You can add one or several rental, sales, or service items to a project rental quotation.
The quotation can include lines of different types:
To add a rental line, click the Add line button and complete the required fields:
Field | Description |
Transaction type | Select: Item, Hour, Expense, or Fee. |
Item number | Select the item number for the sales item. |
Rental transaction type | Select Sales or Rental. |
Quantity | Enter the number of items. |
Unit | Enter the unit of measure. |
Gross price | Enter the gross price. |
Insurance | Enter the insurance percentage. |
Transport | Enter the delivery transport cost. |
Return transport | Enter the return transport cost. |
Unit price | Enter the total unit price. |
Amount | Enter the total amount. |
Project category | Select a project category. |
Line properties | Enter the line properties for posting. |
This process explains how to add lines with sales or service items to a project rental quotation.
| 1. | Go to Rental order management > Project rental quotations > Project rental quotations. |
| 2. | In the list find and selected the desired project rental quotation. |
| 3. | Click Add line. |
| 4. | In the Transaction type field, select 'Item'. |
| 5. | In the Rental transaction type field, select 'Rental'. |
| 6. | In the Item number field, enter or select a value. In the switch View field, select 'Sales'. |
| 7. | Click Save. |
