Setting More Rent Contract Parameters

After a rent contract was created and released, you can define further useful parameter for this rent contract. This chapter covers, among other things, how to add attributes or how to assign a specific object number to a line. Creating contract and GTC texts is also part of this chapter. This chapter is divided into the following sections:

Updating a Customized Calendar

You can create customized calendars for a rent contract. This calendar will be contract-specifically synchronized with the invoice calendars of rent classes, rent packages and rent objects.

To update a customized calendar, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Click on New to create a new rent contract or open an existing open rent contract for which you want to create a customized calendar.
  • In the General FastTab, select the Create Customized Calendar option from the dropdown list.
  • The Edit - Customized Calendar Entries page opens.
  • The Date field specifies the date which you want to edit.
  • The Day field specifies the day of the week of the selected date.
  • Activate the Free field to mark the selected date as a free day.
  • Enter a description for the free day in the Description field.
  • Close the Edit- Customized Calendar Entries page.
  • To synchronize the customized calendar with the invoice calendars in the contract lines and to make sure that the data is consistent, click on Actions > Invoice > Full Calendar Synchronisation in the menu bar of the rent contract.

Note

Free days are also automatically added to the invoice calendars of newly added rent classes, rent packages or rent objects.
Once free days are added to an invoice calendar, they must be removed manually from the individual invoice calendars. Removing free days via the Edit - Customized Calendar Entries page only deactivates adding free days automatically to newly added rent classes, rent packages or rent objects.

You have successfully updated a customized calendar.

Adding Additional Components

You can add additional components to already added rent classes of the rent contract. To do so, please proceed as follows:

Note

Additional components can only be added if the Contract Status = Open.

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Click on New to create a new rent contract or open an existing open rent contract to which you want to add additional components.
  • Navigate to the Lines area.
  • Click on the line of the rent class to which you want to add additional components.
  • Click on Functions > Add Additional components.
    You might have to click on 'More Options' to view the Line option.
  • The Select Rent Class/Package Components window opens.
  • Select the component that shall be added to the rent contract. Only items or resources previously marked as Rent Component can be added. For more information on this, click here.
  • The rent contract is displayed with updated contract lines.
  • You can now release the rent contract or make further changes.

Adding Additional Agreements

You can add additional agreements to the rent contract which are not bound to a rent class or rent package. These additional agreements apply to the entire contract and will be displayed on the posted document.

Note

To add additional agreements to a rent contract, you have to define the standard text codes for the additional lines. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Standard Text Codes page.
  • The page Standard Text Codes is displayed.
  • To define a new code click on New in the menu bar.
  • Enter a unique Code to label the standard text.
  • Enter under Description a specific description of the standard text.
  • The changes are saved automatically.
    +To add extended texts for a standard text code click on Ext. Texts in the menu bar. They will be included in the rent contract.
  • The page Extended Text Overview is displayed.
  • Click New in the menu bar.
  • The page to set up extended texts opens.
  • Navigate to the Lines FastTab.
  • Click in a line to add an extended text.
  • Add a text under Text.
  • Navigate to the Rental FastTab.
  • Activate the Rent Contract Additional Agreement toggle switch to display the extended text for additional agreements in the rent contract.
  • The changes are saved automatically.
  • You can now use the standard text code in rent contracts. The defined extended texts are included in the rent contract.

To add additional agreements to the rent contract, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Open the rent contract to which you want to add additional agreements or create a new contract.
  • Navigate to the Add. Agreements FastTab.
  • Under No., select a standard text code for the additional agreements from the dropdown list.
  • The previously defined descriptions and extended texts are automatically included when you select a standard text code.
  • You can edit or expand the extended texts at your discretion.
  • Your changes are saved automatically.
  • The next step is to release the rent contract.

Adding Attributes

You can add certain attributes to rent classes of the rent contract. To do so, please proceed as follows:

Note

Before you can enter the exact values of the attributes in the rent contract, the attributes must first be deposited in the used rent class. For more information about this, click Assigning Attributes.

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Click on New to create a new rent contract or open an existing open rent contract.
  • 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.
  • If needed, select the checkbox in the Print in Delivery/Return column, if you want the attributes to be printed in the delivery/return. Clear the checkbox, if the attributes should not be printed in the delivery/return.
  • Your selection is saved automatically.

