Dispose of a unit
This option allows you to dispose of an equipment unit if you don't have Asset Management installed.
- At the EMMS main menu, click on the Equipment button.
- The Display Equipment screen appears.
- Right-click on the unit and select Dispose.
- The Create Bill of Sale enter screen appears.
- Fill in the fieldsfields as required.
Account Customer is the account customer buying the unit, if applicable. You can click on the Prompt
button to select the customer from a list.Date is the date of the sale. It defaults to the current date but can be changed.
Retail Customer is 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 Facility is the facility that is selling the unit. You can click on the Prompt
button to select the facility from a list.Sales Person is the person selling the unit. You can click on the Prompt
button to select the salesperson from a list. - 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.
- Right-click on the account and select Select.
- Fill in the fieldsfields as required.
Disposal Type is 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 Flag identifies whether or not the sale is being financed.
Finder identifies how the purchaser was found.
Foreign Sale identifies whether or not the unit is being sold outside the country.
Readings are up to 3 metric readings. If the unit has more meters, use the meter readings option to access them.
Selling Price is the amount the unit is being sold for, to 2 decimal places. It may or may not be changeable.
- Click Enter to save the information.
- For a retail customer:
- Click Cust Info
.
- The Edit Retail Customer Address screen appears.
- Fill in the fieldsfields as required.
Address is the customer's street address. An entry is required on the first line.
City is the city the customer is located in. A value is required.
Email Address is the customer's email address. It is optional.
Fax Number is the customer's fax number. It is optional.
Mobile Phone is the customer's cell or mobile phone number. It is optional.
Phone Number is the customer's telephone number. A value is required.
Postal/Zip is the postal or zip code for the customer's address. A value is required.
Province/State is 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. - Click Enter to save the information.
- Click Exit
to return to the Change Bill of Sale display
screen.
- Click Cust Info
- To enter disposal meter readings:
- Click Readings
.
- The Enter Disposal Meter Readings screen appears.
- Type in each required Reading.
- Click Enter to save the readings.
- Click Exit to return to the Change Bill of Sale display
screen.
- Click Readings
- To enter payments for the unit:
- Click Payments
.
- The Payment Details add screen appears.
- Fill in the fieldsfields 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 Number identifies 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 Month is the 2-digit month the card will expire.
Expiry Year is the 2-digit year the card will expire.
Facility is the facility taking the payment. You can click on the Prompt
button to select the facility from a list.Name is the name of the cardholder as it appears on the card.
Payment/Refund identifies whether this is a payment or a refund. Note that a refund on a disposal/bill of sale will increase the outstanding balance.
Pre-authorization identifies whether or not the payment is pre-authorized.
Tender Amount is the amount being paid, to 2 decimal places.
Tender Type identifies 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. - Click Enter and Continue to save and post the payment.
- You return to the Change Bill of Sale display screen.
- Click Payments
- To print the bill of sale, click Print
.
- The bill of sale will print on your default printer.
- To post the disposal:
- Click Process
.
- The Edit Disposal Distribution change screen appears.
- Change any fieldfield values as required.
Account is 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 Types is 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.
Amounts is 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 Codes is 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.
- Click Enter to save the changes.
- To close the bill of sale, click Close Bill of Sale
. - 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.
- The amounts are posted to the GL and you return to the Review Sales List display screen.
- Click Process
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