Rental Price Lists
Pricing for COSMO Rental uses the price lists in standard Microsoft Dynamics 365 Business Central. Rental items and machines can be assigned to existing price lists or new price lists can be created. The item/machine as well as any related rate components need to be added to the lines, including pricing and discounts.
Importante
You must enable the New sales pricing experience feature update in Feature Management in Microsoft Dynamics 365 Business Central to use COSMO Rental.
See Enabling Upcoming Features Ahead of Time for information about feature updates and Use new sales pricing experience for information about the sales pricing experience.
The Rental Price Lists page shows all available price lists and can be opened using the Tell Me feature or from the rental item/machine by choosing Rental Prices > Rental Price Lists or Rental Discounts > Rental Price Lists from the Prices & Discounts menu. Open a price list to access all the settings. You can also open a price list to which the rental item/machine has been assigned by choosing Rental Prices or Rental Discounts from the Prices & Discounts menu.
The fields and actions on the Rental Price List page are described in the following sections.
General FastTab
The fields on the General FastTab are described in the following table.
| Group | Field | Description |
|---|---|---|
| Code | Unique identifier for the price list. | |
| Description | Short description of the price list. | |
| Assign-to Type | Specifies the customer source type of the price list. | |
| Assign-to No. | Specifies the number of the source for the price list. | |
| Status | Specifies the status of the price list. The options are Draft, Active, and Inactive. | |
| Currency Code | Specifies the currency code of the price list. | |
| Starting Date | Specifies the starting date of the price list. | |
| Ending Date | Specifies the ending date of the price list. | |
| VAT | VAT Bus. Posting Gr. (Price) | Specifies the default VAT business posting group code. |
| Price Includes Tax | Determines the if prices include VAT. | |
| View | View Columns for | Specifies the amount type filter that defines the columns shown in the price list lines. The options are Price & Discount, Price, and Discount. |
| Line Defaults | Allow Updating Defaults | Determines whether you can change the values in the fields on the lines that contain default values from the General FastTab. When turned on, the editable fields are shown in the Lines FastTab. This does not affect the ability to allow line or invoice discounts. |
| Allow Invoice Disc. | Determines whether invoice discount is allowed. You can change this value on the lines. | |
| Allow Line Disc. | Determines whether line discounts are allowed. You can change this value on the lines. |
Lines FastTab
The fields on the General FastTab are described in the following table.
| Field | Description |
|---|---|
| Assign-to Type | Editable field from General FastTab shown if Allow Updating Defaults toggle is turned on. |
| Assign-to No. | Editable field from General FastTab shown if Allow Updating Defaults toggle is turned on. |
| Currency Code | Editable field from General FastTab shown if Allow Updating Defaults toggle is turned on. |
| Starting Date | Editable field from General FastTab shown if Allow Updating Defaults toggle is turned on. |
| Ending Date | Editable field from General FastTab shown if Allow Updating Defaults toggle is turned on. |
| Product Type | Specifies the type of the product. |
| Product No. | Specifies the number of the product. |
| Related Item No. | Links the an item to the product. For example, with rent rate components, you must enter the item number that relates to the component. |
| Description | Specifies the description of the product. |
| Variant Code (custom) | Specifies the variant code of the product. |
| Work Type Code | Specifies the work type code for the resource. |
| Unit Measure Code (custom) | Specifies the unit of measure for the product. |
| Minimum Quantity | Specifies the minimum quantity of the product. |
| Billing Unit | Specifies the billing unit to identify the price for invoicing. For example, if DAYS is entered in this field and in the Rental Contract line, then this price is used in the contract. If the item/machine has different pricing per billing unit, you can add lines with that billing unit in the same price list. |
| Min. Quantity Billing Units | Specifies a minimum quantity that must be met to get the pricing for this billing unit. |
| Defines | Specifies the data that is defined in the price list line. The options are Price & Discount, Price, and Discount. |
| Unit Price | Specifies the unit price of the product. |
| Allow Line Disc. | Specifies if a line discount will be calculated when the price is offered. |
| Line Discount % | Specifies the line discount percentage for the product. |
| Allow Invoice Disc. | Specifies if an invoice discount will be calculated when the price is offered. |
| Price Includes VAT | Editable field from General FastTab shown if Allow Updating Defaults toggle is turned on. |
| VAT Bus. Posting Gr. (Price) | Editable field from General FastTab shown if Allow Updating Defaults toggle is turned on. |
Actions
The Copy Lines action currently has no functionality in COSMO Rental.
To create a price list for item and rent rate components
- Choose the
icon, enter Rental Price Lists, and then choose the related link. - Choose the New action.
- Fill in the Code field with a unique identifier and the Description field with a short descriptor of the price list.
- In the Assign-to Type field, choose if the price list is for all customers, a particular customer or customer groups.
- In the Assign-to No. field, enter the customer or group if All Customers was not selected in the Assign-to Type field.
- Fill in the other fields on the General FastTab.
- In the Lines FastTab, enter an item/machine by choosing Item in the Product Type field and then select the item/machine in the Product No. field.
- If a minimum quantity determines the price, enter the value in the Minimum Quantity field.
- In the Billing Unit field, enter the billing unit to identify the price for invoicing.
- If a minimum quantity must be met to get the pricing for this billing unit, enter the value in the Min. Quantity Billing Units field.
- In the Unit Price field, enter the price for the item/machine.
- As needed, enable line discounts and enter the percentage.
- Go to the next line and add a rent rate component by entering a One-Time Invoicing or Rate Part in the Product Type field and then select the rent rate component in the Product No. field.
- In the Related Item No. field, enter the item/machine number entered in step 7.
- Press F8 to copy the value from the Billing Unit field.
- In the Unit Price field, enter the price for the rent rate component relating to the item/machine.
- Repeat steps 13-16 for other rent rate components relating to the item/machine.
- When finished adding all items/machines and rent rate components, change the Status field to Active.
See Also
Pricing and Rental Preconditions
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