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Reporting Rental Equipment Usage

This section explains how report a rented equipment usage. You can report rental equipment usage and returns from the work order task’s Activity Report dialog.
You can use the tool usage transaction to record the usage and return of a tool for a job. A separate usage transaction can be entered for each work order task that used the equipment. Or, multiple usage transactions can be entered for the same equipment receipt, rental purchase order line. A work order or asset is charged for the use of the tool.
The work order task report activity and close dialogs display the following information about the tools used on a work order:
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Tools that have been issued to the work order and returned.
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Tools that have been issued and not returned. You can return the tool and report usage from this dialog.
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Equipment rentals that have been received and returned to the supplier.
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Equipment rentals that have been received and not returned. You can record the rental usage and return from this dialog.

To Report Rental Equipment Usage

1.
On the Activity Report dialog select the Resources Used tab, and then the Rentals tab.
2.
Double-click the rental equipment that you are returning. Or, to add a new return, click New Rental Usage. The Report Rental Equipment Usage dialog appears. For example:
3.
On the Rented Equipment Return tab, enter the following information:
Setting Name
Description
Purchase order
Select the purchase order that ordered this rental equipment. Only purchase orders that contain lines for equipment rentals can be selected.
Line number
Select the purchase order line for the rental.
Used for
Enter the amount of time that the rental equipment was used.
Equipment returned to supplier
Select this option to indicate that the rental equipment has been returned to the supplier. Select this option if the service is complete. If this option is selected, you will not be able to enter another transaction for this purchase order line.
Returned by
Enter the name of the employee by whom the rental equipment was returned.
Date returned
Enter the date on which the rental equipment was returned.
4.
On the Comments tab, you can enter any notes for the transaction, and select whether to display the comment at invoicing time.
5.
Select the Distribution tab. If necessary, you can edit the charging information for the transaction:
Setting Name
Description
Cost type
The cost type to charge. The cost type is used to summarize resource costs on a work order and for the asset charged. The system typically selects a default cost; however, if necessary the cost type can be overridden. This information needs to be entered when costs are charged to an asset.
Charge type
The charge type for this transaction: work order, asset, or account. If this resource transaction was created from a work order, APM enters this information automatically.
Select how you want to charge the item and then the work order, asset, or the account to be charged.
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If charging to a Work order, click the browse icon. Select the work order in the selector dialog and click OK. You can select a task on the work order using the Task list.
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If charging to an Asset, click the browse icon. Select the asset in the selector dialog and click OK.
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If charging to an Account, click the browse icon. Select the account in the selector dialog and click OK. You might be able to override the selected GL account. To change the GL account, select Override the account. Click Browse, select the appropriate account, and then click OK.
6.
Click OK. The transaction will be posted when the activity report is processed.