Rent Contract Revenues

You can add variable or additional revenues to a rent contract which which opens up more processing possibilities. This chapter is divided into the following sections:

Additional Revenues

Setting Up Additional Revenues

You can create additional revenues to be used in rent contracts and rent classes which can also be linked to additional costs from sub-rent contracts.
To set up additional revenues in contracts, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contract Additional Revenue Setup page.
  • The Rent Contract Additional Revenue Setup page is displayed.
  • Select New > New from the menu bar.

Note

Alternatively, you can create an additional revenue from a price template. To do so, select New > New From Price Template from the menu bar.

You can choose between the following options:

Option Description
Active Select if the additional revenue is active.
Standard Description Enter a unique label for this additional revenue. This description will be displayed in the contract line.
Requirement Select if the additional revenue is Mandatory, Recommended or Optional.
Price Code Enter a price code for the additional revenue. When you enter a price (as a decimal value), you can create a new price code directly. Once the price code is activated, it will automatically be added to the line. You must leave this field blank to be able to later add variable contract revenues to the rent contract.
Unit Of Measure Code (On Registration) Enter the unit of measure to be billed for this line when the price type is set to Once or On Registration.
Price Type Here, select the price type for the contract revenue line. To be able to later add variable contract revenues to the rent contract, select Variable.
Revenue Item No. Enter the revenue item number which is used for invoicing the additional revenue.
Invoice Only Once Activate this option if the revenue line should only be invoiced once. This can only be used in connection with the On Delivery or On Return price type.
More Than Once in Contract Allowed Select this checkbox, if this additional revenue may be added to a contract multiple times.
Price Mandatory Specify if a price is mandatory for this contract line.
Hide Line in Print Specify if the price line shall be hidden by default in the print. This function is only available for cost lines with a Variable price type.
Price Base Optional Enter the price base (e.g., Day) in this column. This function is only available for cost lines with a Recurring price type.
Standard Invoice Calendar Specifies the days to be invoiced. If this field is not filled, all days will be invoiced.
GTC Code Optional Enter a GTC code for the additional revenue line in this column.
Contract Type Optional In this column, specify if these additional revenues apply to All contract types or only to a Selection of contract types. If the Selection option is selected, the option Contract Type is displayed in the menu bar of the page. To select the desired contract types from a list, select Contract Type > Select Contract Types from the menu bar. To add the desired contract types as needed, select Contract Type > Contract Type Mapping from the menu bar.
Linked Cost No. Here, enter the additional costs of the sub-rent contract which are linked to the revenue line. Further information on setting up additional costs in sub-rent documents can be found here.
Linked Cost Description Here, enter a description for the additional costs of the sub-rent contract.
Deductible Amount Code Here, enter the Deductible Code for the additional revenue.
Termination Option Code Here, enter the code of the termination option in case of an early contract termination.
  • Your entries are saved automatically.

You have successfully created an additional revenue.

Adding Additional Revenues

You can add additional revenue to lines of the rent contract. To do so, please proceed as follows:

Note

The additional revenues must be included in the used rent class and must not have been added to the contract lines yet.
For more information on creating rent classes or defining additional revenues, click here.

Note

Additional revenues 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 revenues.
  • Navigate to the Lines area.
  • Click on the line of the rent class to which you want to add additional revenues.
  • Click on Functions > Add Additional Revenue.
    You might have to click on 'More Options' to view the Functions option.
  • A new window opens.
  • In the Standard Description column, click on the label of the entry you want to apply.
  • The window closes automatically and the selected entry will be added to the existing lines.
  • The rent contract is displayed again.
  • You can now release the rent contract or make further changes.

Set Transport Specification

Transport costs can be added to a rent contract as additional revenues. The transport cost lines can be linked to rent classes. That way it is specified which rent classes from the rent contract are included in this transport cost line. This is helpful, for example, if different transport costs apply per rent class. With the transport specification, it is shown on the printed document which transport costs apply to which rent class. To set a transport specification, please proceed as follows:

Note

To be able to use this function, the following requirements must be met:

  • The Revenue Item Number of the additional revenue must be TRANSPORT.
  • The additional revenue must be added to the rent contract by using the Add General Additional Revenue function in the Lines FastTab.
  • Open a rent contract that already contains rent classes.
  • In the Lines FastTab, select the Functions>Add General Additional Revenue option from the menu bar.
  • Select the desired additional revenue from the list. You can find more information on this step here.
  • Optional If the More Than Once in Contract Allowed option is activated for this additional revenue, you can add this revenue multiple times. You can find more information regarding the setup of addtional revenues here.
  • Select the additional revenue line.
  • In the Lines FastTab, select the Functions > Set Transport Specification option.
  • The Select Contract Line window opens.
  • Select the respective contract line and confirm your selection with OK.

