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Contract Unit Exchange

Contract Unit Exchange​

Purpose To change the unit on a contract after the contract has been closed. This function may be used in the situation where the serialized unit that was delivered to the buyer has a different serial number than the serialized unit that was placed on the contract. This function takes the unit that was in the contract and places it back into inventory and takes the unit selected from inventory and places it on the contract.

From the menu select Sales Management, Sales Functions, Contract Unit Exchange

  • Contract Number – Enter a closed sales contract number. Press F6 key or the List F6 link in the Command Panel to see list of closed contracts; you can also enter all or part of the prospect/customer name preceded by a backslash "" to access a cross-reference list of open sales contracts.
  • Customer – Once a closed sales contract is entered in the Contract Number field, the Customer field automatically fills in with the customer number and name.
  • Written Date – Once a closed sales contract is entered in the Contract Number field, the Written Date field automatically fills in with the date the contract was written.
  • Sales Date – Once a closed sales contract is entered in the Contract Number field, the Sales Date field automatically fills in with the date the contract was sold.
  • Sales Location – Once a closed sales contract is entered in the Contract Number field, the Sales Location field automatically fills in with the location of the sales contract.
  • Sales Person – Once a closed sales contract is entered in the Contract Number field, the Sales Person field automatically fills in with the name of the salesperson who sold the sales contract.
  • Tax Schema – Once a closed sales contract is entered in the Contract Number field, the Tax Schema field automatically fills in with the Tax Schema on the sales contract.
-- Units Grid –-​

When a closed sales contract is entered in the Contract Number field, the fields in this grid automatically fill in with information for each unit on that sales contract.

  • Type – Automatically fills in with B, M, T, O based on the type of unit.
  • Vendor – Automatically fills in with the name of the Vendor for the unit.
  • Model Number – Automatically fills in with the Model Number for the unit.
  • Old Serial Number – Automatically fills in with the serial number of the unit.
  • New ID – Enter the unit ID for the new unit.
  • New Serial Number – Automatically fills in with the serial number for the unit selected in the New ID field. This field cannot be edited.