Select Next Status > Process Next Status.
• A dialog window is displayed.
• Click Yes to enter further data.
• The delivery/return card for this order opens.
• Check the pre-filled fields for correctness.
• Optional Fill in the (remaining) fields, if needed, to complete the order. For more information on the individual fields, see Delivery/Return Card.
• Navigate to the end of the delivery/return card to get an overview of the rent parameters.
• In the Delivery Lines FastTab, enter the quantity of the rent objects to be delivered into the Quantity to Process column.
• To release the delivery document, select Status > Release.
• To deliver the rent object on the specified date, select Posting > Post.
• The rent object line will be deleted from the Delivery Plan and moved to the Return Plan.
  You can find more information on this list under Returning Rent Objects via the 'Return Plan'.

Columns and Header Elements of the 'Delivery Plan'

Header Elements of the 'Delivery Plan'

This subsection describes the individual header elements of the Delivery Plan and their related functions.

Columns of the 'Delivery Plan'

This subsection describes all existing columns in the Delivery Plan. Depending on the status, various columns allow parameters to be entered or changed directly, if necessary.

Returning Rent Objects via the 'Return Plan'

This section describes how to return rent objects using the Return Plan. This list also serves as an overview of all delivered rent objects.

To return a rent object, proceed as follows:

• Use the quick search (ALT+Q) to find the Return Plan page.
• A list containing all active rent contracts is displayed.

• Select the rent object for which you want to register a return.
• In the Return Location Code column, select the rent location to which the rent object will be returned.
• In the Return Date column, enter the date on which the rent object will be returned.
• Select Next Status > Process Next Status.
• A dialog window is displayed in which possible next statuses are suggested. The possible statuses of a rent object are defined in the object status flow of the respective rent class. You can find more information on the object status flow under Object Status Flow.
• The delivery/return card for this order opens.
• Check the pre-filled fields of the delivery/return card for correctness.
• Optional Fill in the (remaining) fields, if needed, to complete the order. For more information on this, go to Delivery/Return Card.
• In the Return Lines FastTab, enter the quantity of the rent objects to be returned, replaced or taken into repair into the Quantity to Process column.

• To release the return document, select Status > Release.
• To return the rent object on the specified date, select Posting > Post.
• The line of the rent object will be deleted from the Return Plan and the rent contract will receive the Final Settlement status.
• Close the Return Plan page.

The rent contract is now completed and can be invoiced. More information on this can be found under Invoicing Functionalities.

Columns and Header Elements of the 'Return Plan'

Header Elements of the 'Return Plan'

This subsection describes the individual header elements of the Return Plan and their related functions.

Columns of the 'Return Plan'

This subsection describes all existing columns in the Return Plan. Depending on the status, various columns allow parameters to be entered or changed directly, if needed.

Assigning and Returning Rent Objects in a Released Rent Contract

Assigning Rent Objects in a Released Rent Contract

To assign rent objects in a released rent contract, proceed as follows:

• Open an active rent contract or create a new one (see Creating a Rent Contract).
• Navigate to the Object Lines FastTab.
• Reserve or plan the rent objects (see Creating a Reservation or Planning a Reservation).
• Select the line of the rent object that you want to assign.
• Click Manage > Process Next Status.
• If a value has already been selected in the Next Status column, it will now be adopted and entered in the Status column.
• If no new status has been defined, a dialog window opens where you can select the next status. The possible statuses of a rent object are defined in the object status flow of the respective rent class.
  You can find more information on the object status flow under Object Status Flow.
• In the Quantity column, enter the quantity you want to assign to the rent object.
• Specify the location from which the rent object will be delivered in the Delivery Location Code column.
• If the Current Location and Delivery Location Code values differ, then the rent object is not at the designated rent location yet.
  • Optional Select Transfer > Create Transfer Order to create a transfer order.
    You can find more information on this under Transferring Rent Objects Between Rent Locations.
• If Current Location and Delivery Location Code are the same, enter the date on which the rent object should be delivered in the Delivery Date column.
• Select Next Status > Process Next Status.
• A dialog window is displayed.
• Click Yes to open the delivery document.
• The delivery/return card for this order opens.
• Check the pre-filled fields for correctness.
• Optional Fill in the (remaining) fields, if needed, to complete the order. For more information on the individual fields, see Delivery/Return Card.
• Navigate to the Delivery Lines FastTab of the delivery/return card to get an overview of the rent parameters.
• Select the three dots in the Object No. column.
• The Rent Object Reservation window opens.
• Select the desired rent object here.
• Optional Use the existing filter on the page, if needed.
• Subsequently, click Select > Select in the menu bar.
• The window closes and the object number is entered in the respective line of the delivery document.
• Enter the quantity you want to process in the Quantity to Process column.

• To release the delivery document, select Status > Release.
• To deliver the rent object on the specified date, select Posting > Post.
• The rent object will receive the delivered status.
• Repeat these steps for all rent objects in the rent contract.

Returning Rent Objects via a Rent Contract

To return rent objects via a rent contract, proceed as follows:

• Open the rent contract for which you want to return rent objects.
• In the Object Lines FastTab, select the line of the rent object that you want to return.

