Document Texts Rental

TRASER Rental 365 allows you to add individual texts and text templates to documents. Via document text templates you can define pre texts and post texts, as well as texts to be used in payment terms. These template/texts can be edited document-specific at a later time and will be displayed on the selected documents and printed reports. This chapter is divided into the following sections:

• Defining document text templates for rental
• Defining document texts for rent orders
• View document texts in posted rental invoices and rental credit memos

Defining document text templates for rental

This section describes how to create a document text template for rental. For more information on document text templates, click here. Please proceed as follows to create a document text template:

• Use the quick search (ALT+Q) to find the page Document Text Templates.
• To set up a new document text template, click New in the menu bar.
• In the General FastTab, specify a name for the document text template in the Description field.
• Enter a date in the Start Date field from which the document text template shall be used.
• Enter a date in the End Date field until which the document text template shall be used.
• Now you can enter different document texts into the Text Types FastTab. There are 3 different fields:

• To create a document text, click on the selection field next to the respective text type.

• Enter the text for the respective text type in the text editor.

• After entering a text, click on OK to go back to the document text template.

• The value of the text will be changed to Yes.

• In the Use on Documents FastTab, activate the toggle switches for the documents that the document text template should be applied to. The following document types are available for rental:

  • Rent Order
  • Rental Protocol
  • Rental Purchase Request
  • Rental Purchase Contract
  • Rental Purchase Protocol
  • Rent End
  • Rent End Vendor

You have successfully set up a new document text template. This will be used depending on the settings regarding Start Date, End Date and the selected rent documents under Use on Documents.

Defining document texts for rent orders

You can define document texts for certain rent orders. These will then only be valid for this rent order. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the page Rent Orders.
• All created rent orders are displayed.
• Select the rent order to which you want to add document texts.
• Select Related > Document Texts from the menu line.
• The window Edit – Document Texts – Rent Order is displayed. Here you can set the Document Text Template and the Translations of the before and after text of the payment terms specifically for this rent order.

For all further information on setting up document texts, please refer to the Document Texts section.

View document texts in posted rental invoices and rental credit memos

You can view the stored document texts in posted rental invoices or posted rental credit memos. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the page Posted Rent Invoices or Posted Rent Credit Memos in TRASER Rental 365.
• All posted rent invoices and rent credit memos are displayed.
• Open the posted rent invoice or rent credit memo of which you want to view the document texts.
• Select Related > Show Document Texts from the menu line.
• The page Posted Rent Invoice or Posted Rent Credit Memo is displayed in which you can view the stored before and after text as well as the payment terms text. This page is not editable.

For all further information on setting up document texts, please refer to the Document Texts section.

In the next chapter you will learn everything important about creating contract messages.

Continue with the next chapter