If a quote is created from an opportunity, the Quote Type is defined by a default setting in Power Apps. So, a default value for the Quote Type, if set in the Default Parameter Configurations, is not applied.
These quote types are applicable to DynaRent for D365 Sales:
- Rental: The quote is not related to a rental project. On synchronization with D365 FO, a rental quotation is created.
- Project rental: The quote is created for a rental project. On synchronization with D365 FO, a project rental quotation is created.
To change the default quote type setting for the applicable Dataverse table column, follow the steps in this topic.
Standard procedure
| 1. |
Sign in to Power Apps: https://make.powerapps.com. |
| 2. |
Switch to the right environment. |
| 3. |
In the Site map, click Dataverse, Tables. |
| 4. |
In the command bar, switch the view to All. |
| 5. |
Find and open the 'Quote' table. |
| 6. |
Find and open the 'Type' (ti_type) column. |
| 7. |
In the 'Default value' field, select the desired value. |
| 8. |
Click Done. |
| 9. |
Click Save table. |