Posting Return by Item Journal
When posting rental contracts by item journal, an item journal and sales order are posted in the background to create the return from the customer.
To create a return with an item journal
Once the Rental Contract has been fulfilled and then customer has returned the item/machine, you can process the return using the item journal.
- Choose the
icon, enter Rental Contracts, and then choose the related link. - Open the existing Rental Contract or create one.
- In the Lines FastTab, enter the return date in the Rental Return Date field.
- On the Home menu, choose the Post action.
- In the dialog page, choose the Post Return option.
- Choose the OK button.
The rental contract lines are returned.
Review posted entries
On the Rental Contract, you can view posted rental ledger entries, posted rental status lines, and posted rental value entries.
- To view the ledger entries, select the line and then on the Lines FastTab, choose Line > Related Information > Rental Ledger Entries. The Rental Ledger Entries page shows the rental periods and pricing information for the posted entry.
- To view the posted rental status lines, select the line and then on the Lines FastTab, choose Line > Related Information > Rental Status Lines. The Rental Status Lines page shows the status of the rental line, including next/last invoicing periods and serial numbers.
- To view the value entries, select the line and then on the Lines FastTab, choose Line > Related Information > Rental Value Entries. The Rental Value Entries page shows billing unit, serial numbers as well as asset information.
Rental Ledger Entries and Rental Status Lines can also be accessed using the Tell Me feature.
Review rental returns
On the Related menu, choose Documents > Returns to open the posted rental return.
Notă
This document is also accessible using Tell Me. Choose the icon, enter Posted Rental Returns, and then choose the related link.
See Also
Partial Returns of Serial-Tracked Items
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