Per default a rental order does not trigger/create a delivery order such is the case for sales orders. Is there a way to achieve this for rental orders?
Best,
Sajad
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Per default a rental order does not trigger/create a delivery order such is the case for sales orders. Is there a way to achieve this for rental orders?
Best,
Sajad
How would you rent a residential spaces or commercial premises?
How would you maintain the rental agreements?
There are a couple ways you could automatically generate delivery orders for rental orders in Dynamics 365:
Use workflow automation:
For me activate Multistep option in inventory did the trick:
Rental Base pre-Config
- Install Rental_base
(https://github.com/elego/rental-vertical/tree/v15/rental_base)
- Inventory > Confirguration > Setting
-- Products > check "Variants"
-- Wharehouse > check "Storge Locations"
-- Multi-Step Routes > check "Multi-Step Routes"
Then follow "USAGE" instrucctions in the module:
- Create a rentable product and its rental service.
-- Go to Rentals > Configuration > Settings.
-- Please activate the checkbox for using 'Product Variants'.
-- Go to Rentals > Products > Products.
-- Create a new storable product.
-- Activate the checkbox 'Can be Rented'.
-- Go to page 'Sales & Purchase'.
- Create the rental service and configure its name and price.
-- Create a rental order:
-- Go to Rentals > Customer > Rental Quotations.
-- Create a new order and choose the type 'Rental Order'.
-- Add the rental service as an order line.
-- Set the quantity to rent out one or several storable rentable products.
-- Choose start and end date.
-- Confirm the order.
-- Check out the two deliveries, one for outgoing and one for incoming delivery.
(Be careful in order lines form, if you set "Rental Quantity" equal to 0 units delivery orders will not create although "Delivered Rental Quantity" is set)
We have customized this system to enable separate delivery for each and every rental order, featuring precise automated pickup and return processes.
For more information on this customization, please contact me.
I'll be glad to assist you with any inquiries.
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Hi,
Did you find the answer ?
Hi,
no. We do create the delivery order manually after we have created the rental order.