Rental Setup Page
The Rental Setup page contains general settings for COSMO Rental as well as for other processes such as financial postings, archiving and transport options. The fields and actions on this page are described in the following sections.
General FastTab
The General FastTab provides the basic settings for COSMO Rental. The fields on this FastTab are described in the following table.
| Field | Description |
|---|---|
| Activate Appl. Area | Makes pages and controls visible for COSMO Rental (see App Activation). |
| Def. Rental Billing Unit | Determines the default Rental Billing Unit that will be assigned to all new Rental Quotes, Rental Reservations, and Rental Contracts but can be changed in each document as needed. Rental Billing Units can also be defined on Rental Items, Machine Types, Machine Component Types, and Supplementary Part Types, which will transfer to the Rental document line when the item/machine is entered. If no billing unit is assigned to an item/machine, then the default specified here is used. |
| Def. Invoice Period | Specifies the default invoice period for new rental documents (see Invoicing Parameters). |
| Def. Prepaid | Determines if the default Prepaid setting will be assigned to all new Rental Quotes, Rental Reservations, and Rental Contracts but can be changed in each document as needed (see Prepaid Invoicing). |
| Insert Rate Components | Determines when Rate Components are inserted for an item. The options are: - Always: Rate Components are inserted if a Rate Component exists. - When Price exists: Rate Components are inserted only when the Component and its rental price exists for an item. |
| Req. Wksh. Template Name | This field currently has no functionality. |
| Requisition Wksh. Name | This field currently has no functionality. |
| Ext. Doc. No. Mandatory | Determines if an external document number is required on a Rental Contract. NOTE: This requirement only applies to Shipment and Return processing. |
| Price Calculation Method | Specifies the price calculation method that will be default for sales transactions. The options are <Blank>, Lowest Price, and Test Price. This is a standard Microsoft Dynamics 365 Business Central field used with price lists. |
| Invoice Start Date Origin | Determines if the invoice start date of the Rental Contract is based on the Rental Contract Line or the Shipment Posting Date. |
| Invoice End Date Origin | Determines if the invoice end date of the Rental Contract is based on the Rental Contract Line or the Shipment Posting Date. |
| Def. Combine Invoices per Customer | Determines if all customers receive a combined invoice for multiple Rental Contracts within a single time period when the Create Rental Invoices batch job is run. This overrides the customer-specific Combine Rental Invoices setting on the Customer Card. For more information, see Combine Rental Contracts for Invoicing. |
| Suppress Address Warning on Invoice Creation | Determines whether a warning message opens during invoice creation from a Rental Contract if any address information is different. This message is only shown if the Def. Combine Invoices per Customer toggle is turned on in Rental Setup or the Combine Rental Invoices toggle is turned on in the Customer Card of both the sell-to and bill-to customer. For more information, see Invoice Processing. |
| Month Definition | Determines how you define your rental months if you use Invoice Period = Month, Quarter, Half Year, or Year. The options are Calendar Days, 28 Days, 30 Days, and 365/12 Days. For more information, see Month Definitions. |
| Calendar Based | Determines if the Calendar Based toggle/checkbox is activated in the header and lines in all new rental documents. For more information about Calendar Based invoicing, see Invoicing Parameters. |
| Min. Rental Period | Specifies a default minimum period that items/machines must be rented. This value is transferred to all new rental documents but can be changed as needed. For more information, see Minimum Rental Periods. |
| Service Item Buffer Period Type | Specifies the buffer period type that is used to block service items that are overdue. The options are None, D (day), W (week), M (month), Q (quarter), Y (year), Percentage. |
| Service Item Buffer Period | Specifies the buffer period value that is used to block service items that are overdue. |
| Rental Block Location Code | Specifies the location code where blocked rental items will be moved to. When an service item has a maintenance interval (for example, every 10,000 miles or 1,000 hours), you can define a buffer period in percentage. If the maintenance plus buffer is overdue, the service item will be blocked and transferred to this Rental Block Location. |
| Def. Internal Customer No. | Specifies the Customer No. that is used when a Machine is created automatically. This customer is designated by the Internal Customer toggle on the customer card (see Internal Customer). |
| Create Cr. Memo for Overpayment | Specifies if a Rental Credit Memo should be created when prepaid rental items are returned before the rental end date. The options are Never, Question, and Always. For more information, see Credit early return. |
| Notification Level if Transfer Order Exists | Specifies the response level when adding a new line to a Rental Contract that already has an attached Transfer Order. The options are: - Warning: A warning message will open but it can be closed and the line can be added to the Rental Contract. - Error: An error message will open and the user will not be allowed to add the line to the Rental Contract while Transfer Orders are attached. Ignore: Lines can be added to the Rental Contract without any notification. |
| Manual Deposit | Specifies whether new Rental Contract lines will not be automatically set to require deposits. For more information, see Deposits. |
Finance FastTab
The fields on the Finance FastTab are described in the following table.
