Editing Contracts and Quotes
In this chapter, you will learn how to edit rent contracts and rent quotes in Aptean RentBoard. This chapter is divided into the following sections:
Changing Rent Periods
You can adjust the start and end dates of a created rent period using drag & drop. To do so, please proceed as follows:
Note
To change the start and end date of a created rent period, the status of the corresponding rent document must be Open. Changing the duration of the rent period is only possible in Aptean Rental.
- Navigate to the rent period of which you want to adjust the start and end date.
- Hold down the LEFT MOUSE BUTTON and move the rent period within the line to the desired date.
- Then release the LEFT MOUSE BUTTON.
Tip
You can also move a rent period to a later start date by clicking on the desired rent period and specifying a later Delivery Date. The Rent Start Date, Rent End Date, and Expected Return Date fields are updated automatically. You cannot enter a date that is earlier than the Contract Date.
You have successfully changed the start date of a rent period.
Changing Rent Objects
You can allocate a different rent object within the same rent class to a rent period. This is also possible if no specific rent object has been allocated to the rent period yet. Please proceed as follows to change the rent object of a rent period:
Note
To change the rent object, the status of the corresponding rent document must be Open.
- Navigate to the rent period to which you want to allocate a (different) rent object.
- Hold down the LEFT MOUSE BUTTON and move the rent period to the desired rent object line.
- Then release the LEFT MOUSE BUTTON.
::TIP
You can allocate the rent period to a rent object from a different rent class, if the Alternative Rent Classes allowed option is activated on the Rent Setup page in Aptean Rental.
Note
You have successfully changed the allocated rent object of a rent period. The corresponding service item is automatically reserved for this period.
## Canceling Reservations
To cancel the reservation of a rent object, please proceed as follows:
+ Navigate to the line of the rent object for which you want to cancel a reservation.
+ Click in a rent period, for which a reservation exists, with the RIGHT MOUSE BUTTON. This is indicated by a
lock icon.
+ Select the Cancel Reservation option.
You have successfully canceled the reservation of a rent object. Since the rent period no longer has an allocated rent object, it is automatically moved to the corresponding rent class line.