Used Equipment business parameters
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Used Equipment business parameters  

  1. At the EMMS main menu, select Administration | Business Parameters.
    • The Business Parameters display screen appears.
  2. Right-click on Used Equipment and select Change.
    • The Business Parameters - Used Equipment change screen appears.
  3. Fill in the fieldsfields as required.

    Allow All Asset Types On Sales List identifies whether or not all assets, including non-generating assets, can be included on the sales list.

    Allow Lease Equipment On Sales List identifies whether or not lease equipment can be included on the sales list. If set to Yes, the function will check for active contracts. If set to No, the function gets the company use contract type on the Lease Rental Business Parameters screen 2; it gets the current pool assignment for the unit and then checks to see if that pool is allowed for the contract type. Mostly, these pools will be rental pools and off-lease pools.

    Allow Non-Customer Bill of Sale identifies whether or not a bill of sale can be created without a customer. When the parameter is set to Non-Customer Bill of Sale Allowed, if a bill of sale is created by disposing of a unit on the Sales List, entry of a customer is not required. The facility miscellaneous customer will not be defaulted in to the bill of sale. A GL transaction will be created for the disposal. This will allow you to create a disposal bill of sale with miscellaneous charges when a unit is being traded to a dealer for credit against purchase of a new vehicle.

    Bill of Sale - Balance Check controls the Balance Is Not Zero screen, and includes a check for blank option, identifying whether an error or warning should be issued. You can click on the Prompt button to select the value from a list.

    Date To Use For Disposal Invoice allows you to have the current date on the disposal invoice. If this is set to C=Current date, then the system will use the current date as the invoice date. If it is set to D=Disposal date, the system will use the disposal date as the invoice date. The default is D. You can click on the Prompt button to select the value from a list.

    Default Value For Guaranteed Buy Back Flag identifies whether a default value for the guaranteed buy back flag will exist. This is only required if the Guaranteed Buy Back Option Used flag is Yes.

    Guaranteed Buy Back Option Used identifies whether or not the guaranteed buy back option will be used.

    Interim Invoice Method identifies whether an interim invoice should be a bill of sale or a disposal invoice. You can click on the Prompt button to select the method from a list.

    If you set the method to B=bill of sale, you must make sure that you set up an entry for bill of sale (BOS) in the API Interface (set BOS to Y   AMPPPFK   Bill of Sale - Standard, using the appropriate report program name in place of AMPPPFK).

    Percentage 1-3 contain the adjustment percentage to add to the book value of the unit for the specified type of sale. A value of zero is allowed.

    PM Code For Pre-sale Inspection is the PM that is used for pre-sale inspection. A value is required. You can click on the Prompt button to select the program from a list.

    Pricing Column Description 1-3 contain text descriptions for the pricing system, e.g. Retail, Average, and Rough; or High, Medium, and Low. Blank is not allowed.

    Type of Customers Sales Allowed identifies what type of customer is allowed. You can click on the Prompt button to select the value from a list. Valid values are:

    • all types
    • cash only
    • account only
    • non-guaranteed buy back cash and guaranteed buy back account.

    Note: If this parameter is set to 4-NonGBB-Cash, GBB Account and the guaranteed buy back type flag on the Guaranteed Buy Back display screen is set to Open, the bill of sale can be raised against a retail customer or an account customer representing the OEM; i.e. both fields will be available for input on the Create Bill of Sale enter screen.

    Use the Buyer's Intent Flag identifies whether or not the buyer's intent is shown or printed.

    Zero Rated Tax Code is the zero-rated tax code for foreign sales recalculations. You can click on the Prompt button to select the tax code from a list.

  4. Click Enter to save the parameters.
  5. You can now work with the Used equipment feature list setup.
  6. Click Exit twice to return to the menu.

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