This facility is useful in those instances, where an agreement has been made to split the cost of a specific part between warranty and the customer and is only available on parts lines that have been requisitioned but not yet invoiced, and on labour lines currently at I invoiced status that are not part of a menu and load status is either at C or X status.
In addition to being able to split a WIP into multiple invoices on a line by line basis, it is also possible to
Split lines based upon user selected Percentage or Value.
Split an individual line so that the value can be split between multiple customers
Split any parts or labour lines repeatedly, until the split is prevented by being equal to or below 1% of original un-split line sell price value.
Note: If you have a foreign currency account on the WIP all the values in the Payment contributions 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 > Double-click the Total field of the part or labour item to be split
Product: Display's the selected product code from the WIP.
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.
Totals Area:
This area displays the remaining available percentage or value contribution.
Total percentage remaining.
Total value remaining.
Note: When the total percentage or value exceeds the original Wip line percentage / value a warning message appears advising the user that the Entry exceeds the total line value. In such circumstances the OK button is not enabled.
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 Payment Contribution help topic in a Web browser.
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: Labour line has a 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: Labour line has a 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