Working with Deliveries/Returns

Every time a rent object is delivered or returned, a delivery/return document will be created. In a delivery/return, you can make use of different functions.
This chapter describes how to use deliveries/returns and is separated into the following sections:

Delivery/Return Card
- Lines of a Delivery/Return Card
Working with Deliveries/Returns
Setting Further Parameters
Creating Documents
- Creating a Service Order from a Delivery/Return
- Creating a Transport Order from a Delivery/Return

Delivery/Return Card

This section describes the different fields found on a delivery/return card.

FastTab	Field	Description
General	No.	This field shows the number of the delivery/return card.
	Deliver-to/Return-from Customer No.	This field shows the number of the customer the rent contract applies to.
	Customer Name	This field shows the name of the customer the rent contract applies to.
	Contract No.	This field contains the rent contract number for which the delivery/return was created.
	Transport Orders	This field contains the existing transport orders for this delivery/return.
	Sales Orders	This field contains the existing sales orders for this delivery/return.
	Service Orders	This field contains the existing service orders for this delivery/return.
	Language Code	Optional In this field, you can specify the language code for the delivery/return.
	Responsibility Center	Optional In this field, you can select an internal responsibility center for the rent contract.
	Responsible Person (Service)	Optional In this field, you can select an internal reference person for the service processing of the rent contract.
	Responsible Person (Transport)	Optional In this field, you can select an internal reference person for the transport processing of this order.
	Location	This field shows the location from where the rent object will be delivered.
	Posting Date	Optional In this field, you can select a date for the posting.
	Your Reference	Optional In this field, you can select a customer reference for identification if necessary.
	Process In	Optional In this field, you can select an application from the list with which the delivery/return should be processed externally.
Data	Rent Start Date	In this field, you can enter the requested rent start date. This field is pre-filled with the value of the Requested Rent Period Start Date field. If the value in this field is changed, a dialog is displayed asking whether the value should be changed for all lines. If you confirm this, the value will be changed for all lines. If you reject this, the value will not be changed for all lines.
	Shipping Date	In this field, you can enter the requested shipping date for the contract objects. If the value in this field is changed, a dialog is displayed asking whether the value should be changed for all lines. If you confirm this, the value will be changed for all lines. If you reject this, the value will not be changed for all lines.
	Delivery Date / Return Date	In this field, you can enter the requested delivery date or return date for the delivery of the contract objects. If the value in this field is changed, a dialog is displayed asking whether the value should be changed for all lines. If you confirm this, the value will be changed for all lines. If you reject this, the value will not be changed for all lines.
Status	Status	This field shows the current status of the delivery/return.
	Delivery Status / Return Status	This field shows the current delivery/return status of the rent object.
	Line Sorting	Select in this field how the delivery and/or return lines should be sorted. You can choose between the Contract Line No., Object Description, Object No., Bin Code and Vendor Item No. options. If you leave this field empty, the lines will not be sorted.
Deliver-to/Return-from Address	Name (Address)	Optional In this field, you can select the name of the person or company to whom this delivery/return is addressed.
	Ship-to Code	Optional If you have assigned a delivery address code to a delivery address, you can enter it in this field so that the rest of the delivery address information is filled out automatically.
	Address	Optional This field contains the first part of the address, usually the street name and street number in the format customary for the destination.
	Address 2	Optional This field can be used in case you need additional address information such as c/o.
	City	This field shows the third part of the address, for example the city or location.
	County	Optional In this field, you can additionally enter a county or region to prevent confusion with similarly named locations or to make it easier for the delivery person to determine the destination.
	Post Code	This field shows the second part of the address, for example the post code.
	Country/Region Code	This field shows the country/region code for the delivery. If you want to deliver a rent object to another country, this field must be filled out. When it comes to deliveries within the same country, this field is optional.
Contact	Rent Delivery/Return Contact	Optional In this field, you can select the name of the person or company to whom this delivery/return is addressed.
	Contact Phone No.	Optional In this field, you can enter a phone number for the on-site contact person. This might come in handy if the vendor has to contact the customer.
	Mobile Phone No.	Optional In this field, you can enter a mobile phone number for the on-site contact person.
	Contact Email	Optional In this field, you can enter an email address for the on-site contact person.
Contacts		In this FastTab, you can enter more contact persons for this delivery/return via the table columns.
Shipping Information	Shipping Agent Code	Optional Select a code for the shipping agent from the dropdown list. This might be an internal shipping agent or an external shipping agent such as a parcel service or a freight forwarder.
	Shipping Agent Service Code	Optional In this dropdown list you can select a service code for the shipping agent. This might be an internal shipping agent or an external shipping agent such as a parcel service or a freight forwarder.
	Shipping Time	This field specifies the time period between the shipment of items from the warehouse until delivery.
Additional Text		In this FastTab you can create additional texts which will then be shown on the printed delivery/return. For more information on depositing additional texts, click here.
Delivery Lines or Return Lines		In this FastTab, you will find the individual delivery or return lines. The columns of this FastTab are further described in the Lines of a Delivery/Return Card section.
Delivery Checkpoints or Return Checkpoints		In this FastTab, you can deposit checkpoints for a delivery/return. These will have to be checked first before the delivery/return can be further processed.
Delivery Object Attributes or Return Object Attributes		This table shows the attributes which were entered in a rent contract. You can find more information on assigning attributes here.
Pictures		In this FastTab, you can deposit pictures for the delivery/return.
Media Files		In this FastTab, you can deposit media files (e.g., videos) for the delivery/return.

