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 support@opendoorerp.com. 

Our eagle-eyed reviewers missed a typo or there's a revision to make to our documentation? Send us a note at hi@opendoorerp.com. 

 

New features & enhancements

New features and enhancements included in this release are: 

  • Feature Telemetry has been enabled for ODT Rentals.
  • BC Incoming Documents feature, and functionality has been added to ODT Rentals.
  • An option to skip the Rental Group availability validation on Rental Quotes has been added to the Rental Management Setup, General tab called, Skip Quote Group Availability Check.
  • The ability to view the availability of group units by location has been added, which is accessed from the Group Availability Matrix.
  • The ability to scan or enter a rental unit in a new Rental Data Search menu option has been added which provides a summary view of the rental units and rental documents the rental unit has been entered on. Users must have the applicable Permissions to run the Search - Company Data to use the Rental Data Search.
  • A Rental Deposits feature has been added which provides the ability to advise customers of the required deposit amount from the rental quote & contract and process the customer deposits, and if applicable, refund deposits from the rental contract. Deposits can be a specified amount or % of a Replacement Cost per group or unit. Based on a global setup or setup per Customer, the deposits can be applied to all invoices, the last invoice only or be refunded when the units are returned.
  • The synchronization of dimensions on Rental Groups with Units linked to Fixed Assets has been enhanced to include all dimensions modifications including the deletion of dimensions.
  • Quote archiving and restoring have been enhanced to include the header date fields of Start Date, Billing Start Date, Return Date and Billing End Date.
  • The Rental Availability Calendar has been enhanced to include the Temporary Location field.
  • The fields available to add using Personalize to the rental and sales lines have been enhanced to include the Gen. Bus. Posting Group and VAT Bus. Posting Group.
  • The fields available to add using Personalize to the rental lines have been enhanced to include the Damage Waiver Tax Group Code and Additional Fee Tax Group Code. The tax group codes on the rental lines will be used on the Rental Amount Lines instead of from the rental price card on the unit.
  • The Remote E-Signature using DocuSign has been enhanced to provide the ability to specify the SharePoint Site where the documents are to be saved.
  • The Rental Category, Attribute and Attribute Value confirmation message that occurs when changing the Group No. on a Rental Unit to a different Group No. that has a different Rental Category has been enhanced to include the Attribute Values. The confirmation message now states “Do you want to delete the attributes and attribute values inherited from rental category “category name”? 
  • Validation on the Sales & Receivable Ext. Doc. No. Mandatory setting has been added.
  • Rental Amount Line creation for Standby Charges has been enhanced to use the Standby Tax Group Code that is on the rental line.
  • Price Allocation Rental Package component line restrictions have been enhanced to disallow the changing of the Tax Area Code and Gen. Bus. Posting Group on the component lines and advising the field(s) must be changed on the package line.


New features & enhancements - Region-specific

Region-specific new features & enhancements included in this release are: 


Global

  • For Rental Deposits and Refunds, if WHT is enabled, the cash receipts journal for deposits and the payment journal for refunds, the journal lines may have to be edited where applicable, and the journals be posted manually.

Solution revisions

Solution revisions included in this release are: 

  • The Rental Unit Linked to a Fixed Asset is updated when returning the unit to a different or temporary location, which updates the Fixed Asset Rental Location when the Rental Management Setup of Rental FA Location Mandatory and Default FA Transfer In-Transit Location are not configured.
  • 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 populated on the lines the quantity is split onto.
  • When processing an Advanced Billing and there is a Dimension issue, the Dimension error message will occur, and the Advanced Billing will be aborted, and the Sales Invoice will not be created.
  • Notes added to a Delivery Load or Pickup Load are saved on the documents.
  • Sales Invoices that error and do not post when run Invoice from the rental contract cannot be deleted as they are linked to a Rental Contract. The cause of the error must be addressed on the open Sales Invoice.
  • Partial Returns can be processed on Roll-up Package component lines.
  • The Corrective Rental Credit Memo finds the last invoice that was posted.
  • On Price Allocation Packages with an Optimized Rental Term the pricing is correctly allocated to the Rental Unit, Alt. 1, and Alt. 2 rental prices.
  • Changing the Rental Start Date and Return Date on a Rental Group line to dates that there are not enough units available an error will occur.
  • When in a different Time Zone than the original time zone a new rental line is added, or the Rental Contract is Auto Extended from the Rental Invoicing Worksheet the date-time fields on the rental lines and rental amount lines are adjusted for the local time zone.
  • When using the ODT Rental Quote Approval Workflow the Notes added to a quote will flow to the contract when Make Contract is ran.
  • When sending rental documents via email and the Entity is set to Contact, then the contacts linked to the customer are displayed.
  • When using a Prorated, Periodic Start Rental Term with a Period Code of Day, Invoicing Period Code of Month and Enforce First of Month and the Rental Return Date is blank on the Rental Lines, the Rental Amount Lines Billing Date is correctly set on the new lines after posting the first invoice for a partial period.
  • When using DocuSign and the connector is disconnected a warning will occur when opening the rental document, and an error will occur when attempting to send the document for signing.
  • When running the Accrual Journal Test report or posting the Accrual Journal the “Index out of bounds” error no longer occurs.


Solution revisions - Region-specific

Region-specific solution revisions included in this release are: 


Global

  • When posting an invoice that contains Additional Fee charges, the VAT Product Posting Group is correct on the Posted Sales Invoice.


Known behavior - Pending revision

We’re investigating the below behavior:  

  • 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 changing 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 on a User Defined Billing Term, the first line has a Billing Method of Initial Billing, the rental term is a Fixed Fee and the Use Pricing from Setup is flagged, then the price on the unit price card for the term does not default to the rental line Billing Schedule line.