Overview

Once initial sales price and terms of sale are established, and potential buyers are found, and the best offer is chosen, the company needs to record the results in the system.

The most favorable terms of sale are negotiated with the buyer and recorded in the system.

Besides, the remaining value of the asset is specified.

As a result of the process, the buyer is found, and the terms of sale are defined.

Determine buyers of assets and terms of sale flowchart

Determine buyers of assets and terms of sale

(v.0)

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Paths

PathQuick menu → Mail, tasks → Duties
In-app link EN code

e1cib/list/BusinessProcess.Job

In-app link RU code

e1cib/list/БизнесПроцесс.Задание

How to maintain terms of sale

1. Go to Quick menu and then click Duties under Mail, tasks.

2. Create and fill a Duty for an employee responsible for initiating the creation of new Terms of sales.

3. Provide all the necessary information about the buyer and terms of sale.

Note

When creating new Terms of sales, make sure you enable the requirement to specify a Contract.

How to maintain sale contracts

1. Go to Quick menu and then click Duties under Mail, tasks.

2. Create and fill a Duty for an employee responsible for initiating the creation of a new Сontract with customer.

3. Provide all the necessary information about the buyer and terms of sale.

Note

Paths

PathSales → Sales master data → Contracts with customers
In-app link EN code

e1cib/list/Catalog.CounterpartyContracts

In-app link RU code

e1cib/list/Справочник.ДоговорыКонтрагентов

To create a new Contract with customer:

  • Go to Sales and then click Contracts with customers under Sales master data.
  • Click Create and go to the AR/AP settings tab.
  • In the AR/AP item field, select Contract for debt and prepayment.
  • Select the Contract amount is fixed check box and enter the total remuneration amount.
  • Choose the Contract with customer option.
  • Click Save.
  • Click the Not specified hyperlink.
  • Fill the Contract schedule with information about payments and invoicing.
  • Post the document.

Paths

PathAssets management → Fixed assets → Fixed assets
In-app link EN code

e1cib/list/Catalog.Assets

In-app link RU code

e1cib/list/Справочник.ОбъектыЭксплуатации

How to prepare assets for sale

1. Go to Assets management and then click Fixed assets under Fixed assets.

2. In the State filter, set Recognized to view all assets recognized as fixed assets.

3. Select an asset, click Generate, and select Prepare for sale of fixed assets.

4. The system will automatically create a new Prepare for sale of fixed assets document and fill it with some information about the asset.

5. In the Prepare for sale of fixed assets document, click the Main tab.

6. Specify a Customer and a Counterparty.

7. Select a document Currency.

8. Check the other fields that are filled automatically.

9. Click the More tab.

10. Choose the applicable Taxation for the sale of the asset.

11. Select the Price includes VAT check box.

12. Click the Fixed assets tab.

13. Check the assets that are filled automatically. Add new lines or delete the existing ones.

14. In the Amount column, specify a sales price.

15. Specify a VAT rate and check the VAT amount.

16. Post the document. The system will automatically derecognize assets from the accounting ledger.

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