Equipment Rental Workspace

An equipment rental workspace offers the ability to maintain the equipment based on the rental workspace type. We can view the equipment rental workspace based on the activities like RFQ, Quotations, agreement, timesheet and Usage Reporting.

Select the “Equipment Rental Workspace” activity under the “EAM Maint Workspace” business component.

The “Equipment Rental Workspace” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

To view the equipment rental workspace details

Enter the following details in the header:

Year

Use the drop-down list box to select the year to view the details of the equipment rental workspace.

On selection of the year, the system displays the count of “RFQ”, “Quotations”, “Agreement”, “Timesheet” and “On-Hold” goods receipt details.
RFQ:
Not Quoted – Request has been raised but not yet generated.
Quoted – Request has been generated.
Quotations:
Pend. Approval – Quotation has been created but not yet authorized.
Not Ordered – Quotation has been authorized but the agreement has not created.
Agreement:
Pend. Approval – Agreement has been created but not approved.
Open – Agreement has been approved
Timesheet:
Pend. Approval – Timesheet based on hours has been created but not yet approved.
Approved – Created timesheet has been approved.
Usage Reporting:
Pend. Approval – Reporting has been created but not yet approved.
Approved – Usage reporting status has been approved.

RFQ Tile

Click the RFQ tile to retrieve the quoted and non-quoted details in the multiline.

Based on the tile section, the system displays the following details in the multiline:

Document No.	The number identifying the service level agreement raised.
Document Date	The date on which the document is created.
Customer Code	The unique code identifying the customer for whom the SLA is raised.
Customer Name	The name of the customer for whom the SLA is raised.
Valid Till	The date till which the RFQ is valid.
Status	The status of the RFQ.

If RFQ tile is selected, then the system displays the “RFQ Overview” and “RFQ To Expire” graphs.
RFQ Overview - The graph shows the RFQ count for the weekly basis. The count of RFQ may differ on the weekly basis.
RFQ To Expire – It shows when the RFQ is set to expire.
The system displays the following details in the “RFQ” section:

Cust. RFQ. No.	The unique number that identifies the customer RFQ.
RFQ Date	The date on which the RFQ is created.
RFQ Valid Till	The date till which the RFQ is valid.
Mode of Enquiry	The mode of enquiry of the RFQ.
Sales Person	The name of the sales person.

The system displays the following details in the multiline:

Equipment	The unique number or code that identifies the equipment.
Category	The category of the equipment. The category is displayed based on the equipment code.
Rental Unit	The rental unit of the equipment. It may be hour, day, week and month.
Req. Date	The date at which the equipment is requested.
Model	The model of the equipment.

This page consists of the following tabs:
Action
Reference
Click the “Rental Quotation” link in the action tab to launch the rental quotation page.

Quotations Tile

Click the “Quotations” tile to retrieve the pending approval and not ordered details in the multiline.

Based on the tile section, the system displays the following details in the multiline:

Document No.	The number identifying the service level agreement raised.
Document Date	The date on which the document is created.
Customer Code	The unique code identifying the customer for whom the SLA is raised.
Customer Name	The name of the customer for whom the SLA is raised.
Ref. Doc. Type	The type of the reference document.
Ref. Doc. No.	The unique number or code that identifies the reference document.
Type	The type of the agreement.
Value	The value of the quotation.
Billing Freq.	The frequency of the billing at which the equipment is rented. The billing may be monthly, weekly, calendar month and contract duration.
Status	The status of the quotation raised.

If Quotation tile is selected, then the system displays the “Sales Projection” and “Pending Approval” graphs.

Sales Projection – Quotation count will be generated on the weekly basis.
Pending Approval – Cost will be generated on the monthly basis.
The system displays the following details in the “Quotation” section:

Quotation Valid Till	The date on which the quotation is valid.
Sales person	The name of the sales person.
Currency	The payment used for the transaction.
Billing Freq.	The billing frequency at which the equipment is rented.
Pay Term	The code identifying the pay terms applicable to the SLA. The system also checks for the existence of the entered pay term from the “Pay Term” business component.

The system displays the following details in the multiline:

Equipment	The unique number or code that identifies the equipment.
Category	The category of the equipment. The category is displayed based on the equipment code.
Rental From	The date from which the equipment is rented.
Rental Till	The date till which the equipment is rented.
Rental Qty	The quantity of the equipment is used for the rental.
Lease Period	The lease agreement period of the equipment.
Rental Unit	The unit of the equipment used for rental.
Parameter	The parameter of the equipment.
Rate	The rate at which the equipment is rented.
Daily Consumption	The daily usage of the equipment.
Other Rates	The other rates applicable for the equipment.
Model	The model of the equipment.
Ship Date	The date on which the equipment is shipped.

This page consists of the following tabs:

Action
Reference
Click the “Lease Agreement” link in the action tab to launch the lease agreement page.
Click the “Equipment Availability” link in the action page to launch the equipment availability screen.

Agreement Tile

Click the “Agreement” tile to retrieve the pending approval and open details in the multiline.

Based on the tile section, the system displays the following details in the multiline:

Document No.	The number identifying the service level agreement raised.
Document Date	The date on which the document is created.
Customer Code	The unique code identifying the customer for whom the SLA is raised.
Customer Name	The name of the customer for whom the SLA ids are raised.
Ref. Doc. Type	The type of the reference document.
Ref. Doc. No.	The unique number that denotes the reference document.
Type	The type of the agreement.
Value	The value applicable for the agreement.
Billing Freq.	The billing frequency at which the equipment is rented.
Status	The status of the agreement.

