Creating a rental quote from an opportunity record

You must create an opportunity before you can create a quotation for an opportunity.

See Creating an opportunity.

  1. Open an opportunity.
  2. Select Quotation > Create Rental Quote.
  3. Specify this information. These fields have default values that are based on the configuration in M3 Mobility Core Toolbox.
    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.
  4. Click Create. Rental Agreement mashup is displayed as a new tab in M3 CLM.
  5. 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. Rental quotation details is displayed on the Rental quotes tab of opportunity record.
    See Viewing the rental quote details.
    Follow-up activities and its corresponding quotation activities are created and displayed on the Activities tab of opportunity record.

    Quotation Total is populated in the Opportunity Total field depending on the quotation status configured by the system administrator. If configured, the Order total is populated in the specified field when the quotation record is changed to an order.