Equipment
Sale/Credit Memo/Rental Purchase - Equipment Information
Program/Screen: SAEOET/SAEOETC234
Description:
Use this screen to enter or update the equipment being sold. You can also add sales items and miscellaneous charge items on this screen.
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Navigation
This is generally the third or fourth screen for the Equipment Sale/Credit Memo/Rental Purchase program. At the top of the screen, enter the numbers of the equipment being sold or credited. At the bottom of the screen, press F9 to enter sales or miscellaneous charge items that you want to add to the order or credit memo; and optionally, enter quantities for suggested items to sell along with the equipment.
After you have entered all items for the sale/credit, press Enter twice to advance to the Review screen to check all of your entries before generating the transaction.
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
Additional Program Screens
Bar Code Entry
Options
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Option |
Description |
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1 |
Search. Enter 1 in the Opt (Option) field to access the Equipment Search screen. Use this option when you don't know the number for the equipment you want to rent. |
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2 |
Detail. Enter 2 in the Opt (Option) field at the top of screen to access the Equipment Detail screen and review more detailed information for the equipment. If you are working with a rental purchase, option 2 advances to the Rental Purchase - Equipment Detail screen. Enter 2 in the Opt (Option) field at the bottom of the screen to access the Sales Item Detail screen. |
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6 |
Equipment Messages. Enter 6 in the Opt (Option) field to review any messages associated with the entered equipment. These messages appear under the list of equipment on the Equipment Information screen. |
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7 |
Suggested Equipment. Enter 7 in the Opt (Option) field to toggle the bottom section of the screen to Suggested Items and place your cursor there. |
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8 |
Reprice. Enter 8 in the Opt (Option) field to restore the original prices for the equipment if they have been changed. |
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9 |
No Charge. Enter 9 in the Opt (Option) field to remove the prices for the equipment on that line. This results in not charging the customer for that piece of equipment. |
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12 |
Comments. Enter 12 in the Opt (Option) field to advance to the Equipment Comment Inquiry screen and review or add comments for that piece of equipment. |
Fields
Enter the unique number assigned to the equipment to be sold. If you do not know the number, enter a 1 in the Opt (Option) field to the left of the Equipment number field and press Enter to access Equipment Search.
If there are suggested items associated with the category/class for the equipment number entered, a greater than symbol (>) displays to the left of the equipment number, and the suggested items are listed in the bottom section of the screen.
Enter the quantity to be sold.
Displays the description of the equipment from the master file.
When entering a credit, indicate if the equipment should be restocked.
The setting for this flag defaults from the credit reason code entered
on the Equipment Credit Memo launch screen.
Indicates if the equipment is N-new in your inventory, or if it has been moved into R-rental status. This applies only to bulk items. For serialized equipment, the value in the equipment master file is the default.
Enter or accept the retail price for the equipment.
Displays the extended price for the equipment, which is the quantity sold times the price minus any discounts entered on the Equipment Detail screen.
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Suggested Items or Sales/Miscellaneous Items (F9)
Enter the unique number assigned to the sales item or miscellaneous charge item that you want to add to the equipment sale.
Enter or change the quantity for the sales item, miscellaneous charge item, or the suggested item. After you enter a quantity for a suggested item, that item and quantity move up to the end of the equipment sale list at the top of the screen. If the suggested item is a sales item, and you enter a quantity for it, that item moves to the Sales/Miscellaneous Items list at the bottom of the screen.
Accept or change the unit of measure for the sales item or miscellaneous charge item.
Displays the description of the sales item, miscellaneous charge item, or the suggested item.
Restock
When entering a credit, indicate if the item should be restocked.
Enter or accept the price (amount to be charged) for the sales item or miscellaneous charge item.
Displays the price at which the item is being sold. This is the price after adjustments or discounts are entered on the Sales Item Detail screen.
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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F2 |
Scan. Access the Bar Code Entry screen to enter or scan bar code information for the equipment. |
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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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F8 |
Item Number/Mfg Number. Toggle between item number and manufacturer's number for sales items. |
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F9 |
Sales/Suggested Items. Toggle between the Sales/Miscellaneous items section and the Suggested Items section. |
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F10 |
Order Comments. Access the Order Comments screen. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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F16 (Shift + F4) |
Select All. Selects all items and advances to the Equipment Detail screen. Work with the first piece of equipment and press Enter to advance to the next piece of equipment in the detail screen. Continue these steps until you have worked with or reviewed every piece of equipment in the Equipment Detail screen. |
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F17 (Shift + F5) |
Top/Bottom of List. Move to the top of the list with F17. Move to the bottom of the list with F18. |
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F18 (Shift + F6) |
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F19 (Shift + F7) |
Top List/Bottom List. Move to the top list (equipment) with F19. Move to the bottom list (Sales, Miscellaneous, or Suggested Items) with F20. |
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F20 (Shift + F8) |
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F21 (Shift + F9) |
Lost. For future use. |
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F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
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