Changing the Status for an Item On Rent - Transaction Rental

Updated by Cheryl Wallace

The rental status can only be changed for items currently on rent. The status cannot be changed for items that have been returned or sold.

  1. Click Transaction Rentals in the left menu, then click Transaction On Rent.
  2. Look up the On Rent record for the item.
  3. Click above the Rental Status details to select the new rental status. Depending on the current status of the item, the following options are possible: Rent, Pause, and Idle. For serialized items still on rent, Exchange is also available. A new row will appear in the grid below.
    1. In the case of an Exchange, a popup window will display all in stock items for the same part number. Click to select the replacement item ID. It will be displayed on the new row in the grid.
    Exchange is not enabled if Allow ReIssue and Auto-Return of Serialized Items is not permitted in the stocking location Settings.
  4. Select the Rental Status Date and time for the new status to take effect.
  5. Click  to save the changes. If a charge is applied, will appear to the right of this new grid row. Click to view the Transaction Charge generated.
For an Exchange, the original item ID is returned and the replacement item ID is issued with the selected date and time. The original transaction number will now display an Replaced With tab linking the details of the issue transaction for the replacement item.

See also:

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