Difference between revisions of "Dealing with Harley-Davidson warranty"

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(Created page with "{{Incomplete}} == Summary == The following article explains how you deal with Harley-Davidson warranty work in the workshop. == More Information == With Harley-Davidson warrant...")
 
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{{Incomplete}}
 
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== Summary ==
 
== Summary ==
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The following article explains how you deal with Harley-Davidson warranty work in the workshop.
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The following article explains how to deal with Harley-Davidson warranty work.
  
 
== More Information ==
 
== More Information ==
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With Harley-Davidson warranty, there are three main parts to the process; produce the workshop job and invoice out internally, invoice Harley-Davidson for the work, and then take payment from Harley-Davidson.
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With Harley-Davidson warranty, there are three main parts to the process: producing the workshop job and invoicing out internally; invoicing Harley-Davidson for the work; taking payment from Harley-Davidson.
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=== Creating the Workshop Job ===
 
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* [[Creating Workshop Jobs|Create the workshop job in the usual manner]], and in the {{DataPrompt|Invoice acc:}} field, enter in your account for Harley-Davidson warranty.
 
  
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{{Note|This account should be [[How do I Create a Warranty Account?|created]] in the approved manner for warranty accounts.}}
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=== Creating the Warranty Job ===
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* [[Creating workshop jobs|Create the workshop job in the usual manner]], and in the {{DataPrompt|Invoice acc:}} field, enter your account for Harley-Davidson Warranty.
  
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* Once the job is complete, invoice out as normal.  This will pay the workshop invoice off to the warranty control account on the nominal ledger.
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{{Note|This account should be [[How do I create a warranty account?|created]] in the approved manner for warranty accounts, and is being used to account for the parts and labour used on the warranty jobs.}}
  
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{{Note|What this has the effect of doing is account for all parts and labour in the workshop.}}
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* Once the job is complete, invoice out as normal. As part of the invoice process, pay the workshop invoice off to the Warranty Control Account on the {{NL}}. This should be the Default Payment Centre for the Harley-Davidson Warranty account.
  
 
=== Invoicing Harley-Davidson ===
 
=== Invoicing Harley-Davidson ===
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You now need to create a separate free-type invoice to Harley-Davidson.  This is because they need one invoice to cover a number of warranty claims, and not one invoice per job.  This needs to be produced from a separate account from your internal one used for the original workshop invoice as, unlike the workshop invoice, this has to show V.A.T. on it.
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You now need to create a separate free-type invoice to Harley-Davidson.  This is because they need one invoice to cover a number of warranty claims, and not one invoice per job.  You will need to use a separate account from your warranty one used for the original workshop invoice as, unlike the workshop invoice, this has to show V.A.T. on it.
  
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* Go to {{Menu|Sales Ledger|Invoice/Credit Notes}}
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* Go to {{Menu|{{SL}}|Invoice/Credit Notes}}.
 
* In the {{DataPrompt|Account:}} field, enter in your account for external Harley-Davidson warranty claims.
 
* In the {{DataPrompt|Account:}} field, enter in your account for external Harley-Davidson warranty claims.
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* In the {{DataPrompt|Sales Centre:}} field, enter in a sales centre that links into the Warranty Control account in the nominal ledger. If one one does not exist, see [[How do I Create a Sales or Purchase Centre?|here]] for details on how to create a sales centre.
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* In the {{DataPrompt|Sales Centre:}} field, enter in a sales centre that links into the Warranty Control account in the {{NL}}. If this code does not exist, see [[How do I create a sales or purchase centre?|here]] for details on how to create the Sales Centre.
 
* In the {{DataPrompt|Comment:}} field, enter a suitable comment for the invoice.
 
* In the {{DataPrompt|Comment:}} field, enter a suitable comment for the invoice.
 
* Press {{KeyPress|F5}}.
 
* Press {{KeyPress|F5}}.
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* On the next screen, press {{KeyPress|F5}}.  This produces the invoice for sending to Harley-Davidson.
 
