This chapter discusses these topics:
When a customer wants to rent an asset from your organization, you must record the items, quantities, prices, delivery mechanism, and customer information that are all related to the rental contract. To enter all of this information, you use the Rental Contract Entry program (P54R10). To track and process the rental contract, you generate related orders (sales order, purchase order, and work order) for the contract. You can reserve assets to rent in the future. To reserve assets, the Reserve Assets option must be selected in the Rental Constants program (P54R01).
The Rental Management system commits an inventory item for rent by using the On Sales Order - Other 1 field in the Item Availability program (P41202) for a standard rental contract, and the On Sales Order - Other 2 field for a reservation rental contract. The system uses these fields until you generate the rental contract related sales order. After you generate the sales order, the commitment changes from the On Sales Order - Other 1 field to the Soft Committed - SO, WO field or the Hard Committed - SO field based on the whether the quantity on the sales order is soft committed or hard committed. When you convert the reservation contract to a rental contract, the system moves the commitment on the On Sales Order - Other 2 field to the On Sales Order - Other 1 field.
See "Defining Item Availability" in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide
You can enter both serialized and non-serialized items. Serialized items have an item number and serial number. Non-serialized items do not have serial number.
The system retrieves some default information for the rental contract from these tables:
Item Master (F4101)
Item Branch File table (F4102)
Asset Master File table (F1201)
Address Book Master (F0101)
Item Location (F41021)
Customer Master By Line Business table (F03012)
This section provides an overview of rental contract entry, lists prerequisites, and discusses how to:
Set processing options for the Rental Contract Entry program (P54R10).
Set processing options for the Lot Search and Select program (P54R04).
Enter and update header information for rental contracts.
Enter and update detail information for rental contracts.
Update header information and copy to detail fields.
A rental contract includes two types of information:
Header information: This information relates to the entire rental contract, and consists of customer numbers, contract dates, reservation, delivery, and invoice information. The system retrieves delivery and certain invoice information from the Customer Master By Line Business table (F03012). The system maintains the header information in the Rental Contract Header table (F54R10).
Detail information: This information primarily relates to individual lines and items that are included in a rental contract. The detail line includes data that the system retrieves from the header, the Item Master table (F4101), and the Item Branch File table (F4102). You can use the Define Header Columns to Detail program (P54RHDR) to copy updates you make to the header fields back to the corresponding detail fields.
You must first enter the mandatory header information successfully, to get to the detail form. The system displays a message asking you to review the header data before proceeding to the detail form. You must click the OK button twice in the header form to get to the detail form.
If you do not know the item number, you can click the Visual Assist button in the Item Number field to access the Rental Item Search and Select program (P54R41S). You can use this program to search for and select rental items for the contract. This program includes columns from the Item Master table (F4101) and the Rental Item table (F54R41T). When you retrieve a serialized item using this program, the system also retrieves the serial number, rental billing unit of measure, and the location of the item.
When you retrieve the item number using the Rental Item Search and Select program, the system also retrieves the lot serial number automatically. Additionally, the system provides you with the Lot Search & Select program (P54R04) that you can use to search for serialized items, and also to check the availability of items. You access this program through the Visual Assist button of the Serial Number field. The system allows you to use a serial number only if the Lot Process Type value in the Item Master program (P4101) is set to: 5 (assign serial number using the system date in the YYMMDD format), 6 (assign serial number using next numbers), or 7 (assign serial number manually). You are recommended to set up the Lot Process Type field to 7 for rental contracts.
You can set the processing option for the program to display all lots, or to display lots that have items available for use. If an item is not available for use, and you set the system to display all lots, the system strikes out the information for items that are not available. You can only view unavailable items; the system does not allow you to select unavailable items. The system displays quantity availability, and you can select an item that has available quantity.
|
Note: The system displays an item as unavailable in the Lot Search & Select program (P54R04) after you create rental contract detail lines using the available quantity of the item, and the item is no longer available. The system displays the item as unavailable in the P54R04 program regardless of whether you click the OK button on the Rental Contract Detail Revisions form to confirm the contract creation. |
When you cancel a rental contract detail line that has related orders, the system first cancels the related orders, and then cancels the contract. The system performs validations and processes to cancel the related orders. For example, the system checks if the related sales orders are at a status that is less than the status specified in the Status Code Limit for Changes processing option for the Sales Order Entry program (P4210). If the status of the sales orders is beyond the status specified in the processing option, you cannot cancel the detail line. After the sales orders are validated for cancellation, they are moved to the canceled status.
