S.H. CHARGES

S.H. CHARGES

Postby bob s » Mon Jul 09, 2001 11:25 am

Im on Reynolds and Reynolds with electronic purchase orders. My question is, How are you charging out special handling and making sure you are reimburst from chrysler on warranty and that your warranty clerk is putting the credit to the correct account?
bob s
 

S.H. CHARGES

Postby petepuma01 » Mon Jul 09, 2001 2:45 pm

For the PO, you can use the 'other amount' field to bill special handling. This will keep the $ separate from the normal inventory.

You will need to set up a code in 2571 for this. To get to the screen, go to 2571, option 2 (store specs), 'A' acct dist, then 'MP' for misc part. Set up a code with the correct account.

Then when creating the PO in 2710, enter the handling amount in the "other amount" field (or in the 'other' amount subscreen).

To bill out the handling properly in 2525 and make sure they are claimed in 3651, you have 2 choices-- if the 'freight' field in 3636 RO SALES JOURNAL has the correct account, you dont need to set up anything. If it does not have the correct account and you can't change it, set up the following:

1) Enter 3629, enter your accounting make code and enter '4' for the type (4 is freight).

2) 'A' to add. Type in 'SH' for the code. Type in 'special handling' for the description. Enter a price of a $1.00. Enter the appropriate account number. Save your entries.

To bill special handling with the 3629 code:

1) Bill out your parts in 2525 as normal.

2) On the closing screen (2nd screen of 2525), enter 'G' and the job number that needs special handling. This will display the GOG screen.

3) At the command line, choose 'T' for type and then choose '4' for freight.

4) 'A' to add the freight.

5) If you DID NOT set up a code, enter the information needed (desc, cost, sale type)

OR

If you did set up a code, choose the line # for the special handling charge at the bottom of the screen, enter the sale type.

If you added a code, once down at the bottom, choose the "C" command and change the price to be right amount.

6)'E' to enter out of the GOG screen and the save the RO as normal.

Bll out parts NOT using the 3629 code:

1) Bill out your parts in 2525 as normal.

2) On the closing screen (2nd screen of 2525), choose line 10 (freight), enter the amount, sale type and job #.

3) Save the RO as normal.

When the warrant clerk makes the claim, they will need to pull over the 'freight' amount to the special handling section (2nd screen of warranty). A '?' mark will appear at the 'amount' prompt to let them pull over the correct amount.

If they try to close the RO and they did not claim the special handling, they will get a warning message stating that the claim and the RO totals dont match-- this is their clue that they forgot something and should investigate. They will then find freight charge that was not claimed.

Obviously, the non 3629 method is simpler-- if you can, use that one.

I know this is a lot-- let me know via the board or e-mail if you need any clarification.

[This message has been edited by petepuma01 (edited 07-09-2001).]

[This message has been edited by petepuma01 (edited 07-09-2001).]

petepuma01
 

S.H. CHARGES

Postby Beasley » Wed Jul 11, 2001 3:20 pm

To Bob S,

As Pete has indicated, If Parts Invoicing and Service Invoice specifications are set up properly, the warranty clerk does not need to make the decision as to which accounts to credit. ERA knows what the proper account numbers are based on the respective specification set up.

If you'd like additional assistance you may contact the Technical Assistance Center at the 800#.
Beasley
 


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