Note

If you assigned certain attribute values to a rent class, these attribute values will be used as filters when you want to reserve a rent class in the object lines. Only rent classes which match with the assigned attribute values will be displayed on the reservation page. For more information on reservations and assigning rent objects, click Assigning a Rent Item to a Released Rent Agreement.

Adding Text Lines

You can add text lines subsequently to already added rent classes of the rent contract. To do so, please proceed as follows:

Note

Text lines can only be added if the Contract Status = Open.

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Click on New to create a new rent contract or open an existing open rent contract to which you want to add text lines.
  • Navigate to the Lines area.
  • Click on the line of the rent class to which you want to add text lines.
  • Click on Manage > Add Text Lines.
  • The Contract Text Wizard opens.
  • Enter the desired text to be added in the Contract Text column.
  • When you have finished, confirm by clicking OK.
  • The rent contract is displayed with updated contract lines.
  • You can now release the rent contract or make further changes.

Adding Comments

You can add comments to a rent contract or additional contract to share certain information or to take notes. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Click on New to create a new rent contract or open an existing open 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 included in a rent contract or an additional contract are also displayed in the Comments area in the FactBox (ALT+F2).
When rent quotes are converted into a rent contract or additional contracts are activated, the deposited comments are automatically transferred into the rent contract.

Creating Contract or GTC Texts

With contract or GTC texts, you can set individual texts or define standard texts for each rent order which are applicable for all rent quotes or rent contracts. These texts can also be created for additional contracts or contract templates. The texts included in a rent contract can be printed in order to provide a printed version for customers or for filing.

Creating Contract Texts

To add contract texts, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Contract Text List page in *.
  • To create a new contract text, click on New.
  • A dialog window opens. In the Doc. Type dialog window, select if you want to add text lines to a quote, a contract, an additional contract or a contract template.
  • Optional In theLanguage Code field, select the language in which the text lines are written. This is useful if you manage rent orders in different languages.
  • Optional In the Order Typefield, select the order type that the text lines shall apply for.
  • Confirm the dialog window with Yes.
  • The new text card opens.
  • Optional Activate the ‌Print Salutation toggle switch if a salutation shall be printed on the contract reports.
  • Add text lines as needed by clicking on the button with the three dots under Start Text Exists, Lessor Text Exists, Lessee Text Exists or End Text Exists.
  • The text editor opens.
  • To add and format text, please proceed as follows.

Working in the text editor

Note

The Tooltips for the individual functions are only available in English.

Icon Function Description
Paragraph Paragraph Use this function to adjust the paragraph formatting. You can choose from the following options:

Paragraph,
Heading 1,
Heading 2,
Heading 3
Font Size
Font Size
Use this function to adjust the font size. You can choose from the following options:

9, 11, 13, Default, 17, 19, 21
Font Family Font Family Use this function to adjust the font of the selected text. You can only choose from the following options:

Default,
Arial,
Courier New,
Georgia,
Lucida Sans Unicode,
Tahoma,
Times New Roman,
Trebuchet MS,
Verdana
Font Color Font Color Use this function to adjust the font of the selected text. To remove the font color, select the desired text, click the Font Color function, then click Remove Color.
Font Background Color Font Background Color Use this function to adjust the background color that will be used to highlight selected text. To remove the font background color, select the desired text, click the Font Background Color function, then click Remove Color.
Bold Bold Use this function if you want the text to appear in bold.
Italic Italic Use this function if you want the text to appear in italics.
Underline Underline Use this function if you want the text to appear underlined.
Remove Format Remove Format Use this function if you want to reset the format of the selected text to default values.
Link Link Use this function to add a link to a website.
• First, enter the description text for the link.
• Select the description text and click on the Link icon. An input field where you can enter the URL address is displayed.
• Enter the full URL and confirm your entry by clicking on the green checkmark.
Link
Bulleted List Bulleted List Use this function to create a list with bullet points. You can choose from the following options:

Disc,
Circle,
Square

You can then use the Increase Indent and Decrease Indent functions to indent/outdent the listing levels in order to create a hierarchical list.*
Numbered List Numbered List Use this function to create a list with bullet points. You can choose from the following options:

Decimal,
Decimal with leading zero,
Lower-roman,
Upper-roman,
Lower-latin,
Upper-latin

You can then use the Increase Indent and Decrease Indent functions to indent/outdent the listing levels in order to create a hierarchical list.*
Text Alignment Text Alignment Use this function to change the alignment of the selected text. You can choose from the following options:

