Rental Purchase Setup
Note
This section is currently under construction.
This chapter covers all important information on setting up the Rental Purchase area.
To activate the rental purchase functions, please proceed as follows:
- Use the quick search (ALT+Q) to find the page TRASER Rental Setup in TRASER DMS 365.
- Navigate to the Rental Purchase register.
- Activate the boolean of the Rental Purchase Active field.
Tip
In the Rental Purchase FastTab on the TRASER Rental Setup page, you can also select the minimum contribution margin in percent, the rounding precision and direction, as well as accounting for all revenues/costs.
The rental purchase functions are now activated and can be used.
TRASER Rental Purchase Setup
To set up the rental purchase functionalities in more detail, please proceed as follows:
- Use the quick search (ALT+Q) to find the TRASER Rental Purchase Setup page in TRASER DMS 365.
- The TRASER Rental Purchase Setup page is displayed.
- You can select and adjust the default number series in the No. Series FastTab. This contains number series for example for Rental Purchase Requests, Receipt Nos. or Return Nos..
- In the Contract Settings FastTab, the following options are available:
| Option | Description |
|---|---|
| Validity Calculation | Select the default validity period of a request. (1D, 1WD, 1W, 1M, 1Q oder 1Y). |
| Default Object No. Type in Contract | Select here whether the object number is a default vendor object number, an internal object number, or an alternative object number. |
| Default Contract Invoice Frequency | Choose the contract invoice frequency used in rental purchase requests and contracts by default. |
| Show Release Message | Enable this field to display a message after releasing a contract document. |
- Your changes will be saved automatically.
You have successfully finished setting up the rental purchase functionalities.
In the next chapter you will learn everything important about working with rental purchase requests.
Continue with the next chapter