Dealing with Harley-Davidson warranty
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Contents
Summary
The following article explains how you deal with Harley-Davidson warranty work in the workshop.
More Information
With Harley-Davidson warranty, there are three main parts to the process; produce the workshop job and invoice out internally, invoice Harley-Davidson for the work, and then take payment from Harley-Davidson.
Creating the Workshop Job
- Create the workshop job in the usual manner, and in the "Invoice acc:" field, enter in your account for Harley-Davidson warranty.
 | This account should be created in the approved manner for warranty accounts. |
- Once the job is complete, invoice out as normal. This will pay the workshop invoice off to the warranty control account on the nominal ledger.
| What this has the effect of doing is account for all parts and labour in the workshop. |
Invoicing Harley-Davidson
You now need to create a separate free-type invoice to Harley-Davidson. This is because they need one invoice to cover a number of warranty claims, and not one invoice per job. This needs to be produced from a separate account from your internal one used for the original workshop invoice as, unlike the workshop invoice, this has to show V.A.T. on it.
- Go to " Sales Ledger Invoice/Credit Notes"
- In the "Account:" field, enter in your account for external Harley-Davidson warranty claims.
- In the "Sales Centre:" field, enter in a sales centre that links into the Warranty Control account in the nominal ledger. If one one does not exist, see here for details on how to create a sales centre.
- In the "Comment:" field, enter a suitable comment for the invoice.
- Press <F5>.
- In the "Product Description" pane, give a brief description of the warranty jobs being claimed for.
- In the "Nett" column, add the grand nett total of all the jobs being claimed for.
- Press <F5>.
- On the next screen, press <F5>. This produces the invoice for sending to Harley-Davidson.
- Once you have a printed invoice, press <Accept> to save the invoice.
When you receive payment from Harley-Davidson
- When Harley-Davidson pay you for the invoice produced, go to " Sales ledger Receipts"
- In the "Account" field, enter in your account for external Harley-Davidson warranty claims.
- Find the invoice that the payment refers to and pay off in the usual manner to your bank account.
