Rentals Setup Wizard Overview Open Door Technology Inc. has provided a Wizard to setup the following setups. - Posting Groups - Rental Periods - Rental Terms - No. Series for Rental Documents - Rental Management Setup Additional Rental Periods and Terms to meet your organizations needs can be setup once the wizard has been completed. Once the wizard has been ran, the setup of Rental Units and assignment of Rental Prices to the units is required prior to beginning to process rentals. Rentals Setup Wizard Steps for Completing the Rental Wizard Profile - Business Manager Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the ribbon button Rental Management Setup Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the ribbon button Rentals Setup Wizard Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the General Product Posting Group option field. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the item Yes in the list Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the General Business Posting Group lookup buttton. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the General Business Posting Group which rentals is applicable to. Rentals Setup Wizard Steps for Completing the Rental Wizard The wizard provides 3 lines for the selection of General Business Posting Groups. Complete the lines as applicable. If your organization has more than 3 General Business Posting Groups, then manual setup will be required on those not selected in the wizard. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the G/L Account field Rentals Setup Wizard Steps for Completing the Rental Wizard Enter or lookup and select the G/L Account to which rental revenue is to be posted to. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the G/L Account in the list. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the Damage Waiver Yes/No option field. Rentals Setup Wizard Steps for Completing the Rental Wizard If your organization charges a Damage Waiver Insurance Fee, then select Yes in the list. Selecting Yes will then provide the G/L Account field for specifying the G/L Account to which Damage Waiver revenue is to be posted to. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the G/L Account field for Damage Waivers. Rentals Setup Wizard Steps for Completing the Rental Wizard Enter or lookup and select the G/L Account to which damage waiver revenue is to be posted to. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the G/L Account in the list. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the Yes/No option field for Rental Quotes. Rentals Setup Wizard Steps for Completing the Rental Wizard If your organization uses quotes for rentals, then select Yes in the list. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the Yes/No option field to specify whether you want to create a unique No. Series for Rental Quotes. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the item Yes in the list, if applicable. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the Yes/No option field to specify if you want to create a unique No. Series for Rental Contracts. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the item Yes in the list, if applicable. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the Yes/No option field to specify if you want to use a unique No. Series for Rental Invoices. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the item Yes in the list, if applicable. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Use Unit Rental Terms, if applicable. Should overbooking of rentla units be allowed, then check the Allow Unit Overbooking box. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Return Day Billable, if applicable. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Daily Rental Term, if daily rentals is a pricing schema used by your organization. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Daily Rental Term Description Rentals Setup Wizard Steps for Completing the Rental Wizard Enter the text Daily Rentals. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Weekly Rental Term, if weekly rentals is a pricing schema used by your organization. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Weekly Rental Term Description Rentals Setup Wizard Steps for Completing the Rental Wizard Enter the text Weekly Rentals. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Monthly Rental Term, if monthly rentals is a pricing schema used by your organization. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Monthly Rental Term Description Rentals Setup Wizard Steps for Completing the Rental Wizard Enter the text Monthly Rentals Should your organization utilize a 30 day monthly rental pricing schema, then check the 30 Day Rental Term box and complete the related Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the field Other Rental Terms should your organization use other pricing schemas not listed here. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button OK Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the option field for how rentals are based. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the option field for when billing is to occur. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the item End in the list Should your organization invoice rentals in advance, then select Start. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the option field for choosing a billing practice. Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the item Full Period Billing Only in the list. Should your organization bill for partial rental periods at a reduced rental price or a shorter rental period price, then select Partial Period Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Next Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the button Finish Rentals Setup Wizard Steps for Completing the Rental Wizard Click on the page close button on the Rental Management Setup.
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