When validations for canceling related work orders are successful, the system moves the status of the work orders to the status that you have specified in the Status After Contract Line Cancel processing option of the Work Order Revisions program (P17714). After the work orders are assigned this status, the system locks the work orders if you have specified the lock option for the status in the Lock Flag field of the Work Order Activity Rules program (P4826).
See:
”Setting Processing Options for the Work Order Revisions Program (P17714)" in the JD Edwards EnterpriseOne Applications Service Management Implementation Guide
”Attaching Activity Rules to Work Orders" in the JD Edwards EnterpriseOne Applications Service Management Implementation Guide
You can cancel the detail line only when the system does not find any error in the cancellation of all the related orders associated with the rental contract.
Before you complete the tasks in this section:
Set up items in the Item Master program (P4101), and in the Item Branch Plant program (P41026).
Set up the items in the Rental Item Details program (P54R41) to specify that the items are for rent. This is required for billing method 1 (recurring contract billing), but not required for billing method 2 (one-off contract billing) and 3 (one-off sales order billing).
see Section 2.6, "Specifying an Inventory Item as a Rental Item"
Verify that the line type that you want to use to process related orders exist in the Line Type and Action Association Header table (F54R03).
see Section 2.5, "Setting Up Line Types for Rental Management"
For serialized items:
Set up serial numbers in the Item locations program (P41024). Note down the serial numbers.
(Optional) Create asset records of items in the Work With Assets program (P1204). In the Asset Master Revisions form, enter the related item number in the Inventory Number field, and the serial number in the Serial Number field.
(Optional) Create equipment records of assets in the Equipment Rates program (P1301).
Specify a status in the Status after Contract Line Cancel processing option of the Work Order Revisions program (P17714) that the system assigns to related work orders when you cancel a rental contract detail line.
Set up the billing frequency code that you want to use to bill the rental contract. You use the Billing Frequency Code program (P15019) to set up billing frequency codes.
Set up the base unit price for the item in the Unit Price field Base Price Revisions form (P4106). This is the price that the system charges for one unit of the item.
Set up XR document type in the Document Type UDC table (00/DT).
Set up status flow of the XR document type in the Order Activity Rules program (P40204).
Set up the XR document type in the Document Type Maintenance program (P40040). Specify a value of 4 (Rental Contract) in the Contract Type field on the S/WM tab.
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work With Rental Contracts | W54R10A | Daily Processing (G54R10), Rental Contract Entry | Review available rental contracts. |
| Rental Contract Header Revisions | W54R10B | On the Work With Rental Contracts form, click Add. | Enter rental contract header information. |
| Rental Contract Detail Revisions | W54R10C | On the Rental Contract Header Revisions form, click OK twice. | Enter rental contract detail information. |
| Lot Search & Select | W54R04A | Click the Visual Assist icon next to the Serial Number field. The Serial Number field is enabled only after you enter an item number (for a serialized item) in the Item Number field. | Search for and select a lot serial number. Also, view all and available lots. |
| Rental Item Search and Select | W54R41SA | Click the Visual Assist icon next to the Item Number field. | Search for and select an item. |
Processing options enable you to specify the default processing for programs.
Specify a value from the Document Type UDC table (00/DT) that the system uses as the default order type for rental contracts.
If you leave this processing option blank, the system uses the XR (Rental Contracts) document type.
Specify the business unit that the system uses as the default business unit for rental contracts.
If you leave this processing option blank, the system uses the default business unit from the Default Locations/Printers table (F40095).
