This is what happens in the video
The rental period posting batch job in your Microsoft business solution lets you invoice a rental item for only part of its rental period. You use it when a rental period crosses a month boundary and you want to invoice each month separately.
You set a cut-off date in the batch job, and it posts, ships, and creates an invoice for that part of the period on the specific sales order line. The remaining days stay on the line and can be invoiced in the following month.
If the transfer order is still open later in the period, the batch job automatically postpones the days so the rental period is prolonged.
How the rental period posting batch job works
With the rental period posting batch job, you can invoice a rental item for a specific period instead of the full rental term in one go. This is useful when a rental period crosses from one month into the next and you want to split the invoicing accordingly.
Take an example with a sales line where the rental period runs from the 20th of September to the 5th of October. The system expects you to rent out the item for 16 days in this scenario. On the sales line, the quantity to ship and invoice shows 16, which corresponds to 16 days, with two pieces of the item.
Setting the cut-off date and posting
Because the period crosses the month boundary, you can choose to invoice only the part that falls in September. To do this, you search for the rental period posting function and set the date you want to post until. For example, set it to the 30th of September.
The batch job then handles everything on that specific sales order line. It posts and ships, updates the postings, and creates a sales invoice based on the parameters you entered. The invoice covers only the days up to your chosen cut-off date.
What happens to the remaining days
After running the batch job, you can scroll right on the sales line to check the result. In the example, the quantity shipped and invoiced now shows 11, which is the number of days left in September. The quantity to ship and invoice becomes the remaining part of October, which you can invoice the following month.
If you still have your transfer order open later in October, the batch job automatically postpones those days. The rental period is prolonged accordingly, so you keep an accurate picture of what is rented out and what still needs to be invoiced.
Q&A
What does the rental period posting batch job do?
It lets you invoice a rental item for part of its rental period rather than the whole term at once. You set a cut-off date, and the batch job posts, ships, and creates a sales invoice for the days up to that date on the specific sales order line.
Why would you split a rental period across months?
When a rental period crosses a month boundary, such as from 20 September to 5 October, you can invoice each month separately. You invoice the September days first and the remaining October days the following month.
What happens to the rental days that are not yet invoiced?
The remaining days stay on the sales order line as the quantity to ship and invoice. You can invoice them in the following month. If the transfer order is still open later in the period, the batch job automatically postpones the days and the rental period is prolonged.