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Creating Documents from Sub-Rent Contracts

This chapter describes how to create service items and transport orders directly from a sub-rent contract and how to access the rented objects overview. This chapter is divided into the following sections:

Creating a Service Item from a Sub-Rent Contract

You can create a new service item during the sub-rent process directly via the sub-rent contract. To do so, proceed as follows:

Note

You can only create a service item if the Internal option has been selected in the Object No. Type field.

  • Use the quick search (ALT+Q) to find the Sub-Rent Contracts page.
  • A list with all existing sub-rent contracts is displayed.
  • Create a new sub-rent contract as described in Creating a Sub-Rent Contract or open an existing sub-rent contract.
  • Navigate to the Lines FastTab.
  • Select the rent class you want to create a service item for.
  • Click Service Item > Create Service Item in the menu bar.
  • Fill in the fields according to the table below.
Option Action
Manufacturer Here, enter a manufacturer for the service item.
Category Here, enter the service item category.
Subcategory Here, select the subcategory for the service item.
Model Here, select the model of the service item.
Serial No. Here, enter the serial number that is assigned to the service item.
  • Check all information.
  • Click OK to create the service item.
  • The information will be transferred to the contract lines.

Overview of Rented Objects

You can open a list of rented objects. This list shows, for example, the starting date and estimated end date of the sub-rent. It also shows the vendor from whom the object was rented and whether the rented object has been delivered or returned. Furthermore, you can open related sub-rent or rent contracts directly from this page. To access the rented objects overview, proceed as follows:

  • Use the quick search (ALT+Q) to find the Rented Objects page.
  • A list of all rented (service) items is displayed.

To open a sub-rent or rent contract related to a (service) item, proceed as follows:

  • Mark the desired (service) item in the list.
  • Select Contracts > Open Sub-Rent Contract or Open Rent Contract from the menu bar.
  • The sub-rent or rent contract related to the (service) item opens.

Creating a Transport Order from a Sub-Rent Contract

You can create a transport order from a sub-rent contract. That way, a transport can be requested or ordered from external vendors. Proceed as follows:

  • Use the quick search (ALT+Q) to find the Sub-Rent Contracts page.
  • Create a new sub-rent contract as described in Creating a Sub-Rent Contract or open an already existing, released sub-rent contract.
  • Mark the desired lines in the Object Lines FastTab for which you want to create a transport order.
  • Select Transport > Create Transport Order from the menu bar of the Object Lines FastTab.
  • The Vendors window is displayed.
  • Select the desired vendor.
  • Confirm your selection with OK.
  • A dialog is displayed in which you can decide whether to open the newly created transport order.
  • Click Yes to open the transport order.
  • The purchase order is displayed. You can now process it further.

You have successfully created a transport order from a sub-rent contract. To view the already created transport orders for this sub-rent contract, select Transport > Transport Orders from the menu bar of the Object Lines FastTab.