Align left,
Align right,
Align center,
Justify
Increase Indent Increase Indent This function indents the selected paragraph (one level to the right).
With the Bulleted List and Numbered List functions, this can be used to create subordinate elements for hierarchical representations.
Einzug verringern This function moves the selected paragraph one level to the left.
With the Bulleted List and Numbered List functions, this can be used to create parent elements for hierarchical representations.
Insert Image Insert Image This function adds an image centered on the page.
Block Quote
Block Quote
This function inserts a gray bar on the left side of the paragraph and indents the text. It also changes the font format to italic.
Insert Table Insert Table This function adds a table centered on the page.
More information on this function can be found under Adjust Table.
Undo Undo This function undoes the last action performed (text entry, formatting, etc.). You can undo all actions performed since the text editor was last opened.
Redo Redo This function can be used to restore actions that have been undone by mistake (text entry, formatting, etc.). You can restore all actions that have been undone since the text editor was last opened, provided that no new actions have been performed in the meantime.
  • Enter the desired content into the panel and change the formatting as needed.

Tip

You can copy existing texts (including images) from other sources such as a word processing programs or websites and paste them into the input panel. Formatting is automatically applied based on the available options in the text editor and can be adjusted later.

Add Table

Simple tables can be created quickly, but complex variants are also possible. To create a table, proceed as follows:

  • Click on the Insert Table icon in an empty line.
  • A dropdown window with multiple lines and columns opens. These represent the number of lines and columns of the table to be created.
  • Move your mouse pointer to the cell that should define the last row and last column of the new table. The area to the left and above the cell is highlighted in blue and contains the new table.

Define table pane

  • Click on the cell to create a table with the selected number of lines and columns.
  • Enter the desired text in the cells and format it as needed using the functions in the menu bar.

There are also table-specific functions that can be used to edit columns, lines, and cells separately:

Column Options
Column Options

Function Description
Header column Activate this toggle switch to define or highlight the selected column including all columns to the left of the selected cell as heading(s).
Insert column left Inserts a column to the left of the selected cell.
Insert column right Inserts a column to the right of the selected cell.
Delete column Deletes the column with the selected cell.
Select column Selects the entire column of the selected cell.

Line Options
Line Options

Function Description
Header row ctivate this toggle switch to define or highlight the selected line including all lines above the selected cell as heading(s).
Insert row above Inserts a line to the left of the selected cell.
Insert row below Inserts a line to the right of the selected cell.
Delete column Deletes the line with the selected cell.
Select column Selects the entire line of the selected cell.

Cell Options
Cell Options

Function Description
Merge cell up Merges the selected cell with the cell above.
Merge cell right Merges the selected cell with the cell to the right.
Merge cell down Merges the selected cell with the cell below.
Merge cell left Merges the selected cell with the cell to the left.
Split cell vertically Splits the selected cell into two and creates a new cell to the right of the selected cell.
Split cell horizontally Splits the selected cell horizontally and creates a new cell below the selected cell.

Tip

Go to the next cell by using the TAB key. Using the TAB key at the end of the table creates new lines.

Note

To insert a new paragraph before or after a table, click on the square above the top cell of the table to select the entire table, then click on the white paragraph symbol in the blue circle to add a paragraph before or after the table.

Add paragraph before or after table

  • Close the text editor.
  • Optional Add more texts in the Contract Lines Text FastTab. The texts are added to the related sections of the contract.
    • In the Line Type column, select if you want to add an Additional Text, a text for Rent Objects, a text for Payment Method & Terms, a GTC text, a text for Additional Agreements or a text for Shipping Information.
    • In the Line Header Exists column, select if the related contract lines text should include a headline.
      • To add a headline, click No and edit the text in the Text Editor.
      • If a text is now included, the line displays Yes.
    • In the Line Start Text Exists column, select if the related contract lines text should include an additional text before the relevant contract lines.
      • To add a headline, click No and edit the text in the Text Editor.
      • If a text is now included, the line displays Yes.
    • In the Line End Text Exists column, select if the related contract lines text should include an additional text after the relevant contract lines.
      • To add a headline, click No and edit the text in the Text Editor.
      • If a text is now included, the line displays Yes.
  • Close the text card.

