Equipment Rental - Revision history

Jgreco: Initial proofread pass - docs

2021-11-30T16:03:53Z

Initial proofread pass - docs

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Jwolbert at 03:53, 21 June 2016

2016-06-21T03:53:22Z

Oowoyomi: /* Other Features */

2016-03-14T16:37:18Z

Other Features

Jwolbert: /* Accrued Rental */

2016-03-14T16:26:45Z

Accrued Rental

Jwolbert: /* Other Features */

2016-03-14T16:26:19Z

Other Features

Jwolbert: /* Creating Rental Bills */

2016-02-17T20:04:13Z

Creating Rental Bills

Jwolbert: /* Creating Rental Bills */

2016-02-17T20:03:16Z

Creating Rental Bills

Jwolbert at 19:50, 8 February 2016

2016-02-08T19:50:42Z

Jwolbert: /* Other Features */

2016-02-08T19:49:56Z

Other Features

Yrobinet: /* Generating Bills */

2014-04-18T15:07:24Z

Generating Bills

← Older revision		Revision as of 03:53, 21 June 2016
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		+	{{TrackAbout Feature
		+	\|Parent Module=Rental
		+	\|Feature Description=This is typically used for renting welding machines and other large pieces of equipment.
		+	}}
	[[Rental\|<< Back to Rental]]		[[Rental\|<< Back to Rental]]

← Older revision		Revision as of 16:37, 14 March 2016
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	[[File:Accrued Rental.png\|400px]]		[[File:Accrued Rental.png\|400px]]
		+
		+	Queries to calculate accrued rental for a single asset or a group of assets can be found in svn here - \Support\SQL Queries Ad Hoc\Rental

@@ Line 170: / Line 170: @@
 *This accrued rental does include flat fees if those flat fees have the property checked to 'accrue revenue to asset'
-* Include legacy data
+====Include legacy data====
 If you have collected accrued rental data for your equipment prior to joining TrackAbout, this information can be loaded into the system and added to total accrual calculated by TrackAbout.  This legacy information is called '''Rental Revenue Accrued to Asset before TrackAbout'''.

@@ Line 156: / Line 156: @@
 =Other Features=
-===Tracking Rental accrued to each asset===
+===Accrued Rental===
-*Total rental accrued to date for each individual asset is tracked
+TrackAbout can track all of the rental accrued for each piece of equipment
 *Viewing Accrued Rental -
 For every piece of Equipment there will be a link on the Asset Details page called '''Equipment Rental History'''
@@ Line 168: / Line 169: @@
 *This accrued rental does not include tax.
 *This accrued rental does include flat fees if those flat fees have the property checked to 'accrue revenue to asset'
-*During conversion to TrackAbout, a value of 'Rental Revenue Accrued to Asset before TrackAbout' can be uploaded and stored on the individual assets

@@ Line 114: / Line 114: @@
 ===Creating Rental Bills===
 *Rental equipment bills are generated in one of two ways:
-**[[Generating_Rental_Bills#Special_Bill_Generation:_Equipment_Rental|Generating a bill on the return record for a piece of equipment.]]<BR> This can be used to create a bill when a customer returns a piece of equipment and wants their rental bill generated on the spot so that they can pay for the equipment before they leave.
+**Generating a bill on the return record for a piece of equipment.<BR> This can be used to create a bill when a customer returns a piece of equipment and wants their rental bill generated on the spot so that they can pay for the equipment before they leave.  Refer to the page [[Generating_Rental_Bills#Special_Bill_Generation:_Equipment_Rental|Special_Bill_Generation:_Equipment_Rental]] for step by step instructions.
 **Periodically generating bills for all outstanding equipment at customer sites or returned but not yet billed. <br> This is normally done monthly or weekly, but can be done on any schedule.

@@ Line 139: / Line 139: @@
 * This is a configuration only visible to TrackAbout support. It is called "Generate Separate Bill For Each Delivery?"'' (Config: GenerateSeparateEquipmentBillForEachDelivery)
 * The rental bill API will return all bills for the customer and rental billing period to respect this.
 =Other Features=
@@ Line 155: / Line 169: @@
 *This accrued rental does include flat fees if those flat fees have the property checked to 'accrue revenue to asset'
 *During conversion to TrackAbout, a value of 'Rental Revenue Accrued to Asset before TrackAbout' can be uploaded and stored on the individual assets

@@ Line 131: / Line 131: @@
 ''Note this field is visible only to TrackAbout support. It is called "Include All Assets on Balance for Equipment Rental"''
-===Configuration: Which Assets are Rented Together===
+===Configuration: Generate Multiple Bills per billing period (Which Assets are Rented Together)===
-*There is a configuration that dictates which assets are billed together on the same invoice. The choices are:
+There is a configuration that dictates which assets are billed together on the same invoice. If a customer receives multiple machines over several deliveries, are these machines all billed together on the same bill (because it is the same customer) or are they billed separately? The choices are:
-:1) Equipment is billed together only if it was delivered together
+:1) Yes - When set to Yes/True, a separate bill will be generated for each delivery record that originally delivered the equipment. In this mode, a customer can have multiple equipment bills in a billing period. Equipment is billed together only if it was delivered together.
-:2) All equipment for a give customer/department (ship-to) is billed together - even if delivered on different deliveries.
+:2) No/False, a single bill will be generated for all equipment rentals in the billing period. All equipment for a given customer/department (ship-to) is billed together - even if delivered on different deliveries.
-=== Configuration: Generate Multiple Bills per billing period===
+''Notes:
-If your rental system is configured to '''Generate Separate Bills for Each Delivery''' (Config: GenerateSeparateEquipmentBillForEachDelivery), there is a way to have multiple equipment rental bills for the same customer in a single billing period. The rental bill API will return all bills for the customer and rental billing period to respect this.
+* This is a configuration only visible to TrackAbout support. It is called "Generate Separate Bill For Each Delivery?"'' (Config: GenerateSeparateEquipmentBillForEachDelivery)
 =Other Features=