Tag Valuation Form

If the Link Part/Lab in W/S field is ticked on the Labour tab of the Flags-Priorities POS parameters, and the tags do not reconcile, a Tag Valuation form is displayed on invoicing. This means that there are parts on the WIP that are not linked to labour lines via menu codes. You must assign menu codes to the parts before you can invoice the WIP.

A menu code is automatically assigned by the system when you load a menu or labour line in Point-of-Sale. If you add a part to the WIP, and want to link the part to a labour line, you must assign the same menu code to the part that is assigned to the labour line. For example, if menu code 01 is assigned to a labour line, you must assign menu code 01 to a part to link it to the labour line. In addition, an unattached parts or labour line cannot be invoiced to a vehicle control account. All lines without menu codes must either be Held or attached to a tagged menu (a menu line that is linked to a vehicle specification), by entering the menu code of a tagged line.

Tip: To review tag valuation prior to invoicing, click the Valuation button on the Point-of-Sale toolbar.

Tag Valuation:

This group box contains a grid that allows you review whether there are any parts on the WIP ready for invoicing that are not linked to labour lines via menu codes. Any parts that are not attached to a labour line via a menu code are displayed in the grid and are highlighted in red. When you assign a menu code to the part, it disappears from the grid.

Tag: The menu code assigned to the labour line. If there are any parts on the WIP ready for invoicing to which a menu code is not assigned, they are displayed in the grid, and this field is not populated.

Description: This is the description of the labour line or any parts on the WIP ready for invoicing to which a menu code is not assigned.

Value: The net value of the parts or labour line.

Note: If the total repair costs exceed the estimated repair costs in Vehicle Administrator, an Estimate Exceeded Summary form is displayed containing a grid with columns Tag, Description, Estimated, and Line total. In that circumstance, you must update the estimated costs before proceeding.