Rental in EQM

The 'Rental Agreement' panel in EQM offers the following tabs and functions:

  • Lines tab

    Provides an overview of the rental agreement displaying rental lines and rental charges.

  • Totals tab

    Displays revenue, cost or tax fields for the rental agreement.

  • Equipment search

    Offers the option to search for equipment and create rental lines.

A rental agreement has the following stages:

  1. Temporary - while defining the rental agreement

    Rental agreements created from Customer Lifecycle Management are always created in stage 'Temporary'.

  2. Quotation - while quoting the rental agreement
  3. Active - after the rental agreement is ready.