Here’s an overview of what’s new or changed in the latest version of RUX Rentals, including solution revisions. 

 

If you self-manage updates, you should run the app update from your Business Central Admin Center. If you’re on the Update Protection Plan, this update will be applied for you. 

 

If you need assistance with updates or solution use, contact our helpdesk at support@ruxsoftware.com. 

Our eagle-eyed reviewers missed a typo or there's a revision to make to our documentation? Send us a note at hi@ruxsoftware.com. 

 

New features & enhancements

New features and enhancements included in this release are: 

• Rental Unit Attributes can be displayed on the Rental Unit List in your preferred order by completing the setup on the Rental Management Setup, Rental Unit Attribute tab. A Rental Unit Attributes View has been added to the Rental Unit List which displays a condensed Rental Unit List containing only the No., Description and all the Rental Unit Attribute ID columns. Filtering of the Attributes and Values can be done using the standard Business Central filtering functionality on the All and the Rental Unit Attributes Views.
• Continuous Rental Units barcode scanning feature has been added to the Rental Quote and Rental Contract, Rental Lines, Lines menu.
• Image Analysis for Rental Units suggests categories and attributes when an image is uploaded to a Rental Unit based on the image and images on Rental Units can manually be analyzed at any time for suggestions on categories and attributes.
• A RUX Rental Clerk Role has been added which provides the features needed for a Rental Clerk to perform their tasks.
• The Resolving Shortages include the ability to resolve shortages with Rental Unit Substitutes.
• Rental Invoicing Worksheet new feature and menu
• A pre-posting validation feature, “Preview Posting Validation”, has been added. For any lines selected, a pre-posting validation check will occur to identify any issues that may occur related to the rental invoices that are to be created. Should an issue  be identified for a line, then the related error will be populated in the Error message field and the Ready to Invoice field will be cleared.
• The menu design has been updated. The following outlines the new design including the sub-menu options:
  • Manage: Delete. 
  • Home:  Suggest Contracts and Validate Lines. 
  • Report: Proforma Invoice.
  • Post Invoices: Post Invoices, Post and Print Invoices, Post and Send Invoices and Preview Posting Validation. 
  • Line: Rental Contract.
  • History: Posted Deliveries, Posted Returns and Posted Invoices.
  • Related: The Line sub menu option has Rental ledger Entries, Rental Value Entries and a sub-menu called Other. The Other menu option has Rental Contract, Posted Deliveries, Posted Returns and Posted Invoices. 
• The Rental Quote and Contract have been enhanced to default the Customers’ default Alternative Ship-to Address to the rental document Shipping tab, Ship-to field.
• Inventory Transfer to Rentals has been enhanced to include the specifying of Item Variants.
• On the Rental Unit No. field on the quote and contract rental lines the “find as you type” functionality has been added.
• The Rental Prices on the rental lines utilize the Bill-To Customer prices when price cards are setup for specific Customers on the Rental Units and Rental Packages.
• The Transfer Contract has been enhanced to provide the ability to transfer contract rental lines to an open Rental Contract to the same or a different customer.
• Dispatch has been enhanced to include the following:
  • Rental Exchange functionality when Dispatch is activated.
  • Modification of the Dispatch Status on Rental Line includes Partial Return Date validation.
  • Release for Pickup includes validation for Return Date or Partial Return Date.
• Rental Exchange has been enhanced to include the following:
  • Performing Rental Exchange when Dispatch Management is used.
  • The Substitution List displays the On Rent and Reservation Exist fields. 
• Enforce First of Month Billing and Enforce End of Month Billing on Rental Terms are restricted to the Prorate, All Periods option. When the Prorate options of After Specified Period or Last Period Only are selected, then the Enforce First of Month Billing and Enforce End of Month Billing fields are no longer available.
• Rental Unit Attributes can be displayed on the Rental Unit List in your preferred order by completing the setup on the Rental Management Setup, Rental Unit Attribute tab. A Rental Unit Attributes View has been added to the Rental Unit List which displays a condensed Rental Unit List containing only the No., Description and all the Rental Unit Attribute ID columns. Filtering of the Attributes and Values can be done using the standard Business Central filtering functionality on the All and the Rental Unit Attributes Views.
• Continuous Rental Units barcode scanning feature has been added to the Rental Quote and Rental Contract, Rental Lines, Lines menu.