Lines of a Delivery/Return Card

This section describes the individual columns in the lines of a delivery/return card.

Column	Description
Status	This column shows the status of the delivery/return line.
Mobile Status	This column shows the status of the order in Aptean Mobile Rental.
Line Type	This column shows whether the line is a delivery or a return line.
Object Type	This column shows whether the rent object in this delivery/return line is an item, service item or a resource.
Object No.	This column specifies the (service) item number of the rent object. This field is only filled if a specific rent object has been reserved or planned. For more information, see Assigning Specific Object Numbers to Lines.
Variant Code	This column specifies the variant code of the rent object.
Description	This column specifies the description of the rent object as stored in the (service) item. This field is only filled if a specific rent object has been reserved or planned. For more information, see Assigning Specific Object Numbers to Lines.
Description 2	See the Description column.
Quantity	This column shows the rent object quantity that is to be delivered/returned.
Unit of Measure Code	This column shows the unit of measure of the rent object.
Location Code	This column shows the location code to which the rent object will be delivered or returned. You will find more information on locations in the Rent Objects chapter.
Bin Code	This column shows the bin code from where the rent object will be delivered/returned. You will find more information on bins in the Setting Up Bins section.
Picklist Exists	This column shows whether the delivery/return line is being used in a picklist document.
Current Location	This column specifies the current location of the rent object.
Qty. Available	This column specifies how many of the selected rent objects are available at the current location.
Quantity to Process	This column shows the rent object quantity that should be processed in the delivery/return.
Should be reduced	Only in Delivery Lines Select this checkbox if the quantity agreed in the contract is not to be delivered. When posting the delivery/return, the system creates an additional contract which reduces the quantity in the contract to the delivered quantity. If the option is activated in the order types, this checkbox might be automatically selected.
Quantity to Sell	Only in Return Lines This column shows how many of the returned rent objects are to be resold. This step is only possible if a sales location has been assigned to the selected location. If the rent object should be rented out again, you can leave this column empty. You will find further information under: Return Rent Object for Repair.
Broken Qty. to Sell	Only in Return Lines This column shows how many of the returned rent objects should be scrapped and decommissioned for rent in order to invoice them to the customer.
Quantity to Scrap	Only in Return Lines This column shows how many of the returned rent objects are no longer fit for use. This step is only possible if a sales location has been assigned to the selected location. If the rent object should be rented out again, you can leave this column empty. You will find further information under: Return Rent Object for Repair.
Unit of Measure Code (Process)	This column shows the unit of measure code of the rent objects that are to be processed.
Interruption Type	This column shows the interruption type of the rent contract.
Quantity Processed	This column shows the processed quantity after the delivery/return has been posted.
Shipment Date / Return Date	This column shows the date on which the rent object should be delivered/returned.
Shipment Time Prefix / Return Time Prefix	This column shows whether the rent object should be delivered/returned by or from a certain time.
