Version 26.2.202529.135896
| Change Type | Area | Description | Details |
|---|---|---|---|
| Bug Fix | Daylight savings | The invoicing logic has been updated to use the AddMSToDateTime procedure, which is specifically designed to perform DateTime calculations in a way that correctly handles or ignores DST. This ensures consistent and accurate invoicing behavior regardless of DST changes. | This fix improves the reliability of periodic invoicing and prevents potential misalignments in invoice generation dates due to DST-related discrepancies |
| Bug Fix | Daylight savings | An overflow error could occur during rental extension when applying Daylight Saving Adjustments. This was caused by improper handling of duration values, where decimal values were inadvertently introduced into a field expected to store a big integer. | The logic has been updated to ensure all duration values are properly rounded before conversion. This prevents decimals from being passed into integer fields, eliminating the risk of overflow during rental extension operations. |
| Bug Fix | Rental invoicing | The Posted Rental Invoice Plan was sometimes missing due to the Sales Header (and its invoicing plan) being deleted before the plan was copied to the posted invoice. Additionally, the final Invoice Date could be off by one day, causing the last day to appear as not invoiced. | A new field, "Invoice Closing Date-Time", has been added to ensure accurate calculation of the final invoicing plan before posting. This preserves the full invoicing history and corrects the date alignment. |
| Bug Fix | Invoicing Plan Handling | When the Rental Return Date is changed on the Sales Header, and the user then attempts to use the "Change Rental Return Date on Rental Line" function, an error could occur. This was due to the Rental Invoicing Plan not being updated automatically, requiring manual intervention. | A new procedure now ensures the Invoicing Plan is updated automatically when changing the return date on the line. If automatic update isn't possible, a user message will prompt opening the plan for recalculation. Introduced InvoicePlanIsMarkedForUpdate to detect if the plan metadata has been deleted (e.g., after header date changes). Optimized logic to check for metadata existence before timestamp comparisons. |
Version 25.4.202514.124775
| Change Type | Area | Description |
|---|---|---|
| Enhancement | Rental | It is now possible to return individual items from an ongoing rental without affecting the remaining items. This allows for more flexible and accurate rental management. |
| Enhancement | Rental date | You can now change the rental return date on individual sales lines even after transfer posting and invoicing have been completed. Previously, this field was locked post-posting, but it is now editable to support more flexible rental adjustments. |
| New Feature | Rental date | A new "Change Rental Return Date" action has been added to the Sales Line UI, allowing updates to the return date even after posting, while keeping the original field non-editable. |
| New Feature | Rental | A new feature has been introduced to allow stopping invoicing on a sales line at a specific point in time, independent of the actual return of the rented item(s). This is achieved by adding a new Invoice Termination DateTime field to the sales line. When this field is populated, it overrides the actual return date in invoicing calculations, providing more precise control over billing periods. |
| Redesign | Trial | The default trial period has been updated from 60 days to 30 days. |
| Bug Fix | Invoice calendar | A bug was identified where invoicing plans containing a calendar line that starts before the Rental Return Date but ends after it would cause a calculation error, preventing access to the invoicing plan. |
| Change Type | Area | Description | Details |
|---|---|---|---|
| Bug Fix | Rental posting | New logic ensures that rental relation lines are automatically marked as 'Fully Posted' when all related goods have been returned (inbound transfer posted), no further rental periods remain for invoicing, and remaining quantity is zero. | Prevents rental orders from being locked in an undeletable state and restores full control for users, even when standard posting routines are used. |
Version 25.2.202451.115076
| Change Type | Area | Description | Details |
|---|---|---|---|
| Bug Fix | Unit Price calendar | Removed the "Unit Price Calendar is empty" assertion when opening the Invoice Plan before any lines exist. | Now, instead of erroring, the system returns a zero price. |
