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Create Menu - Rental Reservation - Collection

This page describes the 'Collection' function on the Create menu in the Rental Reservation record window. If you are using iOS or Android, the 'Collection' function is on the + menu.

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When a Rental Reservation comes to an end, the Customer can return the Items that they have on rental to you, or you can go to the Customer's premises and collect the Items. As the End Date approaches, you can create a Collection record from the Agreement or from the Rental Reservation to act as a scheduling device to help you plan the collecting of Items, and you can also print Collection documents and send them to the Customer as a notification and a reminder of the Items that they need to return. From a Collection record, you can register fees for the Collection as necessary and charge them to the Agreement.

The Status of the Agreement that governs a Reservation must be Active or No More Transactions and it must have been marked as OK and saved for you to be able to create Collection records from the Reservation. If an "Agreement not Valid" message appears when you try to create a Collection record, it will be because one or both of these conditions are not met. Collection records will not be created if an Agreement does not have any connected Items Out records that you have marked as Sent.

You can create Collection records using the following methods:

1. You can create a Collection record from a Rental Reservation. This method is described below.
   

2. You can create Collection records from an Agreement. Open the Agreement in a record window and select 'Collection' from the Create menu (Windows/macOS) or + menu (iOS/Android). This method allows you to create Collection records for all the Reservations that are connected to the Agreement and is described here.
   

3. You can use the 'Generate Collections' Maintenance function to create Collection records from more than one Agreement. This function is described here.

To create a Collection record from a Rental Reservation, first open the Reservation in a record window and then select 'Collection' from the Create menu (Windows/macOS) or + menu (iOS/Android). The Collection record will be created immediately and will be opened for checking:

Please refer here for more details about Collection records.

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The Rental Reservation register in Standard ERP:

• Introduction
  

• Entering a Rental Reservation
  

• Operations menu
  

• Create menu, including:
  
  • Items Out
    

  • Collection
    

  • Items In
    

  • Add Charge
    

  • Reservation due to Returned Items

Go back to:

• Home page for Rental module manual
  

• Home page for Standard ERP manual

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