Dispose of a unit

This option allows you to dispose of an equipment unit if you don't have Asset Management installed.

1. At the EMMS main menu, click on the Equipment button. The Display Equipment screen appears.
2. Right-click on the unit and select Dispose. The Create Bill of Sale enter screen appears.
3. Fill in the fields as required.

   Account Customeris the account customer buying the unit, if applicable. You can click on the Prompt button to select the customer from a list.

   Dateis the date of the sale. It defaults to the current date but can be changed.

   Retail Customeris the honorific, first name, and last name of the retail customer buying the unit, if applicable. You can click on the Prompt button to select the customer from a list.

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

   Sales Personis the person selling the unit. You can click on the Prompt button to select the salesperson from a list.

4. Click Enter . The Change Bill of Sale display screen appears.
   • If this is a retail customer, the Select Miscellaneous Accounts screen appears first. Right-click on the account and select Select. The Change Bill of Sale display screen appears.
5. Fill in the fields as required.

   Disposal Typeis the type of disposal, e.g. standard disposal, sales, etc. You can click on the Prompt button to select the disposal type from a list.

   Financed Flagidentifies whether or not the sale is being financed.

   Finderidentifies how the purchaser was found.

   Foreign Saleidentifies whether or not the unit is being sold outside the country.

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

   Selling Priceis the amount the unit is being sold for, to 2 decimal places. It may or may not be changeable.

6. Click Enter to save the information.
7. For a retail customer:
   1. Click Cust Info . The Edit Retail Customer Address screen appears.
   2. Fill in the fields as required.

      Addressis the customer's street address. An entry is required on the first line.

      Cityis the city the customer is located in. A value is required.

      Email Addressis the customer's email address. It is optional.

      Fax Numberis the customer's fax number. It is optional.

      Mobile Phoneis the customer's cell or mobile phone number. It is optional.

      Phone Numberis the customer's telephone number. A value is required.

      Postal/Zipis the postal or zip code for the customer's address. A value is required.

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

   3. Click Enter to save the information.
   4. Click Exit to return to the Change Bill of Sale display screen.
8. To enter disposal meter readings:
   1. Click Readings . The Enter Disposal Meter Readings screen appears.
   2. Type in each required Reading.
   3. Click Enter to save the readings.
   4. Click Exit to return to the Change Bill of Sale display screen.
9. To enter payments for the unit:
   1. Click Payments . The Payment Details add screen appears.
   2. Fill in the fields as required.

      Authorization #is the authorization number received from the credit company for this payment, if applicable.

      Card/Cheque #is the card number if the payment is being made by credit or debit card, or the cheque number if the payment is being made by cheque.

      Card Reader Numberidentifies which card reader is being used for the payment, if applicable. You can click on the Prompt button to select the reader from a list.

      Expiry Monthis the 2-digit month the card will expire.

      Expiry Yearis the 2-digit year the card will expire.

      Facilityis the facility taking the payment. You can click on the Prompt button to select the facility from a list.

      Nameis the name of the cardholder as it appears on the card.

      Payment/Refundidentifies whether this is a payment or a refund. Note that a refund on a disposal/bill of sale will increase the outstanding balance.

      Pre-authorizationidentifies whether or not the payment is pre-authorized.

      Tender Amountis the amount being paid, to 2 decimal places.

      Tender Typeidentifies how the amount is being paid, e.g. cheque, cash, etc. You can click on the Prompt button to select the tender type from a list.

   3. Click Enter and Continue to save and post the payment. You return to the Change Bill of Sale display screen.
10. To print the bill of sale, click Print . The bill of sale will print on your default printer.
11. To post the disposal:
    1. Click Process . The Edit Disposal Distribution change screen appears.
    2. Change any field values as required.

       Accountis the general ledger account that the disposal should be coded to. You can click on the Prompt button to select the account from a list.

       Acct Typesis the type of account the line will be coded to. You can right-click in the field and select Prompt to select the account type from a list.

       Amountsis the amount of the disposal that will be coded to the specified account type. A negative amount should be followed by a minus sign (-).

       Override GL Codesis the general ledger account that this line will be coded to if different from the account in the top section of the screen. You can right-click in the field and select Prompt to select the account from a list.

    3. Click Enter to save the changes.
    4. To close the bill of sale, click Close Bill of Sale .
    5. To post the disposal, click Post . The amounts are posted to the GL and you return to the Review Sales List display screen.
       • When disposing of a unit with disposal proceeds of zero, no AR transaction is created, but a GL transaction with zero dollars will be 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.

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