Rental equipment
To use a serialized item as a rental equipment, you must:
- Create an equipment in the Equipment (tppdm0512m000) or the Project Equipment (tppdm6512m000) session. The item of the type, Equipment is generated in the Item (tcibd0501m100) session.
- Set the Configuration Controlled field to Serialized for the equipment in the Item - Service (tsmdm2600m000) session.
- Select the Rentable check box for a serialized item in the Serialized Items (tscfg2100m000) session.
- Specify these addresses for the linked rental equipment in the Extern tab, in the Rental Agreement (tssoc2610m300) session:
- The starting address in the Ship-from Address field.
- The destination address in the Location Address field.
- Select the Track GPS Location check box in the Serialized Items (tscfg2100m000) session.
- Specify the time units for Rental 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 and Number Group for Equipment Rental Requests.
- The Series for Equipment Rental Requests and the Step Size for Equipment Rental Requests.
- Select the Rental check box corresponding to the Use Installments for: field to enable invoicing by installment for the equipment.
- Specify the number group and series for rental orders and rental agreements in these
sessions:
- Service Order Parameters (tssoc0100m000)
- Service Offices (tsmdm1100m100)
- Service User Profiles (tsmdm1150m000)
- Define units in the Rental section on the Units tab in the General Service Parameters (tsmdm0100m000) session.
- Define the default rental terms for the serialized item group in the Rental Equipment Terms Template (tscfg0111m000) session.