Product documentation
There are some specific settings needed on customers, if they are used in Dynamics Rental Management.
On the customer form there is a fast tab called Rental, there are see 5 fields, related to Rental Management:
| Rental Price Group ID | Specify a default Rental Price Group for the customer for use in pricing |
| Calendar ID | This is the default calendar to use when charging for rental items |
| Invoice Profile | This determines the frequency of invoicing the customer and is a required setting |
| Address Parent Project | Allows the customer to have a parent project separate from the default set in rental parameters. |
| Purchase Order Control | If the customer is to provide a Purchase Order Number before being allowed a delivery of items. There is also the ability to have a mask setup, so if the customers PO number is always ABC and 5 numbers you can set the system to check the PO number that’s entered. Setting the masking is done from the Rental action pane on the customer record. |
On the address tab, Rental Management uses this address here as the delivery address for the order. Make sure to set the purpose of the address to be of type ‘Rental’. This ensures that Microsoft Dynamics 365 for Finance and Operations creates a new Project for the address and a Service Object. More information on Rental type addresses can be found here.
Because subprojects and service objects are created, it is important to have filled out the Project Integration parameters in both the Dynamics Rental Management and Dynamics Service Management modules.