Tip

If the checkbox in the Already Selected column is selected, a transport specification was already assigned to this contract line.

  • The Transport Specification window is displayed. In this window you can set the price in the Price column. Your entries are saved automatically.
  • Close the Transport Specifications window.

Variable Revenues

You can add variable revenues to the lines of the rent contract which either apply to the entire rent contract or only to a certain rent class or rent package.

Adding Variable Revenues for a Rent Class or a Rent Package

You can add variable revenues which relate to a certain rent class or rent package. These are unexpected costs which can be freely defined, e.g., waiting periods that the customer can be charged for.

Note

Before you can add variable revenues for a rent class or a rent package in a rent contract, you must define a revenue entry with a variable price type in the rent class or rent package. You can find more information on this under Defining Additional Costs.

To add variable revenues to a rent class or a rent package, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • Click on New to create a new rent contract or open an existing open rent contract to which you want to add additional revenues.
  • Navigate to the Lines area.
  • Add a new rent class or rent package. Once you add a rent class or a rent package to a contract, the previously set line for variable costs will be automatically displayed in the contract lines.
  • Select this line.
  • Click on Invoicing > Variable Revenue.
  • The page for adding variable revenue is displayed.
  • Fill in the columns according to the following table.
Column Description
Invoice Date Enter the date on which the revenue line is supposed to be invoiced.
Text Code Here you can select a standard text code for the variable revenue. If you select a standard text code, the Price Description field will be filled automatically.
Price Description Enter a unique label for this revenue. If you selected a text code before, this field will be filled automatically.
Amount Excl. VAT Enter the amount of the revenue here.
Status This field will be filled automatically.
  • You can deposit comments for the variable revenues in the Comments FastTab. If extended texts exist for a standard text code (you can find more information on depositing extended texts in this section), they will be automatically entered in the comment lines when selecting the standard text code. These texts are transferred into the rent invoice.
  • To add the revenue, click on Approval > Approve Request.
  • To display revenue lines on the invoice plan, click Actions > Invoice > Recalculate Invoice Plan.
  • You have added a variable revenue which relates to a certain rent class or rent package.

Adding Variable Contract Revenues

You can also add variable revenues that relate to the entire rent contract, e.g., shipping costs that should be invoiced to the customer for every delivery in the rent contract.

Note

Before you can add variable revenues in a rent contract, you have to set them up first. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contract Additional Revenue Setup page.
  • A list with all contract revenues is displayed.
  • To create a new contract revenue click on New. You can find more information on the columns of this page here.
  • Leave the Price Code column empty.
  • Select the Variable option in the Preistyp column.
  • Select the Pauschale option in the Revenue Item No. column.
  • Close the Rent Contract Additional Revenue Setup page.
  • The revenue line is set up. You can add it later to a contract.

To add variable contract revenues to lines of a contract, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Contracts page.
  • Click on New to create a new rent contract or open an existing open rent contract to which you want to add additional contract revenues.
  • Navigate to the Lines area.
  • Add a new rent class or rent package. Once you add a rent class or rent package to a contract, the lines previously set in the Rent Contract Additional Revenue Setup will be displayed automatically in the top section of the contract lines. If they are not inserted automatically, you can do this later in the Lines FastTab in Functions > Add General Additional Revenue.
  • Select the line to which you want to add revenues.
  • Click on Invoicing > Variable Revenue.
  • The page for adding variable contract revenues is displayed.
  • Fill in the columns according to the following table.
Column Description
Invoice Date Enter the date on which the revenue line is supposed to be invoiced.
Text Code Here you can select a standard text code for the variable revenue. If you select a standard text code, the Price Description field will be filled automatically.
Price Description Enter a unique label for this revenue. If you selected a text code before, this field will be filled automatically.
Amount Excl. VAT Enter the amount of the revenue here.
Status This field will be filled automatically.
  • To add the revenue, click on Approval > Approve Request.
  • To display revenue lines on the invoice plan, click Actions > Invoice > Recalculate Invoice Plan.
  • You have added a variable revenue which relates to the entire contract.