Warning: In order to avoid corruption to the vehicle stockbook/nominal ledger reconciliation process, detailed posting tables must not be amended without first taking advice from a Software support or implementation consultant. Even after this has been done, it must never be run whilst there are other users in the vehicle stockbooks system.
This form has the following buttons at the top of the form, these are as follows:
| Create new table. |
| Amend existing table. |
| Save the table. |
| Exit the detailed posting table form. |
| Delete. |
| Undo. |
| Help button. |
The Detailed Posting Table form consists of the following fields:
Posting Type
Select either of the two radio buttons, depending on what type of posting you wish to do.
Balance Sheet
Profit and Loss
Vehicle Type
Select either of the two radio buttons, depending on the type of vehicle.
New
Used
Posting Table key fields
Franchise code: This is the (up to) three-character franchise code, which is the prime key to the table, and cannot be amended in itself as such.
Model code: Up to 10-digit alpha numeric code for the specific model
Location type: The element of the detailed posting table key after the vehicle franchise, model, and possibly variant analysis, is the Location type, or branch/group of branches to which the detailed postings about that type of vehicle belong.
If branch analysis is not required then this will have a default value of zero. If branch analysis is required the operator should select the correct Location type of the branch or branches for the posting table that is to be accessed. The last input prompt will always be for the Vehicle type of either N for new or U for used.
For those users who are part of a dealer group, the detailed posting tables can also be unique within Franchise and model by location or branch. In this way, where necessary the nominal ledger codes for one branch can be completely different to another branch, as opposed to merely a change of cost centre. If specific posting tables by branch are not required, then a default location type of zero (defining no location analysis) is used. If specific posting tables by branch are required, then the location types prompted for when defining the tables are set up in the option Location posting codes in the Management menu of the System utilities module. The Location posting codes are then entered or cross-referenced in the actual branch Location codes on that same menu in the field Posting table indicator. In that way, several branches can share one location posting code, where doing so would reduce the number of individual posting tables, as opposed to having the actual branch location code as part of the detailed posting table key.
Warning: Extreme caution should be taken when deleting existing detailed posting tables due to the possibility of there being vehicle stock records in existence which are dependant on them.
Once this has been defined, a second (very similar) window will be opened prompting the operator to 'toggle' the 'destination' sale types, that is the columns which are to be copied to. This is a standard toggle option allowing the operator to select as many sale types as are valid. If a sale type is toggled by mistake, it can be de-selected by toggling it again.
