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Setting More Sub-Rent Contract Parameters

Once a sub-rent contract has been created and released, you can set further useful parameters in the sub-rent contract. This chapter describes how to add attributes or define rent class based lines, among other things. Creating contract-based text lines is also covered in this chapter. This chapter is divided into the following sections:

Adding and Changing Attributes

You can add attribute values to the rent classes of your sub-rent request or sub-rent contract, which can then be used when searching for matching items. To do so, please proceed as follows:

Note

Before you are able to enter specific attribute values in a sub-rent request or contract, the attributes must be added to the used rent class. For more information about this, click Assigning Attributes.

  • Use the quick search (ALT+Q) to find the Sub-Rent Requests or Sub-Rent Contracts page.
  • A list containing all requests/contracts is displayed.
  • Either click on New to create a new sub-rent contract/request or open an existing open contract/request.
  • Add a new rent class for which you have previously assigned attributes.
  • Select the rent class in the contract lines.
  • Navigate to the Object Attributes FastTab.
  • The previously added attributes of this rent class are displayed.
  • Fill in the Attribute Value field.
  • Your selection is saved automatically.

Defining Rent Class based Sub-Rent Text Lines

You can define sub-rent lines on a rent class card. These lines will be transferred to the sub-rent contract/request and allow you to add note texts or invoice lines to the request or contract. To define rent class based sub-rent lines for a rent class so that you are able to add them to a sub-rent request or contract, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Classes page.
  • A list with all existing rent classes is displayed.
  • Click on New to create a new rent class or open an existing rent class that you want to assign sub-rent lines to,
  • Click Sub-Rent > Sub-Rent Setup in the menu bar.
  • Complete the columns according to the table below.
Option Action
Deactivated Select this checkbox for the lines you want to deactivate.
Type Here, select the type of the sub-rent contract line. To define a text line, select Text. To define a line for invoicing, select Add. Costs.
Standard Description Here, enter a description that will be transferred to sub-rent requests and sub-rent contracts.
Cost Item No. Only when type = Add. Costs. Use this field to enter the cost item number that shall be used for the posting of the costs.
Requirement Here, specify whether the line is a required, optional or recommended part of the sub-rent request or contract.
  • After entering all important information, close the Sub-Rent Setup page. Your changes are saved automatically.
  • When you add a rent class to a sub-rent request or sub-rent contract, the sub-rent lines you have set up will be automatically transferred to the contract lines.

Adding Text Lines for Contracts

You can also add text lines to a sub-rent request or contract that will apply to the entire contract and not just to a specific line in the contract. This can be useful to provide the vendor with further information on the delivery of the rent object. To add contract-based text lines, please proceed as follows:

  • Use the quick search (ALT+Q) to open the Sub-Rent Requests or Sub-Rent Contracts page.
  • A list with all existing sub-rent requests/contracts is displayed.
  • Create a new sub-rent request/contract or open an existing sub-rent request/contract.
  • Navigate to the Lines FastTab.
  • Click on an empty line.
  • Click Manage > Add Text Lines in the menu bar.
  • The Contract Texts Wizard opens.
  • Use the Contract Text field to enter a specific text, e.g., note texts or delivery information. You can add as many text lines as you want.
  • Click OK, to add the text line. Contract Text Lines will be printed on all documents.

Adding Sub-Rent Comments

Comments can be added to a sub-rent contract in order to share certain information or to make notes. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Sub-Rent Contracts page.
  • A list containing all sub-rent contracts is displayed.
  • Either click on New to create a new sub-rent contract or open an existing open sub-rent contract to which you want to add comments.
  • Select Contract > Comments from the menu bar.
  • A list containing all comments is displayed.
  • The workdate is automatically inserted in the Date column. The date can be adjusted, if needed.
  • Enter your notes or annotations in the Comment column. Formatting or lists are not possible.
  • Close the Comments page.

The comments deposited in the sub-rent contract are now also displayed in the Comments area in the info area (ALT+F2).
Comments from sub-rent requests are automatically transferred into the sub-rent contract during conversion.