Rental Order is creating from Rental Contract.
Rental Contract can be created singly or it can be created from Rental Quote.
I`ll discribe the way from the Rental Quote.
(all setups for user access are configured: User Setup -> EQM User=yes)
1. New - Rental Quote (can be filled in 2 ways):
1.1. Customer No:
1.1.1. fill header fields: Quote No, Customer No - all needed data is validated.
1.1.2. fill line fields: Type (ex., Item), No - all needed fields are validated (if Item has all necessary settings; if smth is missed - set up on Item Card), Qty to Ship (automatically fills Quantity Orig.).
1.2. Customer Template Code:
1.2.1. fill header fields: Quote No, Customer Template Code, Contact No (it is important: Evaluation Status of Contact must not be For Evaluation).
1.2.2. fill line fields - see p.1.1.2.
2. Home/Actions -> Make Contract - Rental Contract is created, open it.
3. Rental Contract:
3.1. If Contract is created from Quote with Customer No (p.1.1), the field Invoice Sequence on tab Invoice Details is filled automatically (if data is filled on the Customer Card).
3.1.1. Home/Actions -> Sign Contract - we have Status=Signed.
3.1.2. after that we shoul deliver lines (before signing we can not deliver lines): Actions -> Delivary -> Deliver All/ Deliver Line - on the lines we have Entry Status = Delivered. Now the button Create Rental Order is active.
3.1.3. Home/Actions -> Create Rental Order - the butchjob is running and creating Rental Order.
3.2. If Contract is created from Quote with Customer Template Code (p.1.2.), the field Invoice Sequence on tab Invoice Details should be filled manually.
Repeate poits 3.1.1-3.1.3.
How to change Evaluation Status on Contact Card:
Contact Card -> tab Evaluation
Evaluation Status has 3 points: For Evaluation, Positive Evaluation, Negative Evaluation.
When you change status, you get error: Evaluation Status cannot be changed because there are no entries in the question list.
Navigate -> Tasks -> Evaluation -> fill Question, Answer.
So now you can change Evaluation Status.
Rental Contract can be created singly or it can be created from Rental Quote.
I`ll discribe the way from the Rental Quote.
(all setups for user access are configured: User Setup -> EQM User=yes)
1. New - Rental Quote (can be filled in 2 ways):
1.1. Customer No:
1.1.1. fill header fields: Quote No, Customer No - all needed data is validated.
1.1.2. fill line fields: Type (ex., Item), No - all needed fields are validated (if Item has all necessary settings; if smth is missed - set up on Item Card), Qty to Ship (automatically fills Quantity Orig.).
1.2. Customer Template Code:
1.2.1. fill header fields: Quote No, Customer Template Code, Contact No (it is important: Evaluation Status of Contact must not be For Evaluation).
1.2.2. fill line fields - see p.1.1.2.
2. Home/Actions -> Make Contract - Rental Contract is created, open it.
3. Rental Contract:
3.1. If Contract is created from Quote with Customer No (p.1.1), the field Invoice Sequence on tab Invoice Details is filled automatically (if data is filled on the Customer Card).
3.1.1. Home/Actions -> Sign Contract - we have Status=Signed.
3.1.2. after that we shoul deliver lines (before signing we can not deliver lines): Actions -> Delivary -> Deliver All/ Deliver Line - on the lines we have Entry Status = Delivered. Now the button Create Rental Order is active.
3.1.3. Home/Actions -> Create Rental Order - the butchjob is running and creating Rental Order.
3.2. If Contract is created from Quote with Customer Template Code (p.1.2.), the field Invoice Sequence on tab Invoice Details should be filled manually.
Repeate poits 3.1.1-3.1.3.
How to change Evaluation Status on Contact Card:
Contact Card -> tab Evaluation
Evaluation Status has 3 points: For Evaluation, Positive Evaluation, Negative Evaluation.
When you change status, you get error: Evaluation Status cannot be changed because there are no entries in the question list.
So now you can change Evaluation Status.
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