On the Maintenance Permission Lines tab on the Maintenance Permission Lines tab, the The user has an overview of the lines for the given allowancepermit on the Maintenance permission lines tab on the Maintenance permission header.
More detailed information about the "service permission allowance line" can be found on the line card. The tab will be is displayed via Manage/Edit or View. Or it can be opened on in the list of rows, the user clicks on a specific row and the system opens the permission row card of the permission line.
Service type and service type on the maintenance permission line
When creating maintenance permission lines, the system presets the "service type" and "service type" lines from the header.
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E.g. within one approval number for service , it is necessary to create a line for "replacement vehicle" or "tire", the action will be added to the invoice for the service. In this case, the user changes the "service" on the permit line - he selects the service type "replacement vehicle" service type and continues to enter the line.
The Category, Subcategory , and Maintenance Code settings are the settings for the maintenance permission line , and the system will allow you to select Same settings for "Replacement Vehicle" under the heading "Service" and "Insurance Claim". You just need to specify the correct "kind of service" on the line.
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Some types of services are not related to a maintenance permit. For example, if the user selects the value Service Type=Road Tax, the system displays an error message and the user cannot continue (the service permit maintenance permission cannot be based on Road Tax).
General Tab
The tab is used to enter the a purchase.
The tab contains non-editable fields, typed copied from the header of the Maintenance Permissionmaintenance permission:
Maintenance Permission No.
Insurance Claim No.
Financing Contract No.
Chassis No. (VIN)
Serial number
Licence Plate No.
On the Maintenance Permission line, the user enters:
Service type (Service Kind ) and Service Type ( Maintenance Type Code)
The Service Type and Service Type are written from the Maintenance Permission header to the line, but the user can change it. This means that a maintenance permission can contain approved lines with different services under a single number. E.g. the an approval number with Service Type Maintenance may can also contain lines for Replacement Car or Tire Service. The cost from the vendor comes on a single purchase invoice.
Maintenance categories ( Category Code)
The user selects the setting settings of the cost page of the service from the 1st level code list.
Maintenance subcategories ( Subcategory Code)
The user selects the cost page setting settings of the service from the 2nd level code list.
Maintenance Code
The user selects the cost page setting settings of the service from the 3rd level code list.
Description (Description)
The system carries transfers the description from the maintenance code. The user can edit.
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Direct compensation from the insurance company (Compens. Insur. Company)
On the allowance line, the designation is written from a special maintenance code for deducting the amount paid by the insurance company directly to the service.
If Yes is checked, "Purchase Price Excl. VAT" must be negative. On the line, the minus is the total price for the repair from the insurance company's final sheet for the insured event, which the insurance company paid directly to the service.
If Yes is checked, the system will not calculate a bonus from a negative amount.
The minus amount enters the purchase invoice and straightens out the payment to be paid by the leasing company to the supplier.
Standard Purchase Code
After you select a Level code, the system transfers the standard purchase and sales code for posting that is set on the maintenance code to the line.
Registered number tire/rim Number (Registered Number)
If the registered number is set on the maintenance code, the system will transfer it. The user can keep recordsrecord.
The registered number is important for tires and rims
Unit of Measure Code (Unit Of Measure Code)
The user can select a unit of measurement from the dial list if its value has meaning on the line.
Expected price excl. VAT (Expected Price Excl. VAT)
The user can enter an agreed estimated price.
Evidence Fields
Purchase Price Excl. VAT (Purchase Price Excl.VAT)
The user enters the agreed purchase price, which will be the basis for the purchase invoice line in the OC.
If the maintenance code used is labeled Direct Compensation by Insurance Company, then the purchase price must be negative.
Purchase Price Excl. VAT (LCY) (Purch.Price Excl. VAT (LCY))
Fill in the system – converts the "purchase price without VAT" into the local currency.
Discount % (Discount %)
Fills in the system if it finds a set discount for a given item in the Discounts and Bonuses table of the Maintenance Agreement
Associated Purch. Invoice (Associated Purch.Invoice)
The flag is turned on by the user if it is necessary to add this line to an already created and not yet posted purchase invoice created from another allowance.
After checking it, you need to select "Purchase Invoice Numberinvoice number" in the following field. The selection is filtered to the unposted invoices of the vendor.
Purchase invoice number (Purchase Invoce No.)
Populates Fills in the system when creating a purchase invoice is created from a the given line – the Create Purchase Invoice function. The function ticks the non-editable field "Purchase invoice created" and fills in "Purchase invoice creation date"
A The user can select a the purchase invoice number only if there is a pooled invoicethe invoice is associated.
Type Text (Type Text)
The user marks if the line contains only text. Can It can then be used for invoicing to print invoicing.
Note (Coment)
Text box
After creating a purchase invoice and then posting, the system writes the following data to the line:
Purchase Invoice Created (Purchase Invoice Created)
Purchase Invoice Creation Date (Purch.Invoice Creation Date)
Posted Purchase Invoice No. (Posted Purchase Invoice)
Vendor invoice number (Vendor Invoice No).
If the user fills them in before running the Create Purchase Invoice function, the system transfers the number to the function's dialog box.
