Rent Class Types
Rent class types are important when it comes to rent classes. Rent class types can be used to define the type of rent class and the flow for rent classes.
This chapter is divided into the following sections:
Creating a Rent Class Type
This section describes how to create a rent class type. To do so, proceed as follows:
- Use the quick search (ALT+Q) to find the Rent Class Types page.
- A list containing all rent class types opens.
Note
The most important rent class types have already been created. However, you can create additional rent class types or edit the existing ones.
To add more rent class types, proceed as follows:
Important
Do not select the Partial Delivery/Return allowed or Active checkbox at this time. Otherwise, an error message is displayed.
- Click the New button.
- A new line is created.
- In the Type Code column, enter a unique type code for this rent class type.
- Under Object Type, select one of the following object types: Service Item, Item, Resource or Service.
Using rent class types, you can, e.g., edit the object status flow. You can find more information on this in Object Status Flow.
Object Status Flow
You can use the object status flow to map and specify the possible processing steps for a rent object. It allows you to specify if a rent object can be partially delivered or returned or if it should be possible to return it for repair and deliver it afterwards.
To create or edit an object status flow, proceed as follows:
Note
If you create a new object status flow, an empty flow will be displayed.
Note
For an object status flow, you will need to define the following:
- at least one field from From Status Code with the value START and the flow line type First,
- at least one field from To Status Code with the value DELIVERED and the flow line type Main, and
- at least one field from To Status Code with the value RETURNED and the flow line type Last.
Depending on the object type, you might have to enter more information.
Note
The Partial Delivery/Return allowed option is only available for Items.
Note
To be able to select the Partial Delivery/Return allowed checkbox, the flow status entered in the To Status Type or From Status Type column must have the value Partially Delivered or Partially Returned.
- Use the quick search (ALT+Q) to find the Rent Class Types page.
- A list containing all rent class types opens.
- Click Flow > Status Flow to open the status flow for the selected line.
- The View - Object Status Flow page opens.
- Click a line to edit the value of said line.
If you enter something into a line, a new empty line will be created automatically. - Fill in the fields according to the table below to create or edit a status flow.
| Column | Description |
|---|---|
| Sorting Order | Enter a number for the status code. The order will be updated after reopening the object status flow. |
| From Status Code | Select the source status. This will either be 'START' or the last to-status code. An overview of the available status codes can be found here: Rent Object Status Overview. |
| From Status Type | Reference This field will be filled in automatically once you select a value in the From Status Code field. |
| To Status Code | Select the target status. This will either be the next from-status code or 'RETURNED'. An overview of the available status codes can be found here: Rent Object Status Overview. |
| To Status Type | Reference This field will be filled in automatically once you select a value in the To Status Code field. |
| Flow Line Type | Select what part of the flow this object status flow belongs to. 'First' = first process step; 'Main' = main process step; 'Last' = last process step |
| Flow Direction | Select whether the status code is in the delivery part of the flow or in the returning part of the flow. 'Delivery' = part of the delivery process; 'Returning' = part of the returning process or repair or rent break. |
| Auto Post Delivery/Return | Select this checkbox if the delivery/return should be automatically posted once it is created by the system. |
| Exclude from Selection Page | Select this checkbox if the status flow line should not be selectable by the user. Select this option if the status flow line is needed for an automatic flow but cannot be set manually. |
| Rent Status Object | Select here the new rent status which should be set for the service item when posting the delivery/return. |
| Preparation Checklist Template | This field contains the preparation checklist that needs to be filled out before a rent object can be delivered. For more information on checklists, see Checklists for Rent Orders. |
| Checklist Template | This field contains the checklist that needs to be filled out when a rent object is delivered or returned. For more information on checklists, see Checklists for Rent Orders. If a checklist template is selected for a flow for which no delivery/return is created (e.g., from Start to Planned), this checklist has to be opened and completed via the menu bar of the rent contract before the rent contract can be further processed. |
| Finishing Checklist Template | This field contains the checklist that needs to be filled out after a rent object has been returned. For more information on checklists, see Checklists for Rent Orders. |
- Click Close.
- Your changes are saved automatically.
- Subsequently select the checkbox of the relevant rent class type in the Active column in the Rent Class Types list to be able to select this rent class type in a rent class.
- Optional Select the Partial Delivery/Return allowed checkbox if the rent class type should be qualified for this.
