Before Single Point Invoicing and Contract Pricing can be accessed in POS, sales ledger account records must be set up correctly. In addition, Fleet mapping details must be supplied for contract pricing to specify which accounts can access the special prices.
The Sales Ledger accounts option from the File menu of the Single Point Invoicing form displays a list of all the sales ledger accounts that are part of the Single Point Invoicing scheme for which an extract is performed and a column showing the fleet code they are linked to. If no mapping records have been set up and no default has been selected the fleet code will be BOC. The data on the sales ledger accounts list is determined by the completion of the Central Billing field on the Other-details page of the sales ledger account. To set a default fleet use Parameters and Controls. To map an SL account to a specific fleet code use Fleet mapping to create a link.
To view sales ledger accounts
The Single point invoicing utilities form is displayed.
The fields that need to be updated for Single Point Invoicing and Contract Pricing are found on the Other-details tab of a Sales Ledger account. These fields are amended using the Add/modify accounts option on the Sales Ledger main menu.
Completion of two fields on the Other-details page of a sales ledger account should be noted.
Mandatory order no: All documents submitted to DAF MUST be accompanied by an order number. Therefore, it is suggested that the Mandatory order no field is set to 'Y'. This prompts the user to enter the order number on the WIP. If this field is set to 'N', and the order number is not entered on the WIP, the user is prompted to enter it later during the extract and it is written back to the WIP. However, this happens after invoicing, so does not appear on any printed invoice copies kept on file.
Central Billing: This field indicates that the customer is invoiced by DAF, i.e. is part of the Single Point Invoicing scheme. For BOC accounts, LD must be entered into this field. For Royal Mail accounts, enter LV.
It is necessary to adjust the customer's Sales Ledger account to hold the method of contract pricing. The method of pricing is identified within the Pricing category field on the Other-details page of the account record. 'B' for 'B'oth should be entered in this field, allowing you to set up contract pricing in two different ways.
You are required to complete an Account mapping table to specify which accounts can use DAF contract pricing. The Account mapping table is accessed by taking the Single Point Invoicing option from the Single Point Invoicing menu of the DAF TRUCKS OPERATIONS menu, followed by Fleet mapping from the edit menu. Standard functionality exists to enable you to create or delete records.
The mapping table can be set up to use the DAF contract price data in one of two ways.
Following is a description of how each field in the mapping table should be completed.
Tip: Right click the mouse to create, display or delete an item.
Fields
POS company name: The name of the point-of-sale company.
Sales ledger account/Discount code: Enter the Autoline sales ledger account number or discount code to which contract pricing is made available. Ensure that a discount code is preceded by a hash (#). The Account mapping table looks at the code entered in the Discount code 1 and Discount code 2 fields on the Other-details page of a Sales Ledger account. Discount code 1 relates to Parts-only sales. If you want contract pricing to apply to workshop or bodyshop WIPs, enter the discount code in the Discount code 2 field.
Contract: DAF Contract pricing account reference, e.g. RML: or BOC.
Note: The default fleet setting for DAF Trucks is BOC.
PUSH BUTTONS
List SL accounts: Lists all accounts available for contract pricing discounts.
Single Point Invoicing Form in POS
Using Single Point Invoicing in POS
