Rental Opportunities and Quotes

Overview This document will serve as an overview of the functionality available via Rental Opportunities and Rental Quotes to create a rental order. A rental opportunity can not only include rental line items, but can also include sales items.   Definition: The Opportunity object is a standard Salesforce object. Ascent uses that object and adds additional […]

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Rental Trade Agreements

Definition and types This functionality makes rental pricing easy. Trade Agreements are a way to represent contractual arrangements with customers regarding the price of rentals. This document will illustrate some examples. Rental trade agreements (TAs) differ from sales trade agreements.  Rental TAs have to deal with Periods, or the billing cycle of the agreement.  And […]

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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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