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If you have installed Rental Management in Business Central, there are five tables you need to set up before the solution works as intended. This article gives you the overview of those five tables and what each one controls, so you know where to start.
The three tables specific to Rental Management are Rental Setup, Rental Categories, and Rental Prices. You configure Rental Setup per customer and per location. You use Rental Categories to define how you rent out goods, for example daily or hourly. You use Rental Prices to define item number, currency code, sales code, unit code, and the price you rent out at.
The remaining two tables are the Item card and Resources. On the Item card you mark an item as a rental item and optionally set a default return location code. You use Resources to handle invoicing on the sales order, and the posting setup on the resource is the important part.
Set up the Resources before you set up the categories.
The five tables you need to set up for Rental Management
Once Rental Management is installed, you need to do setup in five tables to make it work properly. Three of them are specific to Rental Management itself, and two are existing Business Central tables that need some adjustment.
The three rental-specific tables are:
- Rental Setup
- Rental Categories
- Rental Prices
The two existing tables you need to work with are the Item card and Resources.
Rental Setup: configuration per customer and location
If you search for “rental” at the top in Business Central, you find the Rental Setup table. This is where you set up, per customer and per location, how the rental should work.
Rental Categories: how you rent out your goods
The Rental Category table determines which categories you can rent into, for example daily or hourly. In other words, it controls how you rent out your goods.
Rental Prices: item, currency, unit, and price
The Rental Prices table determines which item number, in which currency code, with which sales code, and in which unit code you rent out, and at which prices. The details of this setup are covered separately.
The Item card: marking an item as a rental item
On the item card, you find the rental item you have set up. The main thing you need to do is mark it as a rental item with a checkmark.
You can also set a default return location code. This is useful if an item should be returned to another location for fixing before you can rent it out again. That is essentially the full setup needed on the item card.
Resources: handling invoicing on the sales order
You use resources to handle the invoicing on the sales order. For example, you can have a resource called Rental Day and one called Rental Hours. These resources carry prices and a basic setup, and you use them for posting.
The posting setup on the resource is the part that matters here. Note that resources should be set up before you set up the categories.
Where to go next
Once these five tables are set up, you are ready to go. Each of the rental-specific tables is covered in more detail in separate guides under configuration.
Q&A
Which tables do I need to set up for Rental Management in Business Central?
You need to set up five tables: Rental Setup, Rental Categories, Rental Prices, the Item card, and Resources. The first three are specific to Rental Management, and the last two are existing Business Central tables that need adjustment.
In which order should I set up the tables?
Set up the Resources before you set up the Rental Categories. The resources are used for posting and invoicing, and the category setup depends on having them in place.
What does the Rental Setup table control?
The Rental Setup table is configured per customer and per location, and it defines how the rental should work for each of them.
How do I mark an item as a rental item?
On the item card, you check the box to mark it as a rental item. You can also set a default return location code if the item should be returned to another location for fixing before you can rent it out again.
Why do I need to set up Resources for Rental Management?
You use resources to handle the invoicing on the sales order. For example, you can create resources such as Rental Day and Rental Hours with their own prices. The posting setup on the resource is what makes invoicing work correctly.
What does the Rental Prices table define?
The Rental Prices table defines which item number, currency code, sales code, and unit code you rent out, and at which prices.