Understanding the Form and Row Menu Options

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: Moves the commitment on the On Sales Order - Other 2 field to the On Sales Order - Other 1 field in the Item Availability program (P41202). This moves the quantity from reserved to the rental contract. Adds related orders. Clears the reservation option in the header and detail tables so that the rental contract is no longer reserved. Creates header and detail ledger records.
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: Reverses the commitment from the F41021 table, if the contract line status is blank or 100 (Open). The system does not update the commitment if the contract line status is not 100 or blank. Updates the detail record with contract line status of 900 (Closed). Adds a ledger record in the Rental Contract Detail Ledger table (F54R199) to record the contract line status change. Updates the header record with the contract status of 900 (Closed). Adds a ledger record in the Rental Contract Header Ledger table (F54R099) with Ledger Action 07 (Close Contract).
Delete Contract	On the Work With Rental Contracts form, click Contract, Delete Contract from the Row menu.	When you select Delete Contract, the system: Removes inventory commitment from the F41021 table. Deletes record from the F54R10 (rental contract header), F54R11 (rental contract detail), and the F54R20 (related orders) tables. 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: Updates the billing end date to the system date, if the billing end date is greater than the system date. Updates the actual end date to the system date, if the actual end date is greater than the system date. Updates the contract line status to 900 (Closed). Adds a ledger record in the Rental Contract Detail Ledger table (F54R199) with Ledger Action 07 (Close Contract).
Delete Line	On the Rental Contract Detail Revisions form, click Delete Line from the Row menu.	When you click Delete Line, the system: Reverses the commitment in the F41021 table for the reservation or the rental contract, if the record has an inventory commitment that is less than or equal to 100 (no commitment or soft commitment) and the Contract Line Status is blank or has a value of 100. Deletes the record from the F54R20 table. Deletes the record from the F54R11 table.
Cancel Line	On the Rental Contract Detail Revisions form, click Cancel Line from the Row menu.	When you click Cancel Line, the system: Performs all validations and processes for canceling the related orders. Changes the contract line status to 800 (Canceled) in the Rental Contract Detail Revisions form. Cancels the rental contract line and also the related sales orders when you click the OK button on the Rental Contract Detail Revisions form. The system updates the related orders tables only when you click the OK button on the Rental Contract Detail Revisions form.
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: Launches the Held Order Release program (P43070). If the password matches, the system allows a release on the hold. Clears the Hold Code field in the header and detail tables.
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).