Rental Order (tssoc2600m300)
Use this session to view, maintain, or create Rental Orders.
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.
- Customer Order
- The number assigned to the Quote by the sold-to business partner.
- Blocked
- Indicates whether the rental agreement is blocked.
- Interrupted
- If this check box is selected, the rental order is blocked
- Acknowledgement Print Status
-
Indicates the print status of the rental order acknowledgement.
Allowed values
- Not Required
- To be Printed
- Printed
- General
-
- 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.
- Name
- The name of the business partner.
- Full address
- The full address of the sold-to business partner.
- Contact
- The sold-to business partner's contact.
- Full Name
- The full name of the sold-to business partner.
- Installment Plan
-
The type of the installment method linked to the installment plan.
Allowed values
- Order Based
- Not Applicable
- Activity Based
- Installment Plan
- The code of the installment plan.
- Times
- Control
-
- Service Type
- The code of the rental type.
- Rental Template List
- The master routing used to determine the fixed order price for the rental order.
- Routing Option
- The routing option used to determine the fixed order price for the rental order.
- Done By
-
- Rental Office
- The code of the rental office responsible for the rental activity.
- Financial Department
- The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office.
- Name
- The description or name of the code.
- Location
-
- Address
- The address code of the location at which materials must be received by the ship-to business partner.
- Name
- The name of the business partner.
- Address
- The full address of the business partner.
- Rates
-
- Estimated Fixed Rental Rate
- The estimated sales price for the rental order, before the order is Released.
- Fixed Rental Rate
- The sales price for the rental order.
- Estimated Order Amount
- The total sales amount of the header, the activities and the estimated cost lines.
- Actual Order Amount
- The total sales amount of the header, the activities and the actual cost lines.
- Order Discount
- The discount percentage that is applicable to the cost lines related to the rental order.
- %
- The percentage of discount for the given order.
- Discounts from Price Books
- If the check box is selected, discounts are fetched from the price book defined in the Price Book Lines (tdpcg0131m000) session.
- Discount Policy
-
The policy for the discount amount.
Allowed values
- Apply Discounts Before Coverage
- Apply Discounts After Coverage
- Sales
-
- Sales Representative
- The employee responsible for the rental order.
- 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
- Pricing Data
-
- Business Partner Prices and Discounts
- The code of the sold-to business partner.
- Name
- The business partner's name.
- Use Coverage Calculation for Estimates
- Indicates that you can maintain the cost and sales amounts for the estimated cost lines that the application creates for the rental order cost lines, linked to the selected rental order.
- Use Tax for Estimates
- Line of Business
- The code of the line of business.
- Sales Area
- The combination of Sales Organization, Distribution Channel and Division for the rental order.
- Sales Price List
- The code of the price list linked to the business partner and used to determine the rental order's sales price.
- Price List for Direct Delivery
- The price list used in case of direct deliveries to the business partner.
- References
-
- Project References
-
- Change Reason
- The code to indicate the reason for the manual change of the pegging data.
- Project
- The code of the project to which the rental order is pegged.
- Element
- The code of the element linked to the Project.
- Activity
- The code of the activity linked to the Project.
- Project Peg Origin
-
The origin of the project peg.
Allowed values
- Top Demand
- Costing Break
- Manual
- Not Applicable
- Handle Customer Owned Project Pegged Items as Not Pegged
- Order Date
- The date that the rental order was created.
- Last Updated
- The date and time when the rental order details were last modified.
- 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.
- Earliest Start Time
- The planned start date for the rental order work.
- Latest Finish Time
- The time at which the rental order is planned to finish at the latest.
- ATP Date
- The ATP date when the specific spare part is available in the warehouse.
- Order Duration
- The order duration for a work order with no related activities can be manually entered and is equal to the time between the planned start time and the planned finish time.
- Time Duration Unit
- The unit in which time duration is expressed.
- Overtime
- If the check box is selected, you can use overtime in the rental contract's implementation.
- Travel Duration
- The amount of time the service engineer requires to travel to the location where the rental order is to be implemented.
- Planned Travel Start Time
- The date and time planned to start the travel.