Creating GTC Texts

To add GTC texts, please proceed as follows:

  • Use the quick search (ALT+Q) to find the General Terms & Conditions page.
  • A list with all GTC texts is displayed.
  • Select New in the menu bar to create a new GTC text.
  • A new card for the general terms & conditions opens.
  • Enter a unique label for the GTC text under the General FastTab in the GTC Code field.
  • Enter the date from when the GTC text is supposed to be valid in the Valid From field.
  • Optional In the Valid Until field, enter the date until which the GTC text should remain valid.
  • To add a new page to the GTC text, click on No in the Terms & Conditions Text FastTab in the Content Exists column.
  • The text editor opens.
  • To add and format text, please proceed as follows.

Note

The Tooltips for the individual functions are only available in English.

Icon Function Description
Paragraph Paragraph Use this function to adjust the paragraph formatting. You can choose from the following options:

Paragraph,
Heading 1,
Heading 2,
Heading 3
Font Size
Font Size
Use this function to adjust the font size. You can choose from the following options:

9, 11, 13, Default, 17, 19, 21
Font Family Font Family Use this function to adjust the font of the selected text. You can only choose from the following options:

Default,
Arial,
Courier New,
Georgia,
Lucida Sans Unicode,
Tahoma,
Times New Roman,
Trebuchet MS,
Verdana
Font Color Font Color Use this function to adjust the font of the selected text. To remove the font color, select the desired text, click the Font Color function, then click Remove Color.
Font Background Color Font Background Color Use this function to adjust the background color that will be used to highlight selected text. To remove the font background color, select the desired text, click the Font Background Color function, then click Remove Color.
Bold Bold Use this function if you want the text to appear in bold.
Italic Italic Use this function if you want the text to appear in italics.
Underline Underline Use this function if you want the text to appear underlined.
Remove Format Remove Format Use this function if you want to reset the format of the selected text to default values.
Link Link Use this function to add a link to a website.
• First, enter the description text for the link.
• Select the description text and click on the Link icon. An input field where you can enter the URL address is displayed.
• Enter the full URL and confirm your entry by clicking on the green checkmark.
Link
Bulleted List Bulleted List Use this function to create a list with bullet points. You can choose from the following options:

Disc,
Circle,
Square

You can then use the Increase Indent and Decrease Indent functions to indent/outdent the listing levels in order to create a hierarchical list.*
Numbered List Numbered List Use this function to create a list with bullet points. You can choose from the following options:

Decimal,
Decimal with leading zero,
Lower-roman,
Upper-roman,
Lower-latin,
Upper-latin

You can then use the Increase Indent and Decrease Indent functions to indent/outdent the listing levels in order to create a hierarchical list.*
Text Alignment Text Alignment Use this function to change the alignment of the selected text. You can choose from the following options:

Align left,
Align right,
Align center,
Justify
Increase Indent Increase Indent This function indents the selected paragraph (one level to the right).
With the Bulleted List and Numbered List functions, this can be used to create subordinate elements for hierarchical representations.
Einzug verringern This function moves the selected paragraph one level to the left.
With the Bulleted List and Numbered List functions, this can be used to create parent elements for hierarchical representations.
Insert Image Insert Image This function adds an image centered on the page.
Block Quote
Block Quote
This function inserts a gray bar on the left side of the paragraph and indents the text. It also changes the font format to italic.
Insert Table Insert Table This function adds a table centered on the page.
More information on this function can be found under Adjust Table.
Undo Undo This function undoes the last action performed (text entry, formatting, etc.). You can undo all actions performed since the text editor was last opened.
Redo Redo This function can be used to restore actions that have been undone by mistake (text entry, formatting, etc.). You can restore all actions that have been undone since the text editor was last opened, provided that no new actions have been performed in the meantime.
  • Enter the desired content into the panel and change the formatting as needed.

Tip

You can copy existing texts (including images) from other sources such as a word processing programs or websites and paste them into the input panel. Formatting is automatically applied based on the available options in the text editor and can be adjusted later.

Add Table

Simple tables can be created quickly, but complex variants are also possible. To create a table, proceed as follows:

  • Click on the Insert Table icon in an empty line.
  • A dropdown window with multiple lines and columns opens. These represent the number of lines and columns of the table to be created.
  • Move your mouse pointer to the cell that should define the last row and last column of the new table. The area to the left and above the cell is highlighted in blue and contains the new table.

