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Creating Requisitions for Tool Rentals

You can request a rental tool either by creating a requirement on a work order or by creating a requisition. To create a rental requirement, you must select the Equipment Rental fulfillment method. The system calculates the cost based on the rental rate on the supplier resource for the resource.
If necessary, you can send the requisition or line for approval. Equipment rentals are subject to the same approval process as regular purchases.
When you plan a tool rental requirement on a work order task, the system automatically creates a requisition line when the work order is marked as planned, or is approved. However, you can also create a manual requisition to request a rental tool. This topic explains how to create a manual requisition.

To Create a Requisition for Rental Equipment

1.
From the site window, select the Requisitions view, then the Requisitions tab, and then the Requisitions tab. By default, this tab displays all open requisitions for the site.
2.
Click New. The Requisition window appears, open to the Properties view.
3.
If necessary, you can change the requisition number in the Number box.
4.
Enter a title for the requisition in the Title box. You must enter a title to save the requisition.
5.
Enter the Date required.
6.
On the Charging tab, enter the charging information by selecting a work order, asset, or account to charge, and then browse to select the item and then click OK.
7.
Select the Lines tab and then click the New list and select Tool Requirement. The New Tool Requirement dialog appears.
8.
Click Browse, and then select the tool from the list.
9.
Enter an amount for the tool in the Number column, and then click OK.
10.
Select Equipment Rental for the fulfillment method. The purchase type on the Purchasing tab now displays “Equipment Rental”.
11.
Enter the Required for amount and unit of measure.
12.
On the Purchasing tab, browse to enter the Supplier. The cost is based on the rental rate on the supplier resource for the resource.
13.
Click OK to save and close the New Tool Requirement dialog. The item appears in the list of items to requisition on the Requisition dialog.
14.
When you are finished, Save the requisition.
15.
If necessary, you can now send the requisition for approval.