Vehicles > Parameters >Parameters Tab -
Go to the Parameter type and then scroll until you find Estimated Preparation
You can amend these by hitting the Amend Button.
You can then amend the Estimated Preparation, Estimated Preparation Default Misc. and Month End With Outstanding Preparation Work. Once you have amended these make sure to hit the save button for these changes to be saved.
Estimated Preparation: If this is set to yes it allows you to limit how much the workshop can invoice PDI requests at. There will be an additional pop up box to enter a monetary value which will then write an accrual value to the stock card which gets reversed when the workshop invoices the job.
Once vehicles have been processed using estimated prep, it is difficult but not impossible to reverse this option so it’s best to be certain when this is turned on that you wish to keep it on.
Estimated preparation default misc cost: When you choose a value for the estimated prep it will ask you to assign this to a misc cost. Setting a default will automatically assign the value to this misc cost but this can be overwritten when in the prepare for PDI screen.
Month end with outstanding preparation work: If this is set to no you will not be able to month end your vehicle module if you have any vehicles ready to be finalised which have outstanding prep work in the workshop.
If this is set to Yes in your system you will still be prevented from month ending the Vehicles Module if a vehicle’s outstanding preparation work has a status of ‘Requested’. Once the booking is Received you will be able to month end whilst this parameter is set to Yes.
These vehicles will show in the exception report stating there are outstanding workshop jobs against this vehicle. If this is set to yes all preparation work will move from sales ledger account INTVM to INTER and can be invoiced after the vehicle has been finalised and will be posted as a late cost.