Here’s an overview of what’s new or changed in the latest version of ODT Rentals, including solution revisions. 

If you self-manage updates, you should run the app update from your Business Central Admin Center. If you’re on the Update Protection Plan, this update will be applied for you. 

If you need assistance with updates or solution use, contact our helpdesk at [email protected]. 

Our eagle-eyed reviewers missed a typo or there's a revision to make to our documentation? Send us a note at [email protected]. 

New features & enhancements

New features and enhancements included in this release are: 

• The Transfer Contract has been enhanced to include an option to Keep Prices which is available to modify when the Recalculate Lines is set to Yes. When set to Yes, then the prices on the originating contract rental lines will flow to the new contract rental lines even when the transfer is to a different Sell-to or Bill-to Customer.
• Advanced Billing has been enhanced to provide the ability to do Partial Shipment on Rentals Lines not shipped however have been invoiced using Advanced Billing.
• An option to suppress the shipment date confirmation message which occurs when “Ship Rentals” action is run has been added to the  Rental Management Setup, Suppress Confirmation Messages tab.
• The Rental Unit and Rental Package lists have been enhanced to include the menu option for Extended Texts.
• The Completed Rental Quote and Completed Rental Contract have been enhanced to provide the ability to add the Start Date, Billing Start Date, Return Date, and Billing End Date to the document page using Personalize.
• The Temporary Location field has been added to the Rental Unit List pages and the Group Availability Matrix Line page which is accessed by clicking on the quantity on the matrix group lines. 
• In the Report Selections – Rentals, the look-up in the Email Body Customer Layout Description field has been modified to open the Report Layouts list.
• The automatic creation of the Accrual Jrnl. Template has been enhanced to automatically populate the Rental Source Code field with RENTAL on the template line.

Solution revisions

Solution revisions included in this release are: 

• On Rental Quotes, when on the General Tab the Date fields of Start Date, Billing Start Date, Return Date and Billing End Date are populated and when the Rental Lines have different Dates on some lines, then running Make Contract now results in the new contract rental lines having the dates the same as on the Rental Quote rental lines.
• When on the header of the Rental Quote or Rental Contract the Return Date is entered, the Billing End Date is left blank, and rental lines are entered, the Rental Billing End Date is set to the Return Date as per standard rental line entry.
• When a contract has been invoiced using Advanced Billing prior to shipping the rental units, the Sell-to Customer and the Bill-to Customer cannot be changed. On the Rental Lines that were included in the Advanced Billing Invoice, the rental lines cannot be deleted, and the Rental Quantity cannot be modified on rental group lines, units with Allow Overbooking enabled and units linked to items. 
• The Rental Document Creation Wizard has been updated so:
  • When selecting a unit linked to an item, the quantity can be entered.
  • When selecting a unit linked to a Resource or G/L Account with the Allow Overbooking enabled, then the quantity can be entered.
  • When selecting a unit not linked that has Allow Overbooking enabled and a multiple quantity is entered and change the Rental Unit No to a different Rental Unit No. that has Allow Overbooking disabled, then the Rental Quantity will be set to 1.
  • A rental unit no. can be deleted after it has been selected/entered.
• Undo Return can be ran on open Rental Contracts for Price Allocation Rental Package components when all the components have been returned and when only some of the components have been returned.
• When shipping a rental unit and running Undo Shipment, then the rental line can be deleted without a permission error occurring.
• Changing the Bill-to option on the Transfer Worksheet functions correctly when the Sell-to Customer has a different Bill-to Customer.
• When deleting rental package components on the Dispatch Planning Lines, only the open planning lines related to the rental package will be deleted.
• When running Calculate Rental Accrual, the Starting Date-Time field is now populated from the Rental Billing Start Date-Time for calculating in the Days to Accrue for accrued revenue.
• The Invoice No. is populating the Posting Description on Rental Posted Sales Invoice & Posted Sales Shipment headers, and Description on Customer Ledger Entries.
• When entering rental lines in a time zone with DST and opening the document in a time zone without DST and vice-versa, the Rental Amount Lines are properly displayed.
• A Fixed Asset can only be linked to one Rental Unit. An error will occur when attempting to assign the same Fixed Asset in the Link Code field on another rental unit card.
• Entering a Serial No. on a Rental Unit that currently exists on another Rental Unit will trigger a warning confirmation message when the Link Type and Link Code on the rental units are different. The user can choose to continue, which will save the Serial No. entered, and result in multiple units with the same Serial No. or the user can choose to not to continue, which will not save the entered Serial No. If the Link Type and Link Code are the same on the rental units, then an error will occur and the entry of that Serial No. will not be allowed. When copying a Rental Unit and in the Copy Rental Unit list page that displays the unit being created a Serial No. is entered which exists on another Rental Unit, then the warning confirmation message will be displayed.

