Convert Preliminary Rental Agreement to Active Agreement or Quotation

This document explains how you convert a preliminary rental agreement into a real agreement or quotation.

Outcome

A rental agreement or quotation is created.

The rental agreement is used to:

The following files are updated:

Before you start

A preliminary rental agreement must exist in 'Rental Agreement. Open' (STS100) and 'Rental Agreement. Open Lines' (STS101).

Follow These Steps

  1. Start 'Rental Agreement. Open Lines' (STS101).

  2. Select F14 to proceed to 'Rental Agreement. Create' (STS109).

  3. Choose from between the following alternatives:

    • Convert to Active Rental Agreement
    • Convert to Quotation

Convert to Active Rental Agreement

  1. Specify that you want to convert to a real agreement in the 'Crt Agreement' field.

    The preliminary agreement will be converted to a real agreement and its status will be changed to 20.

  2. Enter a reason create code.

    You must enter a reason create code if this has not been done on the agreement header. The code you enter here will be placed on all lines where the code is blank.

  3. Choose whether you want to print the agreement immediately or later.

  4. Press Enter to create a real agreement.

Convert to Quotation

  1. Specify that you want to convert the preliminary agreement to a quotation in the 'Crt Agreement' field.

  2. Choose whether you want to print the quotation immediately or later.

  3. Press Enter to convert to a quotation.

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