Working With Rent Contracts

This chapter describes the general principles of creating and editing a rent contract. This chapter is divided into the following sections:

• Rent Price Check
• Creating a Rent Contract
  • Adding Rent Classes or Rent Packages
  • Adding Configuration Packages
  • Adding Rent Objects
  • Adding Items via the Fast-Track Assistant
  • Rental Templates
  • Creating a Contract with Duration-Based Stair Pricing
  • Creating a Contract with Invoice Period-Based Stair Pricing
  • Creating an Additional Contract
• Editing a Rent Contract
  • Deleting Lines
• Releasing a Rent Contract
• Copying a Rent Contract
• Migrating a Rent Contract
• Canceling a Rent Contract
• Archiving a Rent Contract
  • Restoring an Archived Rent Contract
• Deleting a Rent Contract
• Contract Status
  • Document Status
  • Signature Status
• Rent Contract History

Rent Price Check

By using the rent price check, you can easily view applicable rent prices for rent classes and rent packages. Thus, you can inform your customers about the expected costs in a quick and uncomplicated way. This applies to general prices as well as customer-specific prices including discounts.

To check rent prices, please proceed as follows:

• Use the quick search (ALT+Q) to find the Rent Price Check page.
• The Rent Price Check page is displayed. The dummy contact number is added automatically in the Contact No. field.
• In the Rent Class or Rent Package dropdown list, select if you want to check the rent prices for a rent class or a rent package.
• In the following Rent Class or Rent Package dropdown list, select the option for which you want to check the rent prices.
• In the table at the lower part of the page, an overview of the rent class options and rent package options including data of price, status and consumption is displayed. The following table describes the individual columns.

• Optional Select a customer in the Customer No. dropdown list if you want to view customer-specific prices. The table will display the rent prices of the selected customer. Varying rent prices and rent discounts for this customer will be included.
• Optional Select a different date in the Check Date field to include the price at a different time in the future or to consider limited discounts.
• Optional Activate the Prices Incl. VAT toggle switch to view the rent prices including the applicable VAT of the customer. The values in the Unit Price Excl. VAT or Unit Price Incl. VAT and Line Price Excl. VAT or Line Price Incl. VAT columns will be recalculated accordingly.
  You can find information on the status of the toggle switch in the 'Toggle Switch' Table.
• Optional Click on Reservation > Rent Class Reservation to create a rent class reservation with the selected parameters.
  • The Edit - Rent Reservation page opens.
  • Reserve the desired rent class such as described in the Create Reservation in 'Rental Reservation'.

• Optional If you would like to create a new customer or contact directly after the rent price check, select New > New Contact or New > New Customer from the menu bar.
• Click Yes to confirm the dialog.
• A new contact or customer card is displayed.

Creating a Rent Contract

This section describes how to create a rent contract without a previous rent quote. If you want to create a rent contract from an existing rent quote, follow the instructions in the Convert Rent Quote to Rent Contract section.

To create 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.
• Click New.
• An empty input screen for rent contracts opens.

Tip

A rent contract can also be created directly via a customer card. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Customers page.
• A list containing all customers is displayed.
• Select the customer for which you want to create a rent contract.
• Under New Document click on New Rent Contract
• An input screen for a rent contract is displayed. The Customer Name field will already be filled.

• To create a rent contract, fill in the fields of the General and Invoice Details FastTabs according to the following table.

• All changes are saved automatically.
• For adding entries to the rent contract, select Manage > Add Rent Class in the Lines FastTab.
  You may have to select 'More Options' first to show the Manage option.

• The Rent Class Wizard opens.

Adding Rent Classes or Rent Packages

Add Rent Classes or Rent Packages Wizard – Step 1

The upper section is meant for filtering rent classes or rent packages. The filtered results are displayed in the lower section of the wizard. The Location Information FastTab displays the available quantity of the item at the respective location.

