This is what happens in the video
You can use Rental Management together with standard item tracking in Business Central. This includes serial number tracking and lot number tracking. Because Rental Management builds on the standard order documents and warehouse functionality, the two work together without extra setup.
When you rent out an item with serial number tracking, you assign specific serial numbers on the transfer order. You select which serial numbers to ship, which to receive, and which come back on the return transfer order.
Standard item tracking handles all the warehouse handling for rentals. This means you can assign specific serial numbers or lot numbers to your rental stock.
Rental Management works with standard item tracking
One of the practical benefits of Rental Management is that it relies on the standard order documents and warehouse functionality in Business Central. That makes it easy to combine rentals with standard item tracking, whether you track items by serial number or by lot number.
You don’t need a separate setup to make this work. If an item already uses serial or lot number tracking, the same rules apply when you rent it out.
Example: renting out an item with serial number tracking
Take item 5000, a computer that has serial number tracking enabled. You create a new sales order for a customer who wants to rent two of these computers from the location where the computer is stored.
Further down on the line, you set the rental period. In this case the customer rents the computers for five days.
From there you can open the transfer order behind the rental line. When you navigate to the transfer order, you get an error if you don’t add the item tracking lines, because the item is set up with standard serial number functionality.
Assigning serial numbers across the rental process
With serial number tracking, you select the serial numbers at each step:
- The serial numbers to ship from your location
- The serial numbers to receive on the receiving side
- The serial numbers on the return transfer order when the items come back
This is the same item tracking you already know from standard Business Central. The rental process simply uses it. As a result, you keep full control over which specific serial numbers or lot numbers are out on rent at any time.
Q&A
Can you use Rental Management with serial and lot number tracking?
Yes. Rental Management uses the standard order documents and warehouse functionality in Business Central, so it works directly with standard serial number and lot number tracking.
Do you need extra setup to combine rentals with item tracking?
No. If an item is already set up with serial or lot number tracking, that tracking applies automatically when you rent the item out.
What happens if you don’t add item tracking lines on a rental transfer order?
You get an error. When an item is set up with standard serial number functionality, you must select the serial numbers to ship, to receive, and on the return transfer order.
How do serial numbers work when a rental item is returned?
The return is handled on a transfer order back to your location. You assign the specific serial numbers on that return transfer order, the same way you do when shipping the items out.