If a project rental quotation is confirmed, transfer it to a project. Only if you transfer quotation items to a rental order, a rental order is created for the project rental quotation.
In the transfer quotation wizard, you can, for example, indicate if:

• The quotation is transferred to an existing project, or a new project is created.
• The quotation transactions are transferred to the project forecast.
• The quotation items are transferred to rental lines on a rental order. This is done only for quotation lines with these settings:
  • Transaction type = Item
  • Rental transaction type = Rental
  • Order line type = Sales/Purchase

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 transfer a project rental quotation to a project, open the 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 Transfer to project.
7.	Complete the transfer quotation to project wizard.
8.	When you have transferred the project rental quotation to a project, 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.

Notes

If more than one project rental quotation is linked to one project, the quotation items are added to the rental order for the project.