Data setup

To use rental quotes, you must define these settings in the Service Quote Parameters (tsepp0100m000) session:
  • Specify a number group for rental quotes. This series is used when you create a new rental quote.
  • Select a proposal method in the Proposal Method for Rental field. This proposal method determines how the quote amount is invoiced to the sold-to business partner.
  • Select the Create Planned Equipment Transactions for Rental check box to automatically create PET or PIT lines when the probability percentage specified for a rental quote is higher than the minimum probability percentage.
  • Specify a minimum probability percentage in the Minimum Probability Percentage for Planned Transactions for Rental field to define a threshold value.

You can also define these settings in the Service Offices (tsmdm1100m100) and Service Settings by Site (tsmdm1103m000) sessions.

In the Service User Profiles (tsmdm1150m000) session, you can select the satellite sessions that must be displayed in the Rental Quote (tsepp1600m300) session.