This form offers the user a very friendly and time saving way of splitting line items especially in case of warranty or goodwill and to have the possibility to undo split items much less complicated.
Use a Right-click in a value field of the Total column in the Product list of the Point Of Sale form to open the MB Split line items form.
You need to set Split all lines with codes field in the General POS Parameters otherwise the Payment contributions form is displayed.
If the Default After Splitting for Each Splitted WIP-Line the Accounts-Standard Discounts Will Be Applied fields on the WCode Matrix tab of the General POS Parameters form is setup, no discount will be calculated for those w-codes.
What do you want to do?
Standard way of splitting lines
It is possible to totally (undo) split a line from the appropriate payment code divided per labour, parts and sundries.
Next to this you may select a different warranty code per split percentage or value. The selected warranty code is attached to the new lines.
After the import of the decided ESKULAB (damage code) percentages, you can use these percentages for splitting the work order lines. You can split the work order lines of one warranty code.
EVA returns the customer share and acceptance percentage, therefore the total amount of the work order lines is divided as follows:
Invoice to customer is the customer share of labour.
Invoice to warranty or goodwill is the (100 - Invoice to customer) * acceptance percentage of labour / 100.
Invoice to internal account is the (100 - Invoice to customer) * (100 - acceptance percentage of labour) / 100.
For parts, sublets and handling the same formulas are used for calculation of the right percentages. The results of these calculations are stored in Autoline.
Normally the percentages in the MB Split line items form are pre-filled by the retrieved percentages of EVA and calculated in Autoline to the correct distribution.
You might have a customer share of 25% and an acceptance percentage of 80%. Thus, the pre-filled percentages are:
Invoice to the customer: 25% of the total amount.
Invoice to warranty or goodwill: ((100 - 25) * 80 / 100) = 60% of the total amount.
Invoice to internal account: ((100 - 25) * (100 - 80) / 100) = 15% of the total amount.
You might have a customer share of 35% and an acceptance percentage of 100%. Thus, the pre-filled percentages are:
Invoice to the customer: 35% of the total amount.
Invoice to warranty or goodwill: ((100 - 35) * 100 / 100) = 65% of the total amount.
Invoice to internal account: ((100 - 35) * (100 - 100) / 100) = 0% of the total amount.
The total amount of the concerning work order lines is split up accordingly, when you click the Split button.
Please, keep in mind that this allocation can differ per Labour, Parts and Sundries for one ESKULAB request.
Fields
Enter payment contributions as: Tick to indicate if you want to split up the work order lines based on the percentage or value of the total amount.
Modus options - Single Line: Tick to indicate that you only want the split the selected work order line. If this option is unticked, all work order lines for the concerning warranty code are split up. When a warranty code does not contain any parts, labour or sundries order lines the percentage of these lines will remain zero and you cannot change them.
Modus options - Undo: Tick to indicate that you want to undo the split done for the work order lines of the specific warranty code. The previous split is still displayed but the lines have been deleted.
To Warranty (Percentage 1 - Value 1): Depending on the information of the work order lines and the imported percentage you may alter the values of the fields of Labour, Parts and Sundries. Because the Warranty code is mandatory for the split of the total amount, you cannot change it here.
Customer Share (Percentage 2 - Value 2): Depending on the information of the work order lines and the imported percentage you may alter the values of the fields of Labour, Parts and Sundries. To group the order lines for Customer Share, you have to select a Warranty code. This setting is not required, however it can speed up your invoicing process.
Remaining percentage (value): Depending on the information of the work order lines and the imported percentage you may alter the values of the fields of Labour, Parts and Sundries. To group the order lines for the Internal account, you have to select a Warranty code. This setting is not required, however it can speed up your invoicing process.
Buttons
| Button | Action |
|---|---|
| Split | Splits the total amount of work order lines of the concerning warranty code to separate amounts for the specific invoices. |
| Undo Split | If Modus options - Undo is ticked, this options is available to undo the split done for the work order lines of the specific warranty code. |
| Cancel | Leaves the program and returns to the previous form. |
| Help | Displays, in a web browser, a help page describing the form. |
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