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.