Create/Update
Equipment Sale Reservation/Quote - Review
Program/Screen: SAEOET/SAEOET8066
Description:
Use this screen to review the details of the equipment sale reservation/quote before making the final save.
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Navigation
This is the last screen for the Create/Update Equipment Sales Reservation/Quote program. Review the information for the reservation/quote before saving it. If you need to change anything, use the F12 key to return to the appropriate screen and make your changes. Indicate if you want to print the contract, and if you want to fax or email the details of the contract to anyone.
Unique Create/Update Equipment Sale Reservation/Quote Screens
Create/Update Equipment Sale Reservation/Quote - Launch
Create/Update Equipment Sale Reservation/Quote - Customer Information
Create/Update Equipment Sale Reservation/Quote - Equipment Information
Create/Update Equipment Sale Reservation/Quote - Review
Additional Program Screens
Fields
Displays the unique number assigned to the customer.
Displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.
Displays the code for the currency to be used for the reservation/quote.
Billing Information
The customer's name for billing purposes.
Line 1 of the customer's billing address.
Line 2 of the customer's billing address.
The city of the customer's billing address.
The state or province of the customer's billing address.
The postal code of the customer's billing address.
The customer's main billing phone number.
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Shipping Information
The customer's name for shipping purposes. This is usually associated with the job attached to the reservation/quote.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the reservation/quote.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the reservation/quote.
The city of the customer's shipping address. This is usually associated with the job attached to the reservation/quote.
The state or province of the customer's shipping address. This is usually associated with the job attached to the reservation/quote.
The postal code of the customer's shipping address. This is usually associated with the job attached to the reservation/quote.
The customer's main shipping phone number.
The location and the number associated with the job you selected for the reservation/quote.
If a purchase order was entered in the selected job record, the number is displayed.
Indicates if the equipment will be delivered when this reservation/quote becomes an order.
Displays the date of delivery.
Displays the code that prints on the invoice when there are delivery charges.
The amount you are charging for delivery.
Indicate if you want to print the equipment sales reservation/quote.
Indicate if you want to fax or email the sales reservation/quote to the customer. If you enter Y, when you press Enter to finish your review of the sales quote, the Fax/E-mail Window appears.
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Displays the total amount for the sale of equipment on the reservation/quote.
Enter or accept the date to record as the official disposal date for the equipment. This is the date that you anticipate the equipment will be sold to the customer. This can be changed at the time the sale is recorded.
Invoice subtotal
Displays the amount of equipment sales plus applicable delivery charges.
Miscellaneous Charges
Displays the amount of sales for miscellaneous charge items.
Parts/Merchandise sales
Displays the amount of sales for parts or sales items.
Sales tax
Displays the total sales tax amount for the possible sales order. This amount is based on your indications of whether sales items would be taxed.
Total invoice amount
Displays the total amount of the reservation/quote by adding all of the amounts above this figure.
Accept Cash (F9)
Deposit received
Enter the amount you collected from the customer (by cash, check, or credit card) against the total invoice amount.
Enter the code that represents the payment method for the amount you collected. If you do not know the code, position your cursor in the field and press F4 to search for it.
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. |
|
F9 |
Accept Cash. Add fields at the bottom of the screen to enter the amount collected and the payment method (cash, check, credit card). |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
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F13 (Shift + F1) |
Tax Breakdown. Advance to the Tax Itemization screen to review a breakdown of the taxes charged on this transaction. |
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