Specify the code that the system uses as the default billing frequency code for rental contracts.
The code that you enter must exist in the Billing Frequency Master table (F15019).
Specify the increment the system uses to automatically number your contract detail lines.
If you leave this processing option blank, the system uses 1 as the default value.
Specify whether the system updates corresponding information in the Rental Contract Detail Revisions form when you change the header information. Values are:
Blank: The system does not update information in the Rental Contract Detail Revisions form unless you choose the Populate option from the Header to Detail form menu.
1: The system automatically updates the detail lines to reflect changes that you made to the header information.
You use the Define Header Columns to Detail program (P54RHDR) to identify the fields that you want the system to update to the detail form.
Specify the date that the system uses as the exchange rate date if you leave the Exchange Rate Date field blank. Values are:
Blank: Use the system date if you do not enter a value in this processing option.
1: Use the contract start date.
2: Use the billing start date.
3: Use the requested delivery date.
4: Use the install date.
5: Use the projected end date.
6: Use the billing end date.
7: Use the order date.
Specify the version of the Supply and Demand Inquiry program (P4021) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the Work With Equipment Master program (P1701) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the Credit Check program (P42050) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the Customer Master program (P03013) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the Address Book program (P01012) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the Transfer Order Entry program (P4210) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0007 version.
Specify the version of the Held Order Release program (P43070) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the Lot Search program (P54R04) that the system uses.
If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the Rental Billing Workfile Generation (R54R300) that the system uses.
If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the Process Related Orders (R54R110) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the Work With Related Orders program (P54R20) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the Rental Contract Shipment Information program (P54R13) that the system uses.
If you leave this processing option blank, the system uses the ZJDE0001 version.
Processing options enable you to specify the default processing for programs.
Access the Rental Contract Header Revisions form.
Enter the number that identifies the rental contract.
If you leave this field blank, the system uses the next number functionality and assigns a number to the rental contract after you save the header form.
Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.
The system populates this field with the default business unit if you set the Business Unit processing option of the Rental Contract Entry program (P54R10).
Access the Contract tab in the Rental Contract Header Revisions form.
|
Note: The system uses the dates that you enter in this form to the date fields in the related orders (sales order, purchase order, work order). The system decides which dates from the rental contract to pass on to the related orders based on how you set up the date mapping fields in the Action Details table (F54R021). |
Enter a user-defined name or number that identifies the address book record of the customer the asset is rented to. This customer address identifies the customer entity to whom the assets are rented. You must complete this field with a valid address number.
Enter a user-defined name or number that identifies the address book number associated with the location to which you ship the asset for rent. If you leave this field blank, the system populates it with the value in the Customer field after you save the header form.
Enter the date when the rental contract starts. The start date must be prior to the billing date, install date, delivery date, and projected end date. If you leave this field blank, the system populates it with the system date after you save the header form.
Enter the requested delivery date of the asset for rent. If you leave this field blank, the system populates it with the system date after you save the header form.
Enter the date that you install the asset in the customer location. If you leave this field blank, the system populates it with the system date after you save the header form.
Enter the projected end date of the rental contract. If you leave this field blank, the system calculates a date based on the start date and the default rental term (specified in the Default Rental Period constant). If the projected end date is before the minimum rental period (specified in the Minimum Rental Period constant), the system displays a warning and informs that the rental contract will be billed for the minimum rental period even if your rental period is less than the minimum rental period.
Enter the date that you start billing for the rental contract. If you leave this field blank, the system populates it with the system date after you save the header form.
The system populates this field with the contract end date. This field will have a value only after you save the rental contract and generate the related order. You cannot edit this field.
Enter the date that you complete billing for the rental contract. If you leave this field blank, the system populates it with the through date from the Rental Contract Billing Workfile Generation program (R54R300).
The system populates this field with a code from the Rental Contract Status UDC table (54R/CS) that indicates the rental contract status. You cannot edit this field. Values are:
100: Open
The system assigns this status to the rental contract when you create the contract, and retains this status till you generate related orders for the contract.
