Equipment Rental Agreements

#About Equipment Rental Agreements

Outbound customer rentals (revenue). This is a working page: a list or workspace where you find and act on records in BSuit ERP (Plant Maintenance). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Plant Maintenance and choose “Equipment Rental Agreements”, or go directly to the address /plant-maintenance/equipment-rental-agreements.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

1. Add new records — a form opens for the details.
2. Change existing records.
3. Delete records (you are asked to confirm).
4. Bring records in from a file.
5. Export what you see to a file.
6. Print or save as PDF.
7. Attach or upload files.
8. Search within the page.
9. Filter the data shown.
10. Sort by a column.
11. Page through long lists.
12. Open dialogs or drawers for detail and confirmation.

#Fields

When you enter or change a rental agreement, these fields are on the form. Required fields must be completed before you can save. 9 of them are reference fields: you pick an existing record from another master rather than typing a value.

#Data stored for each record

The full list of 39 stored fields, including ones not shown on the form, is in the EquipmentRentalAgreement data reference.

#What the list shows

The list displays these columns; use search and filters to narrow it.

1. Agreement No.
2. Customer
3. Status
4. Start
5. Total

#How to add a rental agreement

Steps follow this page’s form. You need permission to create records here.

1. Open Plant Maintenance › Equipment Rental Agreements from the menu.
2. Choose the Add button (a plus icon) above the list. The form opens in a dialog.
3. Complete the required fields: Agreement Number, Customer, Start Date.
4. Reference fields: Customer — pick an existing record from Accounts; create it there first if it is missing; Rental Equipment ID — pick an existing record from Rental Equipment; create it there first if it is missing; Asset ID — pick an existing record from Assets; create it there first if it is missing; Operator (Driver) ID — pick an existing record from Drivers; create it there first if it is missing; Project ID — pick an existing record from Projects; create it there first if it is missing; Rate Card ID — pick an existing record from Rental Rate Cards; create it there first if it is missing; Rental Revenue Ledger ID — pick an existing record from Ledgers; create it there first if it is missing; Customer Receivable Ledger ID — pick an existing record from Ledgers; create it there first if it is missing; Cost Center ID — pick an existing record from Cost Centers; create it there first if it is missing.
5. Some fields offer a fixed list: Status: Quotation, Reserved, Active, Returned, Closed, Cancelled; Rate Period: Hour, Day, Week, Month; Billing Cycle: Weekly, Monthly, On Return.
6. Save. The new record appears in the list; use search or the filters to find it again.
7. To change it later, open the record from the list and edit it.
8. Deleting asks you to confirm. Records that other records refer to may be refused or may affect them (see “Where … is used as a reference”).

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen. Your own view can differ with your role, data and settings.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.