Generating Rental Transaction Schedule from Actual Date of Delivery

Yes, this is standard: the rental schedule is generated from events (e.g. Actual Ship/Start Rental) using a Transaction Generation Schedule, and the planned invoice date and period end come from that schedule, not from the planned start. With the right schedule, invoices follow your 28‑day pattern from the actual delivery date.​

1. Define a 28‑day transaction schedule

1. Page: Transaction Generation Schedule

   • Path: Rental Management > Basic Data > Transaction Generation Schedules (name may appear as Transaction Generation Schedule).​

2. Create a new schedule, for example:

   • Schedule ID: RENT_28D.

   • Description: “28‑day schedule from start”.

3. Open the schedule and use Actions > Generate Schedule.​

4. In Generate Schedule dialog:

   • Frequency: Weeks.

   • Interval: 4 (for 4 weeks = 28 days).

   • Number of periods: as many as you want to generate ahead (e.g. 24 for ~2 years).

   • Start Offset: 0 (first period from start rental).

5. The schedule lines will look like:

   • Period 1: Day 0–28 (relative to start).

   • Period 2: Day 28–56, etc.
     The actual dates will be derived from the rental event (Actual Ship / Start Rental).​

2. Connect the schedule to the rental line

1. Page: Customer Orders

   • Path: Sales > Customer Orders > Customer Orders.

   • Create your rental customer order and rental line (Rent Out).

2. On the rental line, go to the Rental tab.​

3. Set:

   • Transaction Generation Schedule = RENT_28D.

   • Confirm Start Rental Option = “Actual Ship Date/Time” (so rental, and therefore schedule, starts from actual delivery).​

4. Release the order and deliver the rental line as usual (Actual Delivery Date 08/09/2025 in your example).

3. Start rental from actual delivery

Depending on your setup:

1. Page: Manage Rentals

   • Path: Rental Management > Manage Rentals.​

   • Locate the rental line and ensure rental is started at the actual delivery (if not started automatically from shipment, use Actions > Start Rental).

2. This creates a Start Rental event on 08/09/2025; all rental transactions will be generated relative to this start date.​

4. Generate rental transactions (28‑day periods)

1. Page: Generate Rental Transactions

   • Path: Rental Management > Periodic Activities > Generate Rental Transactions.​

2. Selection:

   • Site, Customer, Rental ID and/or other filters as needed.

   • Make sure Rental Transaction Generation Schedule is not overridden; it should take the schedule from the line.

3. Run the job (or schedule it in background).

4. Page: Rental Transactions / Rental Transaction Schedule

   • Verify that, for the rental line, transactions have been created with:

     • Trigger / Start Date = Actual start or schedule period start.

     • Period End Date = based on your 4‑week schedule (e.g. 06/10/2025 for first period, 03/11/2025 for second).​

     • Planned Invoice Date = as defined by the schedule; typically equal to the period start date when configured that way.

With a 4‑week schedule tied to Actual Ship/Start Rental, your example would be realized as:

• Period 1: 08/09/2025 – 06/10/2025, planned invoice date 08/09/2025.

• Period 2: 07/10/2025 – 03/11/2025, planned invoice date 07/10/2025.

If you want the second period to start 07/10 (gap of one day at 06/10 end), adjust the schedule pattern (e.g. period length, offsets) accordingly in Transaction Generation Schedule; the mechanism is still the same.​