1. Equipment Rental
  2. Rental Management for D365 Sales
  3. Working with Rental Management for D365 Sales
  4. Use Rental Management for D365 Sales

Create and manage rental orders

Use orders to track details of the products or services that your customers want to place an order for.


Rental sales Rental sales Start Start Project rental? Project rental? Transfer project rental quotation to project Transfer project rental quotation to project 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 Note: You can only convert a project rental quotation to a project in D365 FO. If a rental order is created based on the project rental quotation, it is synchronized to Rental Management for D365 Sales. 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. 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. Edit rental order Edit rental order An order, as shown in Rental Management for D365 Sales, can be created in D365 FO: Automatically when a rental quotation is confirmed, resulting in a rental order. When a project rental quotation is transferred to a project, resulting in a project rental order. Manually as rental order or project rental order. For (project) rental orders and lines, a one-way synchronization is applied. So, you can edit a (project) rental order and its lines in D365 FO only. If you edit a (project) rental order or line in D365 FO, the changes are synchronized to the related order in Rental Management for D365 Sales. End End Yes No

Activities

Name Responsible Description

Transfer project rental quotation to project

Rental sales

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
Note:
  • You can only convert a project rental quotation to a project in D365 FO.
  • If a rental order is created based on the project rental quotation, it is synchronized to Rental Management for D365 Sales.

Edit rental order

Rental sales
An order, as shown in Rental Management for D365 Sales, can be created in D365 FO:
  • Automatically when a rental quotation is confirmed, resulting in a rental order.
  • When a project rental quotation is transferred to a project, resulting in a project rental order.
  • Manually as rental order or project rental order.
For (project) rental orders and lines, a one-way synchronization is applied. So, you can edit a (project) rental order and its lines in D365 FO only. If you edit a (project) rental order or line in D365 FO, the changes are synchronized to the related order in Rental Management for D365 Sales.

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