• Optional Set the next status for the rent object in the Next Status column.
• In the Return Location Code column, select the rent location to which the rent object will be returned.
• In the Return Date column, enter the date on which the rent object will be returned.
• Click Manage > Process Next Status.

• A dialog window is displayed.
• Click Yes to open the return document.
• The delivery/return card for this order opens.
• Check the pre-filled fields for correctness.
• Optional Fill in the (remaining) fields, if needed, to complete the order. For more information on the individual fields, see Delivery/Return Card.
• Navigate to the Return Lines FastTab of the delivery/return card to get an overview of the rent parameters.
• In the Return Lines FastTab, enter the quantity of the rent objects to be returned, replaced or taken into repair into the Quantity to Process column.

• To release the return document, select Status > Release.
• To return the rent object on the specified date, select Posting > Post.
• The rent object will receive the returned status.
• Repeat these steps for all rent objects in the rent contract.
• Once all rent objects have the returned status, the rent contract will receive the Final Settlement status.

The rent contract is now completed and can be invoiced. More information on this can be found under Invoicing Functionalities.

Delivering Rent Objects Subsequently

You can create a new delivery on active rent contracts to subsequently add objects to a rent contract.

To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Rent Contracts page.
• The Rent Contracts page is displayed.
• Select the active rent contract for which you want to create a new delivery.
• The Rent Contract Card is displayed.
• Click Contract > Create New Delivery in the menu bar.
• The Fast-Track Assistant is displayed.
• In the Location Code field, select the location of the (service) item or the resource.
• In the Return Date field, enter the return date for the new object.
• In the Object Type field in the Lines FastTab, specify if the line contains an Item, a Service Item or a Resource.
• Enter the object number of the requested object in the Search field or directly in the Object No. field.
• Enter the delivered quantity of the object in the Quantity field.
• The other fields are filled in automatically, if needed.
• Click OK to confirm your entries.
• The Edit - Delivery/Return Card page is displayed.
• Fill in the Delivery/Return Card as usual.
• Post the delivery document.

You have successfully created a new delivery for an active rent contract.

Transferring Rent Objects Collectively to a New Address in a Rent Contract

Rent objects can be collectively transferred to a new delivery address in a rent contract. If the delivery address differs from the pickup address of the rent object, you can transfer all lines at once via a function. The prerequisite for this is that the delivery address has to be changed first by creating an additional contract.
To do so, proceed as follows:

• Open a rent contract.
• Create an additional contract.
• In the Delivery FastTab, change the delivery address.
• Activate the additional contract.
• A dialog window is displayed.
• Click Yes to transfer all lines of the rent contract to the new delivery address. If the dialog is not confirmed, all lines must be updated and transferred manually to the new delivery address, if needed.
• The additional contract is activated and the delivery address is updated in the contract lines of the rent contract.

The rent objects then have to be transferred to keep the contract history information up to date. Using the respective action, you can do this for all lines at once. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Transfer To New Address page.
• A dialog window opens in which you can select if you want to transfer all or only selected rent objects.
• A dialog window opens in which you can select if you want to post the created transfer order.
• A dialog window states that the transfer order is received.
• A dialog window states that the transfer order is posted.

You have successfully transferred rent objects to a new address in a rent contract.

Creating a Picklist

You can create picklists that contain all the important information needed to fulfill an order. This makes it easier for the warehouse staff to pick the rent objects and for suppliers to plan the route.

To create a picklist, proceed as follows:

• Use the quick search (ALT+Q) to find the Rent Picklists page.
• The window for creating picklists is displayed.
• Click New to create a new rent picklist.
• Complete the columns according to the table below.

• Select Add > Add Lines.
• A list of all lines that can be added to the picklist is displayed.
• Click the button with the three dots.
• Select the lines you want to add to the picklist.
• Click OK to create the picklist.

You have successfully created a picklist.

Creating a Picklist via the Delivery Plan or Return Plan

You can also create a picklist directly via the Delivery Plan or Return Plan. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Delivery Plan or Return Plan page.
• A list of all lines that can be added to the picklist is displayed.
• Click the button with the three dots.
• Select the lines you want to add to the picklist.
• Select Documents > Create Picklist.
• A dialog window opens in which you can select if you want to create a new picklist or if the respective lines should be added to an existing picklist.
• Select Add to new picklist to create a new picklist.
• Complete the columns according to the table below.

• Select Close to create the picklist.

You have successfully created a picklist via the delivery/return plan.

Creating a Picklist via Delivery or Return Documents

You can also create a picklist directly via a delivery or return document. To do so, proceed as follows:

• Open the desired delivery or return document.
• Select Process > Create Picklist from the menu bar.
• The values in the Quantity to Process column of the delivery or return document are set to 0.
• Complete the columns according to the table below.

• Select Add > Add Lines.
• A list of all lines that can be added to the picklist is displayed.
• Click the button with the three dots.
• Select the lines you want to add to the picklist.
• Click OK to create the picklist.
• Optional To fill the Quantity to Process column automatically with the values from the delivery or return lines, select Process > Set Qty. to Process in the menu bar of the picklist.
• Select Status > Release from the menu bar to release the picklist.
• Select Status > Register to register the picklist.
• The values from the Quantity to Process column in the picklist are transferred into the delivery or return document.