Rental Agreements (tssoc2110m200)
Use this session to view and maintain the rental agreement.
Field Information
- Rental Order
- The code of the rental order.
- Order Status
-
The status of the rental order.
Allowed values
- Planned
-
When you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the service order status changes from Free to Planned.
- Released
-
Under this status the service engineer carries out the service order. You can change the service order's status to Released when you plan the service order by means of the Service Order Resource Planning (tssoc2260m000) session, or when you choose Release on the appropriate menu in the Service Orders (tssoc2100m000) session.
- Completed
-
The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose on the appropriate menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.
- Costed
-
The status of financially approved service orders. To change a service order's status to Costed (only possible if the status is Released or Completed), choose Cost on the appropriate menu in the Service Orders (tssoc2100m000) session.
Note: Before you change the status to Costed, make sure that all the service order's actual cost lines are entered, and financially approved. - Closed
-
You can change a service order's status from Costed to Closed by means of the Close Service Orders (tssoc2201m000) session. Service orders with the status Closed cannot have their data changed.
- Canceled
-
You can cancel service orders of status Planned, or Released, by means of the Cancel Service Order (tssoc2204m000) session, but only if all the activities linked to the service orders have the status Planned or Released and have no actual costs booked.
Note: If costs are already invoiced (cost line status is Costed or Posted to Finance), you cannot change the status of the service order and its related activities to Canceled. - Rejected
- Free
-
The status when you first define a service order.
- Agreement Line
- The rental agreement line number..
- Activity Status
-
The status of the rental order activity.
Allowed values
- Planned
-
When you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the service order status changes from Free to Planned.
- Released
-
Under this status the service engineer carries out the service order. You can change the service order's status to Released when you plan the service order by means of the Service Order Resource Planning (tssoc2260m000) session, or when you choose Release on the appropriate menu in the Service Orders (tssoc2100m000) session.
- Completed
-
The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose on the appropriate menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.
- Costed
-
The status of financially approved service orders. To change a service order's status to Costed (only possible if the status is Released or Completed), choose Cost on the appropriate menu in the Service Orders (tssoc2100m000) session.
Note: Before you change the status to Costed, make sure that all the service order's actual cost lines are entered, and financially approved. - Closed
-
You can change a service order's status from Costed to Closed by means of the Close Service Orders (tssoc2201m000) session. Service orders with the status Closed cannot have their data changed.
- Canceled
-
You can cancel service orders of status Planned, or Released, by means of the Cancel Service Order (tssoc2204m000) session, but only if all the activities linked to the service orders have the status Planned or Released and have no actual costs booked.
Note: If costs are already invoiced (cost line status is Costed or Posted to Finance), you cannot change the status of the service order and its related activities to Canceled. - Rejected
- Free
-
The status when you first define a service order.
- Serialized Equipment
- The item on which the rental order activity is carried out.
- External Hire
- If this check box is selected, you can specify the details related to external hire.
- Rented-to Business Partner
- If the rental order is created for an external customer, this field displays the name of the sold-to business partner.
- The code of the sold-to business partner.
- Rental Office
- The rental department that carries out the rental order.
- Name
- The business partner's name.
- Installation Group
- The code of the installation group. The rental agreement is created for the item linked to this installation group.
- Service Area
- The code of the service area.
- Reference Point
- The reference point to which the address is linked.
- Name
- The description or name of the code.
- Service Car
- The service car used by the service engineer to reach the rental location.
- Allocated Engineer
- The code of the service engineer to whom the rental order has been assigned.
- Multiple Assigned Engineers
- Indicates that more than one service engineer is assigned to this work order activity.
- Search Argument
- The service order activity's search key.
- Rental
- If this check box is selected, the serialized item is rentable equipment.
- Activity Group
- The reference activity group to which the reference activity belongs.
- Alternate Serial Number
- Serial number used as an alternative to the item's manufacturer's one, the business partner's alternative is given in this field.
- Downtime Ratio
- The activity's downtime ratio.
- Rental Rate
- The sales price of the rental order activity.
- Currency
- The currency in which the rental price is expressed.
- Estimated Rental Rate
- The estimated sales price for the rental order, before the order is Released.
- Estimated Order Discount Amount
- The order discount amount calculated based on the Order Discount specified in the Service Orders (tssoc2100m000) session.
- Order Discount Amount
- The order discount amount calculated based on the Order Discount specified in the Service Orders (tssoc2100m000) session.
- Shipping Address
- The composed, full address.
- Business Partner
- The ship-to business partner.
- Address
- The address of the ship-to business partner.
