When you qualify a lead in DynaRent for D365 Sales, an opportunity is created in DynaRent for D365 Sales. You can also directly create an opportunity in DynaRent for D365 Sales.
1. | Sign in to DynaRent for D365 Sales. |
2. | In the Site map, click Opportunities. |
3. | Select the desired opportunity and on the command bar, click Edit. |
4. | On the Summary tab, in the Rental details group, fill in all fields. |
Rental details fields on the Summary tab of the Opportunities page:
Field |
Description |
Rental calendar |
The rental calendar defines the days and times for which a rental order line is invoiced, for example, only working days from 8:00 to 17:00 are invoiced. |
Rate code |
The rate code defines how the invoice amount is calculated, for example, per day or per week. |
On-rent date/time |
The start date/time of the rental period. |
Expected off-rent date/time |
The expected end date/time of the rental period. |
Default shipping site |
The default site from which the rental item is shipped. |
Default shipping warehouse |
The default warehouse from which the rental item is shipped. On creation of a rental quotation in D365 FO, this warehouse is filled in the 'Warehouse' storage dimension on the rental quotation header. |