The following updates have been added to RamBase Cloud ERP:
Rental
Reopen Rental contract item (RCTITEM)
Classification: USEFUL
We are introducing Reopen rental contract item, a new action available from the context menu that makes it easier to continue working on existing rental quotes.
Previously, active quotes could only be re-opened by making changes to Rental contract items (RCTITEM), while expired quotes could not be re-opened at all. This often resulted in users having to recreate quotes from scratch.
With this enhancement, users can re-open both active and expired rental quotes directly from the context menu, including quotes belonging to closed Rental contracts (RCT). The original quote is restored with its existing products, quantities, rates, and other details, allowing users to continue working without unnecessary rework.
The feature also validates the quote during the re-open process. Items that have already progressed to an order or are no longer available for rental are excluded, while expired recurring rates are preserved as special rates to maintain the original pricing.
Update return date on processed check-ins
Classification: USEFUL
We are introducing the ability to update the return date on already processed rental check-ins, making it easier to correct registration errors without manual workarounds.
Previously, if an incorrect return date was discovered after check-in or invoicing, users had to manually credit and reprocess transactions or register the difference as rental off as a workaround. This could lead to incorrect discounts, inconsistent data, and inaccurate utilization figures.
With this enhancement, users can view a summary/preview list of processed returns from the context of a Rental contract (RCT). From this list, users can select a return and adjust the return date. The system validates the new date and automatically updates related rental calendars, allocation, availability, and invoicing data while supporting existing credit and re-invoicing processes.
All changes are fully audited, including the previous and updated return dates, the user performing the change, and the timestamp. This enhancement simplifies the correction of return date errors, reduces manual processing, and improves the accuracy of rental and invoicing data.
Karisma Davis
The following updates have been added to RamBase Cloud ERP:
Rental
Reopen Rental contract item (RCTITEM)
Classification: USEFUL
We are introducing Reopen rental contract item, a new action available from the context menu that makes it easier to continue working on existing rental quotes.
Previously, active quotes could only be re-opened by making changes to Rental contract items (RCTITEM), while expired quotes could not be re-opened at all. This often resulted in users having to recreate quotes from scratch.
With this enhancement, users can re-open both active and expired rental quotes directly from the context menu, including quotes belonging to closed Rental contracts (RCT). The original quote is restored with its existing products, quantities, rates, and other details, allowing users to continue working without unnecessary rework.
The feature also validates the quote during the re-open process. Items that have already progressed to an order or are no longer available for rental are excluded, while expired recurring rates are preserved as special rates to maintain the original pricing.
Update return date on processed check-ins
Classification: USEFUL
We are introducing the ability to update the return date on already processed rental check-ins, making it easier to correct registration errors without manual workarounds.
Previously, if an incorrect return date was discovered after check-in or invoicing, users had to manually credit and reprocess transactions or register the difference as rental off as a workaround. This could lead to incorrect discounts, inconsistent data, and inaccurate utilization figures.
With this enhancement, users can view a summary/preview list of processed returns from the context of a Rental contract (RCT). From this list, users can select a return and adjust the return date. The system validates the new date and automatically updates related rental calendars, allocation, availability, and invoicing data while supporting existing credit and re-invoicing processes.
All changes are fully audited, including the previous and updated return dates, the user performing the change, and the timestamp. This enhancement simplifies the correction of return date errors, reduces manual processing, and improves the accuracy of rental and invoicing data.