Page Comparison

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1. Select Transactions > Equipment > Sales Transaction Entry.
2. Select the type of document you are creating, and complete all the necessary fields for the transaction entry.
3. When you are ready to select equipment for the transaction, use the lookup to select an Equipment ID. If the equipment is part of a hierarchy group, a message will display asking if you want to include all its equipment group members.
   • To sell only the selected equipment, select No, and proceed with the transaction entry for the individual record.

   • Include all group members in the sale, select Yes. Once you tab off the line, all the other equipment records in the hierarchy group are added as line items, each with their own sales pricing. 

     NoteAfter adding all group members, you can remove any record(s) that you do not want included in the sale. If any equipment record in the group has already been sold, that record cannot be sold with the group and will not be added to the transaction.
4. If you are using the expanded scrolling window or the Sales Item Detail Entry window to add detailed equipment information, you can mark the Update Equipment Link checkbox if you want to automatically create an equipment record at the selected customer and location upon posting the sale. If you mark this checkbox for the parent record before the rest of the group populates in the scrolling window, the components default with the checkbox marked. If all group members are present on the transaction before you mark this option, you are prompted to apply your changes to all group members on the sales document. Select Yes or No.
5. When you are ready, save or post the document. Any equipment records that are also fixed assets need to be retired before they can be sold. Each equipment record that was included in the sale has its own financial record of the sale; however, you can view the combined financial information for the equipment group on the Hierarchy Financial Inquiry window. See Viewing information for a hierarchy group.

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1. Select Transactions > Equipment > Rental Agreement Entry, and enter the necessary information for the agreement.
2. When you are ready to add equipment to the agreement, select Line Entry.
3. On the Rental Agreement Line Entry window, select a Line Type of Equipment, and select an Equipment ID.
   • If the equipment is at the top-level and has no components, only the selected equipment appears on the agreement and will be included on the rental.
   • If the equipment is at the top-level and has components, only the selected record appears on the agreement, but all components will be included in the rental.

   • If the equipment is a component in a hierarchy group, you receive a warning message; you can create the agreement, but the equipment cannot be placed On Rent until it has been removed from its hierarchy group.  

     Note

     If you want to view the selected equipment's hierarchy group, use the zoom on the Equipment ID field to open the Equipment Hierarchy Inquiry window. This allows you to see if any other records will be included on the rental with the selected equipment.

4. Finish entering rental information for the equipment, and save the line entry. On the Rental Agreement Entry window, select Save.

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