Creating customer rental requests

Create, update, and approve customer rental requests.

To create customer rental requests:

  1. Select Work > Contract Management > Customer Rental Requests.
  2. Click New Record.
  3. Enter a description of the customer rental request.
  4. Specify this information:
    Organization
    Specify your organization.
    Vehicle
    Select the vehicle you are renting. The system automatically populates the vehicle description and Vehicle Org.
    Vehicle Type
    Select the vehicle type of the vehicle you are renting.
    Class
    Specify the class of the customer rental request. The system automatically populates Class Org.
    Status
    Specify the current status of the customer rental request.
    Rental Date/Time
    Specify the date and time you intend to rent the vehicle.
    Return Date/Time
    Specify the date and time you intend to return the vehicle.
  5. Specify these customer rental request details:
    Reference
    Specify a number or unique code to reference to the customer rental request.
    Phone Number
    Specify your phone number if you are renting the vehicle, or the phone number of the customer renting the vehicle if you are approving the request.
    Work Phone No.
    Specify your work phone number if you are renting the vehicle, or the work phone number of the customer renting the vehicle if you are approving the request.
    Email Address
    Specify your email address if you are renting the vehicle, or the email address of the customer renting the vehicle if you are approving the request.
    Driver's License No.
    Specify your driver's license number if you are renting the vehicle, or the driver's license number of the customer renting the vehicle if you are approving the request.
  6. Click Save Record.
    The system automatically populates Customer Rental Request, Date Created, and Created By.