How do I create a warranty account?
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Revision as of 16:36, 11 May 2009 by Tim Laundon (talk | contribs) (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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Summary
The following article shows the preferred method for setting up a Warranty Account from within Platinum.
In Detail
- Get into "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and in the "Search On" field, 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.
- Set the V.A.T. rate 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 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.
- 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).
- Now 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.