New features & enhancements - USA and Canada

New features and enhancements included in this release are: 

• eBiz for Rental Deposits is available for USA and Canada which provides the ability to process Credit Card payments for the Rental Deposit payments & refunds, if applicable.

Solution revisions

Solution revisions included in this release are: 

• The Fixed Asset G/L Journal with depreciation records for the Fixed Asset can be posted when a Rental Unit Linked a Fixed Asset is on an open contract that has been returned and is flagged as Inactive.
• Metered Usage Allowances are correctly allocated in the Rental Amounts lines for Rental Terms with Prorate, All Periods and have either Enforce First of Month Billing or Enforce End of Month Billing enabled, when the entry of the Current Meter Reading or Metered Usage Quantity is for more than one rental period.
• Quote Report Pricing Details are printing the correct quantity and total amount in the pricing details when there are multiple units on the lines.
• Rental Notifications emails are only sent for the template(s) that have been setup.
• When Price Allocation Rental Package components have been shipped and Undo Ship is run, a Rental Ledger Entry is not created on the Rental Package rental line.
• When the Group No. is changed on a rental unit that has both a Link Type & Link Code the Link Type is not changed if the new group has a blank or different Link Type.
• After entering an Attribute and Value in the Filter by Attributes and go back and change the Value on the Group Avail. Matrix, Rental Unit Avail. Matrix and the Rental Inventory Avail. the lines are updated.
• When batch printing Posted Rental Invoices and the first invoice is greater than 1 page, the second page has the same invoice No. and Rental Contract No. as on the first page of the invoice.
• When batch printing Proforma Invoices from Rental Contract List and Renal Invoicing Worksheet and the first Proforma Invoice is greater than 1 page, and the new field on the Print page, “Show Signature” is turned off the second page has the correct Page No. and the same Rental Contract No. as on the first page.
• The Pick List report sell-to company information is not updated if the Bill-To customer and Sell-To customer have different country codes and the Bill-to company information update.
• In the Report Selections – Rentals the Custom report fields are no longer shown by default and shouldn't be used anymore. When "Use for Email Body" is selected, then the "Email Body Layout" is to be used.
• On the Rental Invoicing Worksheet when Post Invoices, Post and Print Invoices or Post and Send Invoices the selected posting process goes through all selected lines and posts the invoices that can be successfully posted and prints or emails the invoices when Post and Print or Post & Send has been selected. The records for the invoices that were posted successfully will be cleared out of the lines. If any invoices the posting that cannot be successfully posted, the error related to the invoice will be populated in the Error message field.

Known behavior - Pending revision

We’re investigating the below behavior:  

• When a Job Template with enhanced Ship-to Options for Job Addresses and Site Addresses is selected on the General tab of a Rental Quote, the Ship-to fields on the Shipping Tab are not updated.
• Rental Dispatch
  • When on a Rental Contract after running Release for Delivery or changing the Dispatch Status on a rental line to Delivery and the Requested Delivery Date on a Rental Line is changed, an error occurs advising that the date cannot be changed as Dispatch is in Process. If Refresh (F5) is selected to roll back the entered date and Delivery Date on the planning line, then the Delivery Date on the Planning Line is not rolled back.
  • When on a Rental Contract after running Release for Pickup or change the Dispatch Status on a rental line to “Pickup,” and the Requested Pickup Date on a Rental Line is changed, then an error occurs advising that the date cannot be changed as Dispatch is in Process. If Refresh (F5) is selected to roll back the entered date and Pickup Date on the planning line, then the Pickup Date on the Planning Line is not rolled back. What occurs is that the Planning Line, Required Shipping Date, is being updated with the date that was entered on the Requested Pickup Date on the Rental Line, when it should not be.
• When on a User Defined Billing Term, the first line has a Billing Method of Initial Billing, the rental term is a Fixed Fee and the Use Pricing from Setup is flagged, then the price on the unit price card for the term does not default to the rental line Billing Schedule line.