Knowledge Center

The Rental Workspace

The workspace gives you a great overview of the rental business area. The workspace is separated into two parts. The left part consists of three sections where the data is set by the program. In the right part, the sections displayed depend on the business area you are working in. In some of the sections you have the possibility to influence the data displayed.

To open the Rental Workspace (RENTAL) application, find Rental in the RamBase menu and then Overview. Click Overview to enter the RENTAL application.

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Key figures

This section contains the most important key figures for the specific business area. The key figures are continuously updated. If last-updated-information are displayed the key figures are updated once an hour, but may be refreshed at any time by using the refresh button.

Invoiced

This area will be calculated based on invoice and credit documents. The following calculated items will be shown:

  • Total

  • This month

  • Last month

  • This Year

  • Last Year

By clicking on a number, the "Customer Billing" report will be shown, with a specific filter.

Backlog

This area will be calculated based on the rental invoice calendars. The following calculated items will be shown:

  • Total

  • This month

  • Last month

  • Last month - 1

  • < last month - 1

By clicking on a number, the corresponding invoice calendar documents will be shown.

Forecast

This area will be calculated based on the rental invoice calendars.

The following calculated items will be shown:

  • Total

  • This month

  • Next month

  • Next month + 1

  • Next month + 2

  • > next month + 2

Rented Items

Rented items shows the count of items for yesterday, today and tomorrow. By clicking on a number, the report "Customer Rental Plans : Total Amounts" will be shown.

Actions and Links

This section gives the user shortcuts to the most important document types and applications. If a customer is selected or a filter is set, these filters will apply to most of the buttons and documents.

The following buttons are available

  • Create New Quote - Opens a new quote document (CQU).

  • Create New Order - Opens a new order document (COA).

  • Create Invoices - Opens the customer invoice management application (CIM) with the selected filter.

  • Return Goods - Opens the goods in (GIN) application with the selected filter.

  • Create Custom Rental Price - Opens a new rental quote document (CQP).

  • Plan Management - Opens the customer plan management (CPM) application.

  • Invoice Calendar Menu - Opens the invoice calendar menu (ICM) application.

  • Price Management - Opens the price management (PRM) application.

  • Rental Articles - Open the article (ART) menu and shows only rental articles.

Reports

This section lists the most relevant and often used reports for the rental business area. Clicking any of the reports will generate an updated version of the report.

Data filter and mode

In this section you have the possibility to set or delete the selected filter. This filter applies to the whole workspace, if the function or action uses filtering. When filtering on customers, the filter will apply to both the Key figures-section and the Data information-section. The specific customer's name will be displayed on top of the page.

It is also possible to select a mode. A mode is a different view of the workspace data. If the mode is changed, a data table or a workspace overview page will be shown in the Data information-section.

Data information

This section will show different kind of information based on parameters set in the Data filter and mode-section. It can be a data table or a workspace overview. What is displayed in the data table in the Data information-section depends on the filter built in the Data filter and mode-section. For the workspace overview mode, only the account filter parameter will apply.