Equipment Sale/Credit Memo/Rental Purchase - Trade In

Program/Screen: SAEOET/SAEOET45

Description:

Use this screen to enter the details of the equipment that the customer is trading in.

 

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

 

 

Navigation

Access this screen by pressing F6 from the Equipment Sale - Equipment Detail screen.  Enter the details of the equipment being traded in, and then press Enter to return to the Equipment Detail screen.

 

Unique Equipment Sale/Credit Memo/Rental Purchase Screens

Equipment Sale - Launch

Equipment Quote to Sale

Reservation/Quote to Sale Selection

Rental Purchase - Launch

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

Trade In

Equipment Sale/Credit Memo/Rental Purchase - Review

 

Fields

Equipment Number

Enter the unique number assigned to the equipment that the customer is trading in.

 

Type

Displays the type code of T for Trade In.

 

Category

Enter the code for the category to which this piece of equipment belongs.  Categories and classes are set up in Category/Class Maintenance.

 

Class

Enter the code for the class to which this piece of equipment belongs.

 

Sub

Enter the code for the sub-class to which this piece of equipment belongs.

 

Make

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

 

Model

Enter the manufacturer's model for the equipment.

 

Model year

Enter the year of the model for the equipment.

 

Serial number

Enter the equipment's unique serial number.

 

Warranty date

If applicable, enter the date of the warranty for the equipment

 

Miles/Hours/Usage code

Indicate how to charge for usage of this equipment.  Valid codes include:

 

Current Miles/Hours/Usage

Enter the current usage for this equipment based on its Miles/Hours/Usage code.

 

Miles/Hours/Usage code 2

Use this field if the equipment has more than one way of tracking usage; for example, the equipment has an odometer and an hour meter.

 

Current Miles/Hours/Usage 2

Enter or accept the current usage for this equipment based on its Miles/Hours/Usage code 2.

 

Trade in amount

Enter the amount you are crediting the customer for the trade in.

 

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.

F12

Cancel/Previous.  Exit the program or move back a screen.

 

 

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