Further Workshop control information is set within this section.
Next Invoice Number: The invoice number is set.
Next Job Number: The job number is set.
Parts Location for Flagging: Select a parts department from the drop down menu to receive internal requests from the workshop.
Default Cash Account: A default cash account is required for the department, search for the account by selecting the search icon next to the parameter field. Enter the account number or name into the respective field and select search.
Double click on the returned result to select the account.
CCC Code Sets: This field is no longer in use.
Insurance Excess Tax Type: From the drop down menu select the correct tax type applicable when producing an insurance excess invoice.
Time in House Training Reasons: An allowed idle reason can be mapped into the parameter so time spent by a technician clocked on to this reason will not be calculated as idle time in time analysis
Default Recall Account to Use: This field is Manufacturer specific
Force Job Type on Operations: A job type is required i.e. Service, MOT, Other etc during the booking/job creation process
Show Labour Discount Percentage on Invoices: Where the labour rate is reduced during the invoice, process a line of text will be entered onto the invoice stating ‘% Discount against standard labour rate’.
Payroll Control: This parameter is active in conjunction with the ‘Cost of Sale Analysis’ function. This field contains an accrual nominal.
Cost of Sale Analysis: Select this field to open the ‘Code Detail’ window.
Search for the applicable ‘Payroll Control’ nominal code and double click to select it.
With ‘Payroll Control’, ‘Cost of Sale Analysis’, ‘Cost of Sale per labour type’ and ‘Average Cost Per Hour’ in technician details configured the system will make automatic postings of Technician’s costs when producing an invoice.
The average cost per hour from the technician is used to make cost of sale postings between the workshop labour type nominal code and the payroll accrual code. The value posted is the time clocked to invoiced operations, multiplied by the average cost per hour for the technician. These transactions have the technicians name applied to each posting enabling this to be analysed within the accounts system. If technicians are clocking by operation, this takes place as each operation is invoiced. If clocking by job, the posting takes place when the final invoice on the job is produced.
Allow Cash on Delivery: Once this option has been activated, the ability to select the cash on delivery heading from the side menu within parameters will be available.
Decline Email Address: With this field populated every time a lost sale / decline is recorded an email will be sent to this recipient.
Diary Warning Percentage: Setting a percentage within this filed enables the diary to appear in colour, three colours are available.
• Green: Resource is available • Amber: Hours and counts are available for the day but are within the percentage threshold entered in parameters. • Red: The hours or counts booked is equal to or has exceeded the total number available.
Time in / Time Out Mandatory: With this parameter selected the time in / out fields within the New Booking / New Job screens become mandatory.
Service Advisor Mandatory: With this parameter selected the service advisor fields within the New Booking / New Job screens become mandatory.
Workshop Invoice Style: Four Invoice styles are available for the drop down menu.
Style 1
Style 2
Style 3
Style 4
The main difference between the styles of invoice are invoice the display of a sub total per operation and display of a sub total per requirement
Default Job Type: From the drop down menu a default job type can be selected if required, this will populate the job screen automatically. If vehicle job types are mapped these will override the default mapping.
Default Job Progress Level: This Parameter will dictate which default view will display within Job Progress, between Job or Operation Level.
Auto Award Hours: Will automatically award the Technicians hours based on the invoiced hours or charge information entered at the point of a workshop invoice being raised.
If the parameter is not set, at point of invoice the system will only populate the hours sold information.
Service Advisor Diary: When selected the ‘Service Advisor Diary’ tab becomes active within the ‘Diary’ section. Further set up will also be required prior to using the ‘Service Advisor Diary’. (See ‘Service Advisors’ later in the parameters section)
Display Account Balances on Jobs: With the parameter enabled a window will be displayed during workshop processing containing the balance left on the selected sales ledger account.
Enable Inter Account Type: When selected the INTER sales ledger account can be chosen during the setup of a contract maintenance schedule.
Commercial Diary: Enables shift patterns to be created and works in conjunction with the ‘Contract Maintenance’ section within the ‘Service Details’ tab located in the customers CRM record. With the ‘Commercial Diary’ enabled the generic diary is switched off.
Default Printer: When selected an invoice produced in the Service department is sent to the default printer on the local PC where the invoice is generated.
Prevent Clocking for Invoiced Jobs/Operations: When selected technicians are prevented from clocking onto jobs/operations that have a status of invoiced.
SMS Booking Reminder Message: When selected a booking reminder via SMS will be sent to the customer. The content of the message is taken from the ‘SMS Booking Reminder Message’ field within the ‘Messages’ tab.
SMS Booking Reminder Lead Time: The number placed in this field determines how many days prior to the booking the message is sent.
Service Advisor Contact: This field is for future development.
Job Status Warning Lead Time (Mins): The time entered into this field is used to determine at what point the warning colours change on the Job Progress as the job progresses through the department.
Category Discount From: This category discount can be linked to either the account, or category.
These parameters can also be printed.