How do I create a warranty account?
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Contents
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