To add a Rent Class, proceed as follows:

• Under Rent Class/Package, select the Rent Class option.
• Optional In the Object Type Filter for Rent Class, select the desired rent class type you want to use (Service item, Item, Resource, or Service) in order to further narrow down your search results.
• Optional The Has linked Rent Classes columns shows if there are any linked rent classes. If Yes, you can open a window which shows the linked rent classes by clicking int the field. Linked rent classes are automatically additionally added to the rent document.
• Enter the desired quantity in the Selected Quantity column. The Selected Unit of Measure field will be filled automatically.
  A value ≥1,00 must be entered for the rent class to be added.
• Optional If needed, change the unit of measure of the rent class via the Selected UoM by selecting a unit deposited for this rent class from the dropdown list in the corresponding line. You can find more information on depositing an alternative unit of measure for a rent class "here".

• Optional Select an invoice calendar in the Selected Invoice Calendar column.
  More information on creating invoice calendars can be found under "Set.
• Once you have selected the desired quantity, click Next.
• The Second Step of the Add Rent Classes Wizard opens.

To add a Rent Package instead, proceed as follows:

• Under Rent Class/Package, select the Rent Package option.
• Select the checkbox in the Selected column to add a Rent Package.

• Optional Select an invoice calendar in the Selected Invoice Calendar column.
  More information on creating invoice calendars can be found under "Set.

• Once you have selected the desired packages, click Next.

• The Second Step of the Add Rent Classes Wizard opens.

Add Rent Classes Wizard – Step 2

In this step you can select or deselect additional revenues for the previous selected rent classes/packages. Additional revenues are added directly to a rent class (see also "Create).

• Select the checkboxes in the Selected column for all price lines that you want to transfer to the rent contract. If needed, deselect price lines that should not be transferred to the rent contract.

• Once you have selected the desired price lines, click Next.
• The Third Step of the Add Rent Classes Wizard opens.

Add Rent Classes Wizard – Step 3

In this step you can select or deselect contract components for the previously selected rent classes or rent class packages. Contract components are added directly to a rent class (see also "Assign). This step is skipped if no contract components are assigned to this rent class or rent package.

• Select the checkboxes in the Selected column for all contract components that you want to transfer to the rent contract. If needed, deselect contract components that should not be transferred to the rent contract.

• Once you have selected the desired contract components, click Next.
• The Fourth Step of the Add Rent Classes Wizard opens.

Add Rent Classes Wizard – Step 4

In this step you can select or deselect contract texts for the previously selected rent classes or rent packages. Contract texts are added directly to a rent class (see also "Assign). This step is skipped if no contract texts are assigned to this rent class or rent package.

• Select the checkboxes in the Selected column for all contract texts that you want to transfer to the rent contract. If needed, deselect contract texts that should not be transferred to the rent contract.

• Once you have selected the desired contract texts, click Next.

• The Fifth Step of the Add Rent Classes Wizard opens.

Add Rent Classes Wizard – Step 5

• The Add Rent Classes Wizard has been completed.
• Click Close to close the window.
  • Optional You can restart the Add Rent Classes Wizard by clicking Restart. The previous input has been transferred to the document and the First Step of the process will be displayed.

• rent packages (green) and rent classes (blue) are displayed in rent contracts as follows:

• Optional Add a discount to individual rent classes. For more information about rent discounts, click Rent Discounts.
• Optional Add additional revenues. For more information on additional revenues, click Adding Additional Revenues.
• Optional Assign a specific object number to a line. For more information on assigning specific object numbers, click Assigning Specific Object Numbers to Lines.
• Optional If necessary, you can change the unit of measure of the rent class via the Unit of Measure Code (Delivery) column in the Lines FastTab. For this, select a unit of measure deposited for this rent class from the list. This is only possible for items. You can find more information on depositing an alternative unit of measure for a rent class here.
• Optional Check the availability of selected rent classes before releasing and printing the contract. For more information on this, click Checking Ledger Entry Availability.
• Optional To open a rent class or rent package card directly from the rent contract, mark the desired rent class in the Lines FastTab and select Manage > Rent Class or Rent Package from the menu bar.
• The rent contract is now finished and can be released.

