Activities

Activity	Area	Description
Assign object group	Equipment Management	You can assign an object group to a rental type. An object group consists of business objects with similar characteristics. For example, ‘Heavy equipment’ is an object group which consists of all the business objects with the same heavy equipment characteristics. Objects in this object group can be, for example, cranes and heavy loaded trucks.
Assign object sub group	Equipment Management	You can assign an object sub group to a rental type. An object sub group further classifies business objects of the same object group. For example, ‘Heavy trucks’ can be an object sub group of the ’Heavy equipment’ object group. This object sub group can consist of all types of heavy trucks.
Assign product and rental posting policy	Equipment Management	To each rental type, assign the related: · Product · Rental posting policy. The rental posting policy defines the rules that are applied when you create a work order for the rental type.
Assign rate code	Equipment Management	You can assign rate codes to a rental type. A rate code identifies the price rate
Assign rental calender	Equipment Management	You can assign a rental calendar to a rental type. A rental calendar defines the days and times for which you can invoice a rental line.
Assign rental type group	Equipment Management	You can assign a rental type group to a rental type. A rental type group is a group of rental types .
Change availability on business object	Equipment Management	You can change the business object availability. If, for example a business object is damaged then you can set its availability to No.
Change date on the business object	Equipment Management	You can change the on-rent dates of a business object. you can change the first on-rent date as well last on rent date.
Change depot on business object	Equipment Management	A depot is a place to store large quantities of equipment, food, or goods. You can change the depot of a business object. You can also change the related start date and end date. If you change to a new depot, you must enter the start date
Change fleet number on business object	Equipment Management	You can use a fleet number to group assets in your company. You can change the fleet number of a business object. For example, you change it when it expires.
Change location on business object	Equipment Management	A business object can have several locations. You can add or change the business object locations.
Change owner on the business object	Equipment Management	You can change the physical ownership of a business object. You can change the ownership from one entity to another entity.
Change rental type on business object	Equipment Management	A rental type groups business objects with similar characteristics. For example, cranes or excavators. On creation of a business object, the rental type can be copied from the product. You can change the rental type of a business object.
Create Consumption based maintainence plan	Equipment Management	You can do maintenance on business objects based on usage. Maintenance is triggered when equipment is used or has run for a defined amount in a defined unit. For example, a pump must be lubricated every 10,000 run hours or a car must be serviced every 15,000 KM.
Create business object availablity grid view	Equipment Management	Use the Business object availability page to monitor all business objects in your rental fleet and the availability. You can view the business objects in a grid view. If you open it from the Rental orders page, the values are automatically filled
Create business object availaibity graphical view	Equipment Management	Use the Business object availability page to monitor all business objects in your rental fleet and the availability You can view the business objects in a graphical view. It shows the business object availability per hour.
Create external business object	Equipment Management	You can create an external business object. An external business object is not owned by you. It is an asset owned by a customer, that you add as business object for maintenance purposes. You can use external business objects only on work orders and not on rental orders or rental quotations.
Create internal business object	Equipment Management	You can create an internal business object. An internal business object is your own asset. You add it as business object for maintenance reasons.
Create purchase order for bulk with fixed asset	Equipment Management	In Dynamics 365 for Finance and Operations, the Procurement and sourcing module and the Fixed assets module are integrated. You can create a business object with a fixed asset from a purchase order instead of creating it manually. This activity explains how to create the bulk business object with fixed asset when you receive a purchase order.
Create purchase order with fixed asset	Equipment Management	In Dynamics 365 for Finance and Operations, the Procurement and sourcing module and the Fixed assets module are integrated. You can create a fixed asset from a purchase order instead of creating it manually. This activity explains how to create the fixed asset when you receive a purchase order.
Create recall maintainence plan	Equipment Management	You can do maintenance on business objects based on a recall. Maintenance is triggered when you recall all business objects of a rental type for maintenance. You can use this if a critical issue occurs that must be fixed in all business objects of a certain type.
Create released item of Bulk type	Equipment Management	Bulk business objects are not serialized. These business objects are usually purchased in bulk quantities and stored in your inventory and on fixed asset level. For example: scaffolding pipes or computer cables. For bulk business objects, no serial numbers or lots are defined.
Create released item with auto asset	Equipment Management	To create a serialized business object, a released item is required with Auto asset set to Yes. As a result, you can create the business object and the related fixed asset.
Create rental business object	Equipment Management	You can create a rental business object. A rental business object is part of the rental fleet. It is available to be rented and you can use it on rental orders or rental quotations.
Create time based maintainence plan	Equipment Management	You can do maintenance on business objects based on a schedule. Maintenance is triggered at scheduled moments in time. For example, maintenance of an air conditioner is done every year before summer or a service on an aerial working platform is done every six months.
Purchase serialized business object without fixed asset	Equipment Management	You can purchase a business object without acquiring a fixed asset. You do so, for example, if the object is internally used and does not require any fixed asset to be acquired.
Set general parameters	Equipment Management	You can specify a filter on several fields that are shown on the form. You can enter the information of the conditional priorities that define how you can use business objects.
Set graphical business object overview parameters	Equipment Management	You can view business objects in two ways: . Grid view . Graphical view
Set number sequences	Equipment Management	Define the number sequence for business objects. Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require identifiers.