Publication Date: 8/17/2026 Share Print

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Does the R/N need to be converted to a different Order Type?

YES: After issuing the Rental Order to the Customer, before Receiving it back, if the Customer decides to keep the part(s) or exchange it for a different part(s), then the R/N needs to be converted to a different Order Type. If this needs to be done, then Select the R/N/S/O but_RN_SO button to Make the R/N a Sales Order OR the R/N/X/O but_RN_XO button to Make the R/N an Exchange Order.

NO: If the R/N does not need to be converted to a different Order Type, then proceed to Receiving the Rental Order.

 

This decision pertains to the Rental Order Process.

See Also

Rental Order Receiving and Finalization

Receiving Rental Orders

Rental Order Finalization, Cost Tab

Save the Rental Order Finalization

Rental Order Process Complete

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