Applying Rentable units scope
To apply the rentable unit scope to all rentable units, go to the Standard activity definition to which the rentable unit scope belongs. On the standard activity definition you can use the Apply scope action.
When the action is executed, the system checks all active (non-archived) rentable units and performs the following actions:
• Creates activities for units that match the conditions but do not yet have one.
• Closes activities for units that no longer match the conditions.
| All changes use the current date. |
Activity definitions are created for a rentable unit, if the rentable unit meets all conditions of a rentable unit scope. If multiple scopes are defined for the same standard activity definition, the rentable unit needs to match the condition of one of the scopes.
| Conditions on Property details take the reference date into account. |
After running the apply scope action:
• New activities are created for rentable units that match the conditions on the rentable unit scope.
• Existing activities are closed (i.e, the end date is set) if the rentable unit does not match the rentable unit scope.
To apply activity scopes from a Rentable unit:
Procedure
1. Go to the Rentable units selection level.
2. Select the rentable unit you want to evaluate.
3. Click Apply rentable unit scope on the action panel.
The system checks all Rentable unit activity scopes against the selected Rentable unit.
If a scope matches and no activity definition exists yet, a new activity definition is created (start date = system date). If an existing activity definition’s scope no longer applies, the activity definition is ended (end date = system date).
| This action only evaluates Rentable unit activity scopes. Property, Space, and Asset scopes are not checked when triggered from a Rentable unit. |