Difference between revisions of "How do I create a workshop warranty job?"
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Revision as of 10:33, 12 August 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article shows how to create a Workshop Job so that the keeper of the vehicle is shown as well as the warranty company.
More Information
In Order to create a warranty Workshop Job you will need to first go to " Workshop Management Workshop Diary". Here you will need to create a workshop job.
On the Job Properties Screen
Create the workshop job as normal.
- Enter the Keepers Account code, or search for it via <Ctrl+F1>.
- Enter the Vehicle stock code, or again search via pressing <Ctrl+F1>.
 | Add as much information to the workshop job as you can. See 'See also' section for articles on how to post job information. |
Warranty Invoicing Set-up
Now that the initial job information has been set up, it is time to set up the invoicing requirements to turn the normal workshop job into a Warranty workshop job.
- Click on the "Invoice Acc" and enter the account code for the relevant warranty company or search via pressing <Ctrl+F1>.
- On the "Notes" enter any relevant notes for the warranty.
Job Details
Once the previous step has been completed, you will need to add parts and Labour to the warranty workshop job. Do this in the same fashion as you would when creating a standard workshop job.
Invoicing the Warranty Workshop Job
Once the Job has been completed and it is time to invoice out to the two parties involved (Customer and Warranty Company), go into the Workshop Job Properties screen.
- Press <F6> to go into the Job Details Screen.
- Press <F7> or click the [Print] button to proceed to invoice the parties involved.
- On the "Job Print summary" screen that appears, check that the total amounts are correct.
 | Information: The "Inv acc" should show the Warranty Companies account code above it to show no amount will be owed by the keeper. |
- Make sure there is no tick in the payment box as this will be received from the warranty company at a later date.
- Once the above is correct proceed to invoice out via pressing <F7> or by clicking on [print].
- At the "Vehicle Information" screen enter in the relevant fields that are required if any?. Once done press <Esc> and click [Accept] to accept the vehicle information
- Once the invoice has printed and has be checked over click [Accept] to finalize the invoice.
- Finally, Press <Esc> to come out of the workshop job and complete the job and take you back to the diary .
See also
- Creating Workshop Jobs
- How do I add more description to a Workshop Job?
- How do I add Parts to a Workshop Job?
- How do I add Labour to a Workshop Job?
- Handling Warranty Claims
- How do I Create a Standard Workshop job?
- How do I Create a Warranty Account?
