Create Package Structure Header

This document explains how to create a package structure header for a rental agreement.

Use this document when you want to create a package structure header for a package that covers a range of items or pieces of equipment, with a single package price.

Outcome

A package structure header is created.

Each package header will have a line with type 4='Package ID', which will be used to select the created packages for the rental agreement line.

You use the package structure header to:

The following tables are updated when you create a package structure header:

Before you start

Follow These Steps

  1. Start 'Rental Package. Open Header' (STS450/B).

  2. Enter values in the following fields:

    • 'Package ID'

      For a package ID to be created, a service expense must exist in 'Service Expenses. Open for Task' (SOS408).

    • 'Currency'
    • 'Customer no.'

      Note: You can create a package for a particular customer (customer number), which cannot be connected to any other customer.

    • 'Warehouse'

      This field indicates the Warehouse where the rental item or equipment is located.

  3. Click Create to display 'Rental Package. Open Header' (STS450/E).

  4. Enter values in the following fields:

    Note: The values entered in the package header will be the defaults on the rental agreement line when a package is added. When these values are modified on a rental agreement line, the changes do not affect the package price.

    • 'Name'

      This field indicates the name of the package header.

    • 'Inc/exc add crg'

      The field indicates whether additional charges of type 6 or 7 (meter and fuel) are included in the package price.

      The valid alternatives are:

      • 1=Include
      • 2=Exclude
    • 'Inc/exc line cr'

      The 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
    • 'Rate Type'

      This field indicates the type of rental rate used.

      The alternatives are:

      • 1=Daily
      • 2=Weekly
      • 3=Monthly
      • 4=Periodic
    • '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.

    • 'No. of Shifts'

      The rental price on the price list can be different for different price categories depending on the number of shifts.

      The alternatives are:

      • 1=1 shift
      • 2=2 shifts
      • 3=3 shifts
    • 'Rate Factor'

      The rate factor determines how a weekly rate is broken down into a daily rate. For example, if a machine is rented for seven days and 'Days/week' is 7, but the 'Rate factor' is 5, then the weekly price will be divided by 5 rather than 7.

    • 'Days/Week'

      Days per week determines how many days in a week the customer is invoiced for (that is, whether or not the weekend is included). The options are 5 or 7 days.

    • 'Package Price'

      This field indicates the price of the package, which covers all individual items or pieces of equipment in the package.

  5. Click Next.

    A package structure header with status 10='Inactive' is created.

    Note: If the panel sequence is set to display package lines, 'Rental Package. Open Line' (STS451/B) is displayed, where you can create package lines.

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