Product documentation
The following Inquiries and Reports are available within the Rental module.
Navigate to Rental management - HSO > Inquiries and reports > Rented as
This is an overview of all items that have been "Rented As". This form shows all Rented as transactions.
Please note that the Item number column shows the item that has physically been rented out and the Rented as column shows the originally requested item.
Navigate to Rental management - HSO > Inquiries & reports > Invoices
From here you can choose between viewing Invoice Proposals or posted Invoice Journals (Project invoice journals).
From the Invoice proposal overview it is possible to post one or multiple invoice proposals.
From both overviews you also have the option to reprint the invoices, check tax amounts, totals, charges etc. and check the underlying vouchers.
Navigate to Rental management - HSO > Inquiries & reports > Journals
From here you can look at all and any posted journal from the following categories:
You can check all kinds of linked transactional information from the overview. You will also be able to reprint them from this enquiry too.
Navigate to Rental management - HSO > Inquiries & reports > Project transactions
From here you can see all posted project transactions for the type selected. The following types are available:
Navigate to Rental management - HSO > Rental objects > Rental objects >> Balances
When selecting the Rental object (>>) please note that the Balances function supports multi-select.
The overview that is opened shows financial and physical statistics (utilization etc.) for the selected object(s).
This overview allows the user to quickly see both missed rental revenue (when filtered up to today) and future revenue when the filter is set to future dates (the next month for example) of all rental orders. It shows both rental charges and usage charges.
The user can jump to the rental orders from this overview to create new invoice proposals or create them directly from the overview itself.
Navigate to: Rental management - HSO > Inquiries & reports > Rental charges overview
The following filter settings are available on the Rental charges overview:
| Filter | Description |
| Show realised | When set to yes it shows both open and fully realised charge lines. When set to no it only shows the open charge lines. |
| Period | Up until today: this filter is specifically designed to show the charges that have not been invoiced yet and have a rental transaction date in the past or on today’s date. End of this month: this filter allows you to see what is expected to be invoiced for the remainder of the current month, including any overdue lines. End of next month: this filter shows all charges with a rental transaction date up until the end of the next month. All: shows all lines without any rental transaction date filters. |
| Invoiceable rental status only | If set to yes, it filters out all rental orders with status open, showing just status delivered and terminated. |
The following features are available via the charges tab in the ribbon on the Rental charges overview
| Feature | Description |
| GENERATE |
| Invoice selected lines | Multi-select feature to create project invoice proposals. It opens the form with the project invoice proposals for the selection after running it. |
| RELATED INFORMATION | |
| Linked project transactions | Shows an overview of project transactions per transaction type with info on proposal and invoice numbers (only for realised lines) |
| Project transactions | Link to the posted project transactions of the selected line (only for realised lines) |
| Rental objects | Shows rental object information for the selected charge line |
| JOURNALS |
| Invoice proposals | Shows the invoice proposal for the selected charge line |
| Invoice | Shows the invoice after the charge has been posted |