This document explains how to define various types of rental items in 'Item. Open' (MMS001). A rental item is an object that is rented out based on the terms and condition of a rental agreement.
Generic item: A non-stocked fictive item representing a group of serialized items. One piece of the generic item represents
one piece of any of the included serialized items. Before the equipment is delivered, the generic item should be changed to
a specific item and lot number combination.
Alias: The alias number is used instead of an item during rental agreement line registration. Depending on the settings applied,
the alias number has slightly different functions, for example:
Long item numbers can be replaced by a more user-friendly alias number.
Items can be bundled into one alias number when a specific number is used.
Rental package ID: The ID used to identify a collection of items that are rented out together.
Before you start
The rental process depends on the use of the 'Maintenance integration' parameter 'MXMI' in 'Company. Connect Division' (MNS100). If 'MXMI' is selected, the rental with maintenance integration is used. If not selected, classic rental is used.
It is not possible to:
Use the material plan for generic item.
See aggregated availability for the generic item in the common item/warehouse inquiry programs.
Use a generic item for cross-hire as it is not possible to use a generic item number on a PO.
Defining and maintaining the generic item
In order to define the relationship between the generic item and the group of equipment that it represents, the programs 'Generic Rental Item. Open' (STS045) and 'Generic Rental Item Connect Equipment. Open' (STS046) are used. The generic item can be used at rental agreement line entry, and at delivery the generic item number is replaced
with the item and serial number that is actually delivered. Generic item is only used if 'Maintenance integration' is selected
in 'Company. Connect Division' (MNS100).
Because generic items are maintained at warehouse level, the same generic item can exists in multiple warehouses.
Item settings for a generic item in (MMS001) are:
Inventory accounting code - 0='Non inventory Item'
Item category - 13='Non material Item'
Non-material Type - 03='Generic item'
'Item. Connect Warehouse' (MMS002) record must exist before a generic item for the warehouse can be created.
Connect item and serial number to a generic item
Single serial numbers should be specified as part of a generic item. If the serial number key is left blank when creating
a record, all serial numbers of that item, except those serial numbers that are already included as part of another generic
item, will be included in the generic item. A given piece of equipment cannot be included in more than one generic item.
Define rental alias
The alias number is used instead of items during rental agreement line registration. Depending on the settings, the alias
number has slightly different functions:
Long item numbers can be replaced by a more user-friendly alias number.
Items can be bundled into one alias number when a specific number is used, as is used in practice with spark plugs.
When the alias number is created, the file alias number rental (STALIA) is updated.
An item must exist in (MMS001) and in (MMS002) before it can be used to create an alias in 'Rental Alias Number. Connect Itm/Itm Grp' (STS465).
Rental alias number
When creating an Alias number in 'Rental Alias Number. Connect Itm/Itm Grp' (STS465), an 'Item number' must exist in (MMS001) and in (MMS002).
In (STS465), specify the following fields:
'Item Number': This field indicates the unique ID of an item, item group, individual item group or package.
'Alias number': This field indicates an alternative ID for an item. An alias number can either be used as a second identity
for a single item or to bundle several items and/or item group, individual item group or package ID used in the same work
'Order quantity': This field indicates the quantity that will be ordered of the item, item group, individual item group or
package ID when the alias number is entered on the agreement line.
'Line type': This field indicates the line type that the alias line will have when entered on the agreement line.
'Sequence number': This field indicates the sequence number that the item should have within the alias.
'Include quantity': This field is used to define if the alias line should be included in a previous alias line and fully discounted.
Define rental package
The Package structure is used to:
Create package headers.
Define and create packages for rental items or pieces of equipment for a customer.
Create package lines for rental items or pieces of equipment.
A package structure consists of a package header and package lines. Package headers are connected to rental agreements when
rental agreement lines are created.
The Package Header is created in 'Rental Package. Open Header' (STS455) and the Package Line is created in 'Rental Package. Open Line' (STS456).
The package structure price is set in 'Rental Package Prices' (STS125), meaning that the pricing of the package is separated from the definition of the package. (STS125) is reached from 'Rental
Price List' (STS017).
Note: A package can only be invoiced when it is fully delivered and the line status of the package header is '50=Rented'.
When creating a Package Header in 'Rental Package. Open Header' (STS455), a service expense must exist in 'Service Expenses. Open' (SOS408).
In (STS455), enter the following fields:
'Package ID': For a package ID to be created, a service expense must exist in 'Service Expenses. Open for Task' (SOS408).
'Package status': This field indicates the status of the package. Valid alternatives are '10=Inactive' and '20=Active'.
'Incl/excl addnl charges type 6 and 7': This field indicates whether additional charges of type 6 or 7 (meter and fuel) are
included in the package price. 1= 'Include' and 2= 'Exclude'.
'Incl/excl line charge alc method 2': This field indicates whether line charges defined with calculation method 2 are included
in the package price, and how line charges are retrieved according to the line charge model. The alternatives are:
1='Include', retrieve all
2='Include', retrieve none
3='Exclude', retrieve all
4='Exclude', retrieve none
'Kit Price Print': This field indicates the kit price. Select the check box to print both total amount per agreement line
and summary lines when the invoices are printed.
The package header is connected to package lines in 'Rental Package. Open Line' (STS456). Package lines are used when packages are rented to customers and contain information such as item ID, line type, quantity,
price factor, etc, for the equipment included in the packages. The package line created can be connected to the rental agreement
In (STS456) enter the following fields:
'Item Id': The item must exist in file Item Master (MMS001).
'Line Type': The valid alternatives are:
5='Hire': This hire line creates inbound and outbound distribution orders connected to the order line, from the yard to the
customer and back to the yard.
7='X-Hire Yard': This hire line creates inbound and outbound distribution orders from the yard to the customer and back to
the yard, and generates a purchase order with direct delivery from the supplier to the yard. A requisition order from the
yard to the supplier is also generated.
8='X-hire Customer': This hire line creates an inbound distribution order from the customer to the yard, and generates a purchase
order with direct delivery from the supplier to the customer. A requisition order from the yard to the supplier is also generated.
'Quantity': This field indicates the number of items or pieces of equipment to be included on the package line. When the quantity
of a serialized item is more than one, a package line is created for each quantity in (STS456). The price factor, however,
is split between the package lines.
'Price Factor': This field indicates the factor of the total package price that applies to this package line.