- Name
- The name associated with the registered address of the business partner.
- Ship-to Address
- The address of the ship-to business partner.
- Contact
- The contact details of the ship-to business partner.
- Travel Duration
- The amount of time the service engineer requires to travel to the location where the rental order is to be implemented.
- Time Duration Unit
- The unit in which travel duration is expressed.
- Travel Distance
- The travel distance of the rental order activity.
- Distance Unit
- The length unit in which the distance is expressed.
- Material Issue Constraint
-
The level at which, all the material must be shipped completely.
Allowed values
- Order Complete
- Activity Complete
- None
- Project Peg Origin
-
The origin of the project peg.
Allowed values
- Top Demand
- Costing Break
- Manual
- Not Applicable
- Response Type
- The code of the response times that determine the time periods within which the call that generated the rental order activity must be solved.
- Problem Priority
- The priority given to the call's problem, which is used to determine the priority factor.
- Customer Priority
- The priority assigned to the sold-to business partner, which is used to determine the priority factor.
- Actual Problem
- The code of the call's problem that rental order activity is supposed to solve.
- Actual Solution
- The code of the solution to the call's problem.
- Reported Problem
- The problem reported by the customer.
- Expected Problem
- The problem expected by the service engineer.
- Expected Solution
- The solution to the Expected Problem as determined by the service engineer.
- Serialized Item Priority
- The serialized item's priority, which is used to determine the priority factor.
- Service Kit
- The service kit that supplies the necessary materials and/or Service tools needed to carry out the rental order activity, and solve the call that promoted the activity.
- Apply Installments
- If this check box is selected, installments can be applied for the rental order.
- Installment Plan
- The type of the installment method linked to the installment plan.
- Acceptance Date
- The date by when the request can be accepted.
- Rental Template List
- The master routing used to determine the fixed order price for the rental order.
- Routing Option
- The code of the routing option used for the rental agreement.
- Item Superseded
- Indicates that the Parent Item and Parent Serial Number are superseded by the New Item and New Serial Number.
- Activity Text
- If this check box is selected, indicates the additional information regarding general details about the item has been created.
- Call Text
- If this check box is selected, indicates the additional information regarding the call details about the item has been created.
- Solution Text
- If this check box is selected, indicates the additional information regarding the solution details about the item has been created.
- External Hire
-
- Supplier
- The code of the buy-from business partner who carries out any subcontract work required for the rental order activity.
- Hire Rate
- The rate in which the external hire is expressed.
- External Hire Currency
- The currency in which external hire is expressed.
- /
- The unit in which the external hire rate unit is expressed.
- External Serial Number
- The code of external hire serial number.
- Equipment
-
- Rental
-
- Serial Number
- The serial number of the serialized rental item.
- Rental Template
- The code of the Rental Template.
- Number of Units
- The number of units of the item, required for the rental order.
- Serial Status
-
The status of the serialized item after the order is Completed.
Allowed values
- Startup
- Active
- Revision
- Defective
- Working Condition
- To be Recycled
- Removed
- Superseded
- Not Applicable
- Control
-
- Service Type
- The code of the service type.
- Rental Owner
- The owner of the rental item.
- Preferred Operator
- The preferred service employee to execute the rental order activity.
- Description
- The name or description of the service type.
- Allocated Engineer
- The code of the service engineer to whom the rental order has been assigned.
- Repair Warranty
- The code of repair warranty valid for the duration of the rental period and covers repairs.
- Planned Times
-
- Rental Period
- The period for which the rental equipment is rented out.
- Rental Period Unit
-
The unit in which the Rental Period is expressed.
Allowed values
- Hours
- Days
- Weeks
- Months
- Years
- Not Applicable
- On Hire
- The time planned for the activity to start.
- Off Hire
- The time planned for the rental order activity to finish.
- Expected Return Time
- The date and time when the item is expected to be returned.
- Location
-
- Address
- The address code of the location where the rental order activity must be performed.
- Location Address
- The composed, full address of the location where the rental order activity must be performed.
- References
-
- Project
- The code that uniquely identifies the project to which the rental order/rental order activity line is linked.
- Element
- The code of the element linked to the Project.
- Activity
- The code of the activity linked to the Project.
- Planned Equipment Request
- The code of the planned equipment request.
- Equipment Rental Request
- The order number for the rental equipment request.
- Request Line
- The line number of the equipment rental request.
- Equipment Procurement Order
- The order number of the equipment rental request.
- SPO Line
- The purchase order line number linked to the equipment rental request.
- Cancellation
-
- Cancel Reason
- The reason why the rental order was canceled.
