Creating Change Orders for Rental Items

In the management of rental items, it is sometimes necessary to extend the rental period. To facilitate this, a change order must be created. This guide outlines the steps required to successfully submit a change order for a rental item.

1. Initiating the Change Order

When an active rental needs to be extended, you must send a purchase order (PO) change order to the Plant Department. Begin by navigating to the specific purchase order associated with the rental item.

2. Duplicating the Rental Line

Once you have accessed the purchase order, duplicate the rental line in the change order. This step ensures that all relevant details from the existing rental line are carried over, providing a consistent basis for the changes you will make.

3. Updating Rental Dates

Next, set a new rental start date. This should be the day immediately following the rental end date in the previous line. After establishing the start date, enter the new rental end date according to the desired extension period.

4. Adjusting Rental Prices

It’s important to enter the correct rental prices for the extended duration. If you have any uncertainties regarding the pricing, double-check with the Plant Department to ensure accuracy.

5. Connecting to Project Activities

Link the rental line to the appropriate project activity. This connection is essential for accurate tracking and allocation, so verify that the details align with the correct project specifications.

6. Inputting Project Details

In the dialog box that appears, enter the relevant project details. Make sure to fill out all required fields accurately and review the information to ensure it aligns with project specifications.

7. Authorizing the Change Order

Remember that the change order must be authorized before it can be processed. Obtain the necessary approvals from the relevant department or personnel to ensure the order is finalized without delays.

8. Updating the Purchase Order

Once the change order is authorized, update the purchase order to reflect the changes made. Ensure that all modifications are accurately applied before saving the updated PO.

9. Submitting the Change Request

After updating the PO, submit the change request to the Plant Department. Include all relevant details to facilitate a smooth review and processing of the request.

10. Finalizing the Process

Finally, click 'OK' to finalize the submission. The change order will now be sent to the Plant Department, where it can be reviewed and processed for the new rental period.

By following these steps, you can ensure that change orders for rental items are processed efficiently and accurately. For further assistance or questions regarding this process, please reach out to the support team.

Please refer to the attached training document for detailed steps and accompanying screenshots.