Entering an Items In Record - Header
This page describes the fields in the Header of the Items In window. Please follow the links below for descriptions of the other cards:
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- No.
- The unique identifying number of the Items In record. The default is the first unused number in the first valid number sequence in the Number Series - Items In setting (in the Internal Stock module). You cannot change this number after the record has been saved.
- Trans. Date
- Paste Special
Choose date
- The date when you will take back possession of the Rental Items listed on the 'Items' card.
- If you enter a date that is not the same as the End Date in the originating Rental Reservation(s), you will be warned 'Items In Date does not match Rental Reservation Date' when you mark the Items In record as Accepted. If you are using the Set End Date from Items In option in the Rental Settings setting, the Date will then be copied to the End Date field in the Rental Reservation(s) when you save the Items In record.
- If you are using the Disallow creating new records with trans. dates later than current date option in the Locking setting in the System module, you will not be able to save an Items In record if its Trans. Date is in the future.
- Customer
- Paste Special
Customers in Contact register
- The Customer currently in possession of the Rental Items listed on the 'Items' card will be copied from the originating Agreement.
- Name
- The Name of the Customer will be copied from the Agreement.
- Site
- Paste Special
Delivery Addresses setting, Rental/Sales Orders module
- If a Customer has several Delivery Addresses (e.g. it has several branches), you can list them in the Delivery Addresses setting in the Sales Orders module.
- By default, the Delivery Address will be copied from the originating Rental Reservation.
- If you need to receive the Rental Items from a different address, you can choose another of the Customer's Delivery Address using the 'Paste Special' function.
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The Items In register in Standard ERP:
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