* On the next screen, press {{KeyPress|F5}}.  This produces the invoice for sending to Harley-Davidson.
 
* Once you have a printed invoice, press {{KeyPress|Accept}} to save the invoice.
 
* Once you have a printed invoice, press {{KeyPress|Accept}} to save the invoice.
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{{Note|title=Note|text=The profit & loss entries for the warranty income are handled by using the warranty job created in the first section, and this invoice is created to charge Harley-Davidson for the work so that you get paid and account for the VAT appropriately.}}
  
 
=== When you receive payment from Harley-Davidson ===
 
=== When you receive payment from Harley-Davidson ===
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* When Harley-Davidson pay you for the invoice produced, go to {{menu|Sales ledger|Receipts}}
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* When Harley-Davidson pay you for the invoice produced, go to {{Menu|{{SL}}|Receipts}}
 
* In the {{DataPrompt|Account}} field, enter in your account for external Harley-Davidson warranty claims.
 
* In the {{DataPrompt|Account}} field, enter in your account for external Harley-Davidson warranty claims.
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* Find the invoice that the payment refers to and [[Posting Payments Received|pay off in the usual manner]] to your bank account.
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* Find the invoice to which the payment refers and [[Posting payments received|pay off in the usual manner]] to your bank account.
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== See also ==
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* [[How do I create a warranty account?]]
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* [[Posting payments received]]
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* [[Creating workshop jobs]]
  
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== See Also ==
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{{KB_Tags|harley davidson, warranty, income}}
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[[How do I Create a Warranty Account?]]
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{{KB_WS}}{{ZN_WorkshopManager}}
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*[[Posting Payments Received]]
 
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*[[How do I Create a Warranty Account?]]
 
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*[[Creating Workshop Jobs]]
 

Latest revision as of 11:27, 17 April 2019

Summary

The following article explains how to deal with Harley-Davidson warranty work.

More Information

With Harley-Davidson warranty, there are three main parts to the process: producing the workshop job and invoicing out internally; invoicing Harley-Davidson for the work; taking payment from Harley-Davidson.

Creating the Warranty Job

This account should be created in the approved manner for warranty accounts, and is being used to account for the parts and labour used on the warranty jobs.
  • Once the job is complete, invoice out as normal. As part of the invoice process, pay the workshop invoice off to the Warranty Control Account on the Nominal Ledger. This should be the Default Payment Centre for the Harley-Davidson Warranty account.

Invoicing Harley-Davidson

You now need to create a separate free-type invoice to Harley-Davidson. This is because they need one invoice to cover a number of warranty claims, and not one invoice per job. You will need to use a separate account from your warranty one used for the original workshop invoice as, unlike the workshop invoice, this has to show V.A.T. on it.

  • Go to " Sales Ledger Invoice/Credit Notes".
  • In the "Account:" field, enter in your account for external Harley-Davidson warranty claims.
  • In the "Sales Centre:" field, enter in a sales centre that links into the Warranty Control account in the Nominal Ledger. If this code does not exist, see here for details on how to create the Sales Centre.
  • In the "Comment:" field, enter a suitable comment for the invoice.
  • Press <F5>.
  • In the "Product Description" pane, give a brief description of the warranty jobs being claimed for.
  • In the "Nett" column, add the grand nett total of all the jobs being claimed for.
  • Press <F5>.
  • On the next screen, press <F5>. This produces the invoice for sending to Harley-Davidson.
  • Once you have a printed invoice, press <Accept> to save the invoice.
Note: The profit & loss entries for the warranty income are handled by using the warranty job created in the first section, and this invoice is created to charge Harley-Davidson for the work so that you get paid and account for the VAT appropriately.

When you receive payment from Harley-Davidson

  • When Harley-Davidson pay you for the invoice produced, go to " Sales Ledger Receipts"
  • In the "Account" field, enter in your account for external Harley-Davidson warranty claims.
  • Find the invoice to which the payment refers and pay off in the usual manner to your bank account.

See also


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