Edit quote header

You can edit the general quote information in:

Rental Management for D365 Sales: For more information, refer to Create or edit quotes.
D365 FO: For more information, refer to the steps and notes of this topic.

For general quote information, for most fields, a two-way synchronization is applied. If you edit:

General quote information in Rental Management for D365 Sales, the changes are synchronized to the related rental quotation header or project rental quotation header in D365 FO.
A rental quotation header or a project rental quotation header in D365 FO, the changes are synchronized to the related quote in Rental Management for D365 Sales.

In addition to the standard quote fields in Rental Management for D365 Sales, several rental-specific fields are available.

Quote type field on the Summary 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.

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.
Contact person	The contact person at the prospect for the rental quotation. Note: You can only edit the contact person on the rental quotation header in D365 FO.
Invoice profile	The invoice profile defines when the rental order line is invoiced, for example, monthly or weekly. Note: You can only edit the invoice profile on the rental quotation header in D365 FO.
Work location code	You can filter the equipment list based on the work location. The work location is the location where the rental item is delivered and used. Note: You can only edit the venue code on the rental quotation header in D365 FO.

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.
Expected off-rent date/time	The expected end date/time of the rental period.
Off-rent date/time	The actual end date/time of the rental period. Note: You can only edit the off-rent date/time on the rental quotation header in D365 FO.
Requested delivery date/time	The date, as requested by the prospect, on which the rental item must be delivered. Note: You can only edit the requested delivery date/time on the rental quotation header in D365 FO.
Requested pickup date/time	The date, as requested by the prospect, on which the rental item must be picked up by the rental company at the prospect’s site. Note: You can only edit the requested pickup date/time on the rental quotation header in D365 FO.

Related to	Notes
Create and manage rental quotes

Edit quote header
Application task