1. Equipment Rental
  2. Rental Management for D365 Sales
  3. Activities

Create quote
Application task

Use quotes to make an offer to a potential customer. A quote includes the pricing details of products your potential customer is interested in.

You can create a quote from an opportunity. You can also directly create a quote in Rental Management for D365 Sales.
For more information on creating and editing a quote, refer to Create or edit quotes.
Additionally, on creation of a quote in Rental Management for D365 Sales, define the:
  • Quote type
  • Rental details
  • Rental dates
For more information, refer to the notes of this topic.


Notes

Quote type field on the Summary tab of the Quote page:

 

                Field

Description

Quote type

Define the rental quotation type:

·         Rental: The quote is not related to a rental project. On synchronization with D365 FO, a rental quotation is created.

·         Project rental: The quote is created for a rental project. On synchronization with D365 FO, 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).
 
Rental details fields on the Integration tab of the Quote page:
 

                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.
 
Rental dates fields on the Integration tab of the Quote page:
 

                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.

 

Related to Notes

Create and manage rental quotes

 		 

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