- Equipment Rental
- Rental Management for D365 Sales
- Activities
If you have sent a (project) rental quotation to a prospect, the prospect can:
- Accept the quote. In this case, confirm the quotation.
- Reject the quote. In this case, mark the quotation as lost.
You can also cancel a (project) rental quotation.
If you confirm a:
- Rental quotation, automatically a rental order is created.
- Project rental quotation, no rental order is created. You must transfer a confirmed project rental quotation to a project.
Notes:
- You can only mark a (project) rental quotation as 'Confirmed', 'Lost', or 'Canceled' in D365 FO.
- In D365 FO, you cannot change a (project) rental quotation that is marked as 'Confirmed', 'Lost', or 'Canceled'. In Rental Management for D365 Sales, you cannot change the related quote.
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 register the response of the prospect to the quote, 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 Follow up tab, click 'Confirm', 'Cancel', or 'Lost quotation'. |
7. |
When you have registered the prospect response to the (project) rental quotation, 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. |