Rental Logistic Toolbox Process Status
Managing rental logistics
In order to facilitate efficient processing of rental logistics transactions, a central place is needed where all of these transactions can be processed from one single starting point and with as few screens and button interactions as possible.
Logistics transactions in the rental process are dependent on the 'Maintenance integration' parameter MXMI in 'Company. Connect Division' (MNS100). If MXMI is selected, the maintenance integration functionality in 'Rental Logistics Toolbox. Open' (STS140) is used. Otherwise, the regular rental functionality is used without (STS140).
All logistics transactions during the lifecycle of a rental agreement are performed from one place, 'Rental Logistics Toolbox. Open' (STS140). A process status is used for keeping track of the next step for a rental agreement line. The process flow of a rental agreement line depends on the line type.
Process status
The process status is more detailed compared to the agreement status on the rental agreement line. The process status will only be used in (STS140).
| Process status | Valid for line types | Valid related options | Next step / Limitations |
|---|---|---|---|
| 0 = Error | All | None | |
| 5 = Preliminary agreement line | All (except 9) | None | Create a real agreement by pressing F14 in 'Rental Agreement. Open Lines' (STS201/E). (STS201/B) can be reached by option 2 in (STS140). |
| 10 = Quotation | All (except 9) | None | Possible to create several versions of the agreement line. When decided a real agreement can be created by pressing F14 in (STS201/E). |
| 12 = Planned purchase order exists | 1, 2, 7, 8 | 12 | Release planned PO in 'Planned Purchase Order. Open' (PPS170). |
| 15 = Purchase order exists | 1, 2, 7, 8 | 13 | Receive goods in 'Purchase Order. Receive Goods' (PPS300). |
| 22 = Line not allocated, DO exists (delivery DO in status 22) | 1, 5, 6, 7 | 14 or 15 |
Manual allocation or release for allocation in 'Delivery. Open Toolbox' (MWS410). If auto-allocation is used (see related option 35), option 14 cannot be used since the status will immediately rise to 23. |
| 23 = Line allocated, DO exists (delivery DO in status 33) | 1, 5, 6, 7 | 15 or 35 |
Release for picking in 'Delivery. Open Toolbox' (MWS410). If related option 35 'Release for picking' is used, the equipment is automatically allocated. This option is only valid if allocation method is set to '1-Manually' in 'Item. Connect Warehouse' (MMS002/G). The dispatch policy must must be set with '3-Issue made automatically when picking list reported' and the '020-Release for allocation' setting on the dispatch policy must be selected. |
| 24 = DO with picking list exist (delivery DO in status 44) | 1, 5, 6, 7 | 15 or 16 |
Option 15: Dispatch of delivery line. Can be done via related option 'Picking list' in 'Delivery. Open Toolbox' (MWS410). The actual dispatch reporting is done in 'Picking List. Report' (MWS420) or 'Picking List. Report Lines' (MWS422). Option 16: Dispatch of delivery line. The issues will be confirmed directly in (STS140). |
| 45 = Meter reading (at delivery) | 5, 7 | 18 |
Report meter value in 'Equipment. Report Meter Reading' (MOS160). Only valid if meter reporting is mandatory. |
| 47 = Consumption meter reading (at delivery) | 5, 7 | 19 |
Report consumption meter value in 'Rental Agreement. Connect Additional Charge' (STS103). Only valid if consumption meter is mandatory. |
| 48 = Goods receipt on delivery DO | 5, 7, 8 | 26 |
Receive goods in 'Goods Receipt DO/RO. Report Details' (MWS445). Only valid if manual goods receipt on dispatch policy is set. |
| 50 = Rental line is On hire | 5, 7, 8 | None | Terminate the rental agreement line in 'Rental Agreement. Open Lines' (STS201/F) . (STS201/B) can be reached by option 2 in (STS140). |
| 52 = Rental line terminated (return DO not allocated) | 5, 7, 8 | 15 | Manual allocation or release for allocation in 'Delivery. Open Toolbox' (MWS410). |
| 53 = Rental line terminated (return DO allocated) | 5, 7, 8 | 15 or 35 |
Option 15: Release for picking in 'Delivery. Open Toolbox' (MWS410). If related option 35 'Release for picking' is used, the equipment is automatically allocated. This option is only valid if allocation method is set to '1-Manually' in 'Item. Connect Warehouse' (MMS002/G). The dispatch policy must must be set with '3-Issue made automatically when picking list reported' and the '020-Release for allocation' setting on the dispatch policy must be selected. |
| 54 = Rental line terminated, picking list created (return DO in status 44) | 5, 7, 8 | 15 or 16 |
Option 15: Dispatch of delivery line. Can be done via related option 'Picking list' in 'Delivery. Open Toolbox' (MWS410). The actual dispatch reporting is done in 'Picking List. Report' (MWS420) or 'Picking List. Report Lines' (MWS422). Option 16: Dispatch of delivery line. The issues will be confirmed directly in (STS140). |
| 60 = DO ready to be goods received | 5, 7, 8 | 17 | Goods receipt DO via 'Picking List. Report Lines' (MWS422). and 'Goods Receipt DO/RO. Report Details' (MWS445). |
| 70 = Work order request created for inspection order after return DO has been completed | 5, 7, 8 | 20 |
Release work order request in 'Work Request. Open' (MOS170). Only valid if work order is connected |
| 75 = Work order exists | 5, 7, 8 | 21 |
Report work order via 'Work Order. Open' (MOS100). The actual reporting will be done in WO Operation. Report' (MOS070) and 'Work Order. Close' (MOS050). Only valid if work order is connected to the rental agreement line. |
| 78 = Meter reading (at return) | 5, 7, 8 | 18 |
Report meter value in 'Equipment. Report Meter Reading' (MOS160). Only valid if meter reporting is mandatory. |
| 80 = Consumption meter reading (at return) | 5, 7, 8 | 19 |
Report consumption meter in 'Rental Agreement. Connect Additional Charge' (STS103). Only valid if consumption meter reporting is mandatory. |
| 82 = Not allocated RO exists (return RO to supplier in status 22) | 7, 8 | 15 | Release for allocation in 'Delivery. Open Toolbox' (MWS410). |
| 83 = Allocated RO exists (return RO to supplier in status 33) | 7, 8 | 15 | Release for picking in 'Delivery. Open Toolbox' (MWS410). |
| 84 = RO with picking list exist (return RO to supplier in status 44) | 7, 8 | 15 or 16 |
Option 15: Dispatch of delivery line. Can be done via related option 'Picking list' in 'Delivery. Open Toolbox' (MWS410). The actual dispatch reporting is done in 'Picking List. Report' (MWS420) or 'Picking List. Report Lines' (MWS422). Option 16: Dispatch of delivery line. The issues will be confirmed directly in (STS140). |
| 85 = Logistics process completed | All |
The process flow of the rental agreement line is ready. Only invoicing remains. Invoicing will be done from 'Rental Agreement. Open' (STS100). Once the rental agreement line has been final invoiced, the record will disappear from (STS140). |
View transactions in Rental Toolbox based on Warehouse group search
Transactions are viewed in 'Rental Logistics Toolbox. Open' (STS140) on a higher level than warehouse. The search field 'Warehouse group' has been introduced, which contains a couple of warehouses, for example a regional division. When searching for a specific 'Warehouse group', this retrieves the selection of warehouse ranges in that warehouse group. Warehouse groups are displayed in views 4, 5, and 6.