Equipment
Sale/Credit Memo/Rental Purchase - Additional Customer Information
Program/Screen: SAEOET/SAEOET22
Description:
Use this screen to enter or update additional information about the customer such as market segment, payment code, and billing code.
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Navigation
Access this popup window from within the Equipment Sale/Credit Memo/Rental Purchase program or from the Equipment Sale Reservation/Quote program by pressing F17 (Shift + F5) while on the Customer Information screen. Enter information in this window, and then press Enter to return to Customer Information.
Although
this topic covers the Additional Customer Information popup window
for the Equipment Sale, Equipment Credit Memo, and Rental Purchase
programs, it also applies to the Equipment
Sale Reservation/Quote program.
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/Rental Purchase - Equipment Information
Equipment Sale/Credit Memo - Equipment Detail
Rental Purchase - Equipment Detail
Equipment Sale/Credit Memo/Rental Purchase - Review
Fields
Enter the code that allows you to track transactions for this customer as part of a user-defined market segment. Set up market segment codes using Default Codes in Cross Applications.
Indicate whether the customer location is within the city limits.
Enter a code to indicate how this customer was referred to you.
Enter a code to indicate when invoices will be due for this customer. For example, code A3 could represent an invoice due date of 1 mo (30 days) on the 10th.
Enter a code to indicate how this customer will pay their invoices. For example, code K could represent payment by check.
Enter a code to indicate how this customer will be billed if they choose summary invoicing. For example, code J represents a billing type of summary invoice by job.
There may be up to 4 additional fields in this window where you can enter other user-defined information for the customer in association with this transaction. Use code UD in the Default Codes program in Cross Application Maintenance to create the headings for these fields.
Enter the code that represents the type of contract such as sub-lease or long term.
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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