Rental Order Line Invoicing Process

Hi ​@Ozge  - Can you see whether Rental Transactions have been generated for the hire? You can do this via the Rental Transactions screen. If you cannot see any, I would check the Rental Workbench or Manage Rentals screen (screen names could be different as im going off Cloud) Quicker way would be to navigate to either of the above from the part line on your Customer Order.

From there you can check whether the Rental has started and if transactions have been generated. If you have issues generating transactions, check whether a transaction schedule exists for the site. 

Ultimately, the invoicing process is basically the same. The difference being, you need transactions to be generated to be able to create the invoice. Rather than the delivery of a CO or Arrival of a PO taking place with normal invoicing. 

Thanks

James



 

Hi ​@WyrJamesG ,

First of all, thanks for your response.

I've checked all the steps you mentioned. The rental has been started, and the transactions have been created for the relevant rental no in the rental transactions page.

How and where can I create an invoice after these steps? Can you share a detailed screenshot of the process?

Thanks

Ozge