Rental
Purchase - Launch
Program/Screen: SAEOET/SAEOET106
Description:
Use this screen to launch the Rental Purchase program where you can create and update equipment rent-to-purchase contracts. Create an invoice that is billable to the customer as installment payments due. Revenue can be credited as rental revenue or as an accrual (versus sales revenue). The revenue is credited proportionately each month when the rental purchase cycle bill is produced. When the system produces the final rental purchase invoice, the equipment status is changed to a status of S-Sold, and the general ledger entry is made to remove the asset from its inventory account.
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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 the customer number or name for the rental purchase. The order date and time default to today's date and time, but you can change them.
If you are creating a rental purchase for a customer who requires a job number for all transactions, the next screen in the sequence is the Job Selection screen.
Unique Equipment Sale/Credit Memo/Rental Purchase Screens
Reservation/Quote to Sale Selection
Rental Purchase - 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 Sales/Credit Memo - Equipment Detail
Rental Purchase - Equipment Detail
Equipment Sale/Credit Memo/Rental Purchase - Review
Additional Program Screens
Fields
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.
Enter or accept the date of creation for the rental purchase.
Enter or accept the time of creation for the rental purchase.
Function Keys
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Function Key |
Description |
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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. |
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F5 |
Refresh. Refresh the screen and remove entered data. |
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F8 |
Read Card. Open the Driver License Card Swipe popup window and then swipe the driver's license. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
Related Programs
Create/Update Equipment Sale Reservation/Quote
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