Adding Configuration Packages

Instead of rent classes, you can also add configuration packages to rent contracts. You will find more information on setting up configuration packages here.

• To add configuration packages to the rent contract, click on Manage  Add Configuration in the Lines FastTab.
  You may have to select 'More Options' first to show the Manage option.
• The Configuration Wizard opens, displaying all created Configuration Packages.
• To select a configuration package, activate the Selected checkbox in the line of the configuration package.
• Click on Next.
• A list of all rent classes contained in the configuration package is displayed.
• Enter a quantity for the rent classes you want to add to the rent contract in the Selected Quantity field. If you want to add rent classes with a defined unit of measure and are unsure about the required quantity, you can have it calculated automatically. To do this, click UoM Calculator in the menu bar and enter the relevant values in the dialog window. The Selected Quantity is then calculated automatically and entered into the corresponding field. For more information about setting up units for a rent class, click here.
• Click on Next.
• A list containing additional revenues is displayed. You can select/deselect them as needed.
• Click on Next.
• A list containing the selected rent classes of the configuration package is displayed.
• In the header of the configuration wizard, select a price base for the configuration package in the Price Base field. For more information about the price base, see Price Base.
• In the header of the configuration wizard, enter the total price for the configuration package in the Price field.
• Enter a price percentage for each rent class in the ‌Combined Invoice Percentage field.
• Click on Next.
• The configuration wizard is finished. Click Close to return to the rent contract.

You have successfully added a configuration package to the rent contract.

Adding Rent Objects

• To add rent objects to the rent contract, click in the Lines FastTab on Manage > Add Rent Object.

• The Add Rent Objects and Resources Wizard opens.

Adding Rent Objects or Resources

Rent Object Wizard – Step 1

The upper section is meant for filtering rent objects or resources. The filtered results are displayed in the lower section of the wizard. The Location Information FastTab displays the available quantity of the object at the respective location.

• Under Object Type Filter, select whether you want to filter for Items, Service Items, Resources, or Services. If you leave the field blank, all object types will be displayed.
• If you have selected an object type, the Object No. Filter is displayed in which you search for specific object numbers, if needed.

Note

In addition to the filter options regarding the Object Category, Rent Object Category, and Text Search you can also filter by Attributes. Attributes are added on the (service) item card. Before you can search for attributes, you have to select an option in the Object Type Filter.

• Select Rent Objects > Filter by Attributes.

• A new window opens where you can enter the Attribute Code as well as the Attribute Value.

Confirm your entries with OK.

• To add a rent object, enter the desired quantity in the Selected Quantity field.
  A value ≥1,00 must be entered for the rent object to be added.
  

You can also see the number of rent objects in stock in the Quantity Available field. When you enter a value, the system also checks whether the rent object or resource can be reserved for the period specified in the rent contract. If this is not the case, you can open the reservation page for the selected rent object or resource under Rent Objects > Object availability by date**. You can find more information on reservations under "Reservations".

• Optional If needed, change the unit of measure of the rent class via the Selected UoM by selecting a unit deposited for this rent class from the dropdown list in the corresponding line. You can find more information on depositing an alternative unit of measure for a rent class "here".

• Optional Select an invoice calendar in the Selected Invoice Calendar column.
  For more information on invoice calendars click "Set.
• Optional The Has linked Rent Classes columns shows if there are any linked rent classes. If Yes, you can open a window which shows the linked rent classes by clicking int the field. Linked rent classes are automatically additionally added to the rent document.
• Once you have selected the desired quantity, click Next.
• Step 2 of the rent object wizard is displayed.

Rent Object Wizard – Step 2

In this step you can select or deselect additional revenues for the previous selected rent objects or resources. Additional revenues are added directly to a rent class (see also "Create). If you assign this rent class to a rent object, the additional revenues will be automatically transferred to the rent object or resource.

• Select the checkboxes in the Selected column for all price lines that you want to transfer to the rent contract. If needed, deselect price lines that should not be transferred to the rent contract.

• Once you have selected the desired price lines, click Next.

• Step 3 of the rent object wizard will be displayed.

Rent Object Wizard – Step 3

In this step you can select or deselect contract components for the previously selected rent objects or resources. Contract components are added directly to a rent class (see also "Assign). If you assign this rent class to a rent object or resource, the contract components will be automatically transferred to the rent object or resource.
If there are no contract components for this rent object or resource, this step will be skipped.

• Select the checkboxes in the Selected column for all contract components that you want to transfer to the rent contract. If needed, deselect contract components that should not be transferred to the rent contract.

• Once you have selected the desired contract components, click Next.
• Step 4 of the rent object wizard will be displayed.

Rent Object Wizard – Step 4

In this step you can select or deselect contract texts for the previously selected rent objects or resources. Contract texts are added directly to a rent class (see also "Assign). If you assign this rent class to a rent object or resource, the contract texts will be automatically transferred to the rent object or resource.
If there are no contract texts for this rent object or resource, this step will be skipped.

• Select the checkboxes in the Selected column for all contract texts that you want to transfer to the rent contract. If needed, deselect contract texts that should not be transferred to the rent contract.

• Once you have selected the desired contract texts, click Next.

• Step 5 of the rent object wizard will be displayed.

Rent Object Wizard – Step 5

• The rent object wizard has been completed.
• Click Close to close the window.
  • Optional You can also restart the wizard by clicking Restart. The previous input has been transferred to the document and you will go back to Step 1 of the rent object wizard.

• Optional If necessary, you can change the unit of measure of the rent object via the Unit of Measure Code (Delivery) column in the Lines FastTab. For this, select a unit of measure deposited for this rent class from the list. This is only possible for items. You can find more information on depositing an alternative unit of measure for a rent class here.
• Optional To open a rent object card directly from the rent contract, mark the desired rent object in the Lines FastTab and select Manage > Rent Object from the menu bar.
• The rent contract is now finished and can be released.

Adding Items via the Fast-Track Assistant

In an open rent contract, you can add items directly into the contract lines via the fast-track assistant.

To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Rent Contracts page.
• The Rent Contracts page is displayed.
• Select an open rent contract or create a new rent contract.
• The Rent Contract card is displayed.
• Click Contract > Item Fast-Track Assistant in the menu bar. Once the rent contract is signed and released, you can find this function in the Lines FastTab via Manage > Item Fast-Track Assistant.
• The Fast-Track Assistant is displayed.
• In the Search field in the Lines FastTab, you can use the object number to search for the requested object. You can also enter the object number directly into the Object No. field.

• You can see the available quantity of the object at the respective rent location in the Rent Location Information FastTab.
• Enter the quantity of the object in the Quantity column.
• Select the desired rent location in the Rental Location column.
• The other fields are filled in automatically, if necessary.
• Click OK to confirm your entries.
• The selected object as well as mandatory, linked rent classes were added to the contract lines.
• Fill in the rent contract as usual.

You have successfully added an item to a rent contract via the Fast-Track Assistant.

Rent Templates

By using rent templates, you can create default rent contracts with similar parameters more quickly. This is done by predefining parameters like rent classes, invoice plans and GTCs.

To create a rent template, please proceed as follows:

• Use the quick search (ALT+Q) to find the Rent Templates page.
• A list with all rent templates is displayed.
• To create a new template, click on New.
• A new rent template mask with an automatically assigned rent template number opens.
• Under Template Description, enter a specific label for this rent template. Choose a description that distinguishes this rent template from other rent templates at a glance.
• Under Contract Start Date, enter a start date which will be applied to all rent contracts created with this template.
• Under Default Contract Duration, enter the duration which will be applied to all rent contracts created with this template.
  Enter an integer number as the value directly followed by the unit of measure, e.g., 5D equals 5 days incl. weekends and holidays or 1M equals 1 month. The following units are possible: D = Day ; WD = Working Day*; W* = Week*; M* = Month ; Q = Quarter ; Y = Year.
• Select the default ordert type for this template under Order Type.
• Optional Activate the Internal Contract toggle switch if the contract should be posted internally.
  You can find information about setting up internal customers under Setting up Internal Invoicing.
  You can find information on the status of the toggle switch in the 'Toggle Switch' Table.
• To add entries to the rent template, click in the Lines FastTab on Line > Functions > Add Rent Class.
  You might have to click on 'More Options' to view the Line option.
• The Rent Class Wizard opens. Follow the steps of the wizard to add rent classes to the rent template.
• ­­Check the parameters of each line after the rent class wizard is completed and optionally adjust them if needed.

• Your changes are saved automatically.
• Select the default invoice frequency from the Invoice Frequency dropdown menu in the Invoice Details FastTab.
• Optional Select the codes for the shortcut dimension in the Shortcut Dimension 1 Code and Shortcut Dimension 2 Code dropdown menus.
• Optional Select the desired GTC lines in the General Terms & Conditions FastTab.
  For more information on GTC texts, click Create Contract or GTC Texts.
• You have to release the rent template to be able to use it. To do this, click Status > Release.

• Close the Rental Template page.

You can now use the rent template when you use the Copy Contract function.

Creating a Contract with Duration-Based Stair Pricing

You can define different prices based on the contract duration with a rent contract. This way, you can charge different rent prices after certain contract durations. Graduated rent contracts are used with price codes. To use price codes, you have to activate the advanced pricing first. For more Information about setting up price codes for individual rent classes, click here. To create a graduated 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 an existing rent contract or create a new one.
• Add a rent class that has a Duration Based price code. For more Information about setting up price codes for individual rent classes, click here.
• The prices defined in the price code are automatically used for the graduated rent contract.

Creating a Contract with Invoice Period-Based Stair Pricing

Using a rent contract based on the invoice period, the system calculates the next stair price based on the invoice cycle. If the rent object is not returned by the fourth day (depending on the system’s definition of the number of days in a week), the day price for the fourth day in the invoice plan is automatically adjusted so that the total for the four days corresponds to the week price. From that point on, the week price is applied for invoicing. If the rent object is not returned after three weeks, the week price for the fourth week in the invoice plan is automatically adjusted so that the total for the four weeks corresponds to the month price. From that point on, the system uses the month price until the rent object is returned. If the rent object is then returned before completing a full week or month, the day price is applied again for those days. Graduated rent contracts are used with price codes. For more Information about setting up price codes for individual rent classes, click here. To create a graduated 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 an existing rent contract or create a new one.
• Add a rent class that has an Invoice Period Based price code. For more Information about setting up price codes for individual rent classes, click here.
• The prices defined in the price code are automatically used for the graduated rent contract.

Creating an Additional Contract

For further information on working with additional contracts, click here.

Editing a Rent Contract

This section describes how to edit a rent contract. To do so, please proceed as follows:

Note

If nothing has been posted yet in the rent contract, it can be reopened. To reopen an active rent contract without any existing postings, please proceed as follows:

• Click on Status > Reopen.
• Click on Status > Reset Signature.
• Click on Print/Send > Retract Print Contract.

• 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 edit.
• Make the desired changes. Some already posted actions can not be edited anymore.

Note

If the rent contract is not in edit mode:

• Click in the rent contract header on the Pen-Icon:

Editing locked](https://tsr-docs-assets.fra1.digitaloceanspaces.com/screenshots/traser_rental_365/en/rnt-rental-contracts/rnt-no-edit-mode.png)
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• If the pen icon has a circle around it, you can edit the rent contract.

• Your changes are saved automatically.
• Release the contract again by following the steps in Create Rent Contract.
• Close the Rent Contracts page.

Deleting Lines

• 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 edit.
• To delete a line, click on it and afterwards on Manage > Delete Line.
  oder
  Click on the three vertical dots next to the Rent Class/Rent Package column in the selected line and click on Delete Line.
• This line is deleted.
• Close the Rent Contracts page.