| Bug Fix | Rental Posting | The Posted Invoicing Plan previously reflected the state before posting. | Now, the trigger for inserting the Posted Invoicing Plan is moved to after posting completes. An extra update step ensures the plan reflects the final posted amounts. |
Version 25.2.202450.114481
| Change Type | Area | Description | Details |
|---|---|---|---|
| New Feature | Rental quote | • Rental fields are now available on Sales Quotes. • Swap functionality added (no transfer orders created at quote level). • Price Scales, Flat Rates, and Rental Pauses can be set on quotes. • When converting a quote to a Sales Order, transfer orders are created and rental setup is carried over. |
Easier rental management from the quote stage with full functionality activated upon order creation. |
| New Feature | Price scale | • New Price Scale setup structure with header and entry levels, using base price factors. • Price Scales applied to orders from templates and decoupled after setup. • Rental invoicing now tracks accumulated rental duration, handling replacements and pauses correctly. • New calculation logic combines prices, scales, and pauses to calculate invoice amounts. • Invoices include explanatory text lines detailing the price scale and pauses behind each rental charge. |
|
| Enhancement | Item replacement | • "Transferred from" field on rental relation lines to link new rentals to terminated ones. • UI action at the rental-line level for performing replacements and automatically populating the transferred-from link. • Posting and validation logic updated so that replacement items inherit the rental age, keeping price-scale calculations uninterrupted. • Replacement automation only applies for non-warehouse locations ("Require Receive"/"Require Shipment"); warehouse-based replacements remain manual. |
Ensures seamless, continuous rental invoicing when replacing items, so customers experience uninterrupted pricing and accurate seniority tracking. |
| Enhancement | Closing Rentals | • Afterburner function triggers post-closure item reclassification journals to automatically return items to their original rental location (or move them to an unavailable location). • Uses item reclassification instead of transfer orders, keeping core return logic intact. • UI control to invoke non-return, allowing rentals to be terminated by a specific date without extending due to missing returns. |
|
| New Feature | Rental Invoicing Service Lines | • New field "Earliest Rental Invoicing DateTime" on non-rental sales lines. • Rental invoicing job now respects the earliest invoicing date, deferring invoicing until the specified datetime. • Field is cleared if the line is converted to a rental line. • Posting through Rental Period Posting will skip or block lines before their earliest date. |
|
| Bug Fix | Rental | • Serial No. now populates on the Rental Relation Line when swapping a serialized sales line. • Variant Code field added to the Rental Relation Line for clearer item identification. |
|
| Enhancement | Rental | • New "Rental Blocked" field on Sales Orders set during the Rental Period Posting routine for fully posted but undeletable rentals. • Sales documents marked with Rental Blocked become write-protected, preventing deletion until all rental transfers are posted. |
|
| Enhancement | Invoice plan | • Grace Period adjustment: Introduces logic that adjusts the first invoiced unit price so the total matches the Invoice Plan, regardless of actual rental start. • Flexible start dates: Invoice Plan Start date can now precede or follow the Rental Start date without causing amount variances. • Automated distribution: Planned invoice amounts are automatically spread over the actual invoiced quantity on first billing. |
|
| Enhancement | Rental Swap | Sales Line Description 2 is now also swapped. | |
| Bug Fix | Rental swap | Resolved an error occurring when performing a "Swap Rental Line" operation while Sales Lines were filtered. | |
| Bug Fix | Related transfer order | When a swapped Sales Order line is deleted, any related Transfer Order lines are removed as before, and now the Transfer Order header is also automatically deleted if it contains no remaining lines. | |
| New Feature | Unit price calendar | • Introduces a Base Price Calendar in the Invoice Plan, replacing the single unit-price header with time-segment entries. • Calendar entries automatically adjust whenever lines are added, removed, or returned, each showing valid start datetime, duration, and unit price. • Optional Invoicing Start Datetime on sales lines to control when each line contributes to the calendar. • Periods locked by posted invoices cannot be modified, preserving posted amounts. |
