In the Rental parameters in D365 F&SCM, set the Rental Management for D365 Sales integration parameters.
In Rental Management for D365 Sales, when a product line is created, it must have either the Existing Product or the Sales Product Category defined.
In D365 F&SCM, a project rental quotation or project rental order can have lines of these transactions types:
Item
Expense
Fee
Hour
If the type is 'Item', an item must be always filled in for the line in D365 F&SCM. So, lines of type 'Item' are properly synchronized to Rental Management for D365 Sales. The defined item is filled in the 'Existing Product' field of the Rental Management for D365 Sales product line.
For the other transaction types, for the lines in D365 F&SCM, the Sales category field is not mandatory. And if it is not filled in, no product line can be created in Rental Management for D365 Sales.
To make sure, always a product line can be created in Rental Management for D365 Sales, set a default sales category for these transaction types:
Expense
Fee
Hour
If in D365 F&SCM the sales category is defined in either the project rental quotation/order line or the Rental parameters, a product line is created in Rental Management for D365 Sales with the Sales Product Category field filled.
Steps
Go to Rental order management > Setup > Rental parameters.
Click the DynaRent for D365 Sales integration tab.
Fill in the fields and close the page.