This flow explains how to create a rental agreement of the type 'prospect'. Prospects are customers or vendors who do not have existing accounts.
You can link a prospect account to a customer or vendor account or name. You can also define rental agreements at the header and line level of rental or sub rental orders.
To create a line-level agreement, change the insurance value in the rental line editor of a rental order line.
You can activate several default rental agreements at the same time by using different currencies or rental categories for the selected relation account. A relation account links directly to the agreement and can be a vendor, customer, or project.
Set the expiration date on the rental agreement header. Duplicate an agreement if needed. Use the agreement dates to prevent overlap.