|
| Enhancement | Rental Grouping | Description field is added to the grouping functionality. |
Version 25.0.202443.109800
Release date: 25. October 2024
| Change Type | Description |
|---|---|
| Bug Fix | With this update, the Undo Shipment function is now disabled for rental orders, ensuring process consistency and preventing unintended adjustments to rental order shipments. |
| New Feature | This update introduces a new option allowing users to choose the Bill-to Customer for rental pricing, rather than defaulting to the Sell-to Customer. |
Version 24.0.202425.96305
Release date: 17. June 2024
| Change Type | Description |
|---|---|
| Enhancement | Updates for Business Central Version BC24.0 and 24.2. |
| New Feature | Add new field in Rental Setup to activate the grouping functionality, which is only visible if Document Customizer is installed and activated. |
| Bug Fix | When splitting rental sales lines in either shipment or receipt process the dimensions are now copied from the original line to the new line. Regardless of the dimension setup in rental setup. |
| Bug Fix | You can now swap from item → resource → Item even you have assigned a Serial NO. |
| New Feature | When we have partially received a line, the fields "Rental Shipped to Date-Time" and "Rental Invoiced to Date-Time" are now copied onto a new sales line. The change has also included the standard fields ("Quantity Shipped", "Qty. Shipped (Base)", "Quantity Invoiced", "Qty. Invoiced (Base)", "Qty. Shipped Not Invoiced" & "Qty. Shipped Not Invd. (Base)") |
Version 23.0.202402.83298
Release date: 12. January 2024
| Change Type | Description |
|---|---|
| New Feature | New feature is to be able to give an individual rental line discount % on the rental line. |
| Bug Fix | It is now possible to make a rental return based on sales order (Line), for some reason has been deleted in the meantime. |
Version 23.0.202347.79473
Release date: 23. November 2023
| Change Type | Description |
|---|---|
| Bug Fix | Replacement line function for non-item tracked items will be treat the same way as the Item relation lines. |
| Bug Fix | Period calculation fixed if rent date is after default rental receipt date. |
Version 23.0.202341.76223
Release date: 11. October 2023
| Change Type | Description |
|---|---|
| Enhancement | Updates for Business Central Version 23. |
| New Feature | Use Shipment Address Information (from Sales Order) on Transfer order. |
| Extra | It is possible to transfer Ship-to address information from Sales Order to Transfer Orders in Rental Management. A setup has been added to Rental Setup where it can be defined if this should be used instead of the Rental Location information. |
Version 22.0.202327.68148
Release date: 4. July 2023
| Change Type | Description |
|---|---|
| Bug Fix | Wrong shipment and receipt dates on transfer lines when posting partial transfer shipments. |
Version 22.0.202325.67149
Release date: 21. June 2023
| Change Type | Description |
|---|---|
| Bug Fix | Prices on Sales Order are wrong when the lines is split, due to partly return. |
| Bug Fix | Not possible to edit unit price, if same transfer order is used in and outbound, and the transfer order still exist as not all lines are posted. |
Version 22.0.202323.66024
Release date: 13. June 2023
| Change Type | Description |
|---|---|
| Bug Fix | Date Calculation failed when working in other languages than ENU. |
| Bug Fix | When Re-swapping a rental line the Manual written Rental Return was replaced with a recalculated return date. Now a Manual written Rental Return date will be remembered, when swapping a Rental line back to a Item line and back to a rental line again. |
Version 22.0.202322.65395
Release date: 1. June 2023
| Change Type | Description |
|---|---|
| Enhancement | Opening Transfer orders from the Rental Relation lines, will now be in edit mode, making it possible to partly ship and receive. |
| Bug Fix | Rental Return Date was cleared, when swapping a rental line, back from a Resource line to a Item line. |
Version 22.0.202321.64931
Release date: 25. May 2023
| Change Type | Description |
|---|---|
| New Feature | Sales orders will be deleted, when the order has been fully shipped and returned, when Posting the Invoice, using the Posting Rental Management action. |
Version 22.0.202318.63208
Release date: 3. May 2023
| Change Type | Description |
|---|---|
| Enhancement | Added logic to create sales lines, based on missing item returns or damage. No user interface provided for this, only logic in code. |
Version 22.0.202313.60304
Release date: 28. March 2023
| Change Type | Description |
|---|---|
