SYSTEM AND METHOD FOR EFFECTIVE EQUIPMENT RENTAL MANAGEMENT
First Claim
1. A method for providing a rental management tool, the method comprising:
- receiving information via a user interface for renting one or more rental items to a customer;
generating a project corresponding to a sales order for the customer, wherein the sales order includes a plurality sales order lines, at least one sales order line being a rental item and at least one sales order line being a service item associated with the rental item;
converting each of the plurality of sales order lines into corresponding individual task items in the project;
determining one or more resource requirements for at least one task item for the project;
identifying at least one candidate resource and associated competency information for the one or more determined resource requirements;
displaying, in the user interface, the at least one candidate resource and associated competency information;
assigning the at least one candidate resource based on selection information received from the user interface and updating the project to reflect the assignment;
generating a rental invoice for the sales order, wherein the rental invoice incorporates cost information associated with the plurality of sales order lines and the at least one selected candidate resource.
1 Assignment
0 Petitions
Accused Products
Abstract
A system and method for providing a rental management tool is disclosed. Information via a user interface for renting one or more rental items to a customer is received. A project corresponding to a sales order for the customer is generated, wherein the sales order includes a plurality sales order lines, at least one sales order line being a rental item and at least one sales order line being a service item. Each sales order line is converted into a corresponding individual task item in the project. One or more resource requirements are determined for task item(s), wherein at least one candidate resource and associated competency information is identified and displayed. At least one candidate resource is assigned based on selection information received from the user interface. A rental invoice is generated for the sales order and incorporates cost information associated with the plurality of sales order lines and the at least one selected candidate resource.
-
Citations
30 Claims
-
1. A method for providing a rental management tool, the method comprising:
-
receiving information via a user interface for renting one or more rental items to a customer; generating a project corresponding to a sales order for the customer, wherein the sales order includes a plurality sales order lines, at least one sales order line being a rental item and at least one sales order line being a service item associated with the rental item; converting each of the plurality of sales order lines into corresponding individual task items in the project; determining one or more resource requirements for at least one task item for the project; identifying at least one candidate resource and associated competency information for the one or more determined resource requirements; displaying, in the user interface, the at least one candidate resource and associated competency information; assigning the at least one candidate resource based on selection information received from the user interface and updating the project to reflect the assignment; generating a rental invoice for the sales order, wherein the rental invoice incorporates cost information associated with the plurality of sales order lines and the at least one selected candidate resource. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
-
-
11. A non-transitory computer readable medium having stored thereon instructions for operating a rental management tool, comprising computer executable code which when executed by at least one machine, causes the machine to:
-
receive information via a user interface for renting one or more rental items to a customer; generate a project corresponding to a sales order for the customer, wherein the sales order includes a plurality sales order lines, at least one sales order line being a rental item and at least one sales order line being a service item associated with the rental item; convert each of the plurality of sales order lines into corresponding individual task items in the project; determine one or more resource requirements for at least one task item for the project; identify at least one candidate resource and associated competency information for the one or more determined resource requirements; display, in the user interface, the at least one candidate resource and associated competency information; assign the at least one candidate resource based on selection information received from the user interface and updating the project to reflect the assignment; generate a rental invoice for the sales order, wherein the rental invoice incorporates cost information associated with the plurality of sales order lines and the at least one selected candidate resource. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
-
-
21. A network device comprising:
-
a network interface configured to allow communications with at least one database; a memory stored thereon computer executable code configured as instructions for operating a rental management tool; and a processor coupled to the network interface and the memory, the processor operative to; receive information via a user interface for renting one or more rental items to a customer; generate a project corresponding to a sales order for the customer, wherein the sales order includes a plurality sales order lines, at least one sales order line being a rental item and at least one sales order line being a service item associated with the rental item; convert each of the plurality of sales order lines into corresponding individual task items in the project; determine one or more resource requirements for at least one task item for the project, wherein the one or more resource requirements are stored in the database; identify at least one candidate resource and associated competency information for the one or more determined resource requirements; display, in the user interface, the at least one candidate resource and associated competency information; assign the at least one candidate resource based on selection information received from the user interface and updating the project to reflect the assignment; and generate a rental invoice for the sales order, wherein the rental invoice incorporates cost information associated with the plurality of sales order lines and the at least one selected candidate resource. - View Dependent Claims (22, 23, 24, 25, 26, 27, 28, 29, 30)
-
Specification