- Planned Travel Finish Time
- The date and time planned to complete the travel.
- Appointment
- If the check box is selected, an appointment with the sold-to business partner is confirmed.
- Actuals
-
- Dispatch Time
- The time frame within which the rental organisation must provide a response to the customer.
- Actual Travel Start Time
- The time at which the service engineer departs for the service location to carry out the rental order.
- Actual On Hire
- The actual time at which the service engineer starts work on the rental order.
- Actual Off Hire
- The actual time at which the service engineer completes the work on the rental order.
- Order
-
- Preferred Engineer
- The service employee preferred to implement the rental order.
- Service Car
- The service car used by the service engineer to reach the rental location.
- Interruption Reason
- The rental order's interruption reason.
- Canceled
- If the check box is selected, the rental order has been cancelled.
- Cancel Date
- The date on which the rental order was cancelled.
- Cancel Reason
- The reason why the rental order was cancelled.
- Cancel Text
- If the check box is selected, indicates that text with further cancellation details is available.
- Order Text
- If the check box is selected, indicates the additional information regarding general details about the item has been created.
- Address
- The address code of the sold-to business partner.
- First Invoice Reference
- Additional information about the business partner included with the rental order.
- 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 of the ship-to business partner.
- Address
- The full address of the ship-to business partner.
- Business Partner
- The ship-to business partner who receives the rental order's material requirements.
- Name
- The name of the business partner.
- Address
- The code of ship-to business partner's address.
- 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.
- Contact
- The ship-to business partner's contact.
- Carrier/LSP
- The carrier that is to receives the goods on the current freight order line.
- Route
- The route entered on the originating order. The default value is taken from the freight order header.
- 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.
- Material Issue Constraint
-
The level at which, all the material must be shipped completely.
Allowed values
- Order Complete
- Activity Complete
- None
- Delivery
-
- Delivery Terms
- The code of delivery terms.
- Point of Title Passage
- The code of point of title passage.
- Receipt
-
- Delivery Terms
- The code of the delivery terms.
- Point of Title Passage
- The code of point of title passage.
- Invoicing
-
- Invoice-To
-
- Business Partner
- The rental order's invoice-to business partner.
- Invoice-to BP
- The name of the invoice-to BP.
- Address
- The code of invoice-to business partner's.
- The full address of invoice-to business partner's.
- Contact
- The invoice-to business partner's contact.
- Sales Type
- The code of the sales type.
- 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
- Payment Terms
- The payment terms used to invoice the business partner for the rental order costs.
- Late Payment Surcharge
- The code of the late payment surcharge that applies to the rental order's costs.
- Payment Method
- The code of the payment method.
- Acceptance Date
- The date by when the request can be accepted.
- Total Invoice
- If the check box is selected, the application posts all the invoices for processing.
- Invoice Text
- If the check box is selected, indicates the additional information regarding the invoice details about the item has been created.
- Tax
-
- VAT Based On
-
If the check box is selected, VAT calculation is based on goods or rentals.
Allowed values
- VAT Based on Services
- VAT Based on Goods
- Tax Classification
- The code of tax classification.
- Financials
-
- Financials
-
- Currency
- The currency in which the sales price are expressed.
- Exchange Rate Type
- The exchange rate type to which the currency belongs.
- Rate Determiner
-
The method used to fix the currency rates for a rental order's costs when the rates are expressed in a currency other than your company's home currency.
Allowed values
- Fixed Local
- Fixed Hard
- Fixed Local and Hard
- Delivery Date
- Receipt Date
- Document Date
- Expected Cash Date
- Manually Entered
- Fixed
- Not Applicable
- Rate
- The currency exchange rate used in the currency conversion process.
- Rate Factor
- The rate factor for the home currency and the contract currency.
- Rate/Rate Factor
- The rate for a currency base-unit.
- Pay-By
-
- Business Partner
- The pay-by business partner who pays the costs of the rental order.
- Name
- The name of the business partner.
- Address
- The address of the business partner.
- address
- The code of the pay-by business partner .
- The code of code of the pay-by business partner address.
- Contact
- The code of the pay-by business partner's contact.
- 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
- Additional Information
-
- Extended Additional Information