The Split lines By Menu/Warranty Code option is available when you right-click the Total column in the WIP. It enables you to percentage-split lines that are grouped by Menu or Warranty code and lines that are not linked at all. The lines that are displayed here are labour lines that have been Completed and part lines that are Requisitioned.
Note: If you have a foreign currency account on the WIP, all the values in the Split Lines By Menu/Warranty Code form are displayed in that currency. The Currency code is also displayed in the form header.
What do you want to do?
This form is displayed when you click
Point-of-Sale menu > Point-of-Sale > WIP > Right-click the Total column header on the WIP.
Filters
Menu Code: Select the required menu code from the drop-down menu to filter the lines in the grid. A tick is displayed against the menu lines selected and the Apply Contributions group is updated.
Warranty Code: Select the required warranty code from the drop-down menu to filter the lines in the grid. A tick is displayed against the menu lines selected and the Apply Contributions group is updated.
Selected Contributions Area
Flag:
indicates that the WIP line is to be included in the multiple contribution process.
Line: Line number of the WIP
Product: Part number or RTS code
Description: A description of the product
Menu: Description of the menu code
W: Description of the warranty code
Total: Total value of the line
Apply Contributions area
Menu Code =: The description of the menu code is displayed when you have selected it from the Menu Code filter drop-down
.
Warranty Code =: The description of the warranty code is displayed when you have selected it from the Warranty Code filter drop-down
Percentage / Value Area:
This area enables the entry of percentage or value contribution values.
Entering a percentage automatically calculates the value.
Entering a value automatically calculates the percentage.
Note: It is not possible to enter a combination of percentage / value splits. Once a percentage or value is entered the remaining entries must be of the same type.
Note: The Apply Contributions group works the same way as the Payment Contributions option after a line has been selected.
Totals Area:
This area displays the total remaining percentage or value.
Total percentage remaining.
Total value remaining.
Buttons:
OK: Accepts the entered contribution percentages / values.
Note: When the total percentage or value is less than the original Wip line percentage / value the WIP is updated with the contributions entered and the original WIP line is updated with the remaining percentage / value calculation.
Cancel: Cancels the contribution calculations and returns back to the Point-of-Sale WIP.
Help: Displays this Multiple Contribution help topic in a Web browser.
To filter by menu code:
Clicking the Dropdown located next to the Menu code displays a list of the available WIP associated
menu codes
Clicking the required Menu code displays a list of the available WIP associated menu codes and refreshes the Split Lines By Menu/Warranty Code Form with lines matching the selected Menu code
To filter by warranty code:
Clicking the Dropdown located next to the Warranty code displays a list of the available WIP associated Warranty codes
Clicking the required Warranty code displays a list of the available WIP associated Warranty codes and refreshes the Split Lines By Menu/Warranty Code Form with lines matching the selected Warranty code
To select a line for inclusion:
Clicking the Blank box located next to the line that is to be included sets the box to
To de-select a line from inclusion:
Clicking the l ocated next to the line that is to be excluded sets the box to Blank.
To select all lines for inclusion:
Clicking the column headed Flag, sets all of the lines with a Blank box to be included .
To de-select all lines from inclusion:
Clicking the column headed Flag, sets all of the lines with a to be excluded Blank.
To enter percentage contribution:
Note: Before you perform a split, ensure that any parts lines are requisitioned (but not yet invoiced).
The focus of the screen defaults into the first percentage box.
Example: The selected lines have a total value of 46.25
+ VAT. You require a three-way split of 50.00% on the first line and then
30.00% on the second and 20.00% on the third line.
Enter a value of 50.00% in the first percentage box.
Press Tab and the calculated value for the entered percentage is populated automatically into the value line (£23.13).
Enter a value of 30.00% into the second lines percentage box.
Press Tab and the calculated value for the entered percentage is populated automatically into the value line (£13.88).
Enter a percentage of 20.00% in the third lines percentage box.
Press Tab and the calculated value for the entered percentage is populated automatically into the value line (£9.24).
Note: It is not actually necessary to enter the 3 percentage as the system will use the remaining percentage as the percentage to update the original donor WIP line.
Click the OK button to split the lines.
2 new lines are added to the WIP and represent the 50% (£23.13) and 30% (£13.88) split with both lines at H (Held) status.
The original donor line is maintained with the remaining percentage 20% (£9.24) and changes status to I (Invoicable) status.
To enter value contribution:
Note: Before you perform a split, ensure that any parts lines are requisitioned (but not yet invoiced).
The focus of the screen defaults into the first percentage box.
Example: The selected lines have a total value of 46.25
+ VAT. You require a three-way split of 50.00% on the first line and then
30.00% on the second and 20.00% on the third line.
Enter a value of £23.13 in the first value box.
Press Tab and the calculated percentage for the entered value is populated automatically into the percentage line (50.00%).
Enter a value of £13.88 into the second lines value box.
Press Tab and the calculated percentage for the entered value is populated automatically into the percentage line (30.00%).
Enter a value of £9.24 in the third lines value box.
Press Tab and the calculated percentage for the entered value is populated automatically into the percentage line (20.00%).
Note: It is not actually necessary to enter the 3 percentage as the system will use the remaining percentage as the percentage to update the original donor WIP line.
Click the OK button to split the lines.
2 new lines are added to the WIP and represent the £23.13 (50%) and (£13.88 (30%) split with both lines at H (Held) status.
The original donor line is maintained with the remaining percentage £9.24 (20%) and changes status to I (Invoicable) status.
Applying a Contribution, Excess Payment or VAT Reversal