Finding a Credit Note

A credit note can only be displayed if it belongs to a file that has been loaded and converted.

To find a credit note:

1. From the Autoline Ford Operations menu select the Warranty menu (v2) option.

   The Ford GWE Claims menu is displayed.

2. Select the Claim payments menu option.

   The Service and Repair Payments menu is displayed.

3. Select the Service and repair payments option.

   If there is more than one Point-of-Sale company on your Autoline system, a menu displays a list of them, in which case you must select the required Point-of-Sale company.

   The Ford GWE Claim Payments form is displayed.

   Note: In the event of non-valid accounts existing, a list of non-valid accounts is displayed instead of the Ford GWE Claim Payments form, so that you can rectify them before Autoline posts them.

4. Select Tools > Search from the menu bar or click the Search toolbar button .

   The Credit Search form is displayed.

5. Enter your Search criteria and click Search.

   A list of credit notes is displayed.

   Tip: If the Search results grid contains an unmanageably large list, use the Status drop-down button and select U to display only credit notes not yet posted to an account or P to display only credit notes that have been posted.
   

   Note: Previously posted credit note lines have dates in the Date posted column and the Posted? column is selected.

6. Select a credit note line in the Search results grid and click OK.

   You are returned to the Ford GWE Claim Payments form populated with details of the selected credit note.

Credit Search Form

This form is displayed when you do one of the following on the Ford GWE Claim Payments form:

• Click the Credit note number ellipsis button

• Select the Tools > Search option from the menu bar

• Click the search toolbar button

It enables you to find credit note records.

Search criteria:

Credit note number: Enter all or part of a credit note number and click the search button to display the credit note line in the Search results grid.

VAT date (from): Exclude from subsequent searches credit notes with earlier VAT dates

VAT date (to): Exclude from subsequent searches credit notes with later VAT dates

Post date (from): Exclude from subsequent searches credit notes with earlier post dates

Post date (to): Exclude from subsequent searches credit notes with later post dates

Status: One of:

• U Unprocessed: To find credit notes not yet posted to an account

• P Processed: To find credit notes that have been posted

• None: To find both posted and unposted credit notes

Search results:

Credit note no.: All or part of a credit note number

Posted?: If this check box is selected, the credit note has been posted to an account

VAT date: Transaction date for VAT records

Date posted: When the credit note was posted to an account (if applicable)

Labour: Total amount claimed for the labour element

Expenses: Total amount claimed for the expenses element

Parts: Total amount claimed for the parts element

No fran parts: Total amount claimed for the non-franchise parts element