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RPM - PROCESS A TRADE-IN

Working with RPM Trade-Ins

You can process equipment trade-ins directly through RPM contracts, creating unit records and managing the financial transaction in one streamlined workflow.

What You'll Accomplish

When you complete a trade-in through RPM, you'll:

  • Create an RPM Unit record for the incoming equipment
  • Apply the trade-in value as a credit to your customer
  • Track the equipment's history from trade-in through resale
  • Handle both the trade-in credit and any sale transaction on a single contract

Processing a Trade-In

Create the Trade-In Contract Line

  1. Create a new contract for your customer.

  2. Change the line type to Trade-In on the contract line.

  3. Choose the Subcategory that matches the equipment you're taking in trade.

  4. Set the Unit No.:

    • Leave the Unit No. field blank if you want the system to assign the next number in your series
    • Enter a specific Unit No. if you need custom numbering (the number must be unique in your system)

  5. Enter the New Serial No. for the equipment.

    • If you don't see this field, you'll need to personalize the page and add it (this is typically only required the first time you process a trade-in in your Business Central environment)

  6. Enter the Unit Price Excl. Tax. This is your trade-in value—it will appear as the Original Equipment Cost on the Unit Card after posting.

Complete the Transaction

  1. Post the invoice for the contract line.

    When you post:

    • An RPM Unit Card is created with the trade-in value as the Original Equipment Cost

Add the Sale (Optional)

  1. Add the unit sale to the same contract if you're selling equipment to this customer alongside the trade-in. Simply add the sale line to the contract.

Review Financial Impact

  1. Check the Customer Ledger to verify the transaction:
    • You'll see the credit for the trade-in
    • You'll see the revenue for any sale on the same contract

What Happens Behind the Scenes

When you post a trade-in contract:

  • RPM creates a Unit Card 
  • The trade-in value records as Original Equipment Cost
  • Your customer receives credit that you can apply to their purchase

Quick Tips

First-time setup: If the New Serial No. field doesn't appear on your contract lines, personalize the page once to add it. After that, it will be available for all future trade-ins.

Combined transactions: You can handle the trade-in and the customer's purchase on a single contract, making the transaction cleaner for both your records and the customer's documentation.

Next Steps

Once your trade-in posts:

  • The Unit Card is ready for service history tracking
  • You can add the unit to rental availability if needed
  • The equipment appears in your inventory for resale or rental

Need help with trade-in valuations or setting up subcategories? Contact Suite Engine support at [support contact information].


Need Help?

Having trouble with trad-ins? Here are your support options: