Rental Order

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The Rental can create two ways : create a page directly from the Rental or generated from Sale Order.

Rental Orders

        Create Rental

• Go to : Main Menu > Rental > Rental Orders > Click New Rental Order button to create.

• When Click New button, the system will display a window to fill a Rental Order. > fill out the information.

Detailed description Field more.

• General Tab

• Number : The system is running number automatically according  to setting in Sequences module.
• Contact : Select the contact wants to create rental.
• Project : The system will automatically when click “Confirm Booking” button.
• Date Form : Fill out the rental start date.
• Date To : Fill out the rental end date.
• Currency : Select currency (Should be selected according to the settings in the Financial Settings. )
• Item Line

• Sequence :  The sequence data in Line.
• Rental Item : Select Rental Item that created them.
• Warehouse Location : The system will automatically when selected a Rental Item because it relate to Warehouse Location at the Rental Item.
• Rental Location : The system will automatically when selected a Rental Item or click Add line button.
• Issue Date
• Return Date
• Hourly Rate : Labour costs per hour.
• Planned Hours : The number of hours planned for rental.
• Planned Amount : Total labour costs. (Hourly Rate*Planned Hours)
• Billable Hours Bill Amount : The number of hours out Invoice.
• Remarks
• Issued Qty : The number of items Issued.
• Received Qty : The number of items received.
• Tracking Code
• Tracking Balance

• Costing Tab

• Tracking Code
• Tracking Balance
• Actual Cost Sub-Tracking Codes

• When fill out comprehensive. > Click Confirm Booking.

• When Click Confirm Booking button, the system will be created Sub-Tracking Codes , Tracking Code of Rental and Project and the system will create Picking as state plan, when a rented out of the system is checked the goods or not. If there is no need to purchase or return of before the Rented Out.

• Click Rented out for to make a delivery out for rent

• When Click Rented Out, the status of rental change to Rented Out.

• When Rented out successfully, the system will delivery order and Picking (Gi)  will be completed.

Create Work Time

• Click Create Time Work Option, the system will create Work Time automatically based on the number of days selected in the Date From and Date To

• When the system generated  Work Time filed actual hours will be default actual hours is 8 Hours and Hourly Rate to pull from the data fill in the line by the status of work time is waiting Approve and waiting to fill Billable hour.

#Fill Billable hour before generate Invoice

• Fill Billable hour and the Approve by click into document > Fill> Click Reject button for work time to be cancel.

Create Invoice

• Select to Work Time available information and status Approve successfully.

• Select Work Time
• Copy To invoice  : Create Invoice from Work Time can create two types.

• Copy to Invoice . Is a generated by the data in invoice line will list according to the number of Work items that are selected, the information in the invoice Line
•  to pull just the data product of resource to shown in line product field only.

•  Copy to Invoice (Grouped By Resource) :  is created by the data in the list will have only 1 Invoice Line if it is the same Resource. If each Resource,  it shows the number of Resource selected invoice to show invoice line is shown as a data product that related to Resource in the field description is a name resource.

• If the customer has already paid. The next step is to get the product from the customer.

Return Inspection

• Return Inspection is commodity inspection to product from customers.

• Before click completed button, make sure Return Date of line with the date of receipt of the return or not because when click Completed button,  the system will automatically completed Picking by pulling the dates from Return Date.

• Click Completed button to completed rental order and status Picking (GR) is Completed.