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:
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.
| 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. |
| 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. |
| Related to | Notes |
|---|---|
|
Transfer project rental quotation to rental order |
