Service Order Types
On the page Service Order Types are columns which facilitate the work with TRASER Rental 365. The columns will be described in the following table. More information on other columns of the service order types can be found under Setting Up Service Order Types.
| Column Name | Description |
|---|---|
| Code | Enter a qualified code for the service order type in this column. |
| Description | In this column, you can enter a description of the service order type. |
| Rent | Select this checkbox to be able to select the service order type in rental documents. |
| Rent Subtype | Here you can select whether the contract is a regular rent contract or a rent with sales option contract. This option can only be selected for service order types where the Rent checkbox has been selected. |
| Default Invoice Plan Calculation Type | Select the method for how the invoice plan should be calculated. You can find more information about the configuration options for the calculation types here. |
| Skip Printing | Select this checkbox to be able to skip the Printing Process in rent documents for this service order type. |
| Use SignPad Rent Document | Select this checkbox if the SignPad may be used to add a signature to a rental contract. |
| Skip in Stack Invoicing | Select this checkbox if a rent contract with this service order type should be skipped during batch invoicing. You can then process the final invoice for this rent contract manually. This is useful if e.g. the rent end date has already been posted but the final invoice has not been written yet. |
| Skip Holidays | Select this checkbox if the Skip Holidays option should be automatically enabled in the rent contract as soon as this service order type is selected. |
| Reduce Quantity | Select this checkbox to automatically enable the option to reduce the contractually agreed quantity when posting the delivery in a rent protocol. When posting the delivery/return, the system creates an additional contract which reduces the quantity in the contract to the delivered quantity. |
| Invoice Limit Enabled | Select this checkbox to enable the invoice limit function for rent contracts with this service order type. You can find more information on invoice limits here. |
| Calculation Entry Type | In this column, the calculation entry type is entered. The options you can select here are predefined by the system and cannot be changed or modified. For example, in Rental are the options Rental and Rental with Sales Option available. |
| Purch. Calc. Type (Rental) | In this column, the purch. calc. type is entered. The options you can select here are predefined by the system and cannot be changed or modified. |
| Prices Incl. VAT | Select this checkbox to be able to view all prices in a rent contract including VAT. Select this service order type in a rent contract to automatically activate the toggle switch of the Prices including VAT field under the Invoice Details register in the rent contract. |
The next chapter covers everything you need to know about how to set up sending rental documents via e-mail.
Continue with the next chapter