Define table pane

  • Click on the cell to create a table with the selected number of lines and columns.
  • Enter the desired text in the cells and format it as needed using the functions in the menu bar.

There are also table-specific functions that can be used to edit columns, lines, and cells separately:

Column Options
Column Options

Function Description
Header column Activate this toggle switch to define or highlight the selected column including all columns to the left of the selected cell as heading(s).
Insert column left Inserts a column to the left of the selected cell.
Insert column right Inserts a column to the right of the selected cell.
Delete column Deletes the column with the selected cell.
Select column Selects the entire column of the selected cell.

Line Options
Line Options

Function Description
Header row ctivate this toggle switch to define or highlight the selected line including all lines above the selected cell as heading(s).
Insert row above Inserts a line to the left of the selected cell.
Insert row below Inserts a line to the right of the selected cell.
Delete column Deletes the line with the selected cell.
Select column Selects the entire line of the selected cell.

Cell Options
Cell Options

Function Description
Merge cell up Merges the selected cell with the cell above.
Merge cell right Merges the selected cell with the cell to the right.
Merge cell down Merges the selected cell with the cell below.
Merge cell left Merges the selected cell with the cell to the left.
Split cell vertically Splits the selected cell into two and creates a new cell to the right of the selected cell.
Split cell horizontally Splits the selected cell horizontally and creates a new cell below the selected cell.

Tip

Go to the next cell by using the TAB key. Using the TAB key at the end of the table creates new lines.

Note

To insert a new paragraph before or after a table, click on the square above the top cell of the table to select the entire table, then click on the white paragraph symbol in the blue circle to add a paragraph before or after the table.

Add paragraph before or after table

  • Close the text editor.

  • Optional To add another page to the GTC text, click in the next empty line in the table in the General Terms & Conditions Text FastTab. Proceed as described above.

  • Optional To edit a GTC text, click on Yes in the relevant line in the Content Exists column. The text editor is opened and you can edit the text of the page.

  • Optional To create a new version of the GTC text, click on New in the menu bar. The number in the Version No. field is counted up and you have to fill in the Valid From field again. The new version is also displayed on the General Terms & Conditions page.

Printing GTC texts

To print GTC texts, please proceed as follows:

  • Use the quick search (ALT+Q) to find the General Terms & Conditions page.
  • A list with all GTC texts is displayed.
  • Open the desired GTC text or create a new one.
  • Select Operation > Print from the menu bar.
  • The Rent GTC page is displayed.
  • Select the desired printer in the Printer field.
  • Activate the Hide Header/Footer button in the Options FastTab if you want to hide the header/footer in the print.
  • Enter the number of printouts in the No. of Copies.
  • You can set up a maximum printing time in the Advanced FastTab (Maximum Time Generating Time) or how many lines should be included in the print (Maximum Number of Lines). If the entered values are exceeded, the print will be canceled.
  • To start printing, click Print.
  • You can view a preview of the printout by clicking Preview.
  • You can download the printout as a PDF or a Microsoft Word document under Send to to send it via email.

Note

GTC Texts can be printed simultaneously with a quote, a contract, or an additional contract by default. To do so, the relevant options must be activated in the TRASER Rent Setup in the Report Setup FastTab.

Assigning Specific Object Numbers to Lines

You can assign a specific rent object to a rent contract line. This is useful e.g., if the customer needs a specific machine for staffing or compatibility reasons.

To assign a specific object number to a rent contract line, please proceed as follows:

Important

To use this option, the Selecting of Object No. in contract allowed toggle switch must be activated in the TRASER Rent Setup.

Note

Specific object numbers can only be assigned to lines in rent contracts with the Contract Status = Open. This is not possible in inactive or active rent contracts with existing posting.

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Open the rent contract in which you want to assign a specific object number to a line.
  • Click in the line of the rent object to which you want to assign a specific object number.
  • Click on Line > Functions > Add Object No..
    You might have to click on 'More Options' to view the Line option.
  • A new window opens.
  • Select an available object in the lower section under Rental Reservation Matrix.
  • Select in the menu list Select > Select.
  • The number of the selected rent object is added in the Object No. column to the rent contract line.
  • The rent object is now planned for this line, i.e. it cannot be reserved or planned for other rent contracts.
  • Close the Rent Contracts page.

