Equipment
Credit Memo - Launch
Program/Screen: SAEOET/SAEOET1076
Description:
Use this screen to launch the Equipment Credit Memo program where you can enter a credit for the sale of new or rental and serialized or bulk equipment.
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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 either the customer number or name (for charge account customers), or the driver's license state and number (for cash customers), or the invoice and sequence number that you are crediting. Also, enter the credit reason. The order date and time default to today's date and time, but you can change them.
Unique Equipment Sale/Credit Memo/Rental Purchase Screens
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 - Equipment Information
Equipment Sale/Credit Memo - Equipment Detail
Rental Purchase - Equipment Detail
Equipment Sale/Credit Memo/Rental Purchase - Review
Fields
If you are creating an equipment credit memo 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.
You can skip this field and go directly to the Invoice number field if you know the number of the invoice you want to credit.
If you are creating an equipment credit memo 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 credit memo for a cash customer, enter the number from their driver's license.
Enter the number of the invoice against which you want to issue a credit memo.
Enter the number of the sequence associated with the invoice. This is the sequence number appended to the contract/invoice number as that record goes through various transactions.
Enter the code that represents the reason why you are entering a credit memo.
Enter or accept the date of creation for the equipment credit memo.
Enter or accept the time of creation for the equipment credit memo.
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. |
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F3 |
Exit. Exit the page or program. |
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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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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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