Transfer project rental quotation to rental order

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When the quotation is confirmed, transfer it to a project and use a wizard to create a rental order.

You can perform the following actions during the wizard:

  • Create a new project or select an existing one.

  • Transfer quotation lines to a project forecast.

  • Transfer project rental quotation lines to a rental order.

The wizard auto-fills the project ID if the quotation was created from a project or if a project number was added during creation.

If several quotations are linked to the same project ID, the wizard adds their lines to the same rental order.

If used, the project breakdown structure is transferred automatically with the quotation.

Flow diagram