Reservation for rental agreement

When creating a planned rental agreement, the rental availability is checked when creating the activity. Only if it ‘fits’ the activity is allowed to be saved.

The reservation for rental equipment is managed using the Planned Equipment Transaction (PET). When the service order activity for a rental equipment is saved, a PET is created in the Planned Rental Equipment Transactions (tscfg2160m000) session. The rental equipment calendar data is updated based on the PET.

The Available check box for the rental calendar is set based on the PET status:

  • Soft: The Available check box setting is not changed.
  • Hard: The Available check box is cleared.

For a Hard PET record a check is performed if the Equipment is available during the whole period from PET-start date to PET-end date. All calendar records between these dates are set to unavailable. For a Soft PET record no such check is performed and the availability for related calendar records is not changed.

The PET status is based on the service order activity status:

  • Free: The PET status is set to Soft. The rental agreement is displayed in the Rental Equipment Calendar (tscfg2562m000) session, but the Available check box is selected.
  • Planned: The PET status is set to Soft. The rental agreement is displayed in the Rental Equipment Calendar (tscfg2562m000) session, and the Available check box is cleared.

Infor LN performs similar checks for the sub-equipment linked to material lines.

Maintenance can be performed for an equipment that you own using an internal Service Order (Rental Agreement check box is cleared) or Work Order. You can also create a Planned Activity for maintenance of the equipment that you own.

PET statuses for these orders are:

  • Planned Activities: Free (Soft), Released (Hard)
  • Work Orders: Planned, Released (Hard).
  • Service Orders: Free (Soft), Planned, Released (Hard)

If you are planning maintenance for own equipment, the equipment must not be rented out during maintenance period. Consequently, these orders can also result in Hard PET records. However, there is one exception. For a service order, when the equipment is already rented out, the PET status is maintained as Soft and no availability check is performed. You can plan maintenance on location.