Shipment Time / Return Time	This column shows the time at which the rent object should be delivered/returned.
Ship-to Date	Only in Delivery Lines This column shows the date by which the rent object must be delivered to the customer.
Ship-to Time Prefix	Only in Delivery Lines This column shows whether the rent object should be delivered by or from a certain time.
Ship-to Time	Only in Delivery Lines This column shows the time at which the rent object is to be delivered.
Rent Start Date	Only in Delivery Lines This column shows the starting date of the rent period.
Requested Rent Period Start Date	Only in Delivery Lines This column shows the requested starting date of the rent period as specified in the contract line.
Rent End Date Registered	Only in Return Lines This column shows whether an ending date has been registered for the rent period.
Rent End Date	Only in Return Lines This column shows the registered ending date for the rent contract.
Full Return	Only in Return Lines This column shows whether the posting of the delivery/return line will result in a full return of the contract line. This checkbox has to be selected for the rent end date to be registered.
Rent End Reported On Date	Only in Return Lines This column shows the date on which the end date of the rent period was reported.
Rent End Reported On Time	Only in Return Lines This column shows the time at which the end date of the rent period was reported.
New Rent Status Object	Only in Return Lines In this column you need to enter a new rent status for the rent object when posting the delivery/return line. For more information on rent statuses, see Rent Status.
Consumption Type Code 1	This column shows the main type of consumption. You can find information on creating consumption types under Tracking Consumption or Mileage.
Consumption Value 1	This column shows a registered value for the main type of consumption. You can find information on creating consumption types under Tracking Consumption or Mileage.
Consumption Type Code 2	This column shows the second main type of consumption. You can find information on creating consumption types under Tracking Consumption or Mileage.
Consumption Value 2	This column shows a registered value for the second main type of consumption. You can find information on creating consumption types under Tracking Consumption or Mileage.
Delivery Comment / Return Comment	Here, you can enter a comment for the delivery/return. For more information on comment lines, click here.

Working with Deliveries/Returns

Creating a Delivery/Return via the Fast-Track Assistant

You can create deliveries/returns for (service) items and resources via the Fast-Track Assistant even without a rent contract.
To do so, proceed as follows:

Use the quick search (ALT+Q) to find the Rent Delivery/Return List page.
The Rent Delivery/Return List page is displayed.
Select New > New from the menu bar.
The Fast-Track Assistant is displayed.
Select the customer for your delivery/return in the Customer No. field.
In the Location Code field, select the location of the (service) item or the resource.
Enter the delivery date in the Shipping Date field.
Enter the return date in the Return Date field.
In the Object Type field in the Lines FastTab, specify whether the line contains an Item, a Service Item or a Resource.
Enter the object number in the Object No. field.

Tip

You can also use the Search field to search for the requested object via the object number.

Enter the quantity of the object that is relevant for the delivery/return in the Quantity field.
The other fields are filled in automatically, if necessary.
Click OK to confirm your entries.
The Edit - Rent Delivery/Return Card page is displayed.
Fill in the delivery/return card as usual.

You have successfully created a delivery/return via the Fast-Track Assistant.

