Equipment Invoice: Attachments

The Attachments tab allows you to add attachment units to the machines on each segment of the invoice. You can add up to 99 attachments for the stock number being sold.

To open the Attachments tab, click the Attachments tab on an equipment invoice after entering the pertinent segment information on the Details tab.

Equipment Invoice

The sale price of the attachment is included in the sale price of the main unit on the Details tab. Therefore, no price is shown on the quote for the attachment. The printed quote auto-generates a formatted message.

Units loaded on this tab are changed to status “S”.

Custom Accounting

When an attachment stock number is loaded, the system auto-generates Custom Accounting entries to:

  • Sell the attachment to the customer for a penny (and then reverse the amount out of the sale account using stock # ?).

  • Transfer the Net Book Value of the attachment to the main stock number being sold on the Details tab.

Screen Description

The fields on the Attachments tab are:

Field Description
Reference Number The invoice reference number.
Customer Information/ Invoice Status

The name of the customer and the status of the invoice; either Pending, Accepted or Rejected.

If the invoice/ quote was created for a miscellaneous customer, the name specified in the Ship To field on the Customer - Quote Header tab appears.
Location The branch location of the invoice.

The fields on the Attachments tab are:

Field Description
Stock Number The ID number for the selected attachment, as it appears in IntelliDealer.
Make/ Model The make and model of the selected attachment.
Serial Number The machine serial number of the selected attachment, created by the manufacturer.

To view the Equipment Profile of an attachment, click the Information icon.

Use these buttons to complete your work on the Attachments tab:

Button Function
Save Saves your changes and adds the selected attachments to the equipment invoice.
Save & Close Saves your changes and closes the equipment invoice.
Close Closes the equipment invoice without saving any changes.

Security: 802 - Equipment Invoicing

Revision: 2025.04