Goodwill splits

[GMparts]

We are doing more and more Goodwill split's with customers ,either 50/50 ,60/40,70/30 or 75/25 etc
Currently we manually do these in parts by adding an additional line and IO the transaction( sorry should mention we on Reynolds) and calculate the cost split etc
Not really an issue for one or two lines , but get asked for this goodwill split on a Tranny job etc with possibly 20 plus lines .......way to time consuming and not to mention once we do ,do it , someone in service accidently changes a job or line and messes up everything done prior and we have to re do
Can anyone enlighten me on 3631....which currently I don't have access to do as I am in parts and believe this co pay or split really is something Service should set up.....but to date cant seem to get them to do or really understand
We are a GM store

Thanks in advance for any help

[cville1987]

We write a warranty ticket like normal, parts prices and labor. When they book the ticket, we have codes set up in miscellaneous for warranty debit, so just like you put on discounts in that screen, they use code WD, make it CP and put the amount the customer is paying as a positive amount, not a credit, so when the invoice prints it will show the customers amount to pay. It's a much cleaner way to do it. It takes the advisor to put it on there, and the warranty admin to know about it and the miscellaneous codes set up in service and put to the proper accounts, but once it's done, it's easy.

[scott2112]

^^^^^ THIS

[cville1987]

Oh and you have to also do a warranty credit in miscellaneous for the same amount but put it to warranty and a negative amount. So the warranty side is lowered by that amount and the CP side is raised by that amount. Easy.

[FixedManager]

As stated but above but simply; the Parts department only bills to the repair order, Service accounts for the customer payments. It's called a split payment. The pay types are already setup so they calculate the manufacturers share and bill it to the correct warranty pay type, the balances are due from customer.

This will include shop supply, miscellaneous fees, and all taxes. Check your local laws to what is taxable as some states require customers to pay tax on the entire job not just their portion.