See also:
Environmental charges codes on parts cause environmental charge lines to be generated when you add menus or parts to a WIP in Point-of-Sale.
Note: Before inserting environmental charge codes, you must define part numbers for the different types of charges. Advisable is to create non-franchise parts in the Stock file with the Stock balance item field cleared and the Non-stock item field selected on the Description tab.
What do you want to do?
Note: After inserting environmental charge codes, you must type the Environmental charge code on the Other tab of the Stock file form to link the environmental fee to the concerning part of the Stock Management (SM) company.
This form is displayed when you click Manufacturer-specific > X1. Generic - After sales > Generic Aftersales parameters and you browse to + Service parameters > + Environmental charges codes > [no. Company name] on the Project parameters browser. It maintains Environmental Charges Codes parameter records for the selected company.
Department code: Select the Point-of-Sale department for which the codes are applicable:
- [B Bodyshop]
- [F Fastfit]
- [P Parts]
- [V Paintshop]
- [W Workshop]
Note: You need to define environmental charges codes per Stock Management (SM) company, per department. This guarantees high flexibility in generating environmental charge lines.
Selecting a gridline populates the fields under General, Calculation settings 1 and Calculation settings 2, with information about the record.
Code: Displays the Environmental charges code associated with the part.
Part: Displays the Part number for which the additional environmental charge line is generated.
Description: Displays the description of the part.
Next Code: Displays if this additional environmental charge code requires a following additional environmental charge code.
Tip: If you are in edit mode you can right-click on the gridline to Insert or Delete. In case no data is available, right-click on the header to Insert.
General:
Env. charges code: Type the unique code that is used to identify the environmental fee in this company/department.
Note: To link the environmental fee to the concerning part of the Stock Management (SM) company. You must type this Env. charge code on the Other tab of the Stock file form.
Part number: Enter the part number to be used in the additional line(s) that is/are generated. The description of the part is displayed below the part number.
Next charge code: In some cases, more than one environmental charge line is needed. The code typed here triggers the creation of an additional parts line.
Example of next charge code: When changing an oil filter, an additional parts line for the disposal of the filter is required, and, in addition, another line for disposal of the old oil is probably necessary.
Warning: Please define these codes very carefully to prevent the system from ending up in an endless loop.
Calculation settings 1:
Account types: Type the account type(s) for which this calculation is run, multiple entries are possible. Leave blank for all account types.
Price/Percentage: Select the calculation method that is either based on a percentage of the parts line value for the part that was put on the WIP, or on a price.
Unit/Fixed: Select if the calculation takes place per unit, or if it is put on the WIP as a fixed amount.
[Price/Percentage]: Type the amount of the price or the percentage of this calculation. When the calculation method Price is selected the currency code is displayed else the percentage sign % is displayed behind this field.
Calculation settings 2:
Two separate calculation methods can be defined.
Example: Internal accounts (Account type I) will probably charged with a lower amount than normal customers.
Account types: Type the account type(s) for which this calculation is run, multiple entries are possible. Leave blank for all account types.
Price/Percentage: Select the calculation method that is either based on a percentage of the parts line value for the part that was put on the WIP, or on a price.
Unit/Fixed: Select if the calculation takes place per unit, or if it is put on the WIP as a fixed amount.
[Price/Percentage]: Type the amount of the price or the percentage of this calculation. When the calculation method Price is selected the valuate code is displayed else the percentage sign % is displayed behind this field.
Buttons:
When you are in edit mode and you have selected or inserted a gridline the following buttons become available on the lower-right side of the form.
Cancel: Cancels any adjustments of the record.
Save: Saves the changes to this record.
To insert an environmental charge code:
Click the Amend toolbar button.
The parameter record is in edit mode.
Select a Department code.
The code and description of the department is displayed.
Right-click on a gridline or grid header and click Insert.
The fields under General, Calculation settings 1 and Calculation settings 2 are available for change.
Enter the fields under General, Calculation settings 1 and Calculation settings 2 and click the Save button.
The new environmental charge code is displayed in the grid.
To delete an environmental charge code:
Click the Amend toolbar button.
The parameter record is in edit mode.
Select a Department code.
The code and description of the department is displayed.
Select the environmental charge code in the grid that you want to delete.
The gridline is selected and the information of the record is populated in the fields under General, Calculation settings 1 and Calculation settings 2.
The fields under General, Calculation settings 1 and Calculation settings 2 are cleared.
Click the Save button.
The new environmental charge code is removed from the grid.
