Complete the Planning task for an expiring enterprise asset lease contract

Complete the Planning task for an expiring enterprise asset lease contract so that you can proceed with either returning the associated enterprise asset, buying out the associated enterprise asset, or extending the lease contract.

始める前に

To generate the Planning task for an expiring lease contract, you must initiate the lease-end process for that contract. See Begin the lease-end process for an expiring enterprise asset lease contract for detailed instructions.

Role required: sn_eam.enterprise_admin or sn_eam.enterprise_asset_manager

手順

1. From the Enterprise Asset Workspace, open the Contract and lease management view.
2. On the Lease-end assets tab, select the lease contract for the enterprise asset that you want to return, buy out, or extend the contract for.
   注:

   You must select a lease contract that is in the Planning stage.
   The lease contract record opens.
3. On the Contract Asset Tasks tab of the lease contract record, select the task number for the Planning task.

   Alternatively, select the task number that is displayed in the Current task field of the lease contract record header.

   
   The Planning task opens.
4. On the Details tab of the Planning task, fill in the fields.

   表 : 1. Details tab

   Field	Description
   Contract Asset Task
   Number	Task number used to identify and track the Planning task. This field populates automatically.
   Contract	Lease contract that the task is associated with. This field populates automatically.
   Asset	Enterprise asset that is associated with the lease contract. This field populates automatically.
   Location	Current location of the associated enterprise asset. This field populates automatically.
   Lease action	Action that you want to take on the associated enterprise asset. Select one of the following options: Return Extend 注: If you select this option, the Enterprise Asset Management application automatically creates a purchase order and purchase order line for the lease contract extension. Buyout 注: If you select this option, the Enterprise Asset Management application automatically creates a purchase order and purchase order line for the enterprise asset buyout.
   State	State of the task.
   Assignment group	Group to which the task is assigned.
   Assigned to	User to which the task is assigned.
   Work notes list	Users who receive notifications when work notes are added to the task.
   Short description	Brief description of the task.
   Description	Detailed description of the task.
   Notes
   Work notes	Notes about the task that are visible to all users within your organization.

5. Select Close Task.

タスクの結果

The Planning task automatically closes with an updated state of Closed Complete.

次のタスク

Based on the action that you selected in the Lease action field, complete all necessary tasks to return the associated enterprise asset, buy out the associated enterprise asset, or extend the lease contract.