1. Rental Management Implementation Guide
  2. Linking Related Orders Manually

Linking Related Orders Manually

Access the Rental Contract Detail Revisions form, and complete these steps to manually link related orders to a rental contract:

  1. On the Rental Contract Detail Revisions form, select the detail line to which you want to manually link related orders. Then, click Link Related Order on the Row menu. The system displays the Link Related Orders form.

  2. On the Associated Actions subform on the Link Related Orders form, review the actions that have been set up for the detail line. You can link only those related orders that are associated with the actions available in this subform.

  3. Select the action that you want to use. When you select an action in the Associated Actions subform, the system expands the corresponding related-orders subform for selection. For example, if you select the action for purchase orders, the system expands the Select Purchase Order subform.

  4. Review the detail lines of the related orders (sales order, service order, or purchase order) on the Select Sales Order, Select Service Order, or Select Purchase Order subform. You can use the Query By Example (QBE) fields to search for and refine your orders.

    Note: The system is set up to display only those order lines that are not already linked to a rental contract.For sales orders, the system displays only those detail lines that match the combination of the item number, business unit, sold-to address number of the sales order, and company specified in the rental contract. The sold-to address number of the sales order must match the customer address number of the rental contract.For service orders, the system displays only those detail lines that match the combination of the item number, business unit, asset number (in case of serialized items), and company specified in the rental contract.For purchase orders, the system displays only those detail lines that match the combination of the business unit, supplier address number of the purchase order, and company specified in the rental contract. The supplier address number of the purchase order must match the customer address number of the rental contract.

  5. Select an order line and click the Select button. The system populates the selected order in the Selected Links subform. To delete an order that you selected for linking, click the Delete button on the Selected Links subform.

  6. Click the OK button on the Link Related Orders form. The system takes you to the Rental Contract Detail Revisions form. To complete the linking process, click the OK button on the Rental Contract Detail Revisions form.

    Note: The system links the related orders to the contract, and updates the Rental Contract Related Orders table (F54R20) only after you click the OK button on the Rental Contract Detail Revisions form. To discard any unsaved links, click the Cancel button on the form. Before you click the OK or Cancel button, you can navigate back to the Link Related Orders form and make changes.

  7. Access the Rental Contract Related Orders program (P54R20) and review the linked related orders. Note that the system populates the Status field with a status of 3 (Linked).

    Note: Further processing is not possible on the Link Related Orders form for the rental contract. The manual linking feature is for informational purpose only.