Creating fixed asset sale documents

To create a fixed asset sale document:

Do one of the following:
- To create a fixed sale recognition document with the fixed asset details prefilled, go to Company and under Fixed assets, click Fixed assets. Then, in the Fixed assets catalog, select a fixed asset line and click Fixed asset management > Sell. This option is available for recognized fixed assets only.
- To create a fixed asset sale document from scratch, go to Company and under Fixed assets, click Fixed asset documents. Then, in the Fixed asset documents list, click Create > Fixed asset sale.
Specify general details:
- Select Counterparty to sell a fixed asset to.
- Select Company that owns a fixed asset. The Company field is available if the Manage multiple companies checkbox is selected in Settings > Company.
- Fill in other fields as necessary.
On the Fixed assets tab, specify the details of each fixed asset sold, including its cost and sale amount. Use any of the following options:
- To fill in the details automatically, click Add, select a fixed asset and click Calculate. Then, click Yes to confirm data recalculation. 1C:Drive populates the fixed asset details. If required, edit them. Then, in the Amount field, enter the amount of the fixed asset sale.
- To fill in the details manually, click Add and specify the fixed asset details.
Note. If you create a fixed asset sale document from the Fixed assets catalog, the Fixed assets tab is prefilled with the details of the selected fixed asset.
Optional: To offset a customer's advance payments against this document, on the Prepayment tab, specify the advance clearing details.
Click Post and close.

The fixed asset sale document also contains the Additional information tab. It shows the 1C:Drive user that created the document. This information is for reference purposes only.

Specifying advance clearing details

An advance is a payment that a customer makes prior to the goods delivery. When you sell a fixed asset, you can clear the advance against the fixed asset sale document. When you clear the advance, you mark the fixed asset sale document as paid completely or partially depending on the total amount of advance payments. To view closing balance by fixed asset sale document, run the Statement of account and Accounts receivable balance.

To offset advance payments against a fixed asset sale document, use any of the following options:

Option	How to use
Clear advance payments automatically	Go to Settings > Cash management Under Advance payments, select Yes for Set off advance payments automatically. Then, when you post a fixed asset sale document, advance payment documents are automatically added to the document's Prepayment tab (if it is not filled in manually). The advance payments are cleared. This settles the document amount completely or partially, depending on the total amount of the added advance payment documents.
Clear advance payments with the advance payment clearing tool	On the Prepayment tab of a fixed asset sale document, click Select, and select advance payment documents. Select as many advance payment documents as you need. Then, when you post the fixed asset sale document, this settles the document amount completely or partially, depending on the total amount of the selected advance payment documents.
Clear advance payments manually.	On the Prepayment tab of a fixed asset sale document, click Add and fill in the advance clearing details. Repeat this to add as many advance payments as you want to clear. Then, when you post the document, this settles the document amount completely or partially, depending on the total amount of the added advance payments.

<< Prev Next >>