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Protocol

Rent protocols can be provided in the app in different ways. You can create protocols directly in the app, and with seamless synchronization with our ERP solution you also have the option to further process protocols created in our ERP solution with the app. It does not matter whether the protocol is created for preparation, handover and delivery, or for handover, return and follow-up. The following sections describe different ways to provide protocols in the app:

Providing a Protocol via the Protocol List

In the app, you can further process protocols created via the protocol list in our ERP solution. Proceed as follows to create a protocol via the protocol list:

  • Use the quick search (ALT+Q) to find the Protocol List page in our ERP solution.
  • Select New > New from the menu bar.
  • Select the customer for the protocol in the Customer No. field.
  • In the Location Code field, select the location of the (service) item.
  • Enter the delivery date in the Shipment Date field.
  • Enter the return date in the Return Date field.
  • In the Object Type field in the Lines FastTab, specify if the line contains an Item, a Service Item or a Resource.
  • Search for the requested object via the Search field using the object number.
    or
    Enter the object number directly into the Object No. field.
  • Enter the quantity of the object relevant for the protocol in the Quantity field.
  • The other fields are filled in automatically, if necessary.
  • Click OK to confirm the details.
  • Select the Mobile Rental 365 value in the Process in field in the General FastTab.
  • In the General FastTab in the Responsible Person (Service) field, enter the name of the person who should be responsible for the preparation and follow-up of the protocol in the app.
  • In the General FastTab in the Responsible Person (Transport) field, enter the name of the person who should be responsible for the handover of the protocol in the app.
  • Fill in the protocol card as usual. More information on this can be found on the Working with Deliveries/Returns page.

Tip

Protocols created in our ERP solution from a rent contract are also synchronized with Aptean Mobile Rental. More information on creating rent contracts can be found under Rent Contracts.

You have successfully created a protocol. Thanks to the synchronization between our ERP solution and the app, the number of assigned protocol lines is displayed to the user under Preparation on the landing page of the app, since the preparation is applied per protocol line and not to the entire protocol. The further proceedings are described under Preparation.

Creating a Protocol in the App

To create a protocol in Aptean Mobile Rental, proceed as follows:

  • Tap the + button on the landing page of the app.
  • Select the desired customer for the protocol by tapping the corresponding customer in the customer list.
  • Then, tap Create New Delivery Protocol or Create New Return Protocol.

Creating a Delivery Protocol

If you tapped Create New Delivery Protocol in the previous step, proceed as follows:

  • Select the desired location for the protocol by tapping the relevant location in the location list.
  • Select the period between the shipment date and the return date in the Range field.
  • In the Object Type tab, tap the + button next to the desired (service) item.
  • Enter the desired quantity.
  • When you have selected all desired rent objects, confirm your entry by tapping Confirm.
  • An overview page containing all relevant protocol data is displayed. Check all entries.
  • Tap the Complete New Creation button to create the delivery protocol.

You have successfully created a delivery protocol. The number of assigned protocol lines is displayed to the user under Preparation on the landing page of the app, since the preparation is applied per protocol line and not to the entire protocol. The further proceedings are described under Preparation.

Creating a Return Protocol

If you tapped Create New Return Protocol in the previous step, proceed as follows:

  • On the Contract Objects page, tap the + button next to the contract object to be returned. A dialog window is displayed.
  • Select the relevant status in the dialog window.
  • Close the dialog window by tapping Confirm.
  • On the Process Next Status page in the Location field, select the desired location to which the contract object should be returned.
  • In the Return Time Prefix field, select if the return should take place from or until a certain point in time.
  • Specify a date via the date field.
  • To create the return protocol, tap the Complete New Creation button.

You have successfully created a return protocol. The return protocol is now displayed to the user on the landing page of the app under Handover. The further proceedings are described under Handing Over a Return Protocol.