Rental equipment data setup

You can rent out a serialized item as an equipment to the external customers or the internal employees. To rent an equipment, you can create a quote (using service orders), check the availability, plan and reserve the equipment. You can also send an invoice for the actual usage. For long term rental, invoicing by installment is also supported. After the equipment is rented out, the actual location of the equipment can be tracked based on the GPS data.

To use a serialized item as a rental equipment, you must:

  • Select the Equipment as a Service check box in the Implemented Software Components (tccom0100s000) session.
  • Define an item with the Item Type field set to Equipment Items (tcibd0501m000) session.
  • Define the item with the Rentable check box selected in the Serialized Items (tscfg2100m000) session. You must select the item for which the Item Type field is set to Equipment in the Items (tcibd0501m000) session.
  • Specify the Rental units in the General Service Parameters (tsmdm0100m000) session.
  • Define a service type with the Order Procedure field set to Rental in the Service Types (tsmdm0130m000) session.
  • Specify this information in the Service Order Parameters (tssoc0100m000) session:
    • The Service Type for Rental. The service type is used for the service order header, service order activity, reference activity and serialized item.
    • The Number Group for Rental Equipment Service Orders.
    • Select the Use Installments for Rental check box to enable invoicing by installment for the equipment.
  • Specify the Number Group and Series for Rental Equipment Service Orders in the Service Offices (tsmdm1100m000) session and the Service User Profiles (tsmdm1150m000) session.
  • Define the rental terms for the serialized item group in the Rental Equipment Terms Template (tscfg0111m000) session.