Enter Rental Quotation Line
Explanation
This activity is used to enter rental quotation lines to
the Sales Quotation
header. A rental quotation line can be added once the sales quotation header is
saved.
The Rental
Quotation Lines tab is used to specify the parts, rental period and
quantities that the customer has ordered to quote. For each rental quotation
line, you can also specify the wanted and planned delivery dates, prices,
discounts and rental parameters such as chargeable days, date exceptions and
rounding.
The price fetched to the rental quotation line comes
either from the rental
price list or the sales part.
When calculating the amounts on a rental line both the chargeable days and
quantity are taken into account. It is also possible to enter the price,
quantity and rental duration only without specifying the start and end rental
dates. But the user should enter these dates before converting to customer order
line.
When a rental quotation line is entered, it acquires Planned
status. The status of the sales
quotation header does not change; it is still in Planned status.
Sales part number can be entered by using GTIN.
If the sales quotation is being created for a Jinsui-enabled customer, and a
Jinsui invoice needs to be created, the total line amount must not exceed the
maximum amount for the Jinsui invoice defined for the company.
For rental lines the Supply Codes can either be Inventory, Internal
Purchase Transit or Purchase Transit. For service parts, Non
Inventory can be used as well as Purchase Transit.
If the Use Price Incl Tax check box is selected,
the Price/Curr and Price/Base fields are non-editable and the price is
calculated based on the price including tax value and the connected tax codes.
The Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax check box is cleared, the Price Incl Tax/Curr
and Price Incl Tax/Base fields are non-editable and the price including tax is
calculated based on the value entered for the price and the connected tax codes.
Prerequisites
- The sales quotation header must have been entered and saved.
- The sales part or service part must have been allowed for rental.
-
In rental basic data values for Transaction Generation Schedule must be
entered. Optionally, values for chargeable days and date exceptions should
be entered as well.
- If you are specifying a condition code, the part must have condition code
feature enabled on the part record in the
Part/General
tab.
- Supply chain parameters should be defined
for the supply chain relation. For external customers, this can be done in the
Site to Customer Supply Chain Parameters window, and for internal
customers this can be done in the
Site to Site Supply Chain Parameters
window.
For the superseded parts function:
- Replacement parts are entered in the
Sales Part/Misc Part Info
or
Non-Inventory Sales Part/Misc Part Info
tabs, depending on the type of part that is to be replaced.
For warranties:
- For the quotation line to inherit customer warranty data, the warranty data must first
exist for the sales part.
For the substitute sales parts function:
- Substitute sales parts must be connected to the appropriate sales parts in the
Alternate Sales Parts Base Data window.
System Effects
- As a result of this entry, a rental quotation line is entered in the
Sales Quotation / Rental Quotation Lines window.
- It is possible to cancel a rental quotation line as soon as it has been entered.
- If the total line amount for any particular Jinsui sales quotation line
exceeds the specified maximum amount, you will not be allowed to save this
order line. To avoid this, the amount can be divided between two or more
lines.
Window
Sales Quotation
Related Window Descriptions
Sales Quotation
Sales Quotation/Rental
Quotation lines
Procedure
To enter a rental quotation line:
- In the sales quotation header, populate or query for
the sales quotation.
- Click the
Rental Quotation Lines tab, and then click New.
- Either specify the sales part number or service part number
directly in the Sales Part No field or search for it by using the
List of Values. Only parts that are allowed for rental will be possible to
enter. In
addition, you can enter the customer's part number in the Customer Part No
field if a
cross-reference is established between your sales part number and the customer's part
number. The description of the part is then displayed in the Description
field, including
the sales unit, price unit, and possible discounts.
- Enter the planned start and end rental dates. Optionally, enter the
planned start rental date and the planned rental duration. Also it is
possible only to enter the quantity and the rental duration without
specifying the start and end rental dates. This is to support price rental
quotations.
- Enter the transaction generation schedule.
- You can save the rental quotation line now if you do not want to add or change any other
values. The system then assigns a line and delivery number. The rental quotation line acquires
Planned
status.
Optional steps (remember to save your entries):
- In the Desired Qty field, you can enter the quantity of parts that the customer
actually wants to buy. This field is used if there is a difference between the quantity
of parts that the customer wants to buy and the quantity of parts that is actually entered
as sales quantity on the quotation line, e.g., due to a shortage of parts in stock. Enter
the desired quantity in sales unit of measure.
- To specify a condition code, use the List of Values in the Condition Code
field to select from available condition
codes. This feature is only available for lot batch and/or serial-tracked parts, and condition code feature must be enabled for the part
record on the
Part/General tab.
- In the Wanted Delivery Date/Time field, enter the date on which the customer wants
delivery of each line. The default date is the delivery date on the header.
This value defaults the planned start rental date at the entry of the line.
- A default supply code is displayed in the Supply Code
field. You can change the mode by selecting the desired alternative by
clicking List.
- If you need a value-added tax report used within the European Community, enter the
applicable data in the Delivery Type field.
To cancel a rental quotation line:
- Open the desired sales quotation and select the
Rental Quotation Lines
tab.
- Mark the quotation line you want to cancel.
- Right-click, point to Status and then click Cancel Quotation Line.