Create/Update Equipment Sale Reservation/Quote - Equipment Detail

Program/Screen: SAEOET/SAEOET4046

Description:

Use this screen to enter, update, or review the details for the equipment or category/class entered on the sales reservation/quote.

Click a link to advance to that section of the topic.

Navigation
Fields
Function Keys

Navigation

Advance to this screen from the Create/Update Equipment Sale Reservation/Quote - Equipment Information screen by entering a 2 in the Opt field for a piece of equipment or by pressing F16 (Shift + F4). Review or enter details for the equipment and press Enter to return to the Equipment Information screen.

Unique Create/Update Equipment Sale Reservation/Quote Screens

Create/Update Equipment Sale Reservation/Quote - Launch

Driver License Card Swipe

Create/Update Equipment Sale Reservation/Quote - Customer Information

Create/Update Equipment Sale Reservation/Quote - Equipment Information

Equipment Detail

Sales Item Detail

Create/Update Equipment Sale Reservation/Quote - Review

Fields

Equipment Number

Displays the unique number assigned to the equipment that you want to add to the reservation/quote.

Category/Class

Displays the category/class number to which the equipment is assigned. The number cannot be changed on this screen.

Make

Displays the make (manufacturer's type) for the equipment.

Model

Displays the manufacturer's model for the equipment.

Model year

Displays the year of the model for the equipment.

Serial number

Displays the equipment's unique serial number.

Description

Displays the description of the category/class.

Type (N/R)

Indicates if the equipment is N-New or R-Rental. For serialized equipment, the value in the equipment master file is the default.

Quantity

Enter or accept the quantity to reserve/quote for the equipment.

Quantity Available

Displays the equipment's current on-hand quantity available for sale or rental.

Price

Enter or accept the price to quote for the equipment sale.

Discount Percentage

The percentage you want to apply as a discount to the sales price of the equipment.

Extended Amount

Displays the extended price for the equipment, which is the Price times the Quantity minus any discounts.

Rental Credit Amount

If applicable, enter an amount to credit the customer on this reservation/quote against rental rates already paid.

Damage Waiver Credit Amount

If applicable, enter an amount to credit the customer on this reservation/quote against any damage waiver amount that they have already paid.

Trade-in Amount

If applicable, this field displays a trade-in amount from the customer.

Line item comments

Enter comments that print on the contract/invoice under the equipment number. These comments are an effective way to record information for re-rent items or special notes for non-charge items and discounted rates.

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.
F6	Trade In. Not applicable on a reservation or quote.
F10	Order Comments. Access the Order Comments screen.
F12	Cancel/Previous. Exit the program or move back a screen.