Adding a New Rent Object via the Delivery

You can subsequently add a rent object via the delivery document of a rent contract or edit the quantity to be delivered of that rent object. These are then processed via an additional contract. To do so, proceed as follows:

Open a delivery.
In the Delivery Lines FastTab, select the Manage > Add New Object option from the menu bar.
The Fast-Track Assistant opens.
In the Object Type field in the Lines FastTab, specify whether the rent object to be added is an Item, a Service Item or a Resource.
Enter the object number in the Object No. field.

Tip

You can also use the rent reservation to search for the requested object via the Search field.

Enter the quantity of the object in the Quantity field.
The other fields are filled in automatically, if necessary.
Click OK to confirm your entries.
The selected object is added to the contract lines via an additional contract.

Processing Several Rent Objects in a Delivery/Return

You can process multiple rent objects in the same delivery/return. To do so, proceed as follows:

Open a delivery or return.
Select Process > Add another line from the menu bar.
A new window with all rent contract lines opens.
Select an object line you would like to add to the delivery/return.
Click OK.
The line will be added to the Delivery Lines / Return Lines and can be processed in the same delivery/return.

Creating Several Deliveries for the Same Contract Line

To create multiple deliveries for the same contract line, proceed as follows:

Tip

If a customer wishes to have a partial quantity of the agreed quantity of a rent contract line delivered early, it is possible to migrate lines from the current delivery document into a new delivery document. More information on this can be found here.

Use the quick search (ALT+Q) to find the Rent Contracts page.
Select the active rent contract for which you want to create a new delivery.
The Rent Contract Card is displayed.
Mark the desired contract line.
Click Contract > Create First Delivery in the menu bar.
A dialog is displayed indicating that a delivery document was created and asking whether you would like to open it. This delivery document includes the entire quantity of the contract line.

Important

In order to create several deliveries for the same contract line, it is important at this point to not post the delivery document that was just created.

Optional Close the delivery document.
Select Contract > Create New Delivery from the menu bar of the rent contract.
The Fast-Track Assistant is displayed.
In the Location Code field, select the location of the (service) item or the resource.
Enter the delivery date of the new delivery in the Shipping Date field.
In the Return Date field, enter the expected return date of the object.
In the Object Type field in the Lines FastTab, specify whether the line contains an Item, a Service Item or a Resource.
Enter the object number in the Object No. field.

Tip

You can also use the Search field to search for the requested object via the object number.

Enter the object quantity to be delivered in the Quantity field.
The other fields are filled in automatically, if needed.
Click OK to confirm your entries.
The Edit - Rent Delivery/Return Card page is displayed.
Fill in the delivery/return card as usual.
Optional Create more deliveries via the Contract > Create New Delivery action.

Migrating Delivery Lines

Migrating Delivery Lines into a New Delivery

To migrate lines from a delivery document into a new delivery document, proceed as follows:

Open a delivery.
Navigate to the Delivery Lines FastTab.
Mark the desired lines which you want to migrate into a new delivery document.
Select Migration > Migrate to New Delivery from the menu bar.
The Dates - Lines will be migrated window is displayed.
In the Dates for New Delivery FastTab, enter the Shipping Date, Delivery Date and the Rent Start Date for the new delivery document.
Confirm your entries with OK.
A new delivery document is created containing your entered values as well as the previously selected delivery lines. Using this document, you could for example deliver a partial quantity of the contract line. You can continue processing the delivery document as usual.

Migrating Delivery Lines from an Existing Delivery

To migrate lines from an already existing delivery document into the current delivery document, proceed as follows:

Open a delivery.
Navigate to the Delivery Lines FastTab.
Select Migration > Collect Lines to Migrate from the menu bar.
The Select Line window opens. The table in this window is filtered on the customer of the rent contract, which means only lines from rent contracts for this customer are displayed.

Note

You can only migrate the full quantity of the line into the delivery document. It is not possible to migrate partial quantities.

Select the lines to be migrated.
Confirm your entries with OK.
The selected lines are migrated into the current delivery document.

