OneCore Rental App Docs
OneCore Rental App Docs
Breadcrumbs

Reservation Card in OC Rental App

Buttons on the top bar

  • Make Rent

    • Making Rent from the Reservation

    • Rent will be created with status New

    • It is possible to Make Rent from Reservations in status New and Released

  • Release

    • Button is used to confirm a rental reservation.

      • Validates if there are correct data in Lines and filled Renter No.

      • Changes the contract status of the Reservation to "Released":

        • We are still able to change dates, Rent Item and Renter No.

  • Insert Package

    • Button is used to quickly add a predefined group of Rent Items created as a Package

    • More about packages is described in chapter Package creation in OC Rental App and Working with package in OC Rental App

    • When you click Insert Package, the system

      • Opens Insert Package window where is possible to select Package Code and define rental period

      • Items defined within the package are after confirmation automatically added to the rental lines

  • Detailed Entry

    • shows the breakdown of how a is treated with Rent Item within the reservation and rental process

    • There are displayed individual movements with starting and ending time, tariff groups, pricelist and daily amount

  • Actions

    • Automatic Preservation

      • Function displays free rent items

  • Automate


General fast tab

  • No.

    • A unique identification number assigned to a record (e.g., rental agreement, document, or item)

  • Renter No.

    • .A unique number assigned to a Customer in the system.

  • Renter Name

    • Filled automatically after selection of Renter No.

  • Renter Address

    • Filled automatically after selection of Renter No.

  • Renter Address 2

    • Filled automatically after selection of Renter No.

  • Renter City

    • Filled automatically after selection of Renter No.

  • Renter Post Code

    • Filled automatically after selection of Renter No.

  • Responsibility Center

    • Selection possible from created list of Responsibility Centers

  • Contract Status

    • In Reservation we have following statuses:

      • New, Released, Cancelled, Finished

  • Created [Date]

    • Creation Date

  • Monthly Rent

    • If boolean is turned ON, then monthly tariff is used in lines

  • Rent Created

    • If we make a Rent from Reservation, this boolean turns ON

  • Package Code

    • Once is inserted package, this field is filled by selected Package Code

  • Package Description

    • Once is inserted package, this field is filled by its Package Description

  • Job No.

    • Lookup to List of Projects


Lines fast tab

  • Rent From [Date]

    • The start date of the rental period.

  • Rent From [Time]

    • The start time of the rental on the specified start date.

  • Rent To [Date]

    • The end date of the rental period.

  • Rent To [Time]

    • The end time of the rental on the specified end date.

  • Rent Item Type

    • Classification of the rented item

    • By the selection of Rent Item Type (Furniture, Hand Tools, Machines, Electronic, Special) is filtered list of Rent Items

  • Rent Item No.

    • List of Rent Items filtered by type which are available for rent

  • Description

    • Description of selected Rent Item defined on Rent Item Card

  • Tariff Group

    • A grouping that defines pricing rules or rates for similar rental items coming from Rent Item Card

  • Tariff Subgroup

    • A more specific category under a tariff group with detailed pricing rules coming from Rent Item Card

  • Pricelist Code

    • The identifier for a specific price list used to calculate rental charges defined on Rent Item Card

  • Item Location Code

    • The code that identifies where the rented item is stored or dispatched from, coming from Rent Item Card

  • Tariff [Hour]

    • The hourly rental rate for the item.

    • It is used once in Tariff Pricelist has Post by Hour = YES

  • Tariff [Day]

    • The daily rental rate for the item.

    • It is used once in Tariff Pricelist has Post by Hour = NO

  • Tariff [Month]

    • The monthly rental rate for the item.

    • It is used rate from Tariff Pricelist from field Tariff - Month Rent

    • To be used monthly tariff in rental, the field Monthly Rent in General fast tab (Reservation Card) must be switched to YES before creation an entry in Lines

  • Rented Months

    • Calculated field

    • The number of full months the rent item is rented.

  • Rented Days

    • Calculated field

    • The number of full days the rent item is rented.

  • Rented Hours

    • The number of hours the item is rented (used when hourly Pricelist applies).

  • Rent Amount

    • The total rental amount before tax per line.

  • Rent Amount Incl. VAT

    • The total rental amount included tax per line.

  • Discount %

    • The percentage discount applied to the rental price.

    • Currently is possible to define discounts only for packages

  • Gen. Prod. Posting Group

    • Editable field

    • Defined in Tariff Group

  • Rent Item Deposit

    • Informative field, does not increase Total Rent Amount

  • Total Rent Amount

    • Rent Amount adjusted by discount

  • Total Rent Amount Incl. VAT

    • Rent Amount including VAT adjusted by discount

  • Payment Method

    • Look up into table Payment Methods

  • ID Number

    • Text field to identify rental, value from last line will be seen in Reservation List

  • Package Item

    • Ticked once we added package item into Reservation

  • Package Item Description

    • Filled once we added package item into Reservation

  • Package Item Code

    • Filled once we added package item into Reservation


User fast tab

  • Authorized User No.

    • Selection is possible from list of Contacts of selected Renter

  • Authorized User Name

    • Filled automatically based on selected Authorized User

  • Mobile Phone No.

    • Filled automatically based on selected Authorized User

  • Email

    • Filled automatically based on selected Authorized User

  • Document No. 1

    • Text field to track and reference the specific document in the system.

  • Document No. 2

    • Text field to track and reference the specific document in the system.


Addresses fast tab

  • Delivery Address

    • Fields can be used in some printouts, by default are empty

      • Delivery Address

      • Delivery Address 2

      • Delivery City

      • Delivery Post Code

  • Pick-up Address

    • Fields can be used in some printouts, by default are empty

      • Pick-up Address 1

      • Pick-up Address 2

      • Pick-up City

      • Pick-up Post Code


Invoicing fast tab

  • Payer Registration No.

    • Must be entered manually

  • Payer VAT Reg. No.

    • Filled automatically based on selected Bill-to No.

  • Bill-to No.

    • Filled automatically by selected Renter No.

    • During change of Renter No. system asks if we want to change also Payer.

  • Bill-to Name

    • Filled automatically based on Bill-to No.

  • Payer Address

    • Filled automatically based on Bill-to No.

  • Payer Address 2

    • Filled automatically based on Bill-to No.

  • Payer City

    • Filled automatically based on Bill-to No.

  • Payer Post Code

    • Filled automatically based on Bill-to No.

  • Renting Cost Centre

    • Possible to select from Dimension Value List - DEPARTMENT

  • Return Cost Centre

    • Possible to select from Dimension Value List - DEPARTMENT

  • Invoicing Cost Centre

    • Possible to select from Dimension Value List - DEPARTMENT

  • Gen. Bus. Posting Group

    • Populated from Customer Card based on Payer setup

  • Created By

    • Identification of the user who created the record

  • Last Modify By

    • Identification of the user who last time modified the record

  • Payment Method Code

    • Populated from Customer Card based on Payer setup


Notes fast tab

  • Contract Note 1

  • Contract Note 2

  • Invoice Note 1

  • Invoice Note 2



Follow up:

How to create Rent Item

How to create Item

How to create Fixed Asset

How to do basic setup of OneCore Rental App

How to create rent - workflow