Rental Custom Pages

Overview A feature was added into the Ascent Rental package to allow the user to customize what fields appear on the opportunity, sales quote, and sales order lines, and in which order.  For purposes of this document, we will illustrate how this can be set up for sales orders. Configure Custom Pages to Rental Lines […]

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Rental Set Up

Overview This document will serve as a primer for creating an Ascent Rental organization.  It requires, at a minimum, the Ascent for Salesforce package, also known as Ascent ERP, the Ascent Rental package, changes to many page layouts, along with Custom Settings and rental specific data requirements on trade agreements and locations. Optionally, if financial […]

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