- Close the Rent Class Types page.
Updating the Object Status Flow for All Rent Classes
If you make changes to the object status flow of a rent class type, you can introduce these changes automatically into all rent classes which have an assigned rent class type by using a function. To update the object status flow for all rent classes, proceed as follows:
Note
If a rent class that is to be updated is used in a Rent Quote, the object status flow will also be updated.
If a rent class that is to be updated is used in a Rent Contract, the object status flow is only updated if the current object status of the rent class is also part of the new object status flow. If the rent class has an object status that is not part of the new object status flow, a different object status has to be selected first.
- Use the quick search (ALT+Q) to find the Rent Class Types page.
- A list containing all rent class types opens.
- Mark the rent class type whose object status flow should be updated for all rent classes.
- Select Flow > Update Status Flow from the menu bar.
- A dialog is displayed indicating that the update might lead to a status that cannot be reset.
- Confirm the message with Yes.
- The object status flow of all rent classes which have this rent class type assigned is updated.
- Close the Rent Class Types page.
Rent Object Status Overview
To be able to define a flow, you must set up status codes first. These will be set up during the initial setup. However, they can also be changed at a later time (For more information, go to Defining Rent Object Statuses). The list below contains an overview of all rent object statuses. Fields marked with an asterisk (*) are mandatory fields for a process flow.
| Status Code | Status Type | Explanation |
|---|---|---|
| START* | Start | Defines the starting point of a flow. |
| DELIVERED* | Delivered | Specifies whether a rent object has been shipped to the customer. |
| RETURNED* | Returned | Specifies that a rent object has been returned by the customer. Defines the ending point of a flow. |
| BREAK | In Rent Break | Specifies that a rent break is in place for this rent object. |
| PART_DELIVERY | Partially Delivered | Specifies that parts of the rent object have been delivered. |
| PART_RETURN | Partially Returned | Specifies that parts of the rent object have been returned. |
| PLANNED | Planned | Specifies that a rent object has been scheduled. |
| REPAIR | In Repair | Specifies that a rent object is being fixed at the moment. |
| RESERVED | Reserved | Specifies that a rent object has been reserved. |
Defining Rent Object Statuses
Status codes can be customized. To edit the status codes, proceed as follows:
Important
There can only be one line per Status Type.
- Use the quick search (ALT+Q) to find the Object Status page.
- A list of all status codes is displayed.
- Click New to create a new status code. To rename an existing status code, click the respective line.
- Enter a unique name for the object status into the Status Code column.
- In the Description column, enter a description for the object status.
- From the Status Type dropdown list, select the predefined status type that belongs to this object status.
You can find more information on status types here: Rent Object Status Overview. - Your changes are saved automatically.
- Close the Object Status page.
The new object statuses can now be used in an object status flow.
Editing a Rent Class Type
This section describes how to edit a rent class type. To do so, proceed as follows:
Note
When you change a rent class type, active rent classes will not be affected. Only new or deactivated rent classes will be affected.
- Use the quick search (ALT+Q) to find the Rent Class Types page.
- A list containing all rent class types opens.
- Select the line you want to edit.
- Fill in the fields according to the table below to edit a rent class type.
| Column | Description |
|---|---|
| Active | Clear this checkbox if it is selected. |
| Type Code | Optional Click this field to change the name of the type code. |
| Object Type | Optional Click this field to select a new object type. |
| Flow | Optional Click Flow > Status Flow to edit the object status flow. For more information on this, go to Object Status Flow. |
| Partial Delivery/Return allowed | Optional Select this checkbox if you want to use this option. |
| Active | Select this checkbox to be able to use the rent class type again. |
- All changes are saved automatically.
- Close the Rent Class Types page.
The edited rent class type can now be used.
Deleting a Rent Class Type
This section describes how to delete a rent class type. To do so, proceed as follows:
Warning!
Once deleted, a rent class type cannot be restored. Make sure that you have the permission to delete the rent class type.
Sometimes, deactivating a rent class type is sufficient to remove it temporarily from the productive system.
Note
You can only delete rent class types that are not in use and that have been deactivated.
- Use the quick search (ALT+Q) to find the Rent Class Types page.
- A list containing all rent class types opens.
- Select the line you want to delete.
- Clear the respective checkbox in the Active column if it is selected.
- Click Delete.
- Confirm the dialog with Yes.
- The rent class type has successfully been deleted.