You can add one or more rental items, service items, or sales items to a project rental quotation.
The quotation links to a project. If you convert the quotation to a rental order, the system transfers all related revenues and costs to the project.
An invoice profile is required for the project rental quotation. For sales and service items, the invoice profile is not used for price calculation or invoicing.
At least one default rental agreement must exist to create a project rental quotation. A rental agreement includes rental prices, items, and services, and it provides predefined data for quotations or orders.
The project rental quotation flow includes steps to create, revise, cancel, mark as lost or won, and convert the quotation to a rental order.
Scenario 1: Project rental quotations - what is diff between project and normal rental quotes? WBS - create some phases in the project and create forecast for the hours in the project. Create hour transactions with the use of WBS Coverage of expenses (during quote phases and order phases) Item transactions (sales and rental items included) Cancel, lost quotes, confirmation of project rental quotation, transfer to project.
