Rental Portal Release 1.1.0 Notes - Oct 2009
Rental Portal 1.1
*** Rental Portal 1.1.0 ***
We are happy to get this new release of Randr Inc's Rental Portal up on Sourceforge. We encourage all who download Rental Portal to give us
your thoughts on our support forum
or visit us at www.randrinc.com.
We are always interested in your suggestions for the next series of improvements and additions to Rental Portal.
The documentation is available on the Rental Portal web site. Please bear this is an on going process.
About Rental Portal
Randr Inc's 2nd Derivative (2D) is a very flexible web based fully integrated web-based Rental Software (for hire).
It reduces costs and complexity by taking your business to the next logical progression in eBusiness. It allows your customers and your internal
users to handle your rental, sales, and service needs using any standard web browser. It has been design to handle multiple transaction types
individually or concurrently for complex transactions. Equipment Rental, Brokerage, Warranty, Work Order and numerous billing schemes. Rental
Portal is the one of five industry specific version of Randr Inc EBusiness Suites (EBS)(Rental Portal, Order Entry Portal, Financial Portal, Failure
Data Portal and Work Order Management Portal). All but the last 2 are up on www.sourceforge.net and we are working on those. Rental Portal
includes the Financial Portal which is used for all financial and accounting transactions and the Information Portal which provides real time
flexible reporting and historical reporting.
- Contract includes:
- Sales and Service Items
- Rental items (Serialized and non serialized)
- Work Orders (billable and non billable to customer)
- Delivery and Scheduling
So What's New?
So what is new in this release (and what have we been doing the past 10 months?). We have been putting a LOT of time into our Web Business Suite (WBS). And
we now have integration between the WBS and the Rental Portal and will continue to do more. Specifically:
-
- Orders placed over the web through the Order Portal will flow into the Rental Portal as Quotes
- Commission transactions from the Rental Portal will flow into the Sales Portal as commission transactions
Some Key Changes in the Financials
We have been working with an accountant who is doing a "forensic reconstruction" for a company (meaning he is working from very limited data to reconstruct their
detailed transactions). We have made a number of changes in the financial area. Here are some of the key changes:.
- Made some fixes and changes to the trial balance
- Added some nice reporting to the account inquiry in the General Ledger.
- Purchase orders are now multi company and multi warehouse.
- Receiving against a PO will now receive into the correct warehouse.
- Purchase receipts will credit a purchase accrual account defined in your company default accounts. The vendor invoice should
debit this account. This will give you visibility into your outstanding purchasing liabilities.
- Journal Entries now warn you if the current financial period is different then the transaction and also calculates the difference between
debits and credits and displays it in red.
- For the link between the Rental Portal and Financial Portal you can now define in the Rental portal which
company in Financial Portal to post entries to.
- Your initial installation of Rental Portal will now include a simple but full chart of accounts.
- Made a number of changes to the Bank/Credit Card Reconciliation
Some Key Changes in the Rental Portal and Information Portals
- You can now accept a deposit on the order and this will post to accounts receivable as a credit on the account
- By company you can now control which item tab is the default in your Contract screen
- More fields have been added to the Extended Company screens to allow you to control some of the contract headings
- For items on the sales item tab, you can now do partial shipments and the system will automatically create a back order
- Search contract has some more search options.
- When you do a search contract and select a contract from the results, when you update that contract, your original search results
will be displayed so you don't have to do another search
- There were some issues with selecting a job location and those have been fixed
- When orders are exported out of the Rental Portal to the Data Migration Portal(DMP), DMP can now format them into EDI 850 transactions.
We also have an export into EDI Invoice transactions.
- You can now add a logo for printing on your contract and Purchase order documents
- There is now a Packing Slip print option, which can be used as a delivery or pick up document.
- Scheduling is now functioning
- We added the ability to have multiple salesmen on an order and to assign varying commissions by line
- More imports have been added so you can import more types of data. Note, that we have several customers using these imports to
automatically import orders from their legacy iSeries /AS400 applications, so they can alter data, do sales reporting, calculation of
commissons and EDI exports, thereby extending the life of legacy applications
- Added more reports to the Activity Summary in the Information Portal with more drill downs
- Added more historical reports to the Information Portal
- Add ability to enter a linked Purchase Order number into the contract and Accounts Receivable, and a linked Sales Order into
purchase orders and Accounts Payable. An Infoportal report will display all the linked transactions, for reconciling sales against a purchase
order.
Financial Portal
Financial Portal is integrated into Rental Portal and provides the financial and accounting applications. It gives companies the ability to
control and track their financial flow. Designed to be flexible and easy-to-use, it includes:
- Accounts Receivable
- Accounts Payable
- General Ledger
- Reconciliation for:
- Banks and Credit Cards
- Commissions
- Warranty
Information Portal
Information Portal is integrated into Rental Portal. It provides much of the flexible reporting that a company needs. Including an activity
summary dashboard, operational metrics and flexible historical reporting with date ranges.
What we missed
Still missing.
- There are two tables in Financial Portal that we do not have the maintenance for so they will have to be populated manually. In the administration
manual we have a section in the front that explains what to do. We are working to have this done shortly.
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For Rental Portal Support and Services please contact John at john4@randrinc.com or up on the Sourceforge marketplace.
We thank you for choosing Rental Portal for download and hope it serves your needs. Enjoy.
The Randr Team
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