This document explains how you create a rental agreement. This process starts by using the Rental Planning Board (STS495) to search for and manually allocate the equipment needed for the agreement. You then create the agreement and add the rental terms in the agreement lines.
Maintenance Agreements are handled by the program 'Maint Agrmnt. Open' (COS410). In this program it is possible to define general agreements to be used as templates.
The field 'MAI Agreement' in (STS201/I) is used to connect the rental agreement line to a template maintenance agreement. A new maintenance agreement based on the template is then created during dispatch of the equipment. The maintenance agreement number will be the same number as the rental agreement number.
It is also possible to set up a template maintenance agreement on the rental agreement order type in 'Rental Agreement Order Type. Open' (STS020). The template maintenance agreement is then used as a default in the rental agreement line (STS201/I). It will be possible to overrule the default value in STS201.
The new maintenance agreement will be open during the rental period and handled via COS410.
A rental agreement is created, consisting of:
The following M3 tables are affected:
The rental equipment is delivered to the customer and the agreement goes into effect.
Create rental agreement
Enter customer information and general agreement details in Rental Agreement. Open' (STS100). Select Action F18= Rental Planning Board.
Search for equipment and allocate
Search for equipment in 'Rental Planning Board. Display' (STS495). You can use the GANTT chart to easily view available equipment. Select Related Option=Create Agreement Lines.
Enter rental agreement lines
In Rental Agreement. Open Line' (STS201), you: