Difference between revisions of "How are unit expenses classified?"
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When you are adding an expense to a vehicle manually, you can enter a {{DataValue|Category}} against the expense as you enter it. | When you are adding an expense to a vehicle manually, you can enter a {{DataValue|Category}} against the expense as you enter it. | ||
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Revision as of 09:28, 12 August 2011
Contents
Summary
This article explains how vehicle expenses can be arranged into different categories.
More Information
Expenses posted against vehicles can be broken into different types using Categories. You can set a default Category, define Categories for certain items, or enter the appropriate one when you are entering the expense against the vehicle.
Default Categories
These categories can be set in an obvious and explicit fashion, in other words, you can set up these categories and see obviously what they will do.
- Go to "Systems" -> "Unit Sales" -> "Maintenance Options" -> "Parameters" -> "Expenses Parameters".
- Move to "Default Expense Category".
- Enter the code or description of the Category that you want to use as standard. Add a new one if it does not exist.
Write Down Category
- Move to "Write Down Expense Category".
- Enter the code to use for expenses generated when a vehicle is written down in value, i.e. depreciation of the stock.
Write Back Category
- Move to "Write Back Expense Category".
- Enter the code to use for the expense generated on the sale vehicle when a part exchange vehicle is written back in value, i.e. over-allowance.
Registration Bonus Category
- Move to "Registration Bonus Category".
- Enter the code to use for the negative expense generated when you receive and allocate a registration bonus.
Finance Commission Category
- Move to "Finance Commission Category".
- Enter the code to use for the negative expense generated when you receive and allocate any finance commission.
Finance Insurance Category
- Move to "Finance Insurance Category".
- Enter the code to use for the negative expense generated when you receive and allocate any finance insurance commission.
Related Default Categories
These categories can be applied by the system without your intervention, but they are related to other parameters that are created and used elsewhere.
Stock to Workshop to Vehicle Sales
Items that fall into a specific Stock Control 'Group' can be allocated to a specific Workshop 'Category' which in turn can be allocated to a specific Unit Sales 'Expense Category'. It is also possible to allocate the Workshop 'Category' to the Unit Sales 'Expense Category' without involving the Stock Control 'Group'.
- From the Stock Control 'Group' field, edit the 'Group'.
- Click on the [Parameters] tab.
- Move to the "Workshop Item Category" field.
- Enter a Workshop 'Category', and edit the 'Category'. Create a new one if there is not a suitable one.
- Click on the [Parameters] tab.
- Move to the "Expense Category" field.
- Enter a Unit Sales 'Expense Category'. Create a new one if there is not a suitable one.
- Press <Esc> and accept the individual items until you get back to the Stock Control 'Group'.
Categories Applied at Time of Entry
When you are adding an expense to a vehicle manually, you can enter a 'Category' against the expense as you enter it.
