Create quote

Field

Description

Quote type

Define the rental quote type:

• Rental: The quote is not related to a rental project. On synchronization with D365 F&SCM, a rental quotation is created.

• Project rental: The quote is created for a rental project. On synchronization with D365 F&SCM, a project rental quotation is created.

Note

If a quote is created from an opportunity, the default quote type is applied, and you cannot change it. To create a quote of another than the default type, directly create a quote in Rental Management for D365 Sales (in the Site map, click Quotes, and in the control bar click New).

Field

Description

Rental calendar

The rental calendar defines the days and times for which a rental order line is invoiced, for example, only working days from 8:00 to 17:00 are invoiced.

Note

If the quote is created from an opportunity, the rate calendar is filled from the opportunity.

Rate code

The rate code defines how the invoice amount is calculated, for example, per day or per week.

Note

If the quote is created from an opportunity, the rate code is filled from the opportunity.

Field

Description

On-rent date/time

The start date/time of the rental period.

Note

If the quote is created from an opportunity, the on-rent date/time is filled from the opportunity.

Expected off-rent date/time

The expected end date/time of the rental period.

Note

If the quote is created from an opportunity, the expected off-rent date/time is filled from the opportunity.