If Agreement tile is selected, then the system displays the “Revenue” and “Pending Approval” graphs.
Revenue – Agreement count will be generated on the weekly basis.
Pending Approval – Cost will be generated based on the agreement on the monthly basis.
The system displays the following details in the “Agreement” section:

Billing Type	The date on which the quotation is valid.
Bill Day	The name of the sales person.
Currency	The currency used for the transaction.
Billing Freq.	The billing frequency at which the equipment is rented.
Sales Person	The name of the sales person.
Pay Term	A unique code identifying the pay term.

The system displays the following details in the multiline:

Equipment	The unique number or code that identifies the equipment.
Category	The category of the equipment. The category is displayed based on the equipment code.
Rental From	The date from which the equipment is rented.
Rental Till	The date till which the equipment is rented.
Rental Qty	The quantity of the equipment is used for the rental.
Lease Period	The period of agreement for the equipment.
Rental Unit	The rental unit of the equipment. It may be hour, day, week and month.
Parameter	The parameter of the equipment.
Rate	The rate of the equipment.
Daily Consumption	The daily usage of the equipment.
Other Rates	The other rates of the equipment.
Value	The value of the equipment.
Model	The model of the equipment.
Ship Date	The date on which the equipment is shipped.

This page consists of the following tabs:
Action
Reference

Click the “Agreement Reporting” link in the action tab to launch the agreement reporting page.
Click the “Equipment Availability” link in the action tab to launch the equipment availability screen.

Timesheet Tile

Click the “Timesheet” tile to retrieve the pending approval and approved details in the multiline.

Based on the tile section, the system displays the following details in the multiline:

Document No.	The number identifying the service level agreement raised.
Document Date	The date on which the document is created.
Customer Code	The unique code identifying the customer for whom the SLA is raised.
Customer Name	The name of the customer for whom the SLA ids raised.
Ref. Doc. Type	The type of the reference document.
Ref. Doc. No.	The unique number that denotes the reference document.
Status	The status of the timesheet.

If timesheet tile is selected, then the system displays the “Equipment vs Emp. Booking” and “Pending Approval” graphs.
Eqp. Vs Emp.Booking – The number of reporting will be calculated on the weekly basis.
Pending Approval – The percentage of the pending approval is calculated.
The system displays the following details in the “Timesheet” section:

Regular Hours	The time at which the equipment is used regularly.
OT Hours	The overtime hours at which the equipment is worked.
Holiday Hours	The holiday hours at which the equipment is worked.
Holiday OT Hours	The holiday overtime hours at which the equipment is worked.
Breakdown Hours	The break down hours of the equipment.

The system displays the following details in the multiline:

Type	The type of the equipment.
Desc./Name	The name and description of the equipment.
Date	The date on which the equipment is booked.
Start	The hour at which the equipment is started.
End	The hour at which the equipment is stopped.
Std Hrs/Day	The standard hours of the equipment working per day.
Regular Hours	The regular working hours of the equipment.
OT Hours	The overtime working hours of the equipment.
Breakdown Hrs	The breakdown hours of the equipment.

This page consists of the following tabs:

Action
Reference

Usage Reporting Tile

Click the “Timesheet” tile to retrieve the pending approval and approved details in the multiline.

Based on the tile section, the system displays the following details in the multiline:

Document No.	The number identifying the service level agreement raised.
Document Date	The date on which the document is created.
Customer Code	The unique number or code identifying the customer for whom the SLA is raised.
Customer Name	The name of the customer for whom the SLA ids raised.
Ref. Doc. Type	The type of the reference document.

If usage reporting tile is selected, then the system displays the reporting graph.
The graph shows the number of reportings for one week, one to two weeks and greater than two weeks.

The system displays the following details in the “Usage Reporting” section:

Cumulative Usage	The cumulative usage of the equipment.
Regular Hours	The regular working hours of the equipment.
OT Hours	The overtime working hours of the equipment.
Holiday Hours	The holiday hours at which the equipment is working.
Holiday OT Hours	The holiday overtime hours at which the equipment is worked.
Breakdown hours	The breakdown hours of the equipment.

The system displays the following details in the multiline:

Type	The type of the equipment.
Desc./Name	The name and description of the equipment.
Date	The date on which the equipment is booked.
Parameter	The parameter value of the equipment.
Start	The start value of the parameter.
End	The end value of the parameter.

This page consists of the following tabs:
Action
Reference
Click the “Equipment Availability” link in the action tab to launch the equipment availability screen.

To search the equipment rental workspace details

Click “Search” button.
Enter the following details in the header:

Transaction Details	Use the drop-down list box to select the transaction details. The combo is loaded with the values “RFQ, “Quotation”, “Agreement”, “Timesheet Reporting”, “Usage Reporting”.
Filter	Use the drop-down list box to filter the data according to the selection of transaction details.

Click the “Get Details” button to retrieve the filtered transaction details in the multiline.

The system displays the following:

Created By	The login ID of the user who created the equipment rental workspace. The date and time at which the equipment rental workspace was created.
Modified By	The login ID of the user who modified the equipment rental workspace. The date and time at which the equipment rental workspace was last modified.