Editing or Deleting a Specific Object Number

To edit or delete a specific object number, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Open the rent contract in which you want to edit or delete a specific object number.
  • Click in the line of the rent object whose specific object number you want to edit or delete.
  • Click on Functions > Remove Object No. to delete a specific object number.
    You might have to click on 'More Options' to view the Functions option.
  • The specific object number is now deleted.
  • Optional Assign a new object number. You can find more information on this under Assigning a Specific Object Numbers to Lines.
  • Close the Rent Contracts page.
  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Open the rent contract you want to link to a campaign or create a new contract.
  • Select the Campaign No. field in the General FastTab. You might have to click Show more to view this field.
  • A list containing all existing campaigns is displayed.
  • Select the desired campaign from the list or create a new one.

Selecting an Alternative Rent Class

This section describes how to select a rent object from an alternative rent class in a rent contract. This is useful if a rent object is unavailable in a rent class, but is available in a different rent class. This way, the (service) item can still be delivered. To select an alternative rent class, please proceed as follows:

Note

The Alternative rent classes allowed option must be activated on the TRASER Rent Setup page to enable selecting an alternative rent class. You can find more information about this in the TRASER Rent Setup chapter.

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Open the rent contract to which you want to add an alternative rent class or create a new contract.
  • In the Object Lines FastTab, select the Alternative Rent Class > Select Alternative Rent Class option from the menu bar.
    You might have to click on 'More Options' to view the alternative rent class option.
  • A window containing all available rent classes is displayed.
  • Select the desired rent class.
  • The checkbox in the Alternative Rent Class Selected column is activated.
  • In the FactBox area (ALT+F2), in the Object Line Details FastTab, you can see which rent class has been selected instead under Alternative Rent Class.
  • To reset the alternative rent class and reuse the previous rent class, select the Alternative Rent Class > Reset Rent Class option from the menu bar of the Object Lines FastTab.
    You might have to click on 'More Options' to view the alternative rent class option.

Adding Several Contacts to a Rent Contract

You can include multiple contacts in an open rent contract. This way, the person in charge has the option to call another contact person in case the main contact is not available. When the rent object is further processed, these contacts will also be included in the delivery/return. To add contacts to a rent contract, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • A list of all rent contracts is displayed.
  • Open the rent contract to which you want to add contacts or create a new contract.

You can either select a contact from the contacts linked with the customer or enter a contact manually.

  • To deposit a contact linked to a customer, click on the three dots in the Contact Name column in the Contract Contact FastTab.
  • The Contacts window is opened in which the contacts that are linked to the customer from the rent contract are displayed.
  • Select the desired contact.
  • To manually add a contact to the contract, complete the information of the table in the Contract Contacts FastTab.
  • The Contact Type field can be used to add more details to the contact.
  • When the rent object is further processed, these contacts will also be included in the delivery/return.

Setting a Rent End Date in a Rent Contract

You can set the end of the rent period in a rent contract to end the invoice plan before the rent return is posted. Setting the rent end date has the advantage that after this date no invoices will be accidentally sent to the customer. The rent end date can also be set via the later created rent return. To set the rent end date in a rent contract, please proceed as follows:

Note

To be able to enter an ending date for the rent period, the following requirements must be met:

  • The Status of the rent object in the Object Lines FastTab must either be Delivered or Returned.
  • You can only enter a rent end date if the full quantity has been returned. You cannot enter a rent end date with only a partial return.
  • Open a rent contract.
  • In the Object Lines FastTab, select Manage > Register Rent End Date from the menu bar.
  • The Set Rent End Date window opens.
  • Enter the desired end date into the Rent End Date field. Either select a date from the calendar or enter h to automatically enter the current date.
  • In the Return Date field, enter the return date on which the contract objects have been returned.
  • Optional Enter the end date for the vendor into the Rent End Date (Vendor) field. This will be entered into the sub-rent contract.
  • In the Rent End Date Reported On Date field, enter the date on which the rent end was set.
  • In the Rent End Date Reported On Time field, enter the time on which the rent end was set.
  • The checkbox in the Rent End Date registered column will be activated automatically. The field in the Quantity to Process column can now no longer be edited.
  • The date which was entered in the Rent End Date field will be automatically transferred to the Invoice To column in the Lines FastTab.
  • If you want to edit the rent end date at a later time, you can undo the setting of the rent end date by clicking Rent End Date > Undo Rent End Date Registration in the menu bar of the Object Lines FastTab.