Finding a Credit Note

Note: A credit note can only be displayed if it belongs to a file that has been imported.

To find a credit note:

1. From the Autoline Renault Operations menu select the PGCS menu option.

   The PGCS Submissions 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 and the required point-of-sale company.

   The PGCS Claim Payments form is displayed.

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

   The Credit Search form is displayed.

5. Enter your Search criteria and click the Search button.

   A list of credit notes is displayed.

   Tip: If the Search results grid contains an unmanageably large list, select the Status drop-down 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 ticked.

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

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

Credit Search Form

This form, which enables you to find credit note records, is displayed when you select one of the following on the PGCS Claim Payments form:

• The Credit note number ellipsis button

• The Tools > Search option from the menu bar

• The Search button from the toolbar

Search criteria:

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

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

Note: For date fields, click the ellipsis button to select a date from the electronic calendar.

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

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

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

Status: One of the following:

• Unprocessed (U) to find credit notes not yet posted to an account

• Processed (P) to find credit notes that have been posted

• None to find both posted and unposted credit notes

Search results grid:

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

Posted?: A tick indicates that 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.

Parts: Total amount claimed for the parts element.

Lubricants: Total amount claimed for the lubricants element.

Menus: Total amount claimed for the menus element.