Define Item for Rental Agreement

Before you start

The rental process depends on the use of the '307 Maintenance Integration' parameter in 'Company. Connect Division' (MNS100). If this parameter is selected, the rental process with maintenance integration is used. If this parameter is not selected, the classic rental process is used.

Limitations

You cannot use the material plan for generic item, view aggregated availability for a generic item in common item or warehouse inquiry programs, and use a generic item for cross-hire because you cannot use a generic item number on a PO.

Defining and maintaining the generic item

To define the relationship between a generic item and the group of equipment that the generic item represents, use 'Generic Rental Item. Open' (STS045) and 'Generic Rental Item. Connect Equipment' (STS046).

You can use a generic item during rental agreement line entry. During delivery, the generic item number is replaced with the item number that is delivered. A generic item can be used only if '307 Maintenance Integration' is selected in (MNS100).

In 'Rental Equipment Planning Board. Open' (STS495), sorting order 2-'Generic' is not supported in combination with bulk items. The on-hand quantity is shown for bulk items, but active agreements are not shown.

Because generic items are maintained at the warehouse level, the same generic item can exist in multiple warehouses.

Use these item settings for a generic item in (MMS001):

• Inventory accounting - 0='No inv account'
• Item category - 13='Non-material'
• Non-material type - 03='Generic item'

We recommend that generic items are set up with lot control method 0 in (MMS001).

Connect item and serial number to a generic item

You can specify serialized items and bulk items as part of a generic item. Set up these items item category 00 or 07 before connecting the items to a generic item. For item category 00, valid lot control methods are 0 and 3. For item category 07, valid lot control methods are 0, 2, and 3.

If the serial number key is left blank when creating a record for a serialized item, all serial numbers for that item are added to the generic item. You can connect the same item and serial number to several generic items and to several warehouses in (STS046).

You cannot specify a lot number in (STS046) for lot control methods 0 and 3. Specify only the item number, and create a record with a blank serial number. This record can have a quantity greater than one. For lot control method 3, select the lot number during allocation or picking list reporting.

We recommend that items connected to the same generic item in (STS046) use the same lot control method.

Define rental alias

An alias number is used instead of an item during rental agreement line registration.

Depending on the settings, the alias number has different functions:

• Replace a long item number with a more user-friendly alias number
• Bundle items into one alias number when a specific number is used, such as for spark plugs
• Update the alias number rental table, STALIA, when you create the alias number
• Require an item to exist in (MMS001) and (MMS002) before you can use the item to create an alias in 'Rental Alias Number. Connect Itm/Itm Grp' (STS465)

Rental alias number

Before you create an alias number in (STS465), an item number must exist in (MMS001) and in (MMS002).

In (STS465), specify these fields:

• 'Item number': This field indicates the unique ID of an item, item group, individual item group, or package.
• 'Alias number': This field indicates an alternative ID for an item. You can use an alias number as a second identity for a single item or to bundle several items, item groups, individual item groups, or package IDs that are used in the same work operation.
• 'Order quantity': This field indicates the quantity ordered for the item, item group, individual item group, or package ID when the alias number is specified on the agreement line.
• 'Line type': This field indicates the line type that the alias line uses when the alias line is specified on the agreement line.
• 'Sequence number': This field indicates the sequence number that the item uses within the alias.
• 'Include quantity': This field indicates whether the alias line is included in a previous alias line and fully discounted. Use 'Include quantity' when the line is free of charge and has a close connection to the delivery and return of the main item, including the exchange of the main item.
• 'Include price': This field indicates whether the alias line is included in a previous alias line and fully discounted. Use 'Include price' when the line is free of charge and has a looser connection to the delivery and return of the main item, including the exchange of the main item.

Define rental package

The package structure is used to:

• Create package headers.
• Define and create packages for rental items or pieces of equipment for a customer.
• Create package lines for rental items or pieces of equipment.

A package structure consists of a package header and package lines. Package headers are connected to rental agreements when rental agreement lines are created.

The package header is created in 'Rental Package. Open Header' (STS455), and the package line is created in 'Rental Package. Open Line' (STS456).

The package structure price is set in 'Rental Package Prices' (STS125). Pricing of the package is separated from the definition of the package. Access (STS125) from 'Rental Price List. Open' (STS017).

Package header

Before you create a package header in (STS455), a service expense must exist in 'Service Expense. Open for Task' (SOS408).

In (STS455), specify these fields:

• 'Package ID': A service expense must exist in (SOS408) before you create a package ID.
• 'Package status': This field indicates the status of the package. Valid alternatives are 10='Inactive' and 20='Active'.
• 'Incl/excl addnl charges type 6 and 7': This field indicates whether additional charges of type 6 or 7 (meter and fuel) are included in the package price. Valid alternatives are 1='Include' and 2='Exclude'.
• 'Incl/excl line charge calc method 2': This field indicates whether line charges defined with calculation method 2 are included in the package price, and how line charges are retrieved according to the line charge model. The valid alternatives are:
  • 1='Include, retrieve all'
  • 2='Include, retrieve none'
  • 3='Exclude, retrieve all'
  • 4='Exclude, retrieve none'
• 'Package price printout': This field indicates the package price. Select the check box to print both total amount per agreement line and summary lines when the invoices are printed.

Package line

The package header is connected to package lines in (STS456). Package lines are used when packages are rented to customers. Package lines contain information such as item ID, line type, quantity, and price factor for the equipment included in a package. You can connect a package line to rental agreement lines.

In (STS456), specify these fields:

• 'Item ID': The item must exist in (MMS001).
• 'Line type': The valid alternatives are:
  • 5='Hire': This hire line creates inbound and outbound distribution orders that are connected to the order line, from the yard to the customer and back to the yard.
  • 7='X-hire yard': This hire line creates inbound and outbound distribution orders from the yard to the customer and back to the yard. A purchase order with direct delivery from the supplier to the yard is generated. A requisition order from the yard to the supplier is also generated.
  • 8='X-hire customer': This hire line creates an inbound distribution order from the customer to the yard. A purchase order with direct delivery from the supplier to the customer is generated. A requisition order from the yard to the supplier is also generated.
• 'Quantity': This field indicates the number of items or pieces of equipment included on the package line. If the quantity of a serialized item is greater than one, a package line is created for each quantity in (STS456). The price factor is divided among the package lines.
• 'Price factor': This field indicates the factor of the total package price that applies to this package line.