1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Projects
  5. Project rental quotation

Revise project rental quotation

You can revise a project rental quotation. Reasons include customer changes or corrections to the existing quotation.

This process explains how to revise a project rental quotation.


Sales clerk Sales clerk Start Start Add project rental quotation line Add project rental quotation line You can add one or several rental, sales, or service items to a project rental quotation. The quotation can include lines of different types: Item Hour Expense Fee To add a rental line, click the Add line button and complete the required fields: FieldDescription Transaction typeSelect: Item, Hour, Expense, or Fee. Item numberSelect the item number for the sales item. Rental transaction typeSelect Sales or Rental. QuantityEnter the number of items. UnitEnter the unit of measure. Gross priceEnter the gross price. InsuranceEnter the insurance percentage. TransportEnter the delivery transport cost. Return transportEnter the return transport cost. Unit priceEnter the total unit price. AmountEnter the total amount. Project categorySelect a project category. Line propertiesEnter the line properties for posting. This process explains how to add lines with sales or service items to a project rental quotation. Procedure 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. Change project rental quotation price Change project rental quotation price You can revise a project rental quotation when the price on a line is incorrect. You can revise the quotation before or after sending it to the customer: If not sent: Change the price directly on the quotation line. If already sent: Use Quote > Process > Revise on the Action tab. Then change the price and resend the quotation. Procedure 1. Go to Rental order management > Project rental quotations > Project rental quotations. 2. In the list find and selected the desired rental project quotation. 3. On the Action Pane, click Quote. 4. Click Revise. 5. In the list, mark the selected row. 6. In the Unit price field, enter a number. 7. Click Save. Send quotation to customer for approval Send quotation to customer for approval You can send a project rental quotation to the customer for approval. When the quotation is ready, to post the quotation journal, click Quotation. Print the quotation if needed. After posting, the system creates a project rental quotation journal. Procedure 1. Go to Rental order management > Project rental quotations > Project rental quotations. 2. In the list find and selected the desired rental project quotation. 3. On the Action Pane, click Quote. 4. Click Quotation. 5. Click OK. End End

Activities

Name Responsible Description

Add project rental quotation line

Sales clerk

You can add one or several rental, sales, or service items to a project rental quotation.

The quotation can include lines of different types:

  • Item
  • Hour
  • Expense
  • Fee

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.

Change project rental quotation price

Sales clerk

You can revise a project rental quotation when the price on a line is incorrect.

You can revise the quotation before or after sending it to the customer:

  • If not sent: Change the price directly on the quotation line.
  • If already sent: Use Quote > Process > Revise on the Action tab. Then change the price and resend the quotation.

Send quotation to customer for approval

Sales clerk

You can send a project rental quotation to the customer for approval.

When the quotation is ready, to post the quotation journal, click Quotation. Print the quotation if needed.

After posting, the system creates a project rental quotation journal.

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