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Clicking [View] generate the report using the options that you have selected in the Settings tab.
Clicking [Print] will print the contents of the report.
Click [Renew] to process each selected invoice. Work orders will converted to accounts receivable invoices. New work orders or invoices will be created based on the Renew Invoice Options setting.
The Report tab, with Display Details option selected, is shown in Figure 1.
Figure 1: Report tab.
The columns that appear in the tab are detailed in Table 1.
|
Column |
Contents |
Modifiable |
|
Renew |
The Renew column displays a red X or a green check mark to indicate whether to renew the specified work order or not. Click to toggle between an X or check mark. Click the column header itself to change the renew flag for all work orders. |
Yes |
|
Invoice |
Displays the work order or invoice number. Double click this column to open the invoice or work order for review. If changes are made to the work order click on view again to update the displayed information. |
No |
|
Customer |
Displays the customer's name. |
No |
|
Start date |
Displays the invoice or work order's Start time. |
No |
|
End date |
Displays the invoice or work order's End time. |
No |
|
Total |
Displays the invoice or work order's total. |
No |
|
Balance |
Displays the unpaid balance for the invoice or work order. |
No |
|
Credit Card |
Displays stored credit card information. |
No |
Table 1: The Report columns
To use the renew rentals feature in System Five, all rental items on an invoice should have the same start and end times. When searching for invoices to renew, based on the settings specified in the Settings tab, the Renew Rental report uses the rental Start and End times as specified on the Rental Times tab of the Invoice Entry window, as shown in Figure 2.
Figure 2: Setting the Start and End times.
When renewing rentals, the Login Clerk will be used for the new work orders instead of the original clerk. The Do not recalculate price status will be carried over to new work orders and invoices to preserve special pricing.
The duration of the new rental period is taken from the duration on the original invoice. For example, if the original invoice was for two weeks, the new invoice is created for a two week period starting on the renew date that you specified. The exception to this is when the original rental period starts on the first day of the month and ends on the last day of the month. In this case the new period will span the first of the month to the end of the month. If on the original invoice the rental period began on March 1st and ended on March 31st, for example, then the new rental period would begin on April 1st and end on April 30th (ie: a calendar month, rather than 31 days). This behavior overrides the renew date specified on the settings tab. For rental periods that span a calendar month, the first of the month will always be used as the start date.
Free-form comments and comment notes are copied to new invoices and work orders when renewing work orders or invoices.
Regardless of whether a rental item or not, child items of tag-along kits will always price while child items of type 150 kits will not.
If the original invoice or work order being renewed has a purchase order assigned to it, then the same purchase order will be assigned to any new work order or invoice created.
When the Insufficient Stock Options setting is set to Stop and ask when insufficient stock, any insufficient non-rental stock encountered while processing renewals will require manual rectification on an item-by-item basis, as shown in Figure 3.
Figure 3: Insufficient Stock
< Return to: Renew Rentals command
< Return to: Rental module introduction