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

Add quotation lines
Application task

Add the desired quotation lines to the created rental quotation or project rental quotation.

You can add lines to a:
  • Rental quotation for:
    • Bulk rental items
    • Serialized rental items
    • Service items
  • Project rental quotation of types:
    • Item. The item quotation lines can be for:
      • Bulk rental items
      • Serialized rental items
      • Service items
    • Hour
    • Expense
    • Fee
For quotation lines, a one-way synchronization is applied. You can only add quotation lines in D365 FO. When a quotation line is added in D365 FO, it is synchronized to the Products section of the related quote in Rental Management for D365 Sales.


Standard procedure

1. Sign in to Rental Management for D365 Sales.
2. In the Site map, click Quotes.
3. Select the desired quote.
4. On the command bar, click Edit.
5. To add lines to the quote, open the related (project) rental quotation in D365 FO.
  On the command bar, click Open.
6. Add the desired quotation lines to the (project) rental quotation.
  In D365 FO, in the Lines section, click Add line, and fill in the fields as desired.
7. When you are done adding lines to the (project) rental quotation, save the changes, and close the D365 FO tab of your browser. As a result, you automatically return to the related quote page in Rental Management for D365 Sales.
Related to Notes

Create and manage rental quotes

 		 

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