Releasing a Rent Contract

• To publish the rent contract, click Status > Release.

• The Contract Status will be changed to Inactive.
• To print the rent contract, click on Print/Send > Print Contract....
• Click on Send To..., then select the desired file format in the dialog window and click on OK to save a local copy of the rent contract.
  oder
  Click on Print to open a PDF file of the rent contract in a new browser window.
  oder
  Click on Preview & Close to open a preview file of the rent contract in a pop-up window.
  oder
  Click on Cancel to cancel the printing process.

• If you clicked on Send To..., Print or Preview, the contract can now be signed.
• To sign the rent contract, click Status > Set Signature.
• The Contract Status will be changed to Active.
• The rent contract is now created and signed.

• Scroll down to the end of the rent contract. The Object Lines are displayed in a new list and can be edited by clicking the Manage button in the menu bar, e.g., to manage the next status (see Flow) or Transferring Rent Objects Between Rent Locations to join lines.

Copying a Rent Contract

It is possible to create a new contract with data from a previous quote, contract or rent template in just a few steps. 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.
• Create a new contract by clicking New in the header.
• Under the General FastTab, fill in the fields Customer Name, Contract Start Date, if necessary Estimated Contract Duration (Days), Estimated Contract End Date and Order Type.
  For more information about certain fields, see Creating a Rent Contract.

• Click at the header of the rent contract on Contract > Copy.
• The Select Document pop-up window opens.
• In the Copy From Document Type dropdown list in the Options FastTab, select if you want to copy a quote, contract or contract template (Rental Template).
• In the Document No. line, select the quote, contract, or rent template number you want to copy.
• Optional Activate the Copy Header toggle switch if you want to keep the header in the copied document. Otherwise, the header is empty.
  You can find information on the status of the toggle switch in the 'Toggle Switch' Table.
• Optional Activate the toggle switch Recalculate Prices if you want to recalculate the prices of the rent price lines in the copied document. Otherwise, the prices from the copied document remain the same.
  You can find information on the status of the toggle switch in the 'Toggle Switch' Table.

• Confirm the input by clicking OK.
• All parameters are now copied to the new rent contract (the data from the first step will also be overwritten).
• You can now edit or process the rent contract. For more information, click Releasing a Rent Contract.

Migrating a Rent Contract

You can migrate a delivered rent object to a new rent contract. It will be registered as Returned in the old rent contract and imported into the new rent contract with the Delivered status including all parameters. The old rent contract will be set to the Final Settlement status and can no longer be edited.

Contract migration consists of three steps:

• Preparing migration
• Releasing a newly created rent contract
• Finishing migration

To migrate a contract, please proceed as follows:

• Open the rent contract whose contract objects you want to migrate.
• Make sure that all rent objects of the relevant rent contract have been (at least partially) delivered.

• Select Actions > Functions > Contract Migration > Migrate to New Contract from the menu bar.
• The Rent Contract Wizard opens.
• Enter the Customer No. here. The remaining fields will be filled in automatically. The Order Type field can still be edited.
• Fill in the Requested Rent Period Start Date and ‌Estimated Contract End Date fields. The Estimated Contract Duration field will be filled automatically.
• Confirm your entries with OK.
• Select Yes, if you want to open the newly created rent contract.

Tip

Optional: You can also create a new rent contract and import the desired data from the old rent contract into the newly created rent contract. To do so, please proceed as follows:

• Select Actions > Functions > Contract Migration > Prepare Migration from the menu bar.
• The Contract Selection page is displayed where you can select the desired rent contract including the lines for the migration. Lines that have already been returned cannot be selected.
• The selected information will be imported into the newly created rent contract.

• Prepare the newly created rent contract and release it afterwards.
• Select Actions > Functions > Contract Migration > Migrate Object from the menu bar.

• The contract objects will be migrated and are set to the Delivered status.
• The contract objects in the old rent contract are set to the Returned status and the old rent contract is set to the Final Settlement status.

