In addition to being able to split a WIP into multiple invoices on a line by line basis, it is also possible to split an individual line so that the value can be split between multiple customers. It is possible to split any parts or labour line into a maximum of Five separate charges. Any one of those spilt lines can be split up to Five times again and repeated until split is prevented by being equal to or below 1% of original unsplit line sell price value.
This facility is useful in those instances, for example, where an agreement has been made to split the cost of a specific part between warranty and the customer.
This split can be done on a percentage or value basis. The facility is only available on parts lines that have been requisitioned but not yet invoiced, and on labour lines currently at invoice status I that are not part of a menu and load status is either at C or X status.
To perform a split:
Note: Before you perform a split, ensure that any parts lines are requisitioned (but not yet invoiced).
Access the Point-of-Sale WIP.
Double-click the Total field of the part or labour item to be split.
The Payment Contributions form is displayed.
The focus will default in first percentage box. User should Decide if they want a split by percentage or value.
Example: Labour line has a value of 45.99 + vat. User requires a 3 way split of 50.00 % on first line and then a value of 20.00 the second and a value of 2.99 on the 3rd line.
enter a value of 50.00% in first percentage box and tab three times to 2nd lines value box field.
enter a value of 20.00 in 2nd lines value box and tab twice.
enter a value of 2.99 in 3rd lines value box and tab once.
The OK button will not be enabled even though value equals 45.99 and this is down to roundings which has the percentage at a total of 99.99% and must equal a 100%. Rectify this by back tabbing to 3rd lines percentage field and change the percentage value of 6.50% to 6.51% and tab, the OK button will now be enabled and click OK to split lines
The original donor line will default at I status for invoicing whilst other split lines will be at H status. These defaulted statuses can be changed by user before invoice.
Note: There may be an manual adjustment required to one of percentage fields before OK button is enabled, like the example given above to split line, which is due to unavoidable roundings.
Applying a Contribution, Excess Payment or VAT Reversal
Service Point-of-Sale Operation
