1. In the “Header” section, key in the amount as a negative number and enter N in the taxable field (entries within the green box).
  2. In the “Line Item” section, enter object code 9300 and the amount as a negative number (entries within the blue box).
  3. In the “Equipment Purchases” section, enter Y in the “Trade-In” field and enter the property number(s) of the item(s) that are being traded in (entries within the red circles).

    Using the PF8 key to scroll within the property number field allows entry of up to 10 property numbers. If (rare case indeed) you need to reference more than 10 add-on property numbers, use the Notes section.

    You only need to enter the property number(s) of the items being traded in: once you hit the ENTER key, all associated custody code, building, room and user code information (entries within the purple box) will automatically fill those fields. (NOTE: This auto-filled information cannot be modified. If it is incorrect, changes must be processed in CATS.)

    REX Screenshot #3