6.3.3.1 Pre-requisites

This topic provides information on the required conditions and setup that must be completed before creating or managing a rental agreement, including necessary lease details, customer information, and configuration settings.

• To support rental based leasing, ensure that all the basic setup of defining Usage/Rental Details, Rental Charge Matrix in Asset Types screen is done and the lease Agreement Type is selected appropriately in Products, Pricing and Contract setup screens.
• Ensure that required customer account details are maintained in the system and KYC details are validated.
• When usage details are to be processed through File Upload, ensure that the file received from external system contains all the required information for mapping to respective fields in Renting History screen.