Difference between revisions of "How do I create a warranty account?"
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== Summary == | == Summary == | ||
The following article shows the preferred method for setting up a Warranty Account from within Platinum. | The following article shows the preferred method for setting up a Warranty Account from within Platinum. | ||
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;{{DataPrompt|Group:}} | ;{{DataPrompt|Group:}} | ||
:Type {{DataValue|WAR}}. Once again, this will aid you for reporting purposes. | :Type {{DataValue|WAR}}. Once again, this will aid you for reporting purposes. | ||
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| + | === Stock === | ||
| + | You may wish to charge all Stock sold to this Warranty Account at cost, if so: | ||
| + | *Click the {{KeyPress|Stock}} tab. | ||
| + | *Press {{KeyPress|F5}} - This brings up an Account Pricing Matrix | ||
| + | *Cursor down to the Pricing Method and type {{DataValue|C}} for Cost and press {{KeyPress|Enter}} | ||
| + | *Type {{DataValue|F}} to select Fifo and then press {{KeyPress|F2}} and press {{KeyPress|Accept}} | ||
| + | *Press {{KeyPress|Esc}} to exit the Pricing Matrix screen. | ||
=== Workshop === | === Workshop === | ||
Revision as of 10:00, 9 June 2009
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
The following article shows the preferred method for setting up a Warranty Account from within Platinum.
More Information
Go to "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and for "Search on:", type the word 'Warranty' and press <F6> to create a new account.
Details
- Fill out all the relevant contact details for the warranty account.
Invoicing
- Click the <Invoicing> tab.
- "Centre Modifier"
- Type 'W' and then press <Enter>and then press <Enter> on the warning message that is displayed.
- "V.A.T. rate:"
- Set to the Exempt Rate set for your system.
- "Payment Centre:"
- Get the cursor in the Ledger Centre field and press <Ctrl+F1> to bring up a search box, and then type 'warranty' and press <Enter>. Select the one entitled "Warranty Control". If one doesn't exist, contact your Accounts Department and ask that they create one for you.
- "Cash Sale:"
- Set this 'No', that way, when you invoice out to the Warranty Account from the Workshop, they will sit as a Debtor and make pulling off a Warranty Debtors list more straight forward.
- "Internal:"
- Set this to 'Yes' (Transactions to internal accounts are considered "Outside the Scope" for V.A.T. purposes and will not appear on your VAT100 report).
Groups/Analysis
- Click <Groups/Analysis> tab.
- "Group:"
- Type 'WAR'. Once again, this will aid you for reporting purposes.
Stock
You may wish to charge all Stock sold to this Warranty Account at cost, if so:
- Click the <Stock> tab.
- Press <F5> - This brings up an Account Pricing Matrix
- Cursor down to the Pricing Method and type 'C' for Cost and press <Enter>
- Type 'F' to select Fifo and then press <F2> and press <Accept>
- Press <Esc> to exit the Pricing Matrix screen.
Workshop
- Finally, click the <Workshop> tab.
- "Labour Rate:"
- Enter in the default Labour Rate for Internal work.
See also
