The Rental Period Post, updates the Sales Line and can post Shipment and Invoicing

This is what happens in the video

When you rent out items in Business Central, you need a way to keep posting the rental charges for as long as the item is out with the customer. The rental period posting batch job handles this. You set an expected return date and a shipment date, and the system lets you post the rental in periods until the item comes back.

You can run the batch job from the sales order directly or as a general task. When you run it from the sales order, it filters on that specific order and lets you choose which date to post until. The batch job updates the sales line, postpones the rental period, and can create both the posted shipment and the posted invoice in one go.

How rental period posting works on a transfer order

Once the item is shipped on the transfer order to the customer, you can start posting the rental. In a typical setup you have an expected return date and a shipment date. For example, you might have a shipment date of September 7 and an expected return date of September 8, so the rental initially covers just one day. As long as the item has not come back, you keep posting to extend the period.

Running the batch job from the sales order or as a general task

You can call the rental period posting from two places: directly from the sales order or from the general task list. When you run it from the sales order, it filters on that order and lets you select which date to post until. The batch job then postpones the rental period accordingly.

For example, if you post until September 14, the system updates the sales line and postpones the rental period to match. After posting, the quantity reflects the full period, in this case nine days, and the rental period is moved to the day after the last posted date. That date becomes the new starting point for the next rental posting. As long as the item is not received back, you keep postponing the rental period with the same batch job.

Posting options: sales line, shipment, and invoice

The rental period posting gives you three levels of posting, so you can match it to how you want to handle the rental:

• Update the sales line only with the correct quantities, then ship it manually afterwards.
• Update and post the shipment.
• Update and post both shipment and invoice in one step.

If you have standard lines on the sales order alongside the rental lines, you can include those as well by setting a checkmark. The standard lines then post as normal sales order lines.

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