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Being able to handle Items, rented to Customers, with standard Business Central Inventory functions

Why use 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

When you rent out items in Microsoft Dynamics 365 Business Central, Rental Management converts each sales order line into one or two transfer orders. These transfer orders are completely standard Business Central transfer orders, which means you can handle rental items with the standard inventory and warehouse functionality you already use. You do not need a separate system in your warehouse to manage items going out on rent or coming back.

Because the transfer orders are standard, any app you use for warehouse handling or for processing transfer orders works with them without modification. When you post the transfer order, the item moves to another location, and you handle both the outbound and inbound flow the same way you handle any other transfer in Business Central.

How Rental Management converts sales order lines into transfer orders

One of the most important reasons for using Rental Management is the way it handles the movement of rented items. When you have a sales order line for an item you want to rent out to a customer, Rental Management swaps that line into one or two transfer orders. This is what makes it possible to track and move the item through your normal inventory processes.

Rental Management adds some fields to the transfer order to display information about the rental, but the transfer order itself remains a standard Business Central transfer order underneath. The rental information sits on top of functionality you already know.

Why standard transfer orders make warehouse handling easier

Because the transfer orders are standard, they apply to all standard inventory functionality in Business Central. This has a practical benefit: you do not have to run an extra system in the warehouse to handle items that are going out on rent.

If you use an app for warehouse handling, or any other app for processing transfer orders, it treats a rental transfer order exactly like any other transfer order. The same tools, the same workflows, and the same posting steps all apply.

Posting the transfer to move items between locations

When you post the transfer order, the item moves to another location. This is how you handle the movement in both directions: outbound when the item goes out on rent, and inbound when it comes back. The process is the same standard transfer logic in both cases, so there is nothing new to learn for the people working in your warehouse.

Q&A

Are rental transfer orders different from standard Business Central transfer orders?

No. Rental Management converts a sales order line into one or two transfer orders, but these are completely standard Business Central transfer orders. Rental Management only adds a few fields to display rental information. All standard inventory functionality applies.

Can I use my existing warehouse app to handle rental items?

Yes. Because rental items move through standard transfer orders, any app you use for warehouse handling or for processing transfer orders works with them. You do not need a separate system in the warehouse to handle items going out on rent.

How does an item move when I rent it out?

When you post the transfer order, the item moves to another location. You handle the item the same way both outbound when it goes on rent and inbound when it returns.

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