Authorizing rental order

This page allows u to authorize rental order.

Select the “Authorize Rental Order” link under the “Rental Order” business component.

The “Authorize Rental Order” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following fields in the “Search Criteria” group box to search for a rental order. Data entry in the following fields is optional:

Rental Order#	The number identifying the rental order that you wish to authorize or return (Alphanumeric, 40). You can enter the rental order number in full or specify it partially using the “*” character. The system retrieves all rental order numbers that are similar to the number entered here.
Status	Use the drop-down list box to select the status of the rental order. The system lists the options “Fresh”, “Under Authorization” and “Amended”. The system retrieves all rental orders with the status selected here.
Rental Order Date From	The starting date in the range of dates during which the rental order was created (Date Format). The system lists all the rental orders that have been raised later than this date. This date must be in the same format as displayed in the “Date Format” field.
Rental Order Date To	The ending date in the range of dates during which the rental order was created (Date Format). The system lists all the rental orders that have been raised earlier than this date. This date must be in the same format as displayed in the “Date Format” field. Ensure that this date is later than or the same as the date entered in the “Rental Order Date From” field.
Customer #	The code identifying the customer for whom the rental order was created (Alphanumeric, 18). You can enter the customer code in full or specify it partially using the “*” character. The system retrieves all rental order numbers with the customer code entered here.
Customer Name	The name of the customer for whom the rental order is created (Alphanumeric, 30). You can enter the customer name in full or specify it partially using the “*” character. The system retrieves all the rental order numbers with the customer name entered here.
Part #	The part number for which the rental order is created (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all rental orders raised for the part number entered here.
Part Description	The textual description of the part (Alphanumeric, 150). You can enter the description in full or specify it partially using the “*” character.
Component #	The number identifying the component belonging to the part (Alphanumeric, 90). You can enter the component number in full or specify it partially using the “*” character.
Serial #	The serial number of the part (Alphanumeric, 40). You can enter the serial number in full or specify it partially using the “*” character.
User Status	Use the drop-down list box to specify the user status of the rental order. The system lists all the ‘active’ user status codes defined for the rental order document in the “Create User Status” activity of the “Logistics Common Master” business component.
Category	Use the drop-down list box to specify the category of the rental order. The system lists all the ‘active’ categories defined in the “Create Common Category” activity of the “Logistics Common Master” business component.
Rent For	Use the drop-down list box to indicate whether the rental order is created for the login organization or on behalf of a customer. The drop-down list box lists the following options for the category ‘Rental Order’ in “Purchase Option Settings” activity of the “Logistics Common Master” business component. ‘Self’, if “Rent parts on behalf of Customer” is set as “Not Allowed”. ‘Self’ and ‘Customer’, if the “Rent parts on behalf of Customer” is set as “Allowed”.
Trading Partner #	The Customer # of the group company for which the rental order is created in the login organization.

Click the “Search” pushbutton to display the search results.

Note: The system retrieves only the rental order documents that can be authorized by the login user. This can be determined from the settings established in the “Work Flow” business component.

The system displays the following fields in the "Search Results" multiline:

Rental Order #

The number identifying the rental order.

Tip: Click the hyperlinked rental order number, to view the rental order details before authorization.

Rental Order Date	The date on which the rental order was raised.
Status	The status of the rental order, which could be ”Fresh”, “Under Authorization” or “Amended”.
Rental Order Value	The total value of the rental order.
Customer #	The code identifying the customer for whom the rental order is created.
Customer Name	The name of the customer for whom the rental order is created.
Part #	The part number for which the rental order is created.
Part Description	The textual description of the part.
Component #	The number identifying the component.
Serial #	The serial number of the part.
User Status	The user status of the rental order.
Category	The category of the rental order.

Enter the following field, if you wish to return the rental order:

Reason

The reason for returning the rental order (Alphanumeric, 40). Mandatory.

Enter the following field:

Select All

Check this box to select all the records listed in the multiline for authorization or return.

The system displays the following fields:

Rent For	Indicates if rental order is created for the login organization (Self) or on behalf of a customer (Customer).
Trading Partner	The Customer name of the group company for which the rental order is created in the login organization.

Check the box in the “Select” column of the multiline to select the rental order for authorization or returning.
Click the “Authorize Rental Order” pushbutton to authorize the rental order.

The system updates the status of the rental order as “Closed”.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

The status of the rental order changes to “Under Authorization”, if the rental order is configured for multiple levels for authorization and if the rental order has been authorized by atleast one user but not the last level user according to the settings defined in the "Work Flow Management" business component. After the authorization at the last level is completed, the system sets the status of the rental order as “Released”.

Stock quantity availability check

In the “Set Options” activity, if the "Enforce Minimum Stock Rule" option is set as “Yes”, the system performs the following check for each rental order, while authorizing:

If the “Planning Type” of the part is "Re-Order Level", the system ensures that the difference between the “Available Quantity in the Location/Warehouse” and the “Order Quantity” is not less than or equal to the “Re-Order Level Quantity” mentioned in the “Storage Administration” or “Part Administration” business components.
If the “Planning Type” of the part is "Min/Max", the system ensures that the difference between the “Available Quantity in the Location/Warehouse” and the “Order Quantity” is not less than or equal to the “Min Quantity” mentioned in the “Storage Administration” or “Part Administration” business components

Click the “Return Rental Order” pushbutton to return the rental order.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

The status of the rental order changes to “Returned”.

What you can do in this page

Authorize or return rental orders in bulk

You can authorize or return multiple rental orders at the same time.

Search and retrieve the rental order to be authorized or returned, in the “Authorize Rental Order” page.
Check the “Select All” box below the multiline, to mark all the rental orders for authorization or return.
Click the “Authorize Rental Order” pushbutton to authorize all the rental orders.
Click the “Return Rental Order” pushbutton to return all the rental orders.