Create Package Structure Header

Outcome

A package structure header is created.

Each package header has a line with type 4='Package ID', which is used to select the created packages for the rental agreement line.

You use the package structure header to:

• Define and create packages for rental items or pieces of equipment for a customer.
• Create package lines for rental items or pieces of equipment.
• Automatically distribute the package price over the package lines in the appropriate price factor as defined in the Package structure lines.

These tables are updated when you create a package structure header:

• Customer Master File (OCUSMA)
• Service Item (SSEITM)
• Location (MITWHL)

Before you start

• A service expense must exist in 'Service Expenses. Open for Task' (SOS408).
• An individual item or piece of equipment must be defined in 'Individual Item. Open' (SOS419) and basic data for the individual item must be entered.

Follow These Steps

1. Start 'Rental Package. Open Header' (STS450/B).

2. Specify values in these fields:

   • 'Package ID'

     For a package ID to be created, a service expense must exist in 'Service Expenses. Open for Task' (SOS408).

   • 'Currency'
   • 'Customer no.'
     Note: You can create a package for a particular customer (customer number), which cannot be connected to any other customer.
   • 'Warehouse'

     This field indicates the Warehouse where the rental item or equipment is located.

3. Click Create to display 'Rental Package. Open Header' (STS450/E).

4. Specify values in these fields:

   Note: The values entered in the package header will be the defaults on the rental agreement line when a package is added. When these values are modified on a rental agreement line, the changes do not affect the package price.
   • 'Name'

     This field indicates the name of the package header.

   • 'Inc/exc add crg'

     The field indicates whether additional charges of type 6 or 7 (meter and fuel) are included in the package price.

     The valid alternatives are:

     • 1=Include
     • 2=Exclude
   • 'Inc/exc line cr'

     The 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 alternatives are:

     • 1=Include, retrieve all
     • 2=Include, retrieve none
     • 3=Exclude, retrieve all
     • 4=Exclude, retrieve none
   • 'Rate Type'

     This field indicates the type of rental rate used.

     The alternatives are:

     • 1=Daily
     • 2=Weekly
     • 3=Monthly
     • 4=Periodic
   • 'Kit Price Print'

     This field indicates the kit price. Select the check box to print both total amount per agreement line and summary lines when the invoices are printed.

   • 'No. of Shifts'

     The rental price on the price list can be different for different price categories that depends on the number of shifts.

     The alternatives are:

     • 1=1 shift
     • 2=2 shifts
     • 3=3 shifts
   • 'Rate Factor'

     The rate factor determines how a weekly rate is broken down into a daily rate. For example, if a machine is rented for seven days and 'Days/week' is 7, but the 'Rate factor' is 5, then the weekly price is divided by 5 instead of 7.

   • 'Days/Week'

     Days per week determines the number of days per week for which the customer is invoiced. This setting determines whether weekends are included. Available options are 5 days or 7 days.

   • 'Package Price'

     This field indicates the price of the package, which covers all individual items or pieces of equipment in the package.

5. Click Next.

   A package structure header with status 10='Inactive' is created.

   Note: If the panel sequence is set to display package lines, 'Rental Package. Open Line' (STS451/B) is displayed, where you can create package lines.