Convert Preliminary Rental Agreement to Active Agreement or Quotation

Outcome

A rental agreement or quotation is created.

The rental agreement is used to:

• Keep track of the rental items during the rental period
• Price the rental agreement.

The following tables are updated:

• STAGHE
• STAGLI
• STADCH
• STOCHR
• STLICH
• STDIAR
• MGHEAD
• MGLINE
• MHDISH
• MHDISL
• MITPLO

Before you start

A preliminary rental agreement must exist in 'Rental Agreement. Open' (STS100) and 'Rental Agreement. Open Lines' (STS101).

Follow these steps

1. Start 'Rental Agreement. Open Lines' (STS101).
2. Select F14 to proceed to 'Rental Agreement. Create' (STS109).
3. Choose from between the following alternatives:
   • Convert to Active Rental Agreement
   • Convert to Quotation

Convert to active rental agreement:

1. Specify that you want to convert to a real agreement in the 'Crt Agreement' field.

   The preliminary agreement will be converted to a real agreement and its status will be changed to 20.

2. Specify a reason create code.

   You must specify a reason create code if this has not been done on the agreement header. The code you specify here will be placed on all lines where the code is blank.

3. Choose whether you want to print the agreement immediately or later.
4. Press Enter to create a real agreement.

Convert to quotation:

1. Specify that you want to convert the preliminary agreement to a quotation in the 'Crt Agreement' field.
2. Choose whether you want to print the quotation immediately or later.
3. Press Enter to convert to a quotation.