Use this option to convert a Quotation
for rentals and/or sales to a reservation.
The rental rates on the quote for each rate code, will be used on
the Reservation, and any new rates by effective date will not be
applied.
Role permission for operator access to the "Quote convert" utilities can be setup in the Document Field Access window of the Security Roles to enable or disable the CONVERT button on the Quotations screen.
If this quotation has been converted before, the Honored Quotation Documents window is triggered.
Any Off Rent reason codes on the rental quote will be carried
over to the new reservation.
When a quote is converted to a reservation the actual creation date
and time of the reservation is saved. This date and time stamp can
be viewed in the reservation header screen of Reservations.
When the setting in the Company Security
Parameters is set to NOT Allow Overrides on Location
Quantities, an Over-Booked Items
warning is generated when items are overbooked preventing the
operator from proceeding with the quote to reservation conversion
for those dates.
If this parameter is set to allow over-ride, then a notification of
the over-bookings is displayed but the new reservation is still
created.
The Product/Group Bookings Report can be
use to report on over-booked products.
The Clerk Confirmation window is
triggered in Rental Quotes and also in
each of Convert Quote to Contract,
Convert Quote to Reservation or Convert Quote to Invoice if the 'Record Clerk
Accessing Quotes' flag is checked in the Company Security Parameters.
The Clerk that is captured in one of these convert utilities is
then updated on both the source Quote and the resulting Invoice,
Contract or Reservation.
If the operator has Security Role
Permissions giving Access To Quotation Status Codes in
the "Miscellaneous" window, a pop-up window will prompt to update
the Status Code as outlined in Assign Quote
Status Code.
If the operator does not have permission, the pop-up is suppressed
and the quote is automatically updated to the Status Code defined
in the Company Quotation Parameters.
This convert option also copies any "Deposit Required" amount
from the source Quote to the resulting reservation.
If any attachments are linked to the source Quote, they will also
be linked to the document resulting from the convert action.
For more detailed instructions on this conversion process, refer to the similar Convert Reservation To Contract utility.
ACTIONS:
Additional actions provided by buttons on
the Convert Quote to Reservation screen include:
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