Rental Item Management

Overview

Rental Item Management is used for the drop-off and pick-up of serialized equipment at customer sites. It allows you to track where your equipment is at any given point in time.

Setup

Create a New Numbering Series for Serial Numbers

1. Navigate to App Launcher, then search for Numbering Series.

2. Click on the New button to add a new numbering series for Serial No. with the following configurations.

• Name = Serial No.

• Prefix = Blank

• Separator = Blank

• Last Number Used = 1000

Create a New Rental Item

1. Navigate to App Launcher, then search for Items.

2. Click on the New button to add a new rental item with the following configurations.

• Name = Name of Rental Item; "Rental Cart", "Rental Drum"

• Serial Tracked = Yes 

• Serial No. Series = Serial No.

• Rental Item = Yes

• Costing Method = FIFO or Standard

• Standard Base Cost = 0 or a number that is reasonable compared with the rental unit price.

  • Note: Standard Base Cost is used on Adjustment Item Journal and Sales Order as the rental cost.

• Note: Base Unit of Measure must be EA; Rental Items may only be shipped or received by the each.

• Populate other fields as necessary.

Adjustment Item Journal

Use the Adjustment Item Journal to add inventory for the Rental Item(s).

Note: Pick Tickets are not supported when shipping Rental Items. As a result, the Rental Item inventory must be located in the Ship Bin defined for the Warehouse.

1. Navigate to App Launcher, then search for Item Journals.

2. Click on the New button to add a new item journal.

3. Edit the Item Journal Line to assign serial numbers:

4. After posting, navigate to App Launcher, then search for Rentals.

5. Rental records are created for each serial number with Rental Status set to Available.

6. Item Ledger Entries are linked to Rentals via the Rental field on the item ledger entry record. (You can customize the Item Ledger Entry detail page to add the Rental field.)

Drop Off

It is recommended that you use the same Sales Order for the shipment of Inventory Items and Rental Items. This allows you to drop off both Inventory Items and Rental Items when you are at a customer site.

1. Navigate to App Launcher, then search for Sales Orders.

2. Enter the Inventory and Rental Items on the Sales Order.

3. Create a Whse Shipment from the Sales Order and assign the appropriate serial number(s) to the Rental Item(s):

4. After posting, navigate to App Launcher, then search for Rentals. You can see that Rental records are linked to Whse Shipments. (Note: Rental Status is now Unavailable)

Pick Up

1. Navigate to App Launcher, then search for Mobile Scan. You can use the Mobile Scan app to scan serial numbers to Drop Off and Pick Up.  Read Scan Drop Off/ Pick Up for more details.