Difference between revisions of "How do I create a warranty account?"

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(New page: {{Incomplete}} {{Review}} == Summary == The following article shows the preferred method for setting up a Warranty Account from within Platinum. == In Detail == *Get into "Accounts" -> "S...)
 
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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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== In Detail ==
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== More Information ==
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*Get into "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and in the "Search On" field, type the word "Warranty" and press {{KeyPress|F6}} to create a new account.
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Go to "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and for {{DataPrompt|Search on:}}, type the word {{DataValue|Warranty}} and press {{KeyPress|F6}} to create a new account.
 
*On the first tab, fill out all the relevant contact details for the warranty account.
 
*On the first tab, fill out all the relevant contact details for the warranty account.
 
*Next, press the {{KeyPress|Invoicing}} tab and amend the fields listed below as follows:
 
*Next, press the {{KeyPress|Invoicing}} tab and amend the fields listed below as follows:
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**Centre Modifier: Type "W" and then press {{KeyPress|Enter}}and then press {{KeyPress|Enter}} on the warning message that is displayed.
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**Set the V.A.T. rate to the Exempt Rate set for your system.
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;{{DataPrompt|Centre Modifier}}
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**Payment Centre: Get the cursor in the Ledger Centre field and press {{KeyPress|Ctrl+F1}} to bring up a search box, and then type "warranty" and press {{KeyPress|Enter}}.  Select the one entitled "Warranty Control".  If one doesn't exist, contact your Accounts Department and ask that they create one for you.
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: Type {{DataValue|W}} and then press {{KeyPress|Enter}}and then press {{KeyPress|Enter}} on the warning message that is displayed.
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**Cash Sale: Set this filed to "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.
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**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).
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;{{DataPrompt|V.A.T. rate:}}
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*Now click {{KeyPress|Groups/Analysis}} tab and in the "Group" field, type "WAR".  Once again, this will aid you for reporting purposes.
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: Set to the Exempt Rate set for your system.
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;{{DataPrompt|Payment Centre:}}
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Get the cursor in the Ledger Centre field and press {{KeyPress|C-F1}} to bring up a search box, and then type {{DataValue|warranty}} and press {{KeyPress|Enter}}.  Select the one entitled "Warranty Control".  If one doesn't exist, contact your Accounts Department and ask that they create one for you.
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;{{DataPrompt|Cash Sale:}}
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:Set this {{DataValue|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.
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;{{DataPrompt|Internal:}}
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:Set this to {{DataValue|Yes}} (Transactions to internal accounts are considered "Outside the Scope" for V.A.T. purposes and will not appear on your VAT100 report).
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*Click {{KeyPress|Groups/Analysis}} tab and in the "Group" field, type {{DataValue|WAR}}.  Once again, this will aid you for reporting purposes.
 
*Finally, click the {{KeyPress|Workshop}} tab and in the "Labour Rate" field, enter in the default Labour Rate for Internal work.
 
*Finally, click the {{KeyPress|Workshop}} tab and in the "Labour Rate" field, enter in the default Labour Rate for Internal work.
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{{FAQ}}{{KB_Tags|Creating warranty accounts}}{{KB_WS}}{{ZN_Admin}}

Revision as of 17:10, 19 May 2009

 This article or section is under development.
Be aware: Content will change as the document progresses.
This article or section is under review.
Be aware: Content may change as the document is reviewed.

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.

  • On the first tab, fill out all the relevant contact details for the warranty account.
  • Next, press the <Invoicing> tab and amend the fields listed below as follows:
"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).
  • Click <Groups/Analysis> tab and in the "Group" field, type 'WAR'. Once again, this will aid you for reporting purposes.
  • Finally, click the <Workshop> tab and in the "Labour Rate" field, enter in the default Labour Rate for Internal work.


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Creating warranty accounts
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