Difference between revisions of "How are unit expenses classified?"

Latest revision as of 05:30, 19 June 2019

Summary

This article explains how unit expenses can be arranged into different categories.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

Expenses posted against units can be broken into different types using Categories. You can set a default Category, define Categories for certain items, or enter the appropriate one when you are entering the expense against the unit.

Default Categories

These categories can be set in an obvious and explicit fashion, in other words, you can set up these categories and see obviously what they will do.

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'expense'.

Expense Category

For "Default expense category" enter the code or description of the Category that you want to use as standard.

Write Down Category

For "Write down expense category" enter the code to use for expenses generated when a unit is written down in value, i.e. depreciation of the stock.

Write Back Category

For "Write back expense category" enter the code to use for the expense generated on the sale unit when a part exchange unit is written back in value, i.e. over-allowance.

Registration Bonus Category

For "Registration bonus category" enter the code to use for the negative expense generated when you receive and allocate a registration bonus.

Finance Commission Category

For "Finance commission category" enter the code to use for the negative expense generated when you receive and allocate any finance commission.

Finance Insurance Category

For "Finance insurance category" enter the code to use for the negative expense generated when you receive and allocate any finance insurance commission.

Related Default Categories

These categories can be applied by the system without your intervention, but they are related to other settings that are created and used elsewhere.

Stock to Workshop to Unit Sales

Items that fall into a specific Stock Control'Group' can be allocated to a specific Workshop'Category' which in turn can be allocated to a specific Unit Sales'Expense Category'. It is also possible to allocate the Workshop'Category' to the Unit Sales'Expense Category' without involving the Stock Control'Group'.

From the Stock Control'Group' field, edit the 'Group'.
Click on the [Settings] tab.
Move to the "Workshop Item Category" field.
Enter a Workshop'Category', and edit the 'Category'. Create a new one if there is not a suitable one.
Click on the [Settings] tab.
Move to the "Expense Category" field.
Enter a Unit Sales'Expense Category'. Create a new one if there is not a suitable one.
Press <Esc> and accept the individual items until you get back to the Stock Control'Group'.

Categories Applied at Time of Entry

When you are adding an expense to a unit manually, you can enter a 'Category' against the expense as you enter it.

@@ Line 1: / Line 1: @@
 == Summary ==
-This article explains how vehicle expenses can be arranged into different categories.
+This article explains how unit expenses can be arranged into different categories.
 == More Information ==
-Expenses posted against vehicles can be broken into different types using Categories. You can set a default Category, define Categories for certain items, or enter the appropriate one when you are entering the expense against the vehicle.
+{{Units}}
+Expenses posted against units can be broken into different types using Categories. You can set a default Category, define Categories for certain items, or enter the appropriate one when you are entering the expense against the unit.
 === Default Categories ===
@@ Line 15: / Line 16: @@
 ==== Write Down Category ====
-* For {{DataPrompt|Write down expense category}} enter the code to use for expenses generated when a vehicle is written down in value, i.e. depreciation of the stock.
+* For {{DataPrompt|Write down expense category}} enter the code to use for expenses generated when a unit is written down in value, i.e. depreciation of the stock.
 ==== Write Back Category ====
-* For {{DataPrompt|Write back expense category}} enter the code to use for the expense generated on the sale vehicle when a part exchange vehicle is written back in value, i.e. over-allowance.
+* For {{DataPrompt|Write back expense category}} enter the code to use for the expense generated on the sale unit when a part exchange unit is written back in value, i.e. over-allowance.
 ==== Registration Bonus Category ====
@@ Line 32: / Line 33: @@
 These categories can be applied by the system without your intervention, but they are related to other settings that are created and used elsewhere.
-==== Stock to Workshop to Vehicle Sales ====
+==== Stock to Workshop to Unit Sales ====
-Items that fall into a specific {{ST}} {{DataValue|Group}} can be allocated to a specific {{WS}} {{DataValue|Category}} which in turn can be allocated to a specific {{VS}} {{DataValue|Expense Category}}. It is also possible to allocate the {{WS}} {{DataValue|Category}} to the {{VS}} {{DataValue|Expense Category}} without involving the {{ST}} {{DataValue|Group}}.
+Items that fall into a specific {{ST}}{{DataValue|Group}} can be allocated to a specific {{WS}}{{DataValue|Category}} which in turn can be allocated to a specific {{VS}}{{DataValue|Expense Category}}. It is also possible to allocate the {{WS}}{{DataValue|Category}} to the {{VS}}{{DataValue|Expense Category}} without involving the {{ST}}{{DataValue|Group}}.
-* From the {{ST}} {{DataValue|Group}} field, edit the {{DataValue|Group}}.
+* From the {{ST}}{{DataValue|Group}} field, edit the {{DataValue|Group}}.
 * Click on the {{Tab|Settings}} tab.
 * Move to the {{DataPrompt|Workshop Item Category}} field.
-* Enter a {{WS}} {{DataValue|Category}}, and edit the {{DataValue|Category}}. Create a new one if there is not a suitable one.
+* Enter a {{WS}}{{DataValue|Category}}, and edit the {{DataValue|Category}}. Create a new one if there is not a suitable one.
 * Click on the {{Tab|Settings}} tab.
 * Move to the {{DataPrompt|Expense Category}} field.
-* Enter a {{VS}} {{DataValue|Expense Category}}. Create a new one if there is not a suitable one.
+* Enter a {{VS}}{{DataValue|Expense Category}}. Create a new one if there is not a suitable one.
-* Press {{KeyPress|ESC}} and accept the individual items until you get back to the {{ST}} {{DataValue|Group}}.
+* Press {{KeyPress|ESC}} and accept the individual items until you get back to the {{ST}}{{DataValue|Group}}.
 === Categories Applied at Time of Entry ===
-When you are adding an expense to a vehicle manually, you can enter a {{DataValue|Category}} against the expense as you enter it.
+When you are adding an expense to a unit manually, you can enter a {{DataValue|Category}} against the expense as you enter it.
 == See also ==
-* [[Creating a Used Vehicle]]
+* [[Creating a used unit]]
-* [[Creating a New Vehicle]]
+* [[Creating a new unit]]
-* [[Adding New Vehicle Features]]
+* [[Adding new unit features]]
-* [[How can I Upload Vehicles to My Website?]]
+* [[How can I upload units to my website?]]
+{{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, unit expenses, category, accessories, extras, workshop, parts}}
+{{How}}{{KB_VS}}
-{{KB_Tags|Vehicle expenses, category, Accessories, Extras, workshop, vehicle sales, vehicle, parts}}
-{{KB_VS}}
 {{KB_Ref|VS01}}