• The contract migration is now complete.

Canceling a Rent Contract

This section describes how to cancel a rent contract. 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.
• Select the rent contract which is supposed to be canceled.
• Click in Actions > Functions on Cancel Contract.
• Click Yes to confirm the dialog.
• The rent contract is canceled. The Contract Status is now Canceled.
• The canceled rent contract will still be in the list of all rent contracts, but cannot be used again.
• To remove the canceled rent contract from the list of all rent contracts, you must archive this rent contract. You will find more information on this under Archiving a Rent Contract.
• Close the Rent Contracts page.

Archiving a Rent Contract

This section describes how to archive a rent contract to remove it from the list of all rent contracts. 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.
• Select the rent contract which is supposed to be archived.
• Click in Actions > Functions on Archive Document.
• The rent contract window is closed and the list with all rent contracts is displayed.
• The archived rent contract can be viewed in the Rental Archive.
• Close the Rent Contracts page.

Restoring an Archived Rent Contract

This section describes how you can restore a rent contract. This is useful if a customer requests the same rent contract again or if the rent contract shall be used as a template. In this case, restoring does not mean that the archived rent contract is available again after executing this function. Instead, this function creates a new rent contract based on the data of the archived rent contract. To restore a rent contract, please proceed as follows:

• Use the quick search (ALT+Q) to find the Rent Archive page.
• A list with all archived rent documents is displayed.
• Select the rent contract based on which you want to create a new document.
• Select New > Restore from the menu bar.
• The Restore Document window opens.
• The Customer Name and Contact No. fields will be prefilled with the data from the archived rent contract. You can also edit these fields and enter e.g., a different customer.
• Fill in the Contract Start Date, Estimated Contract Start Date (Days) and Estimated Contract End Date fields.
• Activate the Recalculate Prices toggle switch if the prices should be recalculated in the new rent contract. If you deactivate the toggle switch, the prices from the archived rent contract will be transferred into the new rent contract.
• Confirm your entries with OK.
• A dialog window is displayed, asking whether you want to open the newly created rent contract. Click Yes to open the rent contract. Select No if you want to stay on the Rental Archive page.

Deleting a Rent Contract

This section describes how to delete a rent contract. 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.
• Select the rent contract to be deleted.
• Click on the garbage can icon in the rent contract header.
• Click Yes to confirm the dialog.
• The rent contract is now deleted.
• Close the Rent Contracts page.

Contract Status

A rent contract goes through multiple contract statuses during processing. The current status can be viewed in the General FastTab of the rent contract. The contract status will be set automatically by the system. The following subsection describes which contract statuses exist and when they are set by the system.

Document Status

A rent contract goes through multiple document statuses during processing. The current status can be viewed in the General FastTab of the rent contract. The document status will be set automatically by the system. The following subsection describes which document statuses exist and when they are set.

Signature Status

A rent contract goes through multiple signature statuses during processing. The current status can be viewed in the General FastTab of the rent contract. The signature status will be set automatically by the system. The following subsection describes which signature statuses exist and when they are set.

Rent Contract History

In the rent contract history, all activities during the processing of the rent contract are recorded, e.g., deliveries, returns, creation of additional contracts or repairs. This is particularly helpful for an overview in mass rental. To view the rent contract history, please proceed as follows:

• Open a rent contract.
• Select Related > History > Contract History from the menu bar.
  You may have to select ‘More Options’ first to view the Related option.
• The Contract History Overview page is displayed.

Bold lines show the assets of the rent contract, for example when an item or service item was added to the rent contract.
More columns might be shown via the Personalize function.
Über die Funktion Beleg öffnen in der Menüleiste kann der zugehörige Beleg der jeweiligen Zeile aufgerufen werden.

'Toggle Switch' Table

The following table describes the toggle switch status for this chapter.

Icon	Status	Description
	Deactivated	The option is not activated and the related function not available.
	Active	The option is activated and the related function available.