You can add one or several rental, sales, or service items to a project rental quotation.
The quotation can include lines of different types:
Item
Hour
Expense
Fee
To add a rental line, click the Add line button and complete the required fields:
Field | Description |
Transaction type | Select: Item, Hour, Expense, or Fee. |
Item number | Select the item number for the sales item. |
Rental transaction type | Select Sales or Rental. |
Quantity | Enter the number of items. |
Unit | Enter the unit of measure. |
Gross price | Enter the gross price. |
Insurance | Enter the insurance percentage. |
Transport | Enter the delivery transport cost. |
Return transport | Enter the return transport cost. |
Unit price | Enter the total unit price. |
Amount | Enter the total amount. |
Project category | Select a project category. |
Line properties | Enter the line properties for posting. |
This process explains how to add lines with sales or service items to a project rental quotation.
Steps
Go to Rental order management > Project rental quotations > Project rental quotations.
In the list find and selected the desired project rental quotation.
Click Add line.
In the Transaction type field, select 'Item'.
In the Rental transaction type field, select 'Rental'.
In the Item number field, enter or select a value. In the switch View field, select 'Sales'.
Click Save.