Set up D365 FO for Rental Management for D365 Sales

In the Rental parameters in D365 FO, set the Rental Management for D365 Sales integration parameters.

In Rental Management for D365 Sales, when a product line is created, it must have either the Existing Product or the Sales Product Category defined.

In D365 FO, a project rental quotation or project rental order can have lines of these transactions types:

• Item
• Expense
• Fee
• Hour

If the type is 'Item', an item must be always filled in for the line in D365 FO. So, lines of type 'Item' are properly synchronized to Rental Management for D365 Sales. The defined item is filled in the 'Existing Product' field of the Rental Management for D365 Sales product line.

For the other transaction types, for the lines in D365 FO, the Sales category field is not mandatory. And if it is not filled in, no product line can be created in Rental Management for D365 Sales.

To make sure, always a product line can be created in Rental Management for D365 Sales, set a default sales category for these transaction types:

• Expense
• Fee
• Hour

If in D365 FO the sales category is defined in either the project rental quotation/order line or the Rental parameters, a product line is created in Rental Management for D365 Sales with the Sales Product Category field filled.

In the Sales and marketing parameters in D365 FO, set the Opportunities parameters to 'Never'.

If the integration between D365 FO and Rental Management for D365 Sales is active, opportunities are managed in Rental Management for D365 Sales. So, it is not desirable that opportunities are created in D365 FO.

If not set to 'Never', on synchronization of (project) rental quotations from Rental Management for D365 Sales to D365 FO, an error message is shown.