This program enables you to generate refurbishment invoices for contracts.
The following should be set up before the Refurbishment Invoices facility is used:
The Refurbishment invoice type parameter on the Details2 tab of the System Parameters form should be filled in by an ADP consultant.
The invoice type must be created correctly by an ADP consultant.
The Refurbishment Charge code and the corresponding default VAT code must be created, and the nominal codes annotated for the invoice posting.
To generate refurbishment invoices:
From the Autoline Master Menu, select Terminations and the name of the Company you require.
The TERMINATIONS MENU is displayed.
Select Refurbishment Invoices and click OK.
The First Refurbishment Invoices form is displayed.
Enter the Registration number required (or click the ellipsis button to search for it) and click Next.
The Second Refurbishment Invoices form is displayed.
Enter the Refurbishment charge code required (or click the ellipsis button to search for it), complete the form and click Post.
The invoice is generated, written in to the invoice pending file at blank status and is batched and printed during the daily invoicing procedure in contract administration.
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Next |  |
Displays the Second Refurbishment Invoices form. |
| File > Exit |  |
Returns you to the TERMINATIONS MENU. |
| Help > Help |  |
Displays this help topic in your default browser. |
Agreement Details:
Registration number: Registration number for the vehicle for which a refurbishment invoice is required, either entered directly or searched for by clicking the ellipsis button.
Agreement number: Agreement number for the vehicle for which a refurbishment invoice is required, either entered directly or searched for by clicking the ellipsis button.
Tip:If you enter the registration number the agreement number is auto-populated, and if you enter the agreement number the registration number is auto-populated.
Account code: Invoice account code.
Address: Invoice address.
Postcode: Invoice postcode.
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Previous |  |
Displays the First Refurbishment Invoices form. |
| File > Post |  |
Generates the refurbishment invoice. |
| File > Exit | |
Returns you to the TERMINATIONS MENU. |
| Help > Help | |
Displays this help topic in your default browser. |
Refurbishment Charge Details:
Refurbishment code: Required refurbishment charge code.
Invoice description: Charge code description for the charge code applied.
Miscellaneous reference: Free field for user entry, which populates the SL miscref field.
Invoice date: date as seen on the invoice when generated (today's date by default).
Invoice net amount: Required invoice net amount.
Note: A negative invoice net amount value will produce a credit.
VAT rate code: VAT rate code held on the charge code entered (editable).
Invoice VAT amount: Amount of VAT to be charged on the invoice (invoice net amount entered, multiplied by the rate for the VAT code selected).
Invoice gross amount: Invoice net amount plus the calculated Invoice VAT amount.
Invoice text: Three lines of free text which appear in the body of the invoice.