200: In Process
The system assigns this status to the rental contract after you generate related orders for the contract.
300: Transfers Exist
The system assigns this status to the rental contract when you save the rental contract in the Rental Contract Detail form and if asset transfer is applicable for the rental contract.
900: Closed
The system assigns this status to the rental contract when you close the contract. To close the contract, you select Close Contract on the Row menu of the Work With Rental Contracts form.
The system populates this field with the value in the Hold Orders Code field (of the customer record) in the Customer Master table (F03012).
This hold code also exists for the business unit in the Order Hold Constants program (P42090). You cannot edit this field.
The system populates this field with the value from the Billing Frequency Code processing option of the Rental Contract Entry program (P54R10). You can override the default value. The value that you enter must exist in the Billing Frequency Master table (F15019).
The system uses the frequency that you specify in this field to bill the rental contract. You must complete this field with a valid value.
Enter the day in the billing period that you want the billing to be generated. You can enter a value from 1 to 28.
Select the Reservation Contract option to reserve the asset. In a reservation contract, related orders are not generated. For a standard contract, you do not select this option.
The system enables this option only if you have selected the Reserve Assets option in the Rental Constants Revisions form.
When you select this option, the system enables the Reservation Date and Cancellation Date fields.
Enter the date that you reserve the asset. If you do not enter a date in this field, the system date is used as the default reservation date.
Enter the date that you cancel the reservation contract. If you do not enter a date in this field, the system uses the date in the Reservation Date field and the value in the Asset Reservation Period rental constant (in the F54R01 table) to calculate the cancellation date.
Enter a user-defined name or number that identifies the address book record of a salesman involved in the rental contract.
Enter a user-defined name or number that identifies the address book record of another salesman involved in the rental contract.
Access the Delivery tab in the Rental Contract Header Revisions form.
Enter a user-defined name or number that identifies the address book number associated with the specific location at which you deliver or install the asset.
|
Note: The system populates the rest of the fields in the Delivery tab with the values from the corresponding fields in the Customer Master By Line Business table (F03012) for the customer that you enter in the Customer field. You can override the values in these fields.See "Entering Freight and Delivery information" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide |
Access the Invoice/Exchange tab in the Rental Contract Header Revisions form.
The system populates this field with the value in the Customer field. You can override the default value. You must complete this field with a valid address book number.
Enter a number that identifies a rental contract that is associated with the original order. This number is for informational purpose, and is not the related order that you will generate for the rental contract.
Enter a code from the Document Type UDC table (00/DT) that indicates the document type of the secondary or related order. For example, a purchase order might be document type OP, and might have been created to fill a related work order with document type WO. This is not the order type for the related order that you generate for the rental contract.
Enter the company that is associated with the document number of the secondary or related order. This is not the company associated with the related order that you generate for the rental contract.
Enter an alphanumeric value to use as a cross-reference or secondary reference number. Typically, this is the customer number, supplier number, or job number.
Enter text or a number to record reference numbers, such as the supplier's bid document number, quote document, sales order, work order, or job number.
Enter the code that identifies the domestic currency of a transaction or company. The base currency and domestic currency both refer to the same currency.
Enter a code that identifies the currency of a transaction. The contract is foreign when the transaction currency code is different from the base currency code.
Enter the currency that the system uses to bill the rental contract. The contract is foreign when the billing currency code is different from the base currency code.
Enter the date that the system uses to retrieve the exchange rate. By default, the system populates a date based on the Exchange Rate Date processing option. If the processing option is left blank, or if the system does not find the data for the option specified in the processing option, the system date is populated in this field.
The system populates this field with the number (exchange rate) retrieved from the Currency Exchange Rates program (P0015A) based on the base currency, transaction currency, and the exchange rate date. This number can have a maximum of seven decimal positions.
This is the exchange rate that the system uses to convert amounts from the base currency to the transaction currency. The system populates the converted rental contract amounts (in transaction currency) in the Foreign Unit Price, Foreign Unit Cost, and Foreign List Price fields in the Rental Contract Detail table (F54R11). These amounts in the F54R11 table do not change even when you use a variable exchange rate.
