After confirming the project rental quotation, transfer it to an actual project. Then, run the wizard to create the rental order.
Note: If several project rental quotations link to the same project ID, the wizard adds all lines to a single rental order.
This activity applies to existing projects with no transfer to forecast but with a transfer to item requirements and rental order.
| 1. | Go to Rental order management > Project rental quotations > Project rental quotations. |
| 2. | In the list, find and select the desired project rental quotation. |
| 3. | On the Action Pane, click Follow up. |
| 4. | Click Transfer to project. |
| 5. | Click Next. |
| 6. | Click Next. |
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Note: The "existing project" must be chosen. |
| 7. | Click Next. |
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Note: The project ID field must contain the desired project number. |
| 8. | Click Next. |
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Note: "Transfer to project forecast" must be on NO. |
| 9. | Select Yes in the Transfer to item requirement/rental order field. |
| 10. | Click Next. |
| 11. | Click Finish. |
| Related to | Notes |
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Transfer project rental quotation to rental order |
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