Linking a rentable unit to a contract line
You can link a rentable unit to a (lease) contract line. Linking a rentable unit to a contract line copies predefined values from the rentable unit to the contract line. You can change these values manually.
 | Within a single contract, you can link a rentable unit to multiple contract lines. The rentable unit remains occupied throughout the entire duration of the lease contract lines to which it has been linked. |
Procedure
1. Go to Contracts .
2. Navigate to Contract lines.
3. Select the contract line to which you want to link a rentable unit.
4. In the Rentable unit field, select the rentable unit you want to link.
The dialog box in which you can select a rentable unit is context-sensitive: if the selected contract is a payment contract, the dialog box will only display Rent from units; if the contract is not a payment contract, it will display Rent to units. You can only link rentable units to a lease contract if they are in the Not rented status. After linking a rentable unit to a lease contract line that is in the In preparation status, the rentable unit is automatically assigned the On option status. As soon as the lease contract line is activated, the status of the linked rentable unit changes from On option to Rented. This only applies to rentable units linked to lease contract lines. Once the contract line is in the Active status, you can no longer change this field.
For more information about the available fields for (lease) contract lines, see Contract line fields and Lease contract line fields.
5. Save the contract line.
At the Rentable units selection level, four read-only fields are available that display contract information valid on the selected reference date. When no reference date is set, Planon automatically uses the current date to show information. Once a rentable unit is linked to a contract, the related contract details become available in these fields:
◦ Contract – Shows the contract linked to the rentable unit on the reference selected date.
◦ Contract line – Shows the specific lease line within the contract.
◦ Accepting contracting party – Shows the party accepting the contract.
◦ Offering contracting party – Shows the party offering the contract.