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Handling the Item Shipment on a Transfer Order starts the Rental Period

Overview of 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

With rental management, the actual rental period starts when I post the transfer order, moving the items or the goods out of my basic stock.

This is what happens in the video

So when I ship the stock to the customers, rental period starts.

So let’s look at this sales order I just created with 10 days expectedly for the customer, meaning I’m going to receive this or ship this -if I’m scrolling right here- on September 18, is my expectation.

I’m going to receive it back on October 3.

But if in real life, when I enter my transfer orders, I could find them from the transfer order list, of course, or I could navigate this way.

But from the warehouse perspective, this is just the normal transfer order list.

Let’s say that we actually ship it a day before and the customer accepts that.

Or maybe normally a day after because it’s delayed whatever.

We set a posting date on September 19, and now we post this transfer order.

We both ship it and we receive it on a customer location on the allocated location.

That’s the setup to do this in one step if you want to post shipment and receive them the same time.

Going back to my sales order now and if I’m scrolling right, I can see that my shipment date has actually changed.

So this shipment date on the sales line with the type resource will determine the starting rental period.

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