Rental Return
Rental Return is used to record operational activity in the Sales module. Once saved, this data becomes the basis for reports and can affect related transactions.
Used By
sales staff, cashiers, sales admins, or finance
Data Type
transaction
Search Keys
Customer Code, Customer Name, Date
When to Use This Form
- When there is a Rental Return activity that needs to be officially recorded in the application.
- When transaction data needs to become the basis for reports, audits, and follow-up processes.
- When the user needs to make sure the amounts, dates, related parties, and transaction details are saved correctly.
- When the transaction relates to payment or paid status.
Before You Start
- Make sure reference data such as Division, Customer Code, and Sales Invoice has been created and is still active.
- Make sure the selected division matches the branch or business unit being processed.
- Make sure customer data, addresses, credit limits, and terms are correct if they appear on the form.
- Prepare supporting documents such as receipts, orders, proof of payment, or internal memos before entry.
Workflow
- Open Sales & POS / Orders & Fulfillment / Rental Return.
- Fill in the date, transaction number, division, department, or related party if those fields are available.
- Complete the transaction details. Check the quantities, prices, amounts, tax, discounts, accounts, or products according to the form.
- Check the amount summary and transaction status before saving.
- Fill in the payment or paid status if the transaction requires payment information.
- Write a note that is easy to understand so the transaction stays clear during an audit.
- Click Save, then read the validation message if the application rejects the data.
Key Fields
| Field | Explanation for Users | Status |
|---|---|---|
Division
division |
Division determines the branch or business unit that owns the transaction, stock, document numbers, and reports. | Required |
Invoice
transid |
Invoice identifies the data. Use a consistent pattern so it is easy to find. | Required |
Date
transdate |
Date determines the transaction period and affects report filters. | Required |
Time
transtime |
Time determines the transaction period and affects report filters. | Required |
Customer
hrcustomer |
Customer identifies the customer related to sales, receivables, delivery, or points. | Optional |
Customer Code
customerid |
Customer Code identifies the data. Use a consistent pattern so it is easy to find. | Required |
Customer Name
customername |
Customer Name is the name shown on screen, in data selections, and in reports. | Optional |
Address
customeraddress |
Address identifies the customer related to sales, receivables, delivery, or points. | Optional |
Return Details
rentalreturndetail |
Return Details contains the transaction line items. Check the contents because they usually determine the total, stock, journal, or reports. | Required |
Total Payment
totalpayment |
Total Payment determines the transaction amount. Check this figure before saving. | Optional |
Payment
rentalreturnpayment |
Payment contains the transaction line items. Check the contents because they usually determine the total, stock, journal, or reports. | Required |
Last Modified
updatetimestamp |
Last Modified is audit information filled in automatically by the application. | Optional |
Details and Relations
- Return Details contains the line data that needs to be checked line by line before saving.
- Payment contains the line data that needs to be checked line by line before saving.
What Happens After Saving
- The transaction data is saved as the basis for reports and audits.
- The line details also determine the total, status, and follow-up processes.
- If the form relates to customers, the data can affect sales, receivables, or customer reports.
- If the form relates to payments, check cash/bank, bank drafts, payment discounts, and paid status.
- If any data is not valid, the application rejects the save and shows a validation message.
- After saving, the application may update derived data such as balances, statuses, or transaction summaries.
Common Problems
- Data cannot be saved: check the required fields, number and date formats, and the validation message shown.
- Data does not appear when searched: check the active status, user access rights, division/department filters, and the search keyword.
- Total or status is wrong: re-check the line details, discounts, tax, payment, and transaction references.
- Related party balance is wrong: check the customer or supplier, date, payment, and paid status.
Available Fields
The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.
| Field | Explanation for Users | Status |
|---|---|---|
Division
division |
Division determines the branch or business unit that owns the transaction, stock, document numbers, and reports. | Required |
Invoice
transid |
Invoice identifies the data. Use a consistent pattern so it is easy to find. | Required |
Date
transdate |
Date determines the transaction period and affects report filters. | Required |
Time
transtime |
Time determines the transaction period and affects report filters. | Required |
Customer
hrcustomer |
Customer identifies the customer related to sales, receivables, delivery, or points. | Optional |
Customer Code
customerid |
Customer Code identifies the data. Use a consistent pattern so it is easy to find. | Required |
Customer Name
customername |
Customer Name is the name shown on screen, in data selections, and in reports. | Optional |
Address
customeraddress |
Address identifies the customer related to sales, receivables, delivery, or points. | Optional |
Sales Invoice
salesid |
Sales Invoice identifies the data. Use a consistent pattern so it is easy to find. | Optional |
Auto Fill
btnautofill |
Auto Fill is filled in when that information is actually needed in the work process. | Optional |
Return Details
rentalreturndetail |
Return Details contains the transaction line items. Check the contents because they usually determine the total, stock, journal, or reports. | Required |
Total Unpaid
invoicenotpaid |
Total Unpaid identifies the data. Use a consistent pattern so it is easy to find. | Optional |
Total Payment
totalpayment |
Total Payment determines the transaction amount. Check this figure before saving. | Optional |
Receivable Balance
receivablebalance |
Receivable Balance is filled in when that information is actually needed in the work process. | Optional |
Payment
rentalreturnpayment |
Payment contains the transaction line items. Check the contents because they usually determine the total, stock, journal, or reports. | Required |
Note
memo |
Note is used for additional remarks so the reason for the entry or data change is easy to understand. | Optional |
Change Note
memoedit |
Change Note is used for additional remarks so the reason for the entry or data change is easy to understand. | Optional |
Created By
usercreate |
Created By is audit information filled in automatically by the application. | Optional |
Modified By
useredit |
Modified By is audit information filled in automatically by the application. | Optional |
Last Modified
updatetimestamp |
Last Modified is audit information filled in automatically by the application. | Optional |
User Checklist
Menu Location
- Sales & POS / Orders & Fulfillment / Rental Return
/form/rentalreturn