Posted Rental Losses
Posting a rental loss creates a rental ledger entry that remains open until the document (invoice or credit memo) that contains the loss is posted. The Posted Rental Losses page provides the details of these posted losses for the selected Rental Loss Worksheet line.
The fields and actions in the Posted Rental Losses page are described in the following table.
| Field/Action | Name | Description |
|---|---|---|
| Field | Description | Defaults from the Description field in the Rental Loss Worksheet header. |
| Rental Position | Defaults from the Rental Position field in the Rental Loss Worksheet line. | |
| Item No. | Indicates the item or machine number from the Rental Contract line. This number is the same for both Rental and Rate Part rental positions. | |
| Serial No. | Indicates the serial number of the item/machine if it is serial number tracked. | |
| Quantity | Defaults from the Selected Quantity field in the Rental Loss Worksheet line. | |
| Start Date | In most cases, defaults from the Start Date field in the Rental Loss Worksheet header. However, in cases where this Start Date is before the actual start date of the Rental Contract line, then the Start Date in the Posted Rental Losses page is based on the Shipment Date in the Rental Status Line page. | |
| End Date | In most cases, defaults from the End Date field in the Rental Loss Worksheet header. However, in cases where this End Date is after the actual end date of the Rental Contract line, then the End Date in the Posted Rental Losses page is based on the Receipt Date in the Rental Status Line page. | |
| Due Date | Defaults from the Start Date field. | |
| Billing Unit | Defaults from the Rental Billing Unit field in the Rental Contract line. | |
| Qty. of Billing Units | Indicates the calculated number of billing units based on the Start Date + End Date of the loss / Month Definition. | |
| Rate Unit Price | Indicates the sum of the Rate Unit Price - Discount % from the Rental Contract line. | |
| Period Unit Price | Indicates the sum of the Qty. of Billing Units x Rate Unit Price. | |
| Period Total Price | Indicates the sum of the Quantity x Qty. of Billing Units x Rate Unit Price. | |
| Discount % | Indicates the loss discount calculated as 100 - Loss % from the loss posting (see Loss Pricing with Discounts). | |
| Amount | Indicates the loss amount calculated by Period Unit Price - Discount %. | |
| Sales Document Type | Indicates whether the rental loss was created as a credit memo or invoice. | |
| Document No. | Indicates the number of the unposted credit memo or invoice. If this field is populated, the unposted document can be deleted, but the rental loss will only be deleted if the document was a credit memo (see Delete Posted Losses). If the document is posted, this field still shows the original unposted number. |
|
| Posted Document No. | Indicates the number of the posted credit memo or invoice. | |
| Action | Show Invoice / Show Credit Memo | Dynamically displayed based on the type of Sales Document on the rental loss line: - If the invoices or credit memos have not been posted, this action will open the unposted documents. - If the invoices or credit memos have been posted, this action will open the posted documents. |
Loss Pricing with Discounts
When losses are posted for Rental Contract lines that have discounts, the amounts are calculated as original Rate Unit Price - Discount %. Therefore, for these entry lines, the Rate Unit Price is the aforementioned calculated price and the Discount % is calculated as 100 - Loss % from the loss posting.
Example
The following table shows the results of posting a Rental Contract line for a rental period of January 1 – January 31 that has a 10% discount.
| Type | Rate Unit Price | Line Discount % | Discount % | Amount |
|---|---|---|---|---|
| Rental Contract Line | 200 | 10 | ||
| Rental Ledger Entry | 200 | 10 | 180 (Rate Unit Price - 10% Line Discount) |
The following table shows the results of posting losses using a 100% and 75% calculation to show the difference in the displayed Discount % in the Posted Rental Losses page. The loss period is January 5 – January 8 (4 days).
| Type | Loss % | Rate Unit Price | Period Unit Price | Discount % | Amount |
|---|---|---|---|---|---|
| Loss Worksheet #1 | 100 | ||||
| Posted Rental Losses | 180 (from Rental Ledger Entry) | 24 | 0 (100 - 100%) | 24 | |
| Loss Worksheet #2 | 75 | ||||
| Posted Rental Losses | 180 (from Rental Ledger Entry) | 24 | 25 (100 - 75%) | 18 |
Delete Posted Losses
Posted losses that do not have a posted credit memo or invoice can be deleted along with the unposted documents from the Posted Rental Losses page in the following ways:
- Unposted Credit Memo (Document No. field = populated) – delete the rental loss entry and credit memo by choosing the Show Credit Memo action on the Posted Rental Losses page and then deleting the credit memo.
- Invoice (Document No. field = empty) – delete the rental loss entry from the Posted Rental Losses page by choosing Manage > Delete.
- Unposted Invoice (Document No. field = populated) – delete the rental loss entry and the unposted invoice by choosing the Show Invoice action on the Posted Rental Losses page, deleting the unposted invoice, and then choosing Manage > Delete on the Posted Rental Losses page.
As with any posted document in Business Central, you cannot delete a posted credit memo or invoice (Posted Document No. field = populated).
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