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

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== More Information ==
 
== More Information ==
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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.
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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 [[Creating a New Customer/Supplier|create a new account]].
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*On the first tab, fill out all the relevant contact details for the warranty account.
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*Next, press the {{KeyPress|Invoicing}} tab and amend the fields listed below as follows:
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=== Details ===
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*Fill out all the relevant contact details for the warranty account.
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=== Invoicing ===
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*Click the {{KeyPress|Invoicing}} tab.
  
 
;{{DataPrompt|Centre Modifier}}
 
;{{DataPrompt|Centre Modifier}}
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;{{DataPrompt|Payment Centre:}}
 
;{{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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: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.
  
 
;{{DataPrompt|Cash Sale:}}
 
;{{DataPrompt|Cash Sale:}}
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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).
 
: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.
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=== Groups/Analysis ===
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*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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*Click {{KeyPress|Groups/Analysis}} tab.
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;{{DataPrompt|Group:}}
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:Type {{DataValue|WAR}}.  Once again, this will aid you for reporting purposes.
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=== Workshop ===
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*Finally, click the {{KeyPress|Workshop}} tab.
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;{{DataPrompt|Labour Rate:}}
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:Enter in the default Labour Rate for Internal work.
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== See also ==
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*[[Creating a New Customer/Supplier]]
  
 
{{FAQ}}{{KB_Tags|Creating warranty accounts}}{{KB_WS}}{{ZN_Admin}}
 
{{FAQ}}{{KB_Tags|Creating warranty accounts}}{{KB_WS}}{{ZN_Admin}}

Revision as of 17:16, 19 May 2009

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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.

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.

Workshop

  • Finally, click the <Workshop> tab.
"Labour Rate:"
Enter in the default Labour Rate for Internal work.

See also


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Creating warranty accounts
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