Rental Quote Agreement (tsepp1610m300)

Use this session to view and maintain rental quote agreements linked to a rental quote. For quote agreement lines, you can specify the items that are rented out and related data. You can also link quote cost lines to a quote agreement.

When a rental quote is processed to a rental order, the rental quote agreements lines are processed to rental agreement lines.
Note: 
  • This session is displayed only if the Equipment as a Service check box is selected in the Implemented Software Components (tccom0100s000) session.
  • You can access these sessions as satellite sessions:
    • Rental Quote Cost Lines (tsepp1120m300
    • Rental Quote Equipment Lines (tsepp1120m301)
    • Rental Quote Material Cost Lines (tsepp1120m302)
    • Rental Quote Service Cost Lines (tsepp1120m303)
    • Rental Quote Labor Cost Lines (tsepp1120m304)

Field Information

Rental Quote
The code of the rental quote for which the quote agreement line is linked.
Revision
The code of the revision created for the rental quote.
Agreement Line
The code of the rental quote agreement line.
Line Status

The status of the rental quote agreement line.

Allowed values

Printed

The external Quote document is printed.

Negotiating

The negotiations about the (printed) Quote are in progress with the customer. This status must be set manually.

Accepted

The proposed Quote is accepted by the customer.

Rejected

The proposed Quote is rejected by the customer.

Processed

The accepted Quote is processed into an actual order.

Canceled

The quote is canceled by the user who initiated the quote.

Note: You can cancel a quote with the status Free, Printed and Negotiating.
Lost

The customer has selected another supplier. This status must be set manually.

Note: You can set this status only for the Quotes that are not generated from another object.
Free

The quote is newly created or re-opened.

Approved

Quote is approved internally. You can print and send the quote to the customer.

Alternative
The code of the alternative quote line created for the rental quote agreement line.
Rental
Equipment
Installation Group
The installation group linked to the rental quote agreement line.
Equipment
The code of the item that is rented out.
Serial Number
The serial number of the rental item.
Rental Period
The duration for which the items are rented out.
Note: This field is enabled only if the Use Quote Rental Times check box is cleared.
Rental Period Unit
The unit in which the rental period is expressed.
Note: This field is enabled only if the Use Quote Rental Times check box is cleared.

Allowed values

Hours
Days
Weeks
Months
Years
Not Applicable
Use Quote Rental Times

If this check box is selected, the rental period and planned on hire and off hire dates are defaulted from the linked rental quote and the data cannot be modified.

If this check box is cleared, you can specify the rental period and planned on hire and off hire dates for the rental quote agreement line.

Planned On Hire
The date and time from when the rented-out items are expected to be on hire.
Note: This field is enabled only if the Use Quote Rental Times check box is cleared.
Planned Off Hire
The date and time from when the rented-out items are expected to be off hire.
Note: This field is enabled only if the Use Quote Rental Times check box is cleared.
Expected Return Time
The date and time when the rented-out items are expected to be returned.
Calculated
The sales amount of the quote line.
Line Amount
The cost amount of the quote line.
Order Discount Amount
The discount amount applied.
Control
Service Type
The code of the service type of the rental quote.
Rental Owner
The department that owns the rental item.
Rental Template
The code of the rental template based on which quote cost lines are generated.
Number of Units
The number of units of the item required for the rental quote agreement.
Rental Template List
The code of the rental template list specified on the linked the rental quote.
Address
The address where the rental item is located.
Quote Line Text
Indicates if text is specified for the quote agreement line.
Call Text
Indicates if text is specified for the call.
Rates
Sales
Pricing Method
The pricing method used to calculate the line amount.
Note: You can set this field to Fixed Activity Price or Time and Material in this session.

Allowed values

Fixed Activity Price
Fixed Order Price
Time and Material
Not Applicable
Price Origin
The origin of the line amount.
Note: This field is set to Other, Reference Activity, or Manual in this session.

Allowed values

Other

The default value for all other situations such as prices from price book, item service data and so on.

Contract

If a contract term is found for the material line based on the pricing contract of the service order or activity.

Manual

The price origin is set to manual after the price or price unit is changed by the user.

Master Routing

The price origin is set to master routing, if the price is retrieved from the master routing and not from the pricing contract.

Routing Option

The price origin is set to routing option, if the price is retrieved from the routing option and not from the pricing contract.

Reference Activity

The price origin is set to reference activity, if the price is retrieved from the reference activity and not from the pricing contract.

Travel Rate Book

The price origin is set to travel rate book, if the price is retrieved from the travel rate book and not from the pricing contract.

Item Service Data

The price origin is set to Item Service Data, if the price is retrieved from the Item Service Data and not from the pricing contract.

Default Price Book

The price origin is set to Default Price Book, if the price is retrieved from the Default Price Book and not from the pricing contract.

Price Structure

The price origin is set to Price Structure, if the price is retrieved from the Price Structure and not from the pricing contract.

Not Applicable
Fixed Activity Price Ignored
Control
Service Area
The code of the area where the item is located.
Probability Percentage
The estimated chance for the quote to be accepted by the customer and result in a rental order. This value is expressed as a percentage.
Billing
Billing Schedule
The code of the billing schedule.
Automatic Billing
If this check box is selected, automatic billing is set up for the related rental agreement.
Register Actual Usage Per

The period unit for usage registration.

Allowed values

Week
The duration of the usage registration is a week or a day.
Month
The duration of the usage registration is a month, week, or a day.
Quarter
Year
The duration of the usage registration is a year, month, week, or day.
Day
The duration of the usage registration is at least a day.
References
Project Pegging
Project
The code of the project to which the cost is pegged.
Element
The code of the activity linked to the specified project.
Activity
The code of the activity linked to the specified project.
Related Order
The code of the rental order generated from the related rental quote.
Related Line Number
The code of the rental agreement line generated from the related rental quote.
Related Activity Line Number
The code of the activity line linked to the rental order generated from the related rental quote.
Related Line Status
The status of the rental agreement line.
Ship-to
Business Partner
The code of the ship-to business partner to whom the rented-out item is delivered.
Address
The address of the ship-to business partner.
Contact
The contact linked to the ship-to business partner.
Delivery Terms
The agreements with the business partner concerning the way the goods are delivered. Relevant information is printed on various order documents.
Point of Title Passage
The code of the point of title passage at which the transition of responsibility of a consignment changes from the supplier to the customer.
Material
Availability
Inventory Check Status

The overall inventory status of all the material lines linked to the quote agreement line.

Allowed values

Free
Shortage

Indicates that one or more material lines has status 'Shortage'.

Supply is late

Indicates that no material lines has status 'Shortage' and one or more material line has status 'Supply is late'

Available

Indicates that all material lines are available.

Pending
ATP Inventory Available
Indicates if the inventory for all the material lines linked to the quote agreement line is available.
Available Date
The latest ATP date for all the material lines linked to the quote agreement line.
Checked On Date
The latest date on which ATP check is performed for all the material lines linked to the quote agreement line.
Planned Inventory Available
Indicates if the inventory for all the material lines linked to the quote agreement line is available during the planned inventory check.
On Hand Inventory Available
Indicates if the inventory for all the material lines linked to the quote agreement line is available during the on hand inventory check.
Material Issue Constraint

Indicate if the material for an order or an activity must be shipped completely.

Allowed values

Order Complete
None
Activity Complete