Change a bill of sale

1. At the Asset Management main menu, select Disposal | Review Sales List. The Sales List display screen appears.
2. Right-click on the unit and select Bill of Sale. The Used Equipment Bill of Sale display screen appears.
3. Right-click on the bill of sale and select Change. The Change Bill of Sale display screen or the Bill of Sale Partially Posted screen appears, as appropriate.
4. Change any field values as required.

   Disposal Dateis the date the unit is being disposed of/sold. It defaults to the current date. It cannot be future-dated.

   Finderidentifies how the purchaser was found. It is optional.

   Financed Flagidentifies whether or not the sale is being financed.

   Disposal Typeidentifies what kind of disposal this is, e.g. standard disposal, sale. You can click on the Prompt button to select the disposal type from a list.

   Readingsis up to 3 metric readings. If the unit has more than 3 meters, use the meter readings option to access them.

   Selling Priceis the price the unit is being sold for. It may or may not be changeable.

5. Click Enter to save the changes.
6. To keep an attachment from being disposed with the unit:
   • Right-click on the attachment and select Mark Unit For Detachment. An asterisk will appear in the D field in front of the attachment to indicate that it will be detached and not disposed of with the unit.
7. To work with the customer's address information:
   1. Click Cust Info . The Edit Retail Customer Address screen appears for a retail customer.
   2. Make any changes required.
   3. Click Enter to save the changes.
   4. To add an address, click Add . The Edit Retail Customer Address add screen appears.
   5. Fill in the fields as required.

      Addressis the customer's street or mailing address.

      Address Typeidentifies what type of address this is, e.g. billing. You can click on the Prompt button to select the address type from a list.

      Cityis the city the customer is located in.

      Province/Stateis the province or state the customer is located in. You can click on the Prompt button to select the province or state from a list.

      Postal/Zipis the customer's postal or zip code.

      Phone Numberis the customer's telephone number, including area code, country code, and any other requirements.

      Fax Numberis the customer's fax number, including area code, country code, and any other requirements.

      Mobile Phoneis the customer's mobile or cell phone number, including area code, country code, and any other requirements.

      Email Addressis the customer's email address.

   6. Click Enter to save the address.
8. To work with comments for the bill of sale:
   • Click Comments . The Edit Comments change screen appears.

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