This is what happens in the video
When you handle rental items in Business Central using two transfer orders, you can track exactly where an item is at any given moment. You post the outbound transfer order when the item ships and the receipt when the item actually arrives, which gives you control over the transit period and a precise history of your rental items.
The transit location holds the item during shipment. If the shipment takes two days, the item stays on the transit location for those two days until it reaches the customer.
You should post the receipt on the day the item physically lands at the customer site. This keeps your dates accurate and builds reliable history for each rental item.
Using two transfer orders to handle rental shipments
When you use two transfer orders to handle a rental, the first step is shipping the item. In this example, the item has already been shipped from the outbound transfer order.
Looking at the outbound transfer order, the shipment is posted. The line shows quantity shipped one and quantity to receive one, with a shipment date of September 7 on the first line.
Posting the arrival when the item actually reaches the customer
You post the arrival on the outgoing transfer when the item actually arrives. In practice, you post the receipt of the transfer order when it physically lands on the ramp at the customer site.
This gives you control over whether the customer has received the item. If the shipment time is two days, the item is in transit before it reaches the customer. During those two days, the item sits on the transit location.
Once it arrives on the customer side, you receive it on the correct day. That accuracy gives you a clear and useful history of your rental items.
Q&A
How do you track a rental item that is in transit in Business Central?
You use two transfer orders. You post the outbound transfer when the item ships, and the item stays on the transit location until it arrives. You then post the receipt on the day the item physically reaches the customer.
When should you post the receipt on a transfer order for a rental item?
Post the receipt on the day the item actually lands at the customer site. If the shipment takes two days, the item remains on the transit location during that period, and you receive it on the correct arrival day.
What is the benefit of posting the shipment and receipt on the correct dates?
It gives you accurate dates and a reliable history for each rental item, so you always know where the item is and when the customer received it.
