The Vehicle history tab displays details of work carried out on the vehicle from the Point-of-Sale module. Copies of invoices and credits detailing parts and costs can be reprinted. When the vehicle is invoiced through the Vehicle Stock Books module to a customer, the system will display the invoice as a line on the service history. This enables you to see when the vehicle has changed ownership.
POS account code: The Sales Ledger account for the vehicle. Default will be the Service Retail Cash Sales account
Buttons:
Filter: Allows you to filter your selection of Service history - for instance, you may only wish to view invoices to a certain account.
Print History: Print the service history via a report held in CRM system parameters. If installed.
Fields
Code: Displays the Service Code selected when the invoice was raised from Point-of-Sale
Date: Displays the date of the Invoice or Credit
Mileage: Displays the Invoice or Credit number
Details: Displays the company number, followed by a short description of the invoice detail
WIP: Displays the WIP number, if applicable
Account: Displays the account the invoice or credit was raised for
Value: Displays the value of the invoice or credit
Invoice: Displays the invoice number
Job No: Displays the Job card number.
Branch: Displays the location where the invoice or credit was raised
GRID SHORTCUT MENU:
Note: Right clicking a service transaction line enables the additional functionality of
Document archive: Displays a sub-menu containing the following options:
Invoice: Displays the invoice from the document archive
Job card: Displays the Job card from the document archive
Job Detail: Displays details of a specific job
Parts and labour: Displays a break down of the parts and labour costs
Print: Displays a sub-menu containing the following options:
All Service History: Prints a history of all services
This Service History: Prints a history of this service only
Export: Displays a sub-menu containing the following options
All service history: Exports all the service history for the vehicle to a spreadsheet.
Note: Sales lines are not transferred.
This service history: Exports the selected line of service history to a spreadsheet.
Service Area
Last service: Date when the vehicle was last serviced. The second box is the mileage of the vehicle when it was last serviced.
Next service due: Date when the vehicle is next due to be serviced. The second box is the mileage of the vehicle when it is next due to be serviced.
Date last work: Last date when any work was carried out on the vehicle. The second box is the mileage of the vehicle when the last work was carried out.
Service contract number: Enter the Service contract number for the maintenance reference.
Timing-belt mileage: Enter the mileage at which the timing belt is recommended to be replaced.
Months: Enter the number of months recommended before a timing belt is to be replaced.
Last MOT date: Date when the vehicle had its last MOT
MOT date: Date when the vehicle is due for its next MOT
Return parts: If this check box is selected, it gives a vehicle information message in the Case Files when creating a POS WIP or creating a vehicle.
Next Emission check date: Date when next emission check is due
Emissions: Enter the Emissions of the vehicle.