OneCore Rental App Docs
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Rent Items in OC Rental App

Rent Item Card

List of Rent Items is accessible from the dashboard. Rent Item Card description:

General

  • No.

    • Rent Item number, will be assigned by the system automatically based on Rent Item Nos in Rent Module Setup

  • Created from Item

    • Read only field showing that the Rent Item was created from Item

  • Item No.

    • List of Items

  • Created from Fixed Asset

    • Read only field showing that the Rent Item was created from Fixed Asset

  • Fixed Asset No.

    • List of Fixed Assets

  • ID Number

    • Insert an "Identification Number", unique numerical or alphanumeric code used to identify Rent Item.

  • Serial Number

    • Insert a unique identifier assigned to a specific item or product, typically to distinguish it from others of the same type or model. It's often used for tracking, warranty, or inventory purposes

  • Description

    • Insert description of Rent Item

  • Rent Item Type

    • Select between Furniture, Hand Tools, Machine, Electronic, Special

  • Color Code

    • Define list of Colors and select one

  • Color Description

    • Description comes automatically based on defined Color Code

  • Technical Control To

    • Date picker to identify date of Technical Control validity

  • Base Unit of Measure

    • The Base Unit of Measure refers to the fundamental unit in which a product or service is measured for pricing, inventory, and transactions. It serves as the standard unit for comparison or conversion.

  • Units Count

    • The Units Count refers to the total number of individual items or units in a specific batch, order, inventory, or shipment. It’s used to quantify how many units of a product exist in a given context.

  • Actual Price

    • The Actual Price is the final price at which a product or service is sold after considering various factors like discounts, taxes, or surcharges. It’s the real price paid by the customer at the time of purchase.


Rent Item

  • Tariff Group

    • A classification of goods or services based on similar characteristics

    • Based on combination of Tariff Group and Tariff Subgroup are defined Pricelists

  • Tariff Subgroup

    • A more specific categorization within a tariff group, further detailing goods or services

    • Based on combination of Tariff Group and Tariff Subgroup are defined Pricelists

  • Pricelist Code

    • Filter of available Pricelist Codes based on selected Tariff Group and Tariff Subgroup

    • Without assigned Pricelist Code is not possible to make a rent

    • Based on Pricelist Code are shown prices in rent lines for products or services.

  • Activation Date

    • The date when a Rent Item becomes active or available for use.

  • Deactivation Date

    • The date when a Rent Item is no longer available for rental.

  • Location Code

    • A unique code used to identify a specific geographical location or place within a system.

  • Location Place

    • The physical place associated with a location code, like an address or area.

  • Item Status

    • The current condition or availability of an item (statuses are described lower)

  • Package Item Code

    • In case you want to involve Rent Item into package, assign Rent Item to Package Item Code.



Insurance

  • Insurance 1

    • Lookup into table Vendors

  • Insurance 1 No.

    • Text field to evidence Insurance No.

  • Insurance 1 From

    • The start date of the first insurance coverage period.

  • Insurance 1 To

    • The end date of the first insurance coverage period.

  • Insurance 1 Amount

    • The total value or coverage amount of the insurance policy.


Management

  • Status

    • Read only field showing the status of the item


Field Item Status

Rent Item no.

Reservation/Rent No.

Rent Date and Time

Contract status

Item status on current work date 9.10.24

Note

R00317

RZ2100042

5.10.24, 7:00 - 9.10.24, 7:00

Contract not created

Not Assigned

Available

R00317

RZ2100042

5.10.24, 7:00 - 9.10.24, 7:00

Reservation new

Not Assigned

Available

R00317

RZ2100042

5.10.24, 7:00 - 9.10.24, 7:00

Reservation Released

Reservation

Item is available for rent from 9.10.24, 7:01

R00320

RZ2100052

5.10.24, 7:00 - 9.10.24, 7:00

a) Reservation Canceled

Cancel Reservation

Reservation was canceled 9.10., 9:22 - item is possible to rent anytime (past, future)

R00315

RZ2100051

5.10.24, 7:00 - 9.10.24, 7:00

b) Make Rent / Rent in state New

Reservation

Reservation will be find under scope Reservation Closed

R00318

VP2100314

5.10.24, 7:00 - 9.10.24, 7:00

Rent New

Not Assigned

New rent VP2100315 is possible to make with the same item. After creating rent with this item is created new rent

R00318

VP2100315

5.10.24, 7:00 - 9.10.24, 7:00

Rent Released

Rent

Rent item is not available to select during creation of new rent within the rented dates of released rent. But it is possible to create Rent New (VP2100317) with selection of dates Rent From/Rent To outside of rented period of released rent. In case there was alredy created rent (VP2100316), which includes the same item already used in Released rent, it is displayed message (in both cases) after clicking on Release button: "Rent Item No. R00318 is still rented in the contract no. VP2100314!"

R00319

VP2100318

5.10.24, 7:00 - 9.10.24, 7:00

Create invoice / Rent in state Released

Rent

In case we create new rent VP2100320 with Rent From - Rent To after the period where was item released we are able to create new rent with this item but rent wont be possible to release, because message appears: "Rent Item No. R00319 is still rented in the contract no. VP2100318!"

R00319

VP2100318

5.10.24, 7:00 - 9.10.24, 7:00

a) Cancel Rent / Rent in state Cancelled

Cancel Rent

Credit note was not created, it is possible to cancel invoiced rent. Possible to release rent VP2100320.

R00322

VP2100322

Returned 9/10/24 11:18:10

b) Finish Whole Rent / Rent in state Finished

Close

VP2100323 - Released Rent created with  R00321, R00322 (return time considered)

R00321

VP2100321

Returned 9/10/24 10:05:18

Create invoice / Rent in state Invoiced

Not Assigned

VP2100323 - Released Rent created with  R00321, R00322 (return time considered)

Follow up:

How to do basic setup of OneCore Rental App

How to create Item

How to create Fixed Asset

How to work with Units

How to create Reservation

How to create Rent - workflow