Difference between revisions of "How do I create a warranty account?"
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== Summary == | == Summary == | ||
| − | The following article | + | The following article explains the preferred method for setting up a Warranty Account. |
== More Information == | == More Information == | ||
| − | Go to "Accounts" -> " | + | * Go to "Accounts" -> "{{SL}}" -> "Customer File Maintenance" -> "Add or Edit Customers". |
| + | * At {{DataPrompt|Search on:}}, type the word {{DataValue|Warranty}} and press {{KeyPress|F6}} to [[Creating a New Customer/Supplier|create a new account]]. | ||
=== Details === | === Details === | ||
| − | *Fill out all the relevant contact details for the warranty account. | + | * Fill out all the relevant contact details for the warranty account. |
=== Invoicing === | === Invoicing === | ||
| − | *Click the {{ | + | * Click the {{Button|Invoicing}} tab. |
;{{DataPrompt|Centre Modifier}} | ;{{DataPrompt|Centre Modifier}} | ||
| Line 19: | Line 19: | ||
;{{DataPrompt|Payment Centre:}} | ;{{DataPrompt|Payment Centre:}} | ||
| − | : | + | :At the {{DataPrompt|Payment Centre}}, 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:}} | ||
| − | :Set this {{DataValue|No}}, that | + | :Set this to {{DataValue|No}}, so that when you invoice out to the Warranty Account from the Workshop, they will sit as a Debtor to show that you are owed a credit note or money by this warranty account. |
;{{DataPrompt|Internal:}} | ;{{DataPrompt|Internal:}} | ||
| − | :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). You will account for the V.A.T. when you receive the credit note from your warranty supplier. |
=== Groups/Analysis === | === Groups/Analysis === | ||
| − | *Click {{ | + | * Click {{Button|Groups/Analysis}} tab. |
;{{DataPrompt|Group:}} | ;{{DataPrompt|Group:}} | ||
| − | :Type {{DataValue|WAR}}. | + | :Type {{DataValue|WAR}}. Once again, this will aid you for reporting purposes. |
=== Stock === | === Stock === | ||
You may wish to charge all Stock sold to this Warranty Account at cost, if so: | You may wish to charge all Stock sold to this Warranty Account at cost, if so: | ||
| − | *Click the {{ | + | * Click the {{Button|Stock}} tab. |
| − | *Press {{KeyPress|F5}} - This brings up | + | * Press {{KeyPress|F5}} - This brings up the Account Pricing Matrix. |
;{{DataPrompt|Pricing method:}} | ;{{DataPrompt|Pricing method:}} | ||
| Line 44: | Line 44: | ||
:Enter {{DataValue|F}} for {{DataValue|Fifo}}. | :Enter {{DataValue|F}} for {{DataValue|Fifo}}. | ||
| − | *Press {{KeyPress| | + | * Press {{KeyPress|F2}} and then {{KeyPress|Enter}} to accept. |
| + | * Press {{KeyPress|ESC}} to exit. | ||
=== Workshop === | === Workshop === | ||
| − | *Finally, click the {{KeyPress|Workshop}} tab. | + | * Finally, click the {{KeyPress|Workshop}} tab. |
;{{DataPrompt|Labour Rate:}} | ;{{DataPrompt|Labour Rate:}} | ||
| − | :Enter in the default Labour Rate for | + | :Enter in the default Labour Rate for Warranty work for this account. |
== See also == | == See also == | ||
Revision as of 19:54, 24 July 2009
Contents
Summary
The following article explains the preferred method for setting up a Warranty Account.
More Information
- Go to "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers".
- At "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:"
- At the "Payment Centre", 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 to 'No', so that when you invoice out to the Warranty Account from the Workshop, they will sit as a Debtor to show that you are owed a credit note or money by this warranty account.
- "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). You will account for the V.A.T. when you receive the credit note from your warranty supplier.
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 the Account Pricing Matrix.
- "Pricing method:"
- Set this to 'C' for Cost.
- "Std. Average or Fifo:"
- Enter 'F' for 'Fifo'.
- Press <F2> and then <Enter> to accept.
- Press <Esc> to exit.
Workshop
- Finally, click the <Workshop> tab.
- "Labour Rate:"
- Enter in the default Labour Rate for Warranty work for this account.
See also
