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

Transfer project rental quotation to rental order

When the quotation is confirmed, transfer it to a project and use a wizard to create a rental order.

You can perform the following actions during the wizard:

  • Create a new project or select an existing one.
  • Transfer quotation lines to a project forecast.
  • Transfer project rental quotation lines to a rental order.

The wizard auto-fills the project ID if the quotation was created from a project or if a project number was added during creation.

If several quotations are linked to the same project ID, the wizard adds their lines to the same rental order.

If used, the project breakdown structure is transferred automatically with the quotation.


Sales clerk Sales clerk Start Start Is project rental  quotation confirmed? Is project rental  quotation confirmed? Transfer project rental quotation to rental order Transfer project rental quotation to rental order 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. Procedure 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. Note: The "existing project" must be chosen. 7. Click Next. Note: The project ID field must contain the desired project number. 8. Click Next. 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. End End Yes No

Activities

Name Responsible Description

Transfer project rental quotation to rental order

Sales clerk

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.

Provide feedback