Difference between revisions of "How do I deal with warranty variance?"
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* Go to the {{Tab|Invoice Items}} tab. | * Go to the {{Tab|Invoice Items}} tab. | ||
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
| − | * Add items for Parts Variance and Labour Variance, using a quantity of 1 and the value of the variance. | + | * Add items for Parts Variance and Labour Variance, using a quantity of 1 and the value of the variance. The value may be negative if you have been paid more. |
{{Note|text=This is easier if you create non-moving stock items for these. You can control how they are analysed in the accounts easily.}} | {{Note|text=This is easier if you create non-moving stock items for these. You can control how they are analysed in the accounts easily.}} | ||
* Invoice the job. | * Invoice the job. | ||
Revision as of 09:56, 27 September 2019
Summary
This article explains how to deal with warranty variance.
More Information
Warranty variance arises when the value of the workshop job that you have done for a warranty claim is different to the value of the credit note or self-billing invoice that you receive from the manufacturer or other warranty party.
How you choose to deal with this depends on the process that you want to follow and how much information you want to be able to derive from your warranty claims. If you want to show where the variance is occurring in your accounts, i.e. is it in the parts or labour side of the job, then you will need to do more than if you just want to know the value of the variance.
Dealing with variance
You will need the credit note from the supplier to know the value that they have given you for the claim.
- Go to " Workshop Workshop Diary".
- Find the job that relates to the claim.
 | When the job is created, enter the manufacturer's warranty claim number into the "Reference" field. You can then search for this to find the job. |
- Edit the job.
- You can choose either to deal with the total value of the variance or break it down into parts and labour.
- Dealing with the total value
- The job should be invoiced first.
- Press <F7> to go to the Payments area.
| If it hasn't already been posted, post a payment for the Nett value of the credit note. Use "Payment Centre" 'Warranty Control'. |
- Click [Add] to add a payment.
- If there is variance, there will be a balance left to pay.
- Against 'K', move to the field to the left of the letter.
- Enter your 'Nominal Code' for Warranty Variance.
- Move to the "Paid" column and enter the variance amount.
- Click [Post].
- Dealing with parts and labour variance
- The job should have been left in work in progress.
- Go to the [Invoice Items] tab.
- Click [Add].
- Add items for Parts Variance and Labour Variance, using a quantity of 1 and the value of the variance. The value may be negative if you have been paid more.
| This is easier if you create non-moving stock items for these. You can control how they are analysed in the accounts easily. |
- Invoice the job.
See also
- Creating workshop jobs
- How do I create a workshop warranty job?
- How do I deal with retail, internal, warranty & sales workshop jobs?
- How do I search for a workshop job?
- How do I add parts to a workshop job?
- How do I add labour to a workshop job?