Adding Pictures to a Delivery/Return and Viewing Them in Rent Contracts

You can add pictures to a delivery/return. This is useful, for example, to record damages or to log what exactly was delivered.
These pictures from deliveries or returns can also be viewed via the related rent contract afterwards. This is useful to be able to compare the pictures of deliveries/returns for example in case of handover.

To add pictures to a delivery/return, proceed as follows:

Navigate to the Pictures FastTab of a delivery or return.
Click Select Image Files.
Select the desired pictures.
Confirm with OK.
The pictures are added to the delivery/return.

To open pictures from all deliveries/returns of the related rent contract, proceed as follows:

Open the desired rent contract.
Select Related > History > Delivery/Return Media from the menu bar.
A list containing all linked deliveries/returns of the rent contract is displayed.
Select a delivery/return.
All existing pictures of this delivery/return are shown in the Pictures FastTab.

Setting a Rent End Date in a Return

You can specify the ending date of the rent period in a return. This way, no invoices will accidentally be sent to the customer. To set the rent end date in a return, proceed as follows:

Note

To be able to enter an ending date for the rent period, the following requirements must be met:

The return status has to be set to Open.

The Quantity to Process column must be filled in in the return lines. You can only enter a rent end date if the full quantity has been returned. You cannot enter a rent end date with only a partial return.

All checklists in the return must be completed. For more information on checklists, click here.

Open a return.
In the Return Lines FastTab, enter the ending date for the rent period in the Rent End Date column. Either select a date from the calendar or enter T to automatically enter the current date.
In the Rent End Date Reported On Date column in the Return Lines FastTab, enter the date on which the rent end was reported. Either select a date from the calendar or enter T to automatically enter the current date.
In the Rent End Date Reported On Time column in the Return Lines FastTab, enter the time at which the rent end was reported.
Select Rent End Date > Register Rent End Date from the menu bar.
The checkbox in the Rent End Date registered column will be selected automatically. The field in the Quantity to Process column of the return can no longer be edited.

Note

Setting the rent end date updates the invoice plan, and if stair prices are used, an additional contract for a price change may be created.

The date which has been entered in the Rent End Date column will be automatically transferred to the Invoice To column in the Lines FastTab of the corresponding rent contract.
Optional To edit the rent end date later, click Rent End Date > Undo Rent End Date Registration in the menu bar of the return.

Approving Transport Cost Lines (Transport Invoice Check)

In a rent contract with delivery and return costs, for example, you can define that the chargeable transport cost lines must be specified and approved during processing. Furthermore, you can define at which point in the process the system checks whether this selection and approval has been done. You can choose from the following options for the time of the check:

before release of the delivery/return document
before invoicing of the posted delivery/return document

To be able to do this, the respective option must be selected in the Transport Invoice Check field on the Rent Setup page. If an option is selected, depending on the selection, an error message is displayed when releasing or invoicing the delivery/return, stating that it must first be approved whether certain lines of the delivery/return should be invoiced. To view the lines from a delivery/return document that are to be checked, proceed as follows:

Open a (posted) delivery/return.
Select Invoicing > Select Contract Lines for Invoicing from the menu bar.
The Delivery/Return Invoice Settings window opens. Here you can select which contract lines should be invoiced to the customer.
Optional Adjust the price of the contract lines via the Price column.
Select the checkbox in the Chargeable column for each contract line that should be invoiced.
Select Approval > Set Approval from the menu bar.
The contract line is no longer editable.
Optional To reset the approval and edit the contract line again, select Approval > Reset Approval from the menu bar.
Finally, confirm your settings with OK.
Optional Post the delivery/return.

The transport cost lines including the price are now shown in the invoice plan of the rent contract.

Correcting Dates in Deliveries/Returns

This section describes how to change the dates of an already posted delivery or return. You can change the rent start or end date or the ship or return date. To change the date of a delivery/return, proceed as follows:

Note

In this section, the date correction is accessed from within a posted delivery or return document. The date correction can also be accessed from 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 a rent contract from the list.

The rent contract card is displayed.

