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 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 option is enabled, 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 option is disabled, 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/Main tab.
• Supply chain parameters should be defined for the supply chain relation. For external customers, this can be done on the Site to Customer Supply Chain Parameters page, and for internal customers this can be done on the Site to Site Supply Chain Parameters page.  

For the superseded parts function:

• Replacement parts are entered in the Sales Part/General or Non-Inventory Sales Part/General 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 on the Alternate Sales Parts Base Data page.

System Effects

• As a result of this entry, a rental quotation line is entered on the Sales Quotation/Rental Lines page.
• 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.

Pages

Sales Quotation

Activity Diagrams

Enter Sales Quotation