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

For the superseded parts function:

For warranties:

For the substitute sales parts function:

System Effects

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Rental Quotation lines

Procedure

To enter a rental quotation line:

  1. In the sales quotation header, populate or query for the sales quotation.
  2. Click the Rental Quotation Lines tab, and then click New.
  3. 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.
  4. 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.
  5. Enter the transaction generation schedule.
  6. 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):

To cancel a rental quotation line:

  1. Open the desired sales quotation and select the Rental Quotation Lines tab.
  2. Mark the quotation line you want to cancel.
  3. Right-click, point to Status and then click Cancel Quotation Line.