- Cancel Date
- The date on which the service order was cancelled.
- Rates
-
- Sales
-
- Pricing Method
-
The pricing method that the application uses to invoice the rental order.
Allowed values
- Not Applicable
- Fixed Activity Price
- Fixed Order Price
- Time and Material
- Quote Fixed
- Quote Fixed Plus
- Price Origin
-
The origin from which the rental price is retrieved.
Allowed values
- Other
-
The default value for all other situations such as prices from price book, item service data and so on.
- Contract
-
If a contract term is found for the material line based on the pricing contract of the service order or activity.
- Manual
-
The price origin is set to manual after the price or price unit is changed by the user.
- Master Routing
-
The price origin is set to master routing, if the price is retrieved from the master routing and not from the pricing contract.
- Routing Option
-
The price origin is set to routing option, if the price is retrieved from the routing option and not from the pricing contract.
- Reference Activity
-
The price origin is set to reference activity, if the price is retrieved from the reference activity and not from the pricing contract.
- Travel Rate Book
-
The price origin is set to travel rate book, if the price is retrieved from the travel rate book and not from the pricing contract.
- Item Service Data
-
The price origin is set to Item Service Data, if the price is retrieved from the Item Service Data and not from the pricing contract.
- Default Price Book
-
The price origin is set to Default Price Book, if the price is retrieved from the Default Price Book and not from the pricing contract.
- Price Structure
-
The price origin is set to Price Structure, if the price is retrieved from the Price Structure and not from the pricing contract.
- Not Applicable
- Estimated Sales Amount
- The estimated sales amount for the rental equipment.
- Invoice Amount
- The net sales amount payable. This amount is calculated based on the Total Discount Amount and the Discount Policy.
- Fixed Activity Price Ignored
- If this check box is selected, the fixed activity price is ignored.
- General
-
- Coverage Type
- The code of the rental order activity's coverage type.
- Coverage Time
- The coverage time for the activity used in case of contract, quote or warranty coverages.
- Contracts
-
- Coverage Contract
- The code of service contract.
- Pricing Contract
- The contract linked to the rental order line for which contract price is defined.
- Pricing Contract Line
- Contract configuration line liked to the rental order line for which contract price is defined.
- Pricing Contract Change
- The number that identifies the active contract change number at the time of linking.
- Contract Ignored
- If this check box is selected, there is a valid fixed-price contract for the actual material cost line, and the contract is unlinked or the price is manually overridden.
- Warranty
-
- Serialized Item Warranty
- The code of the serialized item warranty linked to the rental order.
- Generic Warranty
- The generic warranty defined for the serialized item.
- Terms Expire On
- The date on which the warranty terms expire.
- Warranty Type
-
The type of warranty applicable to the cost lines linked to the service order activity.
Allowed values
- Serialized Item Warranty
- Generic Warranty
- No Warranty
- Warranty
- The code of the warranty applicable to the cost lines of the rental order activity.
- Invoicing
-
- Invoicing By
-
The method in which invoicing is performed for the selected part maintenance line associated with the rental order.
Allowed values
- Project
- Service
- Not Applicable
- Billing
-
- Billing Schedule
- The code of the Billing Schedule.
- Automatic Billing
- If this check box is selected, equipment rent billing is set up for automatic billing.
- Register Actual Usage Per
-
The period unit for usage registration.
Allowed values
- Day
- Week
- Month
- Quarter
- Year
- Times
-
- General
-
- Earliest Start Time
- The earliest possible start date and time for any physical actions required by the rental order activity. For example, delivery of the required materials.
- Latest Finish Time
- The earliest possible end date and time for any physical actions required by the rental order activity.
- Activity Duration
- The time taken to execute the activity.
- Appointment
- If this check box is selected, an appointment is created to execute the rental order activity for the sold-to business partner.
- Call Obligations
-
- Latest Solution Start Time
- The latest solution start time.
- Latest Solution Finish Time
- The latest solution finish time.
- Coverage Period
- The period that determines the coverage period of the support engineer assigned to solve the call's problem.
- Planned
-
- Planned On Hire
- The date and time expected to start the rental period.
- Planned Off Hire
- The date and time expected to end the rental period.
- Actual Travel Start Time
- The planned date and time to start the travel.
- Travel Finish Time
- The planned date and time to complete the travel.
- Adjust Dates from Assignments
- If this check box is selected, the assignment is
updated:
- The planned start and the planned finish time of the service order activity is also updated.
- The planned start time of the activity is set to the earliest of the planned start times of all the related assignments, and the planned finish times of the activity is set to latest of the planned finish times of all the related assignments.
