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.
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.
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
Trade In
Equipment Sale/Credit Memo/Rental Purchase - Review
Enter the unique number assigned to the equipment that the customer is trading in.
Displays the type code of T for Trade In.
Enter the code for the category to which this piece of equipment belongs. Categories and classes are set up in Category/Class Maintenance.
Enter the code for the class to which this piece of equipment belongs.
Enter the code for the sub-class to which this piece of equipment belongs.
Enter the make (manufacturer's type) for the equipment.
Enter the manufacturer's model for the equipment.
Enter the year of the model for the equipment.
Enter the equipment's unique serial number.
If applicable, enter the date of the warranty for the equipment
Indicate how to charge for usage of this equipment. Valid codes include:
M - Mileage
H - Hours
U - Usage (metered)
Enter the current usage for this equipment based on its Miles/Hours/Usage code.
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.
Enter or accept the current usage for this equipment based on its Miles/Hours/Usage code 2.
Enter the amount you are crediting the customer for the trade in.
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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