Using rental template to create planned equipment requests

  1. Select the Rental Template check box in the Activities (tppss2100m000) session to specify a rental template in the Reference Activity field.
  2. Select the Create Rental Budget option from the Actions menu. An equipment rental budget is created in the Activity Budget (tpptc2600m000) session.
    Note: 
    • You can also create estimate lines with a rental template and transfer the estimate lines to budget using the Launch Estimate to Budget option from the Actions menu in the Estimate Lines (tpest2100m000) session.
    • If there is an existing equipment budget activity line for the rental template, you can use the Copy Budget to Estimates option in the Actions menu to create the related estimate line in the Estimate Lines (tpest2100m000) session.
  3. Select the Rental Resource Lines option from the References menu in the Activity Budget (Equipment) (tpptc2112m000) session or the Estimate Lines (tpest2100m000) session to view and modify the rental resource lines for a rental activity.
    Note: You can also view the total cost amount of the rental resource lines in the Cost Amount field, in the Rental Resource Lines (tpptc2180m000).
  4. Select the Generate Control Data option from the Actions menu in the Activity Budget (tpptc2600m000) session. The budget lines are displayed in the Control Data (Equipment Lines) (tpptc1537m000) session.
    Note: 
    • You can only view the rental resource lines by selecting the Rental Resource Lines option from the Actions menu in the Control Data (Equipment Lines) (tpptc1537m000) session.
    • You can modify the rental resource line data only after the planned equipment request is generated.
  5. Click Generate in the Generate Planned PRP Orders (tppss6200m000) session to generate the planned PRP order for a rental activity.
    Note: You can view the related equipment request in the Planned Equipment Requests (tppss6125m000) session.
  6. Click the Transfer option in the Planned Equipment Requests (tppss6125m000) session to transfer the planned equipment request to Service .