| Field | Description |
|---|---|
| Def. FA Subclass Code | Specifies the default Fixed Asset subclass for automatically created Rental Assets. |
| Item Reval. Jnl. Template Name | Specifies the name of the journal template in which item revaluations are posted automatically after Rental assets have been created or updated. |
| Skip Rental Assets in Adjust Cost - Item Entries | Determines if the Adjust Cost - Item Entries batch job will skip items set up as Rental assets. |
Transport and Logistics
The fields on the Transport and Logistics FastTab are described in the following table.
| Field | Description |
|---|---|
| External In-Transit-Code | Specifies an In-Transit-Code for external transport. |
| Transport Order Default Item | Specifies the default item for a transport order. |
| Charge Transport Cost | Determines if the customer will be charged for the transportation cost. |
| Transfer Posting | Determines which document is used to ship and return Rental Contracts. The options are Item Journal and Transfer Order. For more information, see Posting. |
| Ignore Sales Positions in Transfer Order | Determines whether sales positions will be transferred from the Rental Contract to the Shipment Transfer Order. This toggle must be turned on to use Warehouse Management with a Rental Contract that uses sales positions (see Rental with Warehouse Management). |
| Item Journal Template Name | Indicates the name of the item journal template if the Item Journal option is selected in the Transfer Posting field. |
| Create Whse. Shipment | Determines the status of the warehouse shipment upon creation. The options are Open and Released. |
| Def. Invt. Post. Setup Location | Specifies the default posting group information used when creating the inventory posting setup during the automatic creation of customer locations. For more information, see Inventory Posting Setup and Customers. |
| Def. In-Transit Location Code | Specifies the default in-transit location used when creating transfer routes during the automatic creation of customer locations (see Customers). |
| External Rental Loc. Code | Specifies the default location code used for 3rd party rentals (see 3rd Party Rental). |
| Default Customer Location | Specifies a default customer location that will be used when creating rental documents when the selected customer has no specified Customer Location Code on the Customer Card. NOTE: Ensure that Transfer Routes are set up for the default customer and rental locations. |
| Default Rental Location | Specifies a default rental location that will be used when creating rental documents when the selected customer has no specified Customer Location Code on the Customer Card or when no rental location is specified in the Rental Location field on the Item Availability Overview page. NOTE: Ensure that Transfer Routes are set up for the default customer and rental locations. |
Numbering FastTab
On this FastTab, number series for the COSMO Rental master data and documents are defined. The fields on this FastTab are described in the following table.
| Field | Description |
|---|---|
| Rental Contract Nos. | Number Series to be used for the enumeration of Rental Contracts. |
| Rental Quote Nos. | Number Series to be used for the enumeration of Rental Quotes. |
| Rental Reservation Nos. | Number Series to be used for the enumeration of Rental Reservation. |
| Contract Invoice Nos. | Number Series to be used to create un-posted invoices from a Rental Contract. |
| Contract Credit Memo Nos. | Number Series to be used to create un-posted credit memos from a Rental Contract. |
| Posted Invoice Nos. | Number Series to be used to create Posted Invoices from a Rental Contract. |
| Posted Credit Memo Nos. | Number Series to be used to create Posted Credit Memos from a Rental Contract. |
| Posted Shipment Nos. | Number Series to be used to create Posted Shipments from a Rental Contract. |
| Posted Rental Return Nos. | Number Series to be used to create Posted Returns from a Rental Contract. |
| Machine Nos. | Number Series to be used for the enumeration of Machines. |
| Machine Type Nos. | Number Series to be used for the enumeration of Machine Types. |
| Rental Item Nos. | Number Series to be used for the enumeration of Rental Items. |
| Supplementary Part Nos. | Number Series to be used for the enumeration of Supplementary Parts. |
| Suppl. Part Type Nos. | Number Series to be used for the enumeration of Supplementary Part Types. |
| Component Nos. | Number Series to be used for the enumeration of Components. |
| Component Type Nos. | Number Series to be used for the enumeration of Component Types. |
Archiving FastTab
This FastTab has settings for archiving Rental Quotes, contracts, and reservations. The fields on this FastTab are described in the following table.
| Field | Description |
|---|---|
| Archive Rental Quotes | Specifies if you want to archive Rental Quotes when they are deleted. The options are: - Never: The Rental Quotes are not archived. - Question: The user is asked if they want to archive the Rental Quote upon deletion. - Always: The Rental Quotes are archived without any user interaction. |
| Archive Rental Contracts | Determines if deleted Rental Contracts can be manually archived with the Archived Rental Contracts batch job. |
| Archive Rental Reservation | Determines if you want to archive Rental Reservations when they are deleted. |
App Licensing
The fields on the App Licensing FastTab include the app license key, the validation period, status of the license, and information regarding your license from the licensing server. The data is generated when the setup is initialized.
Actions
The actions on the Rental Setup page are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Information | About | View the current product version and copyright information. |
| Actions | App Licensing > License Overview | Opens the COSMO License Overview page, which lists the license status of the COSMO apps and allows you to register the app and perform other administrative licensing tasks. For more information, see App Licensing and Registration. |
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