To start the Rental Contact session in ERP, access the Rental tab at the top of the screen. From the dropdown menu, select:

eXtend Rental - Process

Rental - Contracts - Process

Rental Contracts


To create an Outside Hauling PO from inside the Rental Contract:

Once the equipment line has been entered, use the following steps to create a Carrier PO (aka. CPO):

  1. Click on the Zoom button (circled in red below). This will open a new session window for that Rental Contract Line.
  2. In the Carrier field, use the Zoom icon (circled in Red below) to search or enter the Carrier you would like to use.
  3. Tab off of the Carrier field, it will then activate the Create Carr. PO button (circled in blue above). 
  4. Click the button and a pop-up window for Create Purchase will be displayed.
  5. Use the Zoom icon to search for the Business Partner you are using for the outside hauling. (circled in red below).
  6. In the Charge Code field, enter (or zoom and select) PDC for Pickup and Deliver (circled in blue above)
  7. Enter the amount you are being charged in the Purchase Cost field. (circled in green above)
  8. The system will calculate a price based off of system settings, if you would like to adjust the price you are charging the customer, you can manually enter the amount in the Price field. (circled in yellow above)
  9. Once you have entered all of your details, click the Create PO button in the header of the pop-up window.
  10. You will receive a pop-up window displaying your Purchase Order number. Click OK.
  11. This will return you to the Rental Contract Line session, click Save & Exit.
  12. You will be returned to the Rental Contract and the system will have added your Pickup and Delivery line item on your contract.

You can also create a Carrier PO from an ETO. This would be used when having an outside hauler move equipment from branch to branch (no rental contract). 

  1. Starting from the Equipment Transfer Order, you need to go to Actions->Order Lines.
  2. Select the line that you are creating a CPO for and go to Actions->Create Carrier PO.
  3. Fill in the BP number of the hauling company (circled in green below)
  4. Choose a Cost Item (circled redabove) based on the department that should get the expense:
    • Use HAUL ZZZ for Rental
    • Use HAUL SALES ZZZ for Sales
  5. Set the Cost ("Price") and the Delivery Date (circled in blue above).
  6. Once you have entered all of your details, click the Create PO button in the header of the pop-up window.
  7. You will receive a pop-up window displaying your Purchase Order number. Click OK.
  8. This will return you to the Equipment Transfer Line session, click Save & Exit.
  9. You will be returned to the Equipment Transfer and the system will have added your Pickup and Delivery line item on your contract.


The next step is to receipt your GPO. The directions for that process can be found here.