In the Object Lines FastTab, select Manage > Date Correction from the menu bar.

The Date Correction Wizard opens.

Go to the Posted Deliveries or Posted Returns page.
Select a document from the list.
Click Process > Date Correction in the menu bar.
The Date Correction Wizard opens.
In the Options FastTab, select the Document Type that shall be displayed. If you select Delivery, the rent deliveries are displayed in the lower section. If you select Return, the rent returns are displayed in the lower section.
In the Correction Option field, select whether you want to correct the Rent Start Date, Shipment Date, Rent End Date or Return Date.
You can find the currently posted date for the respective delivery/return in the Rent Start Date/Shipment Date or Rent End Date/Return Date column.
Enter the new date for this posting in the Correction x-Date column.
Click OK to confirm your entry.
Confirm the dialog with Yes if you want to process the correction.
The modified date will be displayed in the rent contract.

Opening the (Service) Item Card from a Delivery/Return

You can directly open the respective (service) item from the lines of a delivery/return. Proceed as follows:

Open a delivery/return.
Navigate to the Delivery Lines or Return Lines FastTab.
Select Manage > Rent Object from the menu bar.
The respective (service) item card opens.

Using Checkpoints in Deliveries/Returns

If you want to use checkpoints in Aptean Rental, you have to set this up on the service item card. When using checkpoints, certain attribute values have to be checked and re-entered if necessary during the delivery or return process. Proceed as follows to set up checkpoints:

Activate the Use Checkpoints toggle switch in the Logistic Settings FastTab on the Rent Setup page.
Use the quick search (ALT+Q) to find the Service Items page.
A list of all service items is displayed.
Open the service item for which you would like to manually set up checkpoints.
Navigate to the Attribute Values FastTab.
Select Attribute Mapping from the menu bar in the FastTab.
Select the Delivery/Return Checkpoint checkbox for the attributes which should be used as checkpoints in Aptean Rental.
Also select the To Be Checked checkbox for the attributes which should be checked during the delivery/return process. If the checkbox is selected, attributes are not only shown but have to be checked by entering a new value in the delivery/return.

You can now find the Checkpoints FastTab in delivery/return cards.

In the Attribute column, you will find the affected attribute to be checked.
In the Value column, you will find the last entered value to be checked.
In the New Value column, enter the current value.
Further process the delivery/return. The new values of the processed attributes from the checkpoints are transferred into the service item card when posting the delivery/return.

Canceling a Posted Delivery/Return

This section describes how to cancel posted deliveries and returns from a posted document. It is possible to cancel only the selected line or all lines. To do so, proceed as follows:

Use the quick search (ALT+Q) to find the Rent Contracts page.
From the list, select a rent contract in which deliveries or returns have already been processed that you now want to cancel.
From the menu bar, select Related > Documents > Posted Deliveries or Posted Returns. If you cannot find the menu option Related, click More Options.
The Posted Deliveries or Posted Returns page is displayed.
From the list, select the delivery or return you want to cancel. If only one delivery or return exists, the Posted Delivery Card or Posted Return Card is displayed automatically.

Note

Only the most recently posted delivery or return can be canceled. If multiple deliveries or returns need to be canceled, they must be canceled in reverse order, from the most recently posted to the earliest posting.

In the Posted Delivery Card or Posted Return Card, select the line you want to cancel.
In the menu bar, select one of the following options:
- Cancelling (All): cancels all lines in the posted delivery/return document.
- Cancelling (Selected): cancels only the selected lines in the posted delivery/return document.
The cancellation is displayed in the Lines FastTab of the posted delivery/return document.

Important

If a posted delivery is canceled for an item that was either not previously included in the rent contract or whose original quantity was increased through an additional contract, that additional contract must first be deleted manually before the rent contract can be further processed.

