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How to setup an Item to be used as a Rental Item per default

Setup Rental Management
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Rental Management" which is available at Microsoft AppSource. Click to visit AppSource. Rental Management

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Presenter: Sune Lohse, Chief Strategy Officer

This is what happens in the video

In Microsoft Dynamics 365 Business Central rental functionality, you can use the same item as both a rental item and a regular sales item. You do not need to create separate item cards for renting and selling.

You set an item up as a rental item by ticking the Rental Item field on the item card. When you add the item to a sales line, Business Central fills in the rental type, rental number, and a rental checkmark automatically.

You can sell a rental item by removing the rental information from the sales line. This is useful when a rental item is worn out and you want to sell it off.

You can also set a default rental location code and a return location code on the item card, so returned items go to the right location for cleaning or repair.

Using one item for both rental and sale in Business Central

One of the practical features in the rental setup is that a single item can work as both a rental item and a normal sales item at the same time. You do not have to maintain two separate item cards for the same physical product.

When you enter a sales line for an item that you have set up as a default rental item, the system automatically fills in the rental type, rental number, and similar fields. It also places a checkmark on the line to indicate that this is a rental item.

Selling a rental item when it is worn out

If you remove the rental information from the line, you can sell the item instead of renting it out. This is handy when a rental item has reached the end of its useful life. Instead of renting it out again, you remove the rental details and sell it off to get rid of it.

The same approach covers the broader scenario where you have items that you both sell and rent out. The setup supports both uses from the same item.

Setting up an item as a rental item

The default setup on an item is straightforward. On the item card, you tick the Rental Item field. That is enough to mark the item as a rental item.

You can also specify a default rental location code that you want to use for the rental line. In addition, you can set a return location code. This is useful when an item comes back after being rented out and needs to be modified, cleaned, or otherwise handled. The return location code makes sure the item is returned to the right location by default.

With these fields set, the item behaves as a rental item by default on the sales line, while still leaving you the option to sell it when you need to.

Q&A

Can the same item be used for both renting and selling in Business Central?

Yes. A single item can act as both a rental item and a normal sales item at the same time. You do not need separate item cards for the two purposes.

How do you set up an item as a rental item?

On the item card, tick the Rental Item field. You can also specify a default rental location code and a return location code for handling returned items.

How do you sell a rental item instead of renting it out?

Remove the rental information from the sales line. The item is then treated as a normal sales item, which is useful when a rental item is worn out and you want to sell it off.

What is the return location code used for?

The return location code sets the default location where a rented item is sent when it comes back, so it can be cleaned, modified, or repaired at the right place.

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