For the integration between D365 FO and Rental Management for D365 Sales, some setup is required in D365 FO.


Administrator Administrator Start Start Set Rental Management for D365 Sales integration parameters in D365 FO Set Rental Management for D365 Sales integration parameters in D365 FO 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. Procedure 1. Go to Rental order management > Setup > Rental parameters. 2. Click the DynaRent for D365 Sales integration tab. 3. Fill in the fields and close the page. Set Sales and marketing parameters related to Rental Management for D365 Sales Set Sales and marketing parameters related to Rental Management for D365 Sales 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. Procedure 1. Go to Sales and marketing > Setup > Sales and marketing parameters. 2. On the General tab, set all Opportunities parameters to 'Never'. End End

Activities

Name Responsible Description

Set Rental Management for D365 Sales integration parameters in D365 FO

Administrator

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.

Set Sales and marketing parameters related to Rental Management for D365 Sales

Administrator

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.

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