Feature Overview
Sell on Return and Cancel Rental Line are two new capabilities added to the return flow in Rental Management. They extend the standard return and termination flows to cover two scenarios that previously had no clean solution.
Sell on Return handles the case where returned items are not brought back to home stock but sold directly to the customer from the rental location. When processing a partial return, the consultant can mark individual items (by lot or serial number) as "Sell to Customer." Instead of creating an inbound transfer, the system creates a new sales line on the existing rental sales order and immediately posts the shipment from the rental location — so the items leave inventory without a physical return journey. The customer can then adjust the price and post the invoice at their convenience. This is particularly useful for consignment scenarios, where items are placed at a customer location and consumed over time.
Cancel Rental Line handles the case where a rental was set up, items were shipped, and all items have since come back — but no resource invoice was ever posted. Without this feature, the only way to close out the sales line was to post a zero-amount resource invoice. Cancel Rental Line allows the rental line to be cancelled and deleted cleanly, as long as the rental period is closed, all items are returned, and no invoicing has taken place.
Both features are opt-in and controlled by new fields in the Rental Setup table.
Key Facts
Topic | Details |
|---|---|
Access point | Sales Order → rental line actions (Return/Replace Rental Item, Cancel Rental Line) |
Sell on Return — entry point | Item selection page during return: new "Sell to Customer" checkbox per item line |
Sell on Return — item tracking | Full lot and serial number tracking supported; quantities split correctly within lots |
Sell on Return — mixed flows | Supported — some items sold, others returned in the same transaction |
Cancel Rental Line — eligibility | Line must be closed, fully returned, not invoiced, and no pending return in progress |
Cancel Rental Line — bulk | Bulk cancellation supported; mixed sets handled with user confirmation |
Configuration | Two new fields in Rental Setup: Allow Sell to Customer, Allow Cancel Rental Line |
Setup scope | Per customer or global default (blank customer) |
Getting Started
Sell on Return — first use
Enable the feature in Rental Setup. Open Rental Setup and set Allow Sell to Customer to true for the relevant customer record (or the global default).
Ship a rental as normal. The Sell on Return option is only available after the outbound transfer has been posted.
Open the Return/Replace page. On the Sales Order, select the rental line and use the Return/Replace Rental Item action.
Mark items as Sell to Customer. On the item selection page, a Sell to Customer column is now visible. Check it for each item (lot/serial entry) that should be sold rather than returned.
Confirm the operation. The system processes the sale: a new sales line is created on the rental sales order for each sold item and the shipment is posted immediately from the rental location.
Adjust the price and invoice. The new sales line(s) are on the existing order. Adjust the unit price if needed and post the invoice when ready.
Cancel Rental Line — first use
Enable the feature in Rental Setup. Open Rental Setup and set Allow Cancel Rental Line to true for the relevant customer record (or the global default).
Verify the line is eligible. The rental period must be closed, all shipped items returned, no pending return in progress, and no resource invoicing must have taken place.
Use the Cancel Rental Line action. On the Sales Order, select the rental line and use the Cancel Rental Line action. The system confirms before cancelling.
Delete the line. After cancellation, the sales line can be deleted via the standard delete action without triggering a resource posting.
Related Features
Sell on Return extends the existing Return/Replace Rental Item flow — the same page and action are used, with the new "Sell to Customer" column added to the item selection list. Understanding the standard partial return flow (US-02 in Return, Replacement & Suspension) is helpful before working with mixed sell-and-return scenarios.
Cancel Rental Line depends on the standard rental termination state — specifically the Closed, Item Qty. Received, Pending Return, and Rental Invoiced to Date-Time fields on the Rental Relation Line. These are the same fields described in the Return, Replacement & Suspension Field Reference.
Both features are gated by Rental Setup — neither is available unless explicitly enabled. See Rental Management — Setup for an introduction to the Rental Setup table.
User Stories
US-01: Sell returned items directly to the customer
As a Sales Order Processor
I want to mark specific returned items as sold to the customer during a return
So that those items are invoiced as a sale rather than being physically returned to home stock
Steps:
Open the Sales Order and select the rental line.
Use the Return/Replace Rental Item action.
On the item selection page, locate the Sell to Customer column. Check it for each item ledger entry (lot or serial number) that should be sold.
Items not checked will follow the standard return flow.
Set the Return Date-Time and confirm.
The system creates a new sales line on the current sales order for each sold item and posts the shipment from the rental location immediately.
Review the new sales line(s) on the order — adjust unit prices as needed and post the invoice when ready.
Note: The Sell to Customer column is only visible when Allow Sell to Customer is enabled in Rental Setup for the customer. If the column does not appear, check the setup.
US-02: Sell all returned items (pure sell — no physical return)
As a Sales Order Processor
I want to sell all items at the customer location at end of rental, with no physical return
So that the rental is closed and the items are invoiced as a sale in a single operation
Steps:
Open the Sales Order and select the rental line.
Use the Return/Replace Rental Item action.
On the item selection page, check Sell to Customer for all item lines.
Set the Return Date-Time and confirm.
The system closes the rental relation line and creates sales lines for all items. No inbound transfer is created.
Post the invoice for the sold items when ready.
Note: This scenario is the recommended approach for consignment rentals where the customer consumes items from their location over time.
US-03: Mixed flow — sell some items, return others in the same transaction
As a Sales Order Processor
I want to sell a subset of returned items while returning the rest to home stock
So that both the sale and the physical return are processed cleanly in a single step
Steps:
Open the Sales Order and select the rental line.
Use the Return/Replace Rental Item action.
On the item selection page, check Sell to Customer only for the items being sold. Leave the others unchecked.
Set the Return Date-Time and confirm.
The system processes the sold items first (creates sales lines, posts shipment), then splits the rental relation line — the sold portion closes, and a new derived rental relation line is created for the remaining (returned) items.
The standard return flow then processes the remaining items as a normal partial return.
Review the sales order for the new sold lines and post the invoice when ready.
Note: After a mixed operation, the original sales line reflects the continuing or completed return portion. New lines are added for the sold items.
US-04: Cancel a rental line that was never invoiced
As a Sales Order Processor
I want to cancel and delete a rental line where all items are back but no invoice was ever posted
So that I can clean up the sales order without being forced to post a zero-amount resource invoice
Steps:
Verify the rental line is eligible: the rental period must be closed, all shipped items received back (Item Qty. Received = Item Qty. Shipped), no pending return in progress, and no resource invoice posted (Rental Invoiced to Date-Time is blank and Quantity Invoiced = 0).
On the Sales Order, select the rental line.
Use the Cancel Rental Line action. A confirmation dialog appears — confirm to proceed.
The rental relation line is set to Cancelled and Fully Posted. The sales line can now be deleted.
Select the line and use the standard Delete Line action to remove it from the order.
Note: The Cancel Rental Line action is only visible when Allow Cancel Rental Line is enabled in Rental Setup for the customer.
US-05: Bulk-cancel multiple rental lines on a sales order
As a Sales Order Processor
I want to cancel all eligible rental lines on a sales order at once
So that I can clean up orders with multiple returned-but-uninvoiced lines efficiently
Steps:
On the Sales Order, use the Cancel All Rental Lines action (available on the order header).
The system evaluates all rental lines: lines that are eligible for cancellation are flagged; lines that cannot be cancelled (e.g. partially invoiced, items not fully returned) are counted separately.
A confirmation dialog shows how many lines will be cancelled and how many will be left untouched. Confirm to proceed.
The system cancels and deletes all eligible lines. Non-eligible lines are left unchanged.
If no lines are eligible, a message is shown and no action is taken.
Note: Non-cancellable lines are left completely untouched. The reason a line cannot be cancelled is displayed in the confirmation dialog.
US-06: Configure Sell on Return for a specific customer
As a Business Manager
I want to enable the Sell on Return feature for a specific customer only
So that the option appears for that customer's orders but not for others
Steps:
Open Rental Setup.
Create a record with the customer number filled in (or open the existing customer-specific record).
Enable Allow Sell to Customer.
Save. The "Sell to Customer" column will now appear on the item selection page for return operations on this customer's sales orders.
Note: If a customer-specific Rental Setup record does not exist, the system falls back to the global default (the record with a blank Customer field). Enable the setting on the global record to make it available for all customers.
US-07: Configure Cancel Rental Line for a specific customer
As a Business Manager
I want to enable the Cancel Rental Line feature for a specific customer
So that the action is available on that customer's orders without enabling it globally
Steps:
Open Rental Setup.
Create or open the customer-specific record.
Enable Allow Cancel Rental Line.
Save. The Cancel Rental Line and Cancel All Rental Lines actions will now be available on sales orders for this customer.
Field Reference
Field | Where to find it | What it does | Default |
|---|---|---|---|
Allow Sell to Customer | Rental Setup | Enables the Sell on Return feature. When enabled, the "Sell to Customer" column appears on the item selection page during returns. | Disabled |
Allow Cancel Rental Line | Rental Setup | Enables the Cancel Rental Line action on sales orders. When disabled, the action is not visible. | Disabled |
Sell on Return | Rental Relation Line | Indicates that at least one item on this rental line has been marked for sale during a return operation. Read-only; set by the system. | False |
Cancelled | Rental Relation Line | Indicates the rental line has been cancelled via Cancel Rental Line. The line is financially closed but was never invoiced. | False |
Sell to Customer | Replace Item Line (item selection page) | Set by the user during a return operation to mark specific lot/serial entries for sale rather than return. Per-line selection. | False |
Known Limitations
Partial return without Sell to Customer on warehouse locations
If a partial return is processed without marking any items as "Sell to Customer," and the return location has "Require Shipment" enabled, the Rental Management system currently treats that location as a warehouse location. In this configuration, the partial return may not complete fully automatically — the warehouse team must post the inbound transfer manually. This is by design with the current "Allow Partial Termination Without Return" setting. An improvement to this behaviour is planned for a future release.
External Document No. required
If "Ext. Doc. No. Mandatory" is enabled in Sales & Receivables Setup, and a Sell on Return operation is initiated without an External Document No. on the sales order, the transaction may reach a partial state. Ensure the External Document No. is filled in before initiating a Sell on Return when this setting is active. Alternatively, disable "Ext. Doc. No. Mandatory" in Sales & Receivables Setup for the relevant customers.