1. To-Increase Dynamics 365 for Finance & Operations
  2. Anywhere for rental
  3. Set parameters

Set up Anywhere for rental app parameters

Set the parameters for Anywhere for rental. These parameters define, for example, how the Anywhere for rental app handles rental shop deliveries and returns, mass returns, and item counting.


Administrator Administrator Start Start Set general Anywhere for rental parameters Set general Anywhere for rental parameters Set the parameters that define the maximum allowed quantity and asset statuses that are used in the Anywhere for rental app. Procedure 1. Click Mobility management. 2. Click Anywhere app parameters. 3. Click the Rental tab. 4. Expand the General section. 5. In the Maximum allowed qty. in qty. field field, enter a number. 6. Sub-task: Define asset status settings. 7. You can define with which status objects can be picked or can be delivered from a rental shop. For example, if you do not define the “In inspection” status here, an error message is shown if you scan an object with the “In inspection” status. Click New. Note: If you do not set up any allowed asset status for a combination of Rental application business process and Order type, all asset statuses are allowed. If you set up allowed asset statuses for a combination of Rental application business process and Order type, you must at least add a record for the 'Assigned' status. This is required because a business object is assigned the moment it is placed on a line. 8. In the Rental application business process field, select an option. 9. In the Order type field, select an option. 10. In the Allowed asset status field, enter or select a value. Set parameters for rental shop delivery process Set parameters for rental shop delivery process Set the parameters that apply to rental shop deliveries with the Anywhere for rental app. Procedure 1. Click Mobility management. 2. Click Anywhere app parameters. 3. Click the Rental tab. 4. Expand the Rental shop delivery section. 5. Select Yes in the Signature required field. 6. You can choose to show item images in the rental shop delivery process. Select Yes in the Show image of item field. Note: If item images are shown, the Anywhere for rental app performance decreases. Set parameters for rental shop return process Set parameters for rental shop return process Set the parameters that apply to the rental shop return process of the Anywhere for rental app. Procedure 1. Click Mobility management. 2. Click Anywhere app parameters. 3. Click the Rental tab. 4. Expand the Rental shop return section. 5. Select Yes in the Return serialized items that are rented out on another project card field. 6. Select Yes in the Signature required field. 7. Select Yes in the Return items on expired project card field. 8. You can choose to show item images in the rental shop return process. Select Yes in the Show image of item field. Note: If item images are shown, the Anywhere for rental app performance decreases. Set parameters for item information process Set parameters for item information process Set the parameters that apply to the item information process of the Anywhere for rental app. Procedure 1. Click Mobility management. 2. Click Anywhere app parameters. 3. Click the Rental tab. 4. Expand the Item information section. 5. You can choose to show item images in the item information process. Select Yes in the Show image of item field. Note: If item images are shown, the Anywhere for rental app performance decreases. 6. In the Maximum number of items in search field, enter a number. 7. In the Number of days for rental availability field, enter a number. Set parameters for item counting process Set parameters for item counting process Set the parameters that apply to the item counting process of the Anywhere for rental app. Procedure 1. Click Mobility management. 2. Click Anywhere app parameters. 3. Click the Rental tab. 4. Expand the Item counting section. 5. In the Rental counting journal name field, enter or select a value. 6. Select Yes in the Show on-hand inventory for bulk items field. 7. Select Yes in the Show on-hand inventory for serial items field. Set parameters for picking process Set parameters for picking process Set the parameters that apply to the picking process of the Anywhere for rental app. Procedure 1. Click Mobility management. 2. Click Anywhere app parameters. 3. Click the Rental tab. 4. Expand the Picking section. 5. Select Yes in the Scan location field. 6. Select Yes in the Scan item field. 7. Select Yes in the Scan batch field. 8. In the Picked quantity check field, select an option. 9. Select No in the Reserve picking list when selected field. 10. Select Yes in the Use GTIN unit field. 11. You can allow to enter a note when the picking list is finished. The note is added to the sales order as an attachment. Select Yes in the Enter note field. Note: To activate notes, also fill in the Note type field. 12. Select the note type to be added as a sales order attachment. In the Note type field, enter or select a value. Note: To activate notes, also select Yes in the Enter note field. 