Rental Check In

This document explains how to check in rental equipment. The purpose of this process is to keep track of the physical movement of the rental equipment.

Equipment that has previously been checked out through the rental agreement can only be checked in. During check-in, a distribution order is created to move the equipment from the customer site back to the warehouse.

Outcome

These M3 tables are affected:

Before you start

Follow these steps

Select rental agreement and terminate

  1. Start 'Rental Logistics Toolbox. Open' (STS140) and select an sorting order.

  2. Locate the agreement and proceed to 'Rental Agreement. Open Lines' (STS201).

  3. On the E-panel, enter termination date and a reason code for the termination.

The status in the Rental logistic toolbox changes to reflect the status of the return Distribution Order (DO). Valid status is either of the following: '52=Not allocated', '53=Allocated' or '54=Picking list exists'.

Check in equipment

  1. Return to 'Rental Logistics Toolbox. Open' (STS140) and select option 15 ='Delivery Toolbox' to proceed to 'Delivery. Open Tool-box' (MWS410). From the Delivery Toolbox, you create the distribution order necessary to physically move the rental equipment.

  2. Locate the delivery order and select option 11='Picking Lists' to proceed to the picking list for return, 'Picking List. Report' (MWS420).

  3. Select option 16='Confirm Issues' to send the distribution order for return.

  4. Close 'Picking List. Report' (MWS420) and 'Delivery. Open Toolbox' (MWS410) to return to 'Rental Logistics Toolbox. Open' (STS140).

The status in the Rental logistic toolbox changes to '60=Goods receipt', or '55=Meter reading' if meter reporting is activated.

Verify goods receipt

  1. Return to 'Rental Logistics Toolbox. Open' (STS140) and select option 17 ='Perform receipt' to proceed to 'Goods Receipt DO/RO. Open Toolbox' (MWS442). From the Goods Receipt Toolbox, you report the equipment has been returned to the warehouse.

  2. Locate the delivery order and select option 11='Report DO/RO Receipt' to proceed to 'Goods Receipt DO/RO. Report Details' (MWS445).

  3. Select option 30='Confirm' to verify that the equipment is returned.

  4. Close 'Goods Receipt DO/RO. Report Details' (MWS445) and 'Goods Receipt DO/RO. Open Toolbox' (MWS442) to return to 'Rental Logistics Toolbox. Open' (STS140).

The status in the Rental logistic toolbox changes to '85=Process finished', or, if an inspection is to be performed, '70=Work order proposal'.

Perform inspection

This step is optional and will only occur if the rental agreement has been connected to a work order for inspection when the equipment is returned.

A planned work order for inspection will automatically be created during goods receipt of the equipment.

Depending on the parameters set up for the planned work order, the work order will be manually or automatically released.

  1. Start 'Work Order. Open' (MOS100) and select the work order for the rental agreement.

  2. Select option 16='Report WO Operation' to proceed to 'WO Operation. Report' (MOS070).

  3. Report and close the operation in (MOS070).

  4. Close (MOS070) to return to (MOS100). Select option 14='Close Work Order' to proceed to 'Work Order. Close' (MOS050).

  5. Close the work order in (MOS050). The equipment is now available to rent again.

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