Creating a rental quotation from an activity record
You must create an activity before you create a quotation for an activity.
See Creating an activity.
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Open an activity.
You can only create a quotation for a specific type of activity. The activity is set in the M3 Mobility Core Toolbox. Contact your system administrator if you do not know the activity type where rental quotations are made.
- Select Quotation > Create Rental Quote.
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Specify this information:
- Rental Agreement Order Type
- Select from the list of order types.
- Rental Depot
- Select from the list of depots.
- Facility
- Select from the list of facilities.
- Valid From
- Select the date when the quotation is created.
- Valid Until
- Select the date when the validity of the quote expires.
- Contacts
- Select no more than two contacts. The contacts that are defined here are the values of the Your Ref 1 and Your Ref 2 fields in the quotation. If no contact is associated, the default Your Ref 1 and Your Ref 2 of the account is used on the quotation.
- Sales Person
- Select a sales person from the list. This is the sales person who is responsible for the quotation.
- Forecast
- Select whether to set the value of the Total Price of the quotation to the value of the field as set for the opportunity record.
- First Follow Up Activity
- Select from the list of follow-up activities for this quote.
- Date
- Select the date that the first follow-up activity is made.
- Second Follow Up Activity
- Select from the list of follow-up activities for this quote.
- Date
- Select the date that the second follow-up activity is made.
- Click Create. A new page is displayed as a new tab.
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Complete the transaction in this page. Optionally, M3 BE can
populate the Project Number and Project Element and displays the values in
M3 CLM. Contact your system administrator. Follow-up
activities are created.
If Activity record is associated to an opportunity, see Associating an opportunity.The opportunity record is displayed with these details:
- Rental Quotation details is displayed on the Rental Quotes tab of opportunity record.
- Quotation Total is displayed in the Opportunity Total field depending on the quotation status configured by the system administrator.
- If configured, the Order total is displayed in the specified field when the quotation record is changed to an order.