If you have sent a (project) rental quotation to a prospect, the prospect can:
Accept the quote. In this case, confirm the quotation.
Reject the quote. In this case, mark the quotation as lost.
You can also cancel a (project) rental quotation. If you confirm a:
Rental quotation, automatically a rental order is created.
Project rental quotation, no rental order is created. You must transfer a confirmed project rental quotation to a project.
Notes:
You can only mark a (project) rental quotation as 'Confirmed', 'Lost', or 'Canceled' in D365 F&SCM.
In D365 F&SCM, you cannot change a (project) rental quotation that is marked as 'Confirmed', 'Lost', or 'Canceled'. In Rental Management for D365 Sales, you cannot change the related quote.
Steps
Sign in to Rental Management for D365 Sales.
In the Site map, click Quotes.
Select the desired quote.
On the command bar, click Edit.
To register the response of the prospect to the quote, open the related (project) rental quotation in D365 F&SCM.
On the command bar, click Open.
In D365 F&SCM, on the Action Pane, on the Follow up tab, click 'Confirm', 'Cancel', or 'Lost quotation'.
When you have registered the prospect response to the (project) rental quotation, close the D365 F&SCM tab of your browser. As a result, you automatically return to the related quote page in Rental Management for D365 Sales.