Posting Shipment by Item Journal

When posting rental contracts by item journal, an item journal and sales order are posted in the background to create the shipment to the customer.

Setup

In the Rental Setup page, the Transfer Posting field must be set to Item Journal and the Item Journal Template Name field must be set to the item journal to be used for transfer posting.

Notă

If the rental machine has a service item, then you must define a Default Warranty Duration in the Service Management Setup page.

To create a shipment with an item journal

Once the Rental Contract has been created and is ready for shipment to the customer, then you can create the shipment, which automatically releases the Rental Contract.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Rental Contracts, and then choose the related link.
  2. Open the existing Rental Contract or create one.
  3. If the item/machine is serial tracked:
    1. Choose Related Information > Item Tracking Lines on the Lines FastTab.
    2. Select the serial number(s) manually or automatically using the Select Entries action.
    3. Choose the Close button.
  4. On the Home menu, choose the Post action.
  5. A dialog page opens with the Post Shipment option selected. Choose the OK button.

The rental contract lines are shipped.

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 > 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 shipments

On the Related menu, choose Documents > Shipments to open the posted rental shipment.

Notă

This document is also accessible using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter Posted Rental Shipments, and then choose the related link.

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