The system populates this field with the number (exchange rate) retrieved from the Currency Exchange Rates program (P0015A) based on the transaction currency, billing currency, and the exchange rate date. This number can have a maximum of seven decimal positions.
When you run the Rental Billing Workfile Generation program (R54R300) to bill the rental contract, the system uses the exchange rate in this field to convert the rental contract amount (the Foreign Unit Price value in the F54R11 table) from the transaction currency to the billing currency.
Select this option to always use a fixed exchange rate when you bill the rental contract. This option is disabled if the contract is domestic. If you do not select this option, the system uses a variable exchange rate. Values are:
0: Use a variable exchange rate.
If you choose this option, the system does not use the exchange rate date, the transaction exchange rate, and the billing exchange rate. Instead, the system uses the Exchange Rate Date Basis processing option for the R54R300 program to determine the exchange rate date, and retrieves the transaction exchange rate and billing exchange rate based on this date.
1: Use a fixed exchange rate. If you choose this option, the system uses the exchange rate date, the transaction exchange rate, and the billing exchange rate.
|
Note: The sales, service, and purchase order applications use the exchange rate between the base currency and the billing currency to bill and invoice rental contract related orders. This exchange rate is not displayed in the rental contract forms. |
|
Note: The system populates the rest of the fields in the Invoice/Exchange tab with the values from the corresponding fields in the Customer Master By Line Business table (F03012) for the customer you enter in the Customer field. You can override the values in these fields.See "Creating Customer Master Records" in the JD Edwards EnterpriseOne Applications Accounts Receivable Implemenation Guide |
Access the Rental Contract Detail Revisions form. When you enter a contract, you access the detail form after you double-click the OK button on the header form.
The system populates this field with the value from the Rental Contract Line Status UDC table (54R/LS) that indicates the status of the rental contract line. You cannot edit this field. Values are:
100: Open
The system assigns this status to the rental contract line when you add a contract line in the grid, and when the Transfer field for that line does not have a value of R. The system retains this status till you save the rental contract in the Rental Contract Detail form.
200: Outbound
The system assigns this status to the rental contract when you create related orders for the rental contract.
300: Billing
The system assigns this status to the rental contract line after you successfully run the periodic billing of the Rental Contract Billing Workfile Generation program (R54R300) for recurring contract billing.
400: Returned Material Authorization
The system assigns this status to the rental contract line when you generate a return inbound purchase order. You can set the system to determine the date for creating the purchase order using the RMA Generation days constant, and the Use RMA Default Days option in the Action Details form. The Rental Contract Related Order Generation program (R54R100) uses this system-calculated date and generates the return inbound purchase order when the rental period expires. You identify a related order as a return inbound purchase order if the program to process the action is P4310, and if the Use RMA Default Days option (in the Action Details table) is selected.
700: Transferred Order
The system assigns this status to the rental contract line after you perform an item transfer, and the Transfer Order Exists field for that line has the value Transfer.
800: Canceled
The system assigns this status after you select the Cancel Line from the Row menu in the Rental Contract Revisions form.
If the detail line that you want to cancel has related orders, the system first cancels the related orders, and then cancels the contract. You can cancel the detail line only if the system does not find any error in the cancellation of the related orders.
900: Closed
The system assigns this status after you close the contract. To close the contract detail line, you go to the Close Line on the Row menu of the Rental Contract Detail Revisions form.
The system populates this field with the value from the Inventory Commitment UDC table (54R/IC) that indicates the type of commitment of the rental contract line. You cannot edit this field. Values are:
Blank: No commitments exist.
This field is blank before you click the OK button on the Rental Contract Detail Revisions form.
100: Inventory commitments exist.
The value in this field changes to 100 when you save the rental contract detail line. Item from the inventory has been committed to the contract, but no related sales orders have been created.
200: Related sales order has been generated.
The Inventory Commitment value changes to 200 after sales orders are generated.
300: Transfers exist.