| Bug Fix | Error when posting transfer order if Sales Order has already been posted. |
| Enhancement | Updates for Business Central Version 22. |
Version 21.0.202309.57928
Release date: 28. February 2023
| Change Type | Description |
|---|---|
| Bug Fix | Error when changing Quantity on Resource lines |
| Bug Fix | The rental return procedure didn't exclude fully posted rental relation lines when calling transfer receipt posting. |
| Bug Fix | The Rental Relation Line Field "Fully Posted" is currently only set during sales posting, and not when posting from a transfer order. |
| Enhancement | Menubar has been remodeled to work as before Microsoft's update on menus. |
Version 21.0.202305.55907
Release date: 2. February 2023
| Change Type | Description |
|---|---|
| Bug Fix | Procedure RentItem fails if same serial no exists for several items. |
Version 21.0.202304.55212
Release date: 26. January 2023
| Change Type | Description |
|---|---|
| Enhancement | Added the possibility to state additional parameters when activating the Poke Field functionality (Rental Relation Line, Field 300). |
Version 21.0.202303.54582
Release date: 20. January 2023
| Change Type | Description |
|---|---|
| Bug Fix | Error when posting multiple partial returns within same period. |
| Bug Fix | Partial shipment on a Direct Transfer Order. |
| Bug Fix | The field "Rental Item" on the item card, wasn't transferred to Sales Lines. |
| Feature Change | Action "Swap Lines" on Sales Order Header, will only swap lines from Item lines to Rental lines. So if it is needed to change back for a line, this is done on the specific line, with the line action. |
Version 21.0.202252.52449
Release date: 19. December 2022
| Change Type | Description |
|---|---|
| Bug Fix | Using single transfer order (From Code = To Code) is blocked by standard errors. |
| New Feature | Procedures for automating rental and return, in correlation with Mobile flows. |
| Enhancement | New Resource Policy: "includeSourceInSymbolFile": true Making it possible to download source symbols of the app in VS code. |
Version 20.0.202223.36766
Release date: 30. May 2022
| Change Type | Description |
|---|---|
| New Feature | Item Tracking on outbound and inbound transfer order. Making sure that it is the same item we rented out that we receive back, after the rent period. |
Version 19.5.202215.32301
Release date: 5. April 2022
| Change Type | Description |
|---|---|
| New Feature | Rental Orders and Transfer Orders are not automatically deleted, when all lines are posted. Makes it possible to add more lines to the Rental Orders/Transfer Orders. |
Version 19.2.202208.28602
Release date: 18. February 2022
The complete Rental solution incl. invoicing, availability, locations, reservations, serial numbers.
Rental Management is for rental and leasing companies who would like to manage their equipment inventory with Microsoft Dynamics 365 Business Central.
The Rental Management app enables you to select items as "Rental Items", rent or lease them to customers on a regular Sales Order, and draw on all the Business Central functionality for planning, availability, reservations, warehouse management with locations, serial numbers etc.
This app supports all the steps of your rental process:
- You have a **Rental Item **with 10 pieces in stock. You can put them on specific **locations **or just have them in stock.
- Your customer would like to rent 2, and you add them to a regular Sales Order, along with other regular items. You can have machine rentals and consumable materials on the same order.
- On the Sales Order Line you enter a start-date and a end-date for the rental period.
- If you use an availability tool like the free app Graphical Inventory Profile, you can right away see, if the rental item is available in the requested period.
- The app now converts the item lines on the Sales Order to resource lines. The rental prices are managed on regular resources in Business Central. Behind the scenes, the app also creates Transfer Orders for the specified dates. This is really clever.
- The Rental Category is configured to use maybe days or months as unit of measure, and the rental prices is calculated by the unit of measure, but on the Sales Order you can adjust this as you like.
- Your **warehouse **ships the entire order without worrying about which items are sold or rented. You might ship hundreds of items on a pallet, and some of them might be Rental Items. All types of items are handled in the same way in the warehouse.
- You can **invoice **the rental, when it is completed. You can also initiate an invoicing batch job, or schedule it for once a month or week.