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Equipment

Assets - Customer Asset Buy Back

Only use this process if:

  • A Stock item or an Internal Asset has been incorrectly loaded as a Customer Asset
  • A Contract is ending and the customer asset is to become the company property.

Otherwise use the following process:

Ribbon Access: Equipment and Locations>  Assets

The Machine List for [ ] screen will be displayed.

  • Select the site.
    • In this image Durban has been selected.

  • Select the status.
    • This should be set to Client Machines.

Select the Customer Asset to Buy Back

  • Select the row of the customer asset that you wish to buy back.
  • Click on Buy Back.

Add Work Order Details

The Process Work Order Information screen will pop up.

  • Work Order Date Time : These will be auto populated with the current date and time.
    • You can either type in or click on the drop-down arrow in the date field and use the calendar function to select an alternative date if required.
    • You can either type in or click on the arrow indicators in the time field and select an alternative time if required.
  • Assigned To : This will be auto populated with the person currently logged on to the system but you can click on the drop-down arrow and select a different employee from the menu if required.
  • Click on Ok.

Add Buy Back Details

The Input the buy back price for serial no. [ ] screen will pop up.

  • Transactional Date: this will be auto populated with the current date.
    • You can either type in or click on the drop-down arrow and use the calendar function to select an alternative date, if required.
    • You can either type in or use the arrow indicators to select an alternative time, if required.
  • Buy Back Price: Type in the buy back price for this customer asset.

Save Buy Back  

  • When you have selected the transaction date and typed in the buy back price, click on Ok.

View Asset's New Status  

  • The item that you bought back is now displayed in the Machine List for [ ] screen where the status is set to Serialised Stock.

View WO History Buy Back Details  

  • Click on the WO History tile to view the buy back details.

  • The Work Orders for machine [ ] screen will be displayed.
    • Here you can view the buy back details.

Note on Procurement Process

The entire procurement process has been completed in this example, but this is dependent on your company configuration - you may need to Accept the supplier invoice.

View Transactions via the History Tile

  • Go back to the Machine List for [ ] screen where the status is set to Serialised Stock.
  • Select the row of the item that was bought back.
  • Click on the History tile.

  • The Transaction History for Equipment - [ ] screen will be displayed.
  • Ensure that you have clicked on the Transactions tab in this screen.

View System Generated Transactions

  • Here you can see that the system has generated:
    • A Goods Received Note (GR00000413)
    • A Purchase Order (PO0000425) and
    • A Supplier Invoice (BUYBGR00000413)

View Asset Movement  

  • Click on the Movement tab.

  • Now you can view the Movement History for this item.
    • In this image the recent buy back movement has been highlighted.
  • Click on Back to return to the Machine List for [ ] screen