13. Select Yes in the Prefill picked quantity field. 14. Select Yes in the Get batch number from GS1-128 barcode field. 15. Select Yes in the Get serial number from GS1-128 barcode field. 16. In the Maximum number of items in search field, enter a number. 17. Select Yes in the Change serial number on picking field. 18. Define the printer type to print packing slips in the 'Picking' process. In the Packing slip printer type field, enter or select a value. Note: A packing slip is only printed: - If a default printer is set up for the defined printer type, with the applicable warehouse and user defined for the default printer. - If a printer type is defined in this field. 19. Select Yes in the Multi-user picking field. Set parameters for rental return specific process Set parameters for rental return specific process Set the parameters that apply to the rental return specific process of the Anywhere for rental app. Procedure 1. Click Mobility management. 2. Click Anywhere app parameters. 3. Click the Rental tab. 4. Expand the Rental return specific section. 5. In the Maximum number of items in search field, enter a number. 6. You can choose to show item images in the rental return specific process. Select Yes in the Show image of item field. Note: If item images are shown, the Anywhere for rental app performance decreases. 7. Select Yes in the Charge costs for rental orders field. 8. Select Yes in the Register meters for transfer orders field. 9. Select Yes in the Charge costs for rental orders field. 10. Sub-task: Define the item groups for supplementary items. 11. In the Item groups for supplementary items section, click Add. 12. In the Item group field, enter or select a value. Set parameters for mass return process Set parameters for mass return process Set the parameters that apply to the mass return process of the Anywhere for rental app. Procedure 1. Click Mobility management. 2. Click Anywhere app parameters. 3. Click the Rental tab. 4. Expand the Mass return section. 5. For the Anywhere for rental app mass return process, the rental orders are cached. This is done for performance reasons. The cache must contain the rental orders that can be returned. Set the days before and days after the expected off-rent date, to define a period. All rental orders, with an expected off-rent date in the defined period, are included in the cache. In the Expected off-rent days before rental order field, enter a number. Note: The longer the defined time period, the longer it takes the batch job to process. Also, the more negative impact it has on the D365FO performance. When the rental order date filter batch job is running, you cannot do mass returns. 6. In the Expected off-rent days after rental order field, enter a number. 7. For the Anywhere for rental app mass return process, the rental transfer orders are cached. This is done for performance reasons. The cache must contain the rental transfer orders that can be returned. Set the days before and the days after the ship date, to define a period. All rental transfer orders, with a ship date in the defined period, are included in the cache. In the Shipped posting days before transfer order field, enter a number. Note: The longer the defined time period, the longer it takes the batch job to process. Also, the more negative impact it has on the D365FO performance. When the rental transfer order date filter batch job is running, you cannot do mass returns. 8. In the Shipped posting days after transfer order field, enter a number. 9. Select Yes in the Search for open return journal field. 10. In the Round return date field, select an option. 11. Sub-task: Define supplementary item groups. 12. In the Supplementary item group section, click Add. 13. In the Item group field, enter or select a value. End End

Activities

Name Responsible Description

Set general Anywhere for rental parameters

Administrator

Set the parameters that define the maximum allowed quantity and asset statuses that are used in the Anywhere for rental app.

Set parameters for rental shop delivery process

Administrator

Set the parameters that apply to rental shop deliveries with the Anywhere for rental app.

Set parameters for rental shop return process

Administrator

Set the parameters that apply to the rental shop return process of the Anywhere for rental app.

Set parameters for item information process

Administrator

Set the parameters that apply to the item information process of the Anywhere for rental app.

Set parameters for item counting process

Administrator

Set the parameters that apply to the item counting process of the Anywhere for rental app.

Set parameters for picking process

Administrator

Set the parameters that apply to the picking process of the Anywhere for rental app.

Set parameters for rental return specific process

Administrator

Set the parameters that apply to the rental return specific process of the Anywhere for rental app.

Set parameters for mass return process

Administrator

Set the parameters that apply to the mass return process of the Anywhere for rental app.

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