Equipment
Sale - Launch
Program/Screen: SAEOET/SAEOET109
Description:
Use this screen to launch the Equipment Sale program where you can enter a sale for new or rental and serialized or bulk equipment. Control record SAEOE1 can be used to limit the users who can sell rental equipment (versus just new equipment). If this control record is set to limit users, only users with security code Z94 in their user profile can sell rental (both bulk and serialized) equipment.
Click a link to advance to that section of the topic.
Navigation
Access this program from the Operations menu. If your system is set up to require a user name and password to use this program, enter that information first.
Enter either the customer number or name (for charge account customers) or the driver's license state and number (for cash customers) for the equipment sale. The order date and time default to today's date and time, but you can change them.
If you are creating an equipment sale for a charge customer who requires a job number for all transactions, the next screen in the sequence is the Job Selection screen. If you are creating an equipment sale for a cash customer, the next screen in the sequence is the Customer Information screen. If you enter an existing cash customer, their identifying information displays on the screen. If you enter a new cash customer, you are prompted to enter their identifying information.
Unique Equipment Sale/Credit Memo/Rental Purchase Screens
Equipment Sale - Launch
Reservation/Quote to Sale Selection
Equipment Credit Memo - Launch
Equipment Sale - Customer Information
Equipment Credit Memo - Customer Information
Rental Purchase - Customer Information
Additional Customer Information
Equipment Sale/Credit Memo/Rental Purchase - Equipment Information
Equipment Sale/Credit Memo - Equipment Detail
Rental Purchase - Equipment Detail
Equipment Sale/Credit Memo/Rental Purchase - Review
Additional Program Screens
Fields
If you are creating an equipment sale for a charge account customer, enter the account number or the name (or the Search Word) of the charge customer. If you do not know the name or the number, press F4 while in this field to access Customer Search.
If you know the first letter of the customer's name, type it in the field and press Enter to access Customer Search and display a list of customers whose names (first or last) contain that letter. For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric. The list would then continue with customers whose names started with the subsequent letters of the alphabet such as I and J in our example.
If you are creating an equipment sale for a cash customer, enter the two-letter abbreviation for the state on the customer's driver's license.
If you are creating an equipment sale for a cash customer, enter the number from their driver's license.
Enter or accept the date of creation for the equipment sale.
Enter or accept the time of creation for the equipment sale.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Refresh. Refresh the screen and remove entered data. |
|
F8 |
Read Card. Open the Driver License Card Swipe popup window and then swipe the driver's license. |
|
F9 |
Quote to Sale. Advance to the Equipment Quote to Sale screen and enter a quote or reservation number to convert to an equipment sale. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
Related Programs
Create/Update Equipment Sale Reservation/Quote
Back to top