Setting Further Parameters

Adding Several Contacts to a Delivery/Return

You can include multiple contacts in a delivery/return. This way, the person in charge has the option to call another contact person in case the main contact is not available. To do so, proceed as follows:

Open a delivery or return.
Open the Contacts FastTab.
To add several contacts to a delivery/return, click the three dots in the Contact Name column.
A list with all contacts that are linked to the rent contract opens.
Select a contact from the list.
All other columns in the delivery/return will be filled in automatically with the contact information deposited in the system.
Repeat these steps as often as needed.
Optional To add a contact that is not stored in the system, enter the contact information manually.

Depositing Additional Texts in a Delivery/Return

Additional texts that are deposited in a delivery/return will also be shown on the printed delivery/return. You can enter free text or work with modules from Standard Text Codes. To deposit additional texts in a delivery/return, proceed as follows:

Open a delivery/return.
Navigate to the Additional Text FastTab.
Optional Select a standard text code in the Text Code column. The text modules that are stored there, if applicable, will be automatically entered in the Additional Text column and can also be edited there, if needed. For more information on creating standard text codes, click here.
In the Additional Text column, enter a free text which should be shown on the printed delivery/return.
Your changes are saved automatically.

Tip

To deposit an additional text not only for the whole delivery or return document but instead only for a specific delivery or return line, proceed as follows:

Make sure that the Comment Lines in Rent Delivery/Return Active toggle switch on the Rent Setup page is enabled in order to use this functionality.

In the delivery or return document, navigate to the Delivery Lines or Return Lines FastTab.

Mark the desired delivery or return line.

Enter the desired comment into the Delivery Comment or Return Comment column of the respective line.

Once you confirm the comment, a new comment line is automatically inserted under the respective delivery or return line.

To add more lines to this delivery or return line, select Manage > Edit Delivery Comment or Edit Return Comment in the menu bar of the Delivery Lines or Return Lines FastTab.

The Rent Delivery/Return Text Wizard opens.

Enter further comment lines. To add standard texts via standard text codes, proceed as described here.

Confirm your entries with OK.

The lines are inserted under the respective delivery or return line.

Depositing Standard Texts as Comment Lines in Deliveries/Returns

You can enter standard texts as comment lines in the lines of a delivery/return. That way, standard information which is needed for delivery and return can be easily entered. Proceed as follows:

Open a delivery/return.
Navigate to the Delivery Lines or Return Lines FastTab.
Select Manage > Add Text Lines from the menu bar.
The Rent Delivery/Return Text Wizard opens.
Select Add Standard Text from the menu bar.
Select a standard text code from the list which you want to add to the delivery/return lines. For more information on creating standard text codes, click here.
Confirm your entries with OK.
The standard texts are added to the delivery/return as comment lines.

Creating Documents

Creating a Service Order from a Delivery/Return

You can create service orders from the delivery/return card. These are then linked to the delivery/return. Proceed as follows:

Open a delivery or return.
Select Process > Create Service Order from the menu bar.
The Service Document Wizard opens. The fields of the wizard are already pre-filled with the delivery/return data.
Optional Edit or fill in the Order Type and Bill-to Customer No. fields.
Select the desired service item lines. Item lines from the delivery/return are not shown in the Service Document Wizard.
Confirm your selection with OK.
A dialog is displayed that confirms the creation of the service order.
Confirm the dialog with Yes to open the service order.
The delivery/return is linked to that service order.

You have successfully created a service order from a delivery/return card.

Tip

To open the service orders created from this delivery/return, select Related > Show Service Orders in the menu bar of the delivery/return. If multiple service orders have been created, a list is displayed.

Creating a Transport Order from a Delivery/Return

You can create transport orders from the delivery/return card. Proceed as follows:

Open a delivery or return.
Select Process > Create Transport Order from the menu bar.
The vendor list is displayed.
Select a vendor for the transport order.
Confirm your selection with OK.
A dialog is displayed that confirms the creation of the transport order.
Confirm the dialog with Yes to open the transport order.

You have successfully created a transport order from the delivery/return card.