On the line, the user can set:
Invoice To (Invoice To)
Here, the user chooses who pays the costs, where the purchase invoices will goarrive
The default value is Leasing Company
The second option, "customer", is just a record that the purchase invoice will go directly to the customer.
Sales Tab
On the Sales tab, you can set up reinvoicing re-invoicing of the cost to the client – the flag Reinvoice flag.
Already on the financing product or template, it is possible to set that the service Service should be reinvoiced to the customer. Then, when a the maintenance permission is issued, the line is marked for reinvoicing, but the user can deselect it.
Standard Sales Code (Standard Sales Code)
The system transfers will transfer from the settings to the maintenance code
Reinvoice (Reinvoice)
If the user ticks the boxfield, the system will pre-fills in fill the "Amount to be reinvoiced" according to the purchase price excluding without VAT on the line. The User can edit the Amount to be Reinvoicedreinvoiced. The system calculates the difference between the "amount to be reinvoiced" and the "purchase price excl. VAT" in the "Reinvoiced Amount Difference" field.
The field can be checked (preset) automatically pre-set by the system automatically if any of the following cases occur:
The service of this type is not on the financing contract
The service on the financing contract is marked "reinvoice" (This can be specified on the financing product or financing template.)
The relevant corresponding "maintenance code" is set with the "reinvoice" flag
If the financing contract is in a foreign currency, the system converts the amount to be reinvoiced into the contract currency
The purchase price in the local currency is will be recalculated according to the current exchange rate of the currency from the header of the financing contract
The user can edit the amount to be reinvoiced, but must be aware that it is the an amount in the contract currency.
Reinvoicing method (Reinvoice Method)
The default value is Mass Reinvoicing ( Mas Invoice). The Mass Reinvoice Maintenance task then collects the allowance lines that are set up for reinvoicing.
Individual Invoice (Individual Invoice ) – the The user invoices the customer immediately by running the Reinvoice to customer immediately Customer function
Billing (Billing) – the amount to be reinvoiced will be applied in the financial settlement
Excessive Damage Value (Excessive Wear ) value - the cost remains in the company's expensescosts, the amount to be reinvoiced is 0. It is not invoiced from the service permission. The system takes the expense cost from the item object card - the "termination" tab, the "excessive wear" field - where the estimated value is. (the leasing company had excessive wear repaired)
Amount to be reinvoiced (Amount To Reinvoice Excl. VAT)
After checking the Reinvoice field, the system will pre-invoice the purchase price excluding VAT. The user can edit
Difference in reinvoiced amount (Reinvoiced Amount Difference)
The system calculates the difference between the purchase price and the amount to be reinvoiced
Note to customer (Comment for Customer)
A text field that can be used in printing for a customer
Reinvoice To (Reinvoice To)
By default, the customer number of the financing contract is filled in
If it is necessary to re-invoice to another entity, it is possible to select a different customer number in this field.
Reinvoiced (Reinvoiced)
This field is marked by the system when the a sales invoice is created. It also enters the sales invoice number and, after posting, the number of the posted sales invoice.
Sales Invoice No. (Sales Invoice No.)
PopulatesFills in the system after creating a sales invoice is created
Posted Sales Invoice No. (Posted Sales Invoice)
Fills in the system after the posting a sales invoice is posted
Tire Service Tab
For the service type "tire Tire service", it is possible to specify the data for the tire Tire service type Tire or Rims. For other types of tire service (storage, tire change, rim accessories), the Tire Service Type will be "empty".
If there is an allowance a permit line for the purchase of tires, after selecting the type of service, the system will fill in add the "tire service code" from the service on the contract and add the tire category, width, profile and rim from the tire service detail.
Other Tab
Created automatically NO / YES
Non-editable field
The system marks Yes for rows lines that it creates additionally
When when processing "Purchase purchase to Limitlimit" = Approval approval without Permission permission (Additionaladditional)
When when processing the "data record import", the system additionally creates an allowance,
When processing an insurance claim on the list of invoices,
When you create a difference line between the FA amount in the list of invoices and the assigned SP lines or the assigned batch
Date of issue
When the line was created
Created
Which user created the allowance line
Repair To Date
Registration field, the user can record the date promised by the vendor
Bonus Tab
According to the maintenance code settings, whether it is work or material, the The system fills in the bonus amount (materialparts) or bonus amount (labour) when entering according to the maintenance code settings, whether it is work or parts when the purchase price is entered on the line.
Based on the discount and bonus settings on the maintenance framework service agreement, the code adds bonuses when a purchase invoice is created.
Bonus No. (parts) (parts)
Bonus No. labour (parts)Labour (labour) bonus number (Bonus No. (labour))
Bonus % (parts) (Bonus % (parts)
Bonus % (labour) (Bonus % (labour))
Amount Excl.VAT (parts ) (Amount Excl.VAT ( parts)
Amount Excl.VAT (labour ) (Amount Excl.VAT ( labour))
Bonus Invoiced Date
The system pre-fills the date according to the purchase invoice. Bonuses can be invoiced after the purchase invoice has been processed. The user date can edit be edited by the dateuser.
Default Bonus Invoice Date
The system fills in after the purchase invoice is postedafter posting. This is the default invoice date for bonusesbonus invoicing.
If the maintenance code marked Direct compensation by insurance company is used on the allowance line, then the purchase price is