Accessed via Vehicle Purchasing / Purchase Management and selection of the Add Specoption from the Spec menu.
The Add To Specification form allows an additional specification item to be added to the order with its associated costs and values. Following completion of the specification details the system prompts for entry of the appropriate Posting Details for the item. These are used to define the appropriate Debit/Credit Nominal Ledger accounts and allocation basis for the specification item as they may be different for a mid-life specification item (the profit, for example, may be required to be taken up front). A Profi line is created for the new specification item and the contract rental is increased by the specification item Rental value.
Note:The additional dealer specification item must already have been added via the Build Specification option within Franchise Data. The additional specification item may only be added within the Dealer Tab. A double click against the next available column (against the appropriate model code) displays the specification form for adding the appropriate description and list price, etc. Once created, a tick must be placed against each model code to which the dealer specification item is applicable.
This form only becomes enabled once the vehicle has a status of L- Live.
The Add To Specification form contains the following data fields:
Selection of the ellipsis button (...) immediately to the right of this field displays an Additional Options sub-form which presents a list box displaying the option code, description and list price for all of the available extras. The required additional specification should be highlighted and the Select command button used to confirm this choice. This returns the appropriate values to the Add To Specification form.
Note: Only Dealer Options may be added/displayed.
Following selection of the Option Code the Option Description is displayed immediately to the right of this field.
The purchase price of the selected additional specification item. This field is automatically populated following selection of the Option Code.
The expected residual value for the additional specification item is entered here in order that the Depreciation may be calculated.
Following selection of the Option Code this field is automatically populated with the same value as the Purchase Price. However, this is re-calculated following input within the Residual Value field. This field cannot be edited.
The expected maintenance value for the additional specification item is entered here.
This field is available for entry of a value for any additional non-recoverable costs.
The date from which invoicing for the additional specification item is to commence. This defaults to today's date. Invoicing can start from today's date (i.e. the date the additional specification item is added) or can be moved backwards to commence from the contract start date.
Displays the contract period (e.g. 2) month in which invoicing is to commence. This field cannot be edited. This is dependent upon what date is entered in the Costs Start Date field.
The periodic (e.g. monthly) rental value required for the additional specification item.
The date from which invoicing for the additional specification item is to commence. This defaults to today's date. Invoicing can start from today's date (i.e. the date the additional specification item is added) or can be moved backwards to commence from the contract start date.
Displays the contract period (e.g. 2) month in which invoicing is to commence. This field cannot be edited. This is dependent upon what date is entered in the Start Date field.
The rental value for the period of the contract i.e. contract period (e.g. 36mths) * Rental.
The calculated profit for the additional specification item.
The following command button is available within the Add To Specification form:
Following completion of the specification details and selection of the OK command button the system prompts for entry of the appropriate posting details via the New Make-up Details for ??? form for the item (where ??? is the selected spec item). This form is used to define the appropriate Debit/Credit Nominal Ledger accounts and allocation basis (e.g. Rental, Month, etc) for the specification item. A Profi line is created for the new specification item and the contract rental is increased by the specification item Rental value.
The OK command button is used to confirm the posting details. Additionally, a New Order command button is made available to enable an order to be created for the additional specification item. This immediately prompts for the supplier code. The appropriate entries are made within the Profi Tab within Contract Review.