- Actuals
-
- Actual On Hire
- The actual time at which the service engineer starts work on the service order.
- Actual Off Hire
- The actual time at which the service engineer ends work on the service order.
- Original
-
- Project References
-
- Origin
-
- Planned Activity
- The code of the Planned activity.
- Derived from Planned Activity Sequence Number
- If this service order activity is generated from a maintenance plan's activity in Service Planning & Concepts module, this field displays the activity sequence number of the planned activity.
- Field Change Order
- If this service order activity is generated from a Field Change Order (FCO), this field shows the corresponding FCO number.
- Field Change Order Item
- The item for which the field change order is generated.
- After Sales Service
- The code of the object for which the after sales service order is generated.
- Line
- The code of the object for which the after sales service order is generated.
- Contract Line
- The line number of the originating contract deliverable line.
- Sequence
- The sequence of the After Sales Service line.
- Component Sequence
- The sequence number of the After Sales Service line.
- Delivery Sequence
- The delivery sequence number.
- Quote
-
- Number
- The code of the service-order quote linked to the rental order activity.
- Revision
- The revision number of the quote linked to the rental order activity.
- Line
- The quote line linked to the rental order activity.
- Alternative
- The alternative quote line linked to the service order activity.
- Extern
-
- Ship-To
-
- Ship Materials To
-
The address type used as the shipping address for the material cost line related to the order.
Allowed values
- Ship-to BP Address
- Location Address
- Owner Address
- In-Use-by BP Address
- Dealer Address
- Subcontractor Address
- Not Applicable
- Shipping Address
- The address used as the shipping address on the material cost line related to the order.
- Street
- The street where the business partner is located.
- House Number
- The door number of the business partner.
- City
- The city of the where the business partner is located.
- Full Name
- The contact's full name.
- Ship-from Address
-
- Address
- The code of ship-from business partner address.
- Ship-from Address
- The composed full address of ship-from business partner.
- Location Address
-
- Tax
-
- VAT Based On
-
If this check box is selected, VAT calculation is based on goods or rentals.
Allowed values
- VAT Based on Goods
-
The goods flow is considered to determine the correct VAT values.
- VAT Based on Services
-
The place (location address) where the service is performed, is considered, to determine the correct VAT values.
- Material
-
- Material Availability
-
- Inventory Check Status
-
The overall inventory status for all the material lines belonging to the activity.
Allowed values
- Free
- Pending
- Shortage
- Supply is late
- Available
- ATP Inventory Available
- Indicates if the inventory for all the material lines belonging to the rental order is available, calculated by the ATP check.
- Available Date
- The latest ATP Date for all the material lines belonging to the rental order.
- Checked On Date
- The latest ATP check on date for all the material lines belonging to the order.
- Planned Inventory Available
- Indicates if the inventory for all the material lines belonging to the order is available, calculated by the Planned inventory check.
- Available Date
- The latest planned available date for the material line belonging to the order.
- Checked On Date
- The latest planned check on date for all the material lines belonging to the order.
- On Hand Inventory Available
- Indicates if the inventory for all the material lines belonging to the order is available, calculated by the On Hand inventory check.
- On Hand Inventory Available Date
- The latest date and time calculated by the on hand inventory check, when the inventory is available for all the material lines.
- Checked On Date
- The latest On Hand Check on date for all the material lines belonging to the order.
- Actuals
-
- Contract Coverage Counter
-
- Measurement Type
- The code of the measurement type for which measurement is defined.
- Position
- The code of the position where the item is located.
- Measured On
- The date and time when the contract coverage counter is measured.
- Activity Trigger
-
- Measurement Type
- The code of the measurement type for which measurement is defined.
- Measured Value
- The value of the actual measurement.
- Measured On
- The date and time when the measurement is performed.
- Expected Value
- The expected value based on the trend is defined in the counter reading.
- Down Time
-
- Actual Down Time
- The actual downtime.
- [HHH:MM]
- The format at which the time is displayed.
- Call
-
- Problem
-
- Call
- The call from which the rental order is originated.
- Routing
-
- Derived from Routing Options
-
- Routing Option
- Quality
-
- Conformance Reporting
- The code of the conformance reporting linked to the item.
- Problem Solving Method
-
The method used to solve the problems related to the item.
Allowed values
- 8D
- A3
- Check List
- Other
- Not Applicable
- Picture
-
- Item Picture
- The picture of the item for which the rental agreement is created.
- Additional Information
-
- Additional Information
- The additional information related to the rental agreement.