Solution revisions - Region-specific

Region-specific solution revisions included in this release are: 

Global

• The Proforma Invoice prints the Extended Text in the Rental Charges section for Groups, Rental Units and Standard Text Codes whether Show Rental Details is set to Yes or No (as expected).

Known behavior (pending revision)

We’re investigating the below behavior:  

• When running the Accrual Journal Test Report and there are more errors that the limit allows for, then an error “Index out of bounds” occurs and the report is aborted.
• Rental Units linked to Fixed Assets
  • When Rental FA Location Mandatory is not enabled and Default FA Transfer In-Transit Location on Rental Management Setup for Units linked to Fixed Assets has not been configured, the following occurs:
    • When returning the Rental Unit to a different rental location, the Rental Unit Location Code field is not updated on the Rental Unit card.
    • If the unit was returned to a temporary location, the Temporary Location field is not populated on the Rental Unit card.
  • When FA Location Mandatory is not enabled on Rental Management Setup for Rental Units linked to Fixed Assets, and the Location code is changed on the Rental Unit, or the Rental Location is changed on the Fixed Asset, then the synchronization confirmation message shows when it should not.
• When a Job Template with enhanced Ship-to Options for Job Addresses and Site Addresses is selected on the General tab of a Rental Quote, the Ship-to fields on the Shipping Tab are not updated.
• Rental Dispatch
  • When on a Rental Contract after running Release for Delivery or change the Dispatch Status on a rental line to Delivery and the Requested Delivery Date on a Rental Line is changed, an error occurs advising that the date cannot be changed as Dispatch is in Process. If Refresh (F5) is selected to roll back the entered date and Delivery Date on the planning line, then the Delivery Date on the Planning Line is not rolled back.
  • When on a Rental Contract after running Release for Pickup or change the Dispatch Status on a rental line to “Pickup,” and the Requested Pickup Date on a Rental Line is changed, then an error occurs advising that the date cannot be changed as Dispatch is in Process. If Refresh (F5) is selected to roll back the entered date and Pickup Date on the planning line, then the Pickup Date on the Planning Line is not rolled back. What occurs is that the Planning Line, Required Shipping Date is being updated with the date that was entered on the Requested Pickup Date on the Rental Line, when it should not be.
• Metered Usage Allowances are not correctly allocated in the Rental Amounts lines for Rental Terms with Prorate, All Periods and have either Enforce First of Month Billing or Enforce End of Month Billing enabled, when the entry of the Current Meter Reading or Metered Usage Quantity is for more than one rental period.
• When Adv. Sales line Shipping is enabled and on the Rental Quote & Contract Sales Lines there are lines with Type = Blank, then the Shipping related date fields are being populated on the sales lines and Sales Order – Lines, when should not be populated.
• When the Return Date is blank on rental lines which contain the same Rental Unit linked to an Item, and enter a Return Date on one line along with a Quantity to Return greater than is on rent on that line, and select Yes to split the quantity across multiple lines, then the Rental Return Date is not populated on the lines the quantity is split onto, when should be.