The value in this field changes to 300 when you create a transfer order to move the inventory item from another business unit within the company.
Enter the item number of the item that you are renting out. The item number must exist in the Item Master table (F4101). For a rental contract with billing method 1 (recurring contract billing), the item must also exist in the Rental Item table (F54R41T).
You can search for and select the item using the Visual Assist icon. The system launches the Item Search and Select form, which includes columns from the F4101 table and the F54R41T table. When you enter a valid item number in this field, the system automatically populates the Serial Number, Rental Billing Unit Of Measure, and Location fields from the F54R41T table.
Enter the serial number manually, or you can use the Visual Assist icon to search for a serial number from the Lot Search and Select program (P54R04), and return it to the Serial Number field.
|
Note: The system enables the Serial Number field only if you set the value in the Lot Process Type field to 5 (assign serial number using the system date in YYMMDD format), 6 (assign serial number using next numbers), or 7 (assign serial number manually) in the Item/Branch Plant Info program (P41026). You are recommended to set up the Lot Process Type field to 7 for rental contracts. |
For serialized item, the system populates this field with the location of the item from the Rental Item table (F54R41T). You can override the default value.
Enter the quantity of an item (or item group) sold or rented to a customer (or customer group). The quantity rented or sold must be less than or equal to the quantity available in the Item Availability table (F41021).
The system populates this field with a value of 1 for a serialized item. For rental contracts with billing method 2 (one-off rental contract billing) and 3 (one-off sales order billing), the system bills for the quantity in this field.
For rental contracts with billing method 1 (recurring contract billing), the system populates this field with the quantity of the item that is still rented to the customer (or customer group). When you create the contract, this field has the same value as the original quantity in the Quantity field. The value in this field reduces based on the quantity of items that the customer returns back. When all items are returned, quantity open is reduced to zero.
For rental contracts with billing method 1, the system bills only for the quantity in this field.
The system populates this field with the quantity of the item that the customer (or customer group) returns. When you create the contract and rent out items, this field has 0 (zero) value. The value in this field increases based on the quantity of items returned from the customer. When you receive all the items that were rented, the quantity received equals the original quantity in the Quantity field.
The system populates this field with the quantity of the item that is moved to your inventory after the customer (or customer group) returns the quantity. When items are returned, they follow the receipt routing process before they are moved to the inventory. During this process, you inspect items and move them to the stock if they are in good condition, or you remove them from the route to be reworked, scrapped, or rejected. In the Routing Disposition form of the Receipt Routing Movement and Disposition program (P43250), the quantity of items that you entered to move to the last stage in the inventory (for example, stock) is the quantity that the system populates in this field.
The system populates this field with the quantity of the item that is serviced after the customer (or customer group) returns the quantity. When items are returned, they follow the receipt routing process before they can be moved to the inventory. During this process, you inspect items and move them to the stock if they are in good condition, or you remove them from the route to be reworked, scrapped, or rejected. In the Routing Disposition form of the Receipt Routing Movement and Disposition program (P43250), the quantity of items that you entered to be reworked is the quantity that the system populates in this field.
The system populates this field with the quantity of the item that is rejected after the customer (or customer group) returns the quantity. When items are returned, they follow the receipt routing process before they can be moved to the inventory. During this process, you inspect items and move them to the stock if they are in good condition, or you remove them from the route to be reworked, scrapped, or rejected. In the Routing Disposition form of the Receipt Routing Movement and Disposition program (P43250), the quantity of items that you entered to be rejected is the quantity that the system populates in this field.
The system populates this field with the quantity of the item that is scrapped after the customer (or customer group) returns the quantity. When items are returned, they follow the receipt routing process before they can be moved to the inventory. During this process, you inspect items and move them to the stock if they are in good condition, or you remove them from the route to be reworked, scrapped, or rejected. In the Routing Disposition form of the Receipt Routing Movement and Disposition program (P43250), the quantity of items that you entered to be scrapped is the quantity that the system populates in this field.
|
Note: The Quantity Open, Quantity Received, Quantity Stocked, Quantity Reworked, Quantity Rejected, and Quantity Scrapped fields are used only when the billing method is 1 (recurring contract billing). |
The system populates this field with the value in the Unit Price field for the item in the Item Base Price File table (F4106). This is the base price that the system charges for one unit of this item. You can override the value in this field.
