Processing a Planned Equipment Request

You can use the Approve option in the Planned Equipment Requests (tppss6125m000) session. The Approve Planned Equipment Requests (tppss6222m000) session is displayed wherein you can select the Approve option. The status of the planned equipment request is updated to Approved.
Note: This is a prerequisite for the equipment request to be transferred to Service.

To transfer the request to Service, you can use the Transfer option in the Transfer Planned Equipment Requests (tppss6232m000) session which can be accessed from the Planned Equipment Requests (tppss6125m000) session.

When the request is transferred to Service, Infor LN creates are request in the Equipment Rental Requests Lines (tssoc5150m000) session with the Origin field set to Planned Equipment Request.

The Planned Equipment Request can be deleted manually as long as the Rental Equipment Request has the status Free. When the Planned Equipment Request is deleted, the linked Rental Equipment Request is also deleted.

The Planned Equipment Request cannot be deleted manually if the Rental Equipment Request is transferred to a Rental Agreement.

The Planned Equipment Request cannot be canceled, once the request is transferred to Service. However, if the Rental Equipment Request is canceled, the status of the Planned Equipment Request is updated to Canceled. You cannot transfer this request to Service once again.

Note: 

The canceled Planned Equipment Request can be:

  • Transferred to a Planned PRP Purchase Order
  • Copied to a new Planned Equipment Request
  • Deleted

Order Line Balance

In the Order Line Balance (Equipment) (tppss6501m000) session:

  • As long as the Planned Equipment Request is not transferred to Service, the request is displayed as Planned Equipment Request.
  • After the Planned Equipment Request is transferred to Service, the request is displayed as Rental Equipment Request.
  • When the status of the Rental Agreement created from the request is set to Planned, the request is replaced with the Rental Agreement.

When the Rental Agreement status is set to Released, the rental agreement is no longer displayed in the Order Line Balance (Equipment) (tppss6501m000) session, and a record is created in the Delivered Order Lines.

When multiple Rental Agreements are created for Rental Equipment Request quantity greater than 1, the Rental Equipment Request is displayed in the Order Line Balance (Equipment) (tppss6501m000) session until the last Rental Agreement status is set to Planned or Canceled.

Costs for Planned Equipment Requests

Costs booked on the Rental Agreement are displayed as project pegged costs in the Financial Transactions (tpppc2100m100) session as follows:

  • Transaction Origin: Service Order
  • Financial Transaction: General Costs

When the Rental Agreement is completed, the project pegged costs are displayed in the Financial Transactions (tpppc2100m100) session as follows:

  • Transaction Origin: Service Order
  • Financial Transaction: Transfer from Service WIP