Setting default values for rental quotation

  1. In the Default values for rental quotation, specify this information:
    M3 bookmark - H5
    <Grid URL>/mashup/web/INFOR_EQMRental/RentalAgreement?$DefaultValues=CUNO:{0};AGNB:{1};VERS:{2}
    Import quotes from date
    Specify the date when to import quotes. By default, this field is set to current date.
    Quotation validity in days
    Specify the number of days from which the Follow up activity 1 and 2 days are calculated.
    Note: The Valid To and Valid From dates of Rental Quotation for QuoteHeader are from the Valid To or Valid From dates in the Create Dialog. These dates are updated based on the earliest Valid From date and the latest Valid To date on QuoteLines.
    Days before expiration date (Follow up activity 1)
    Specify the number of days before expiration date for first follow up activity.
    Days before expiration date (Follow up activity 2)
    Specify the number of days before expiration date for second follow up activity.
    Rental agreement order type
    Select the quotation order type from the drop down list.
    Rental depot
    Select the rental depot from the list.
    Follow up activity 1
    Select the activity type for the first follow up activity.
    Follow up activity 2
    Select the activity type for the second follow up activity.
    Field to use for quote number
    Select the field from the drop down list.
  2. Click Save.