The system populates this field with a value of 1 if the unit price is overridden in the Domestic Unit Price or Foreign Unit Price field. This field is blank if you use the default domestic unit price or the default foreign unit price.
Enter a value from the Rental Billing Unit of Measure UDC table (54R/UM) that the system uses to calculate the rental amount. This is required when the detail line has a value of 1 (recurring billing) in the Billing Method field. This field is not enabled when the billing method is 2 (one-off contract billing) or 3 (one-off sales order billing). Values are:
DY: Per day
WK: Per week
MO: Per month
The system populates this field with the pricing unit of measure for the item from the Item Master table (F4101). This value exists in the Pricing Unit of Measure UDC table (00/UM). The system uses this value to calculate the price for items with billing method 2 (one-off contract billing) and 3 (one-off sales order billing).
The system populates this field with the line type from the Item Master table (F4101) for each line item. You can enter a new line type to override the line type retrieved from the F4101 table. The system displays the actions associated with the line type that you enter in this field.
The system populates this field with the value in the Billing Method field for the line type from the Line Type and Action Association Header table (F54R03). This indicates the billing method the system uses. You can override the value in this field. Values are:
1: Recurring Contract Billing
2: One-off Contract Billing
3: One-off Sales Order Billing
The system populates the corresponding asset number for the item from the Asset Master File table (F1201). In the Rental Management process, you typically use the asset number when you generate a work order for the asset. You cannot edit this field.
The system populates this field with the tax rate/area code from the Rental Contract Header form. You can override the default value.
The system populates this field with the tax explanation value from the Rental Contract Header form. You can override the default value.
The system populates this field with the transfer status of the rental item from the 54R/TS UDC table. Values are:
01: Transferred
02: Reserved
03: Error
|
Note: The system populates the following fields with the values from the associated fields in the Item Master table (F4101): Unit of Measure, Pricing Unit of Measure, Line Type, Description Line 2, 2nd Item Number, Short Item Number, Reference 1, and Reference 2.The system populates the following fields with the values from the associated fields in the Item Branch File table (F4102): Taxable, Commodity Class, Commodity Sub Class, Rebate Code, Master Planning Family, Cost Rule, and Sales Code 1 to Sales Code 5 See "Setting Up Item information" and "Entering Branch/Plant information" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide |
|
Note: The system populates the following fields with the values from the Rental Contract Header Revisions form: Transaction Currency, Base Currency, Billing End Date, Actual Delivery Date, Projected End Date, Reservation Date, Reservation Cancel Date, Apply Freight, Carrier Number, Delivery Instructions 1 and 2, Freight Handling, Route Code, Mode of Transport, Stop Code, Zone Number, Payment Terms, Payment Instrument, Invoice Reference 1 and 2, Tax Explanation, Tax Rate/Area, Certificate, Hold Code, Contract Message, and Delivered To.The system populates the Start Date, Billing Start Date, Requested Delivery Date, and Install Date fields in the detail grid with the corresponding dates from the Rental Contract Header form, or with the system date, whichever is greater. The system populates the Actual End Date field with the date that you cancel or close the contract line (through the Close Line or Cancel Line from the Row menu on the Rental Contract Detail Revisions form). See Section 3.2.6, "Entering and Updating Header information for Rental Contracts" |
Access the Rental Contract Header Revisions form for a detail line.
Go to the Form menu, Header to Detail menu item, and select the Define button. The system launches the Define Header Columns to Detail program (P54RHDR).
On the Define Header Columns to Detail Table form, review and revise which header fields are selected for update.
Select the fields to update to the detail form, and click the OK button.
Click OK on the Rental Contract Header Revisions form if the P54R10 processing option is set for automatic header-to-detail update. If the processing option is set for manual update, click the Populate button to manually update the detail lines with the header changes. The Populate button is available on the Form menu, Header to Detail menu item.
You can access certain programs and functions from the Form and Row menu of the rental contract forms. You use these programs and functions to perform specific tasks for your rental contract.
The following table includes some of the functions that you can perform from the Form and Row menu of the rental contract forms:
| Form/Row Menu Item | Navigation | Function |
|---|---|---|
| Convert Reservation | On the Work With Rental Contracts form, click Contract, Convert Reservation from the Row menu. | When you select Convert Reservation, the system:
|
| Close Contract | On the Work With Rental Contracts form, click Contract, Close Contract from the Row menu. | When you select Close Contract, the system fetches data from the Rental Contract Detail table (F54R11), and:
|
| Delete Contract | On the Work With Rental Contracts form, click Contract, Delete Contract from the Row menu. | When you select Delete Contract, the system:
You cannot delete a contract if a related order has been generated, because a related order record exists in the F54R20 table with the relevant fields populated for purchase order, sales order, or work order. |
| Create Transfer | On the Rental Contract Detail Revisions form, click Create Transfer from the Row menu. | When you click Create Transfer, the system creates item transfer to a business unit within the company. The system displays Create Transfer on the Row menu only if you revise the business unit from where the item will be shipped. |
| Close Line | On the Rental Contract Detail Revisions form, click Close Line from the Row menu. | When you click Close Line, the system:
|
| Delete Line | On the Rental Contract Detail Revisions form, click Delete Line from the Row menu. | When you click Delete Line, the system:
|
| Cancel Line | On the Rental Contract Detail Revisions form, click Cancel Line from the Row menu. | When you click Cancel Line, the system:
|
| Link Related Order | On the Rental Contract Detail Revisions form, click Link Related Order from the Row menu. | When you click Link Related Order, the system displays the Link Related Orders form that you can use to search for and select related orders created outside the Rental Management system. You can then link those one-off related orders to the rental contract. |
The following table includes some of the programs that you can access from the Form and Row menu of the rental contract forms:
| Form/Row Menu Item | Navigation | Function |
|---|---|---|
| Related Orders | On the Work With Rental Contracts form, click Related Orders from the Form menu. | Launches the Work With Rental Contract Related Orders program (P54R20). |
| Release &Hold | On the Work With Rental Contracts form, click Contract, Release Hold from the Row menu. | When you select Release &Hold, the system:
|
| Contract Ledger | On the Work With Rental Contracts form, click Contract, Contract Ledger from the Row menu. | Launches the Rental Contract Ledger program (P54R099). |
| Address Book | On the Work With Rental Contracts form, click Customer Info, Address Book from the Row menu.
On the Rental Contract Header Revisions form, click Address Book from the Form menu. |
Launches the Address Book program (P01012). |
| Ship To
Customer |
On the Work With Rental Contracts form, click Customer Info, Ship To (or Customer) from the Row menu.
On the Rental Contract Header Revisions form, click Ship To (or Customer) from the Form menu. |
Launches the Customer Master Revisions program (P03013). |
| A/R Inquiry | On the Work With Rental Contracts form, click Customer Info, A/R Inquiry from the Row menu.
On the Rental Contract Header Revisions form, click A/R Inquiry from the Form menu. |
Launches the Check Credit program (P42050). |
| Billing Generation | On the Work With Rental Contracts form, click Billing Generation from the Row menu. | Launches the Rental Contract Billing Workfile Generation program (R54R300). |
| Receipts History | On the Rental Contract Detail Revisions form, click Receipts History from the Row menu. | Launches the Rental Contract Receipts/Dispositions program (P54R12). |
| S.O Shipment Info | On the Work With Rental Contracts form, click S.O Shipment Info on the Form menu.
On the Work With Rental Contracts form, click Contract, S.O Shipment Info on the Row menu. On the Rental Contract Detail Revisions form, click S.O Shipment Info on the Form or Row menu. |
Launches the Rental Contract Shipment Information program (P54R13). |