Create a bill of sale for a unit

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 Create Bill of Sale enter screen appears.
3. Fill in the fields as required.

   Resale Facilityis the facility that is selling the unit. You can click on the Prompt button to select the facility from a list.

   Retail Customer is the name of the retail customer who is buying the unit. This field may or may not appear, depending on the setting of the Used Equipment business parameter Type of Customers Sales Allowed. You can click on the Prompt button to select the customer from a list.

   Account Customeridentifies the account customer who is buying the unit. This field may or may not appear, depending on the setting of the Used Equipment business parameter Type of Customers Sales Allowed. You can click on the Prompt button to select the customer from a list.

   Buyer's Intentidentifies whether the buyer intends to use the unit for retail or trade. This field may or may not appear, depending on the setting of the Used Equipment business parameter Use the Buyer's Intent Flag.

   Sales Personis the sales person making the sale. You can click on the Prompt button to select the sales person from a list.

   Dateis the date of the sale. You can click on the calendar button to select the date.

4. Click Enter to save the bill of sale. The Change Bill of Sale display screen appears.
5. 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, dealer trade-in. You can click on the Prompt button to select the disposal type from a list.

   Readingsis up to 3 metric readings for the unit. If the unit has more 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.

6. Click Enter to save the changes.
7. 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.
8. 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.
9. To work with comments for the bill of sale:
   • Click Comments . The Edit Comments change screen appears.
10. To print the bill of sale:
    • Click Print . The bill of sale will print on your default printer.
11. To close the bill of sale:
    • Click Close BOS . The sale will be completed and the bill of sale sent to the printer.
12. To process the bill of sale:
    1. Click Process . The Edit Disposal Distribution change screen appears.
    2. Make any changes required. (If the previously selected disposal type has a template defined, the fields at the bottom of the screen may already be filled in. They can be changed if necessary.)
    3. Click Post . The amounts are posted to the GL and you return to the Review Sales List display screen or go to the Bill of Sale Partially Posted display screen.
       • When disposing of a unit with disposal proceeds of zero, no AR transaction is created, but a GL transaction with zero dollars is created.
       • When a unit is disposed, all active permits for that unit are automatically cancelled by putting the disposal date in the permit cancel date.
       • If this is a dealer trade-in, you can view the disposal distribution and disposal taxes in EMMS. Path: EMMS | Administration | Interfaces | Interface Transaction Files | General Ledger Transactions | Source against a GL transaction from a unit disposal.
       • If the unit has roster entries in E status, the Outstanding Work on Void/Sold Unit enter screen appears. Click Yes to delete the open rosters, or No to keep them, then click Enter .

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