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 tax code. 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 tax code.

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:

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):

• 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:

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.