Posting Shipment by Transfer Order

When posting rental contracts by transfer order, a transfer order is created for the shipment to the customer. Depending on your location transfer requirements, you can process the shipment and return to include or exclude an in-transit location. Posting the shipment transfer order creates Rental Ledger Entries for each item/machine, rate part, and one-time invoicing line.

Setup

In the Rental Setup page, the Transfer Posting field must be set to Transfer Order.

To create a shipment with a transfer order

Once the Rental Contract has been created and is ready for shipment to the customer, then you can create the shipment transfer order, 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. On the Home menu, choose the Create Shipment Transfer Orders action.
  4. A confirmation message opens stating that the transfer order was created. Choose the OK action to close the message.
  5. On the Home menu, choose the Transfer Orders action to open the list of transfer orders for the Rental Contract.
  6. Select the shipment transfer order.
  7. If the item/machine is serial tracked:
    1. Choose Line > Item Tracking Lines > Shipment on the Lines FastTab.
    2. Select the serial number(s) manually or automatically using the Select Entries action.
    3. Choose the Close button.

Post with and without in-transit locations

The posting process differs depending on whether the Direct Transfer toggle is turned on.

  • If the toggle is turned on, then you only need to post the transfer from the rental location to the customer location.
  • If the toggle is turned off, then you need to post the shipment from the rental location to the in-transit location and then you need to post the receipt when the customer receives the item/machine from the in-transit location.

To post a transfer with an in-transit location

  1. On the General FastTab of the Transfer Order, ensure that the Direct Transfer toggle is turned off and that the In-Transit Code field is populated with the correct in-transit location.
  2. On the Home menu, choose the Post action.
  3. In the dialog box with the Ship option selected, choose the OK button to ship the order.
    Notice that the Qty. to Receive field is now updated with the same value as the Qty. to Ship field.
  4. When the customer receives the item/machine, update the Posting Date as needed.
  5. On the Home menu, choose the Post action.
  6. In the dialog box with the Receive option selected, choose the OK button to indicates that the customer has received the order.
  7. A confirmation message opens stating that the order was posted and is now deleted.
  8. Choose the OK button to close the message.

To post a transfer without an in-transit location

  1. On the General FastTab of the Transfer Order, turn on the Direct Transfer toggle.
    Notice that the In-Transit Code field is cleared and the Qty. to Receive field on the line is set to the same as the Qty. to Ship field.
  2. On the Home menu, choose the Post action.
  3. A confirmation message opens stating that the order was posted and is now deleted.
  4. Choose the OK button to close the message.

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 transfer shipments

On the Related menu, choose Documents > Posted Transfer Shipments to open the posted transfer shipment.

Notă

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

See Also

Rental with Warehouse Management

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