Split Rental Lines

With COSMO Rental you can rent more than one item per line. Normally, all items will be rented for the same period of time and from the same location code. But sometimes is it necessary to split the lines afterwards, for example, because:

  • a sub-quantity will be rented from a different location.
  • a sub-quantity will be treated as a 3rd party rental.

You can split lines in Rental Quotes, Rental Reservations, and Rental Contracts. Error messages will open if:

  • the quantity to split has shipped. You cannot split the line if it was shipped.
  • an open transfer order or item journal exists. You must delete the transfer order/item journal and then can continue splitting the line.

Split Rental Line Page

The Split Rental Line dialog page has two FastTabs that show the existing line formation and the new line information. Once a new quantity is entered, the Qty. to Ship field in the New FastTab is updated to match value in the Quantity field. After closing the Split Rental Line page, a new line is entered in the Rental document for the amount entered in the Quantity field.

To split a rental line

  1. Open the Rental document.
  2. Select the line to split.
  3. On the Lines FastTab, choose Functions > Split Line or Line > Functions > Split Line.
    The Split Rental Line dialog page opens.
  4. In the Quantity field, enter the number of items/machines that need to be split from the existing line and added to a new line.
  5. Choose the Close button.

The results are:

  • The quantity in the first line is reduced by the entered quantity.
  • A new line is created with the entered quantity.
  • All settings and information from the first line are taken to the new line.

Example

A Rental Quote was created for 10 pieces of an item. After the Rental Contract was created, you realize that you need to ship four of the items from a different location. With the line selected, you open the Split Rental Line page, enter 4 in the Quantity field and then close the page. A new line is added to the Rental Contract for a quantity of 4 and you change the Location Code to the new rental location.

See Also

3rd Party Rental

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