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

Revision as of 12:22, 19 September 2016

Summary

This article explains how vehicle 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.

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 vehicle 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 vehicle when a part exchange vehicle 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 Vehicle 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 vehicle manually, you can enter a 'Category' against the expense as you enter it.

@@ Line 8: / Line 8: @@
 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 "Systems" -> "{{VS}}" -> "Maintenance Options" -> "Parameters" -> "Expenses Parameters".
+Go to {{PlatinumSettings}} and search for {{DataValue|expense}}.
-* Move to {{DataPrompt|Default Expense Category}}.
-* Enter the code or description of the Category that you want to use as standard. Add a new one if it does not exist.
+==== Expense Category ====
+* For {{DataPrompt|Default expense category}} enter the code or description of the Category that you want to use as standard.
 ==== Write Down Category ====
-* Move to {{DataPrompt|Write Down Expense 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.
-* Enter the code to use for expenses generated when a vehicle is written down in value, i.e. depreciation of the stock.
 ==== Write Back Category ====
-* Move to {{DataPrompt|Write Back Expense 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.
-* 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.
 ==== Registration Bonus Category ====
-* Move to {{DataPrompt|Registration Bonus Category}}.
+* For {{DataPrompt|Registration bonus category}} enter the code to use for the negative expense generated when you receive and allocate a registration bonus.
-* Enter the code to use for the negative expense generated when you receive and allocate a registration bonus.
 ==== Finance Commission Category ====
-* Move to {{DataPrompt|Finance Commission Category}}.
+* For {{DataPrompt|Finance commission category}} enter the code to use for the negative expense generated when you receive and allocate any finance commission.
-* Enter the code to use for the negative expense generated when you receive and allocate any finance commission.
 ==== Finance Insurance Category ====
-* Move to {{DataPrompt|Finance Insurance Category}}.
+* For {{DataPrompt|Finance insurance category}} enter the code to use for the negative expense generated when you receive and allocate any finance insurance commission.
-* 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 parameters that are created and used elsewhere.
+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 ====
 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}}.
-* Click on the {{Tab|Parameters}} tab.
+* 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.
-* Click on the {{Tab|Parameters}} tab.
+* 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.