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

Send project rental quotation
Application task

If the creation of a project rental quotation is finished, send it to the customer for approval.
To do so, post the Quotation journal. As a result, a project rental quotation journal is created.
If desired, you can print the project rental quotation.

When you send the project rental quotation, its status is changed from Created to Sent. This is only applicable if the project rental quotation is not sent before.
Note: You can only send a project rental quotation from D365 FO.


Standard procedure

1. Sign in to Rental Management for D365 Sales.
2. In the Site map, click Quotes.
3. Select the desired quote with quote type 'Project rental'.
4. On the command bar, click Edit.
5. To send the quote to the customer for approval, open the related project rental quotation in D365 FO.
  On the command bar, click Open.
6. In D365 FO, on the Action Pane, on the Quote tab, click Quotation.
7. Click OK.
8. When you have sent the project rental quotation for approval, 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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