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Flex4: Creating a Rental PO

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Overview

A Rental PO is a financial element in Flex that allows you to add items that you will be renting from a vendor. You can send the Rental PO to a vendor, then you can receive the items into your inventory directly from the Rental PO. After you are done using the items you received from a Rental PO, you can then return them to the vendor and remove them from your system.

Creating a New Rental PO

  1. On the New menu, click New Rental PO.
  2. Enter the Rental PO information.
  3. Click ACCEPT.

create-new-rental-po.png

You can also create a Rental PO directly from a Quote when there is a line item on the Quote with a shortage. Double-click the red "Conflict" box in the row of the item with a shortage and you will see sub rental options. Learn more on the Resolving Quote Shortages page.

create-rpo-from-conflict.png

Editing Rental PO Information

  1. Open the Rental PO that you want to edit.
  2. Click Edit Header in the Workbench Menu.
  3. Edit the Rental PO information.
  4. Click ACCEPT.

Deleting a Rental PO

  1. Open the Rental PO that you want to delete.
  2. Click Delete This Rental PO in the Workbench Menu.
  3. Click the I Agree box to verify that you want to delete the Rental PO.
  4. Click DELETE.

Alternatively, you can delete a Rental PO (or multiple Rental POs) from the Rental PO's list page on the Projects menu.

  1. On the Projects menu, click Rental PO's.
  2. Check the box next to the Rental PO(s) that you want to delete.
  3. Click the cog-wheel in the upper-right corner.
  4. Click Delete Selected. A confirmation window will appear.
  5. Click Yes in the confirmation window.

delete-multiple-elements.png

Undeleting a Rental PO

When you delete a Rental PO, it will "soft delete" it from your system. This means that you won't be able to see the Rental PO on your calendar, Rental PO list pages, or when searching for Rental POs. The Rental PO will remain in your Flex database, and can be undeleted at any time.

  1. On the Projects menu, click Rental PO's.
  2. Click the cog-wheel in the upper-right corner.
  3. Click Show Deleted Only.
  4. Find the Rental PO(s) that you want to undelete. You might have to search or filter the results.
  5. Click the box next to the Rental PO(s) that you want to undelete.
  6. Click the cog-wheel in the upper-right corner.
  7. Click Undelete Selected.

undelete-elements.png

If you undelete a Rental PO that was formerly a child element of an Event Folder or Quote, then you might have to move that Rental PO back into the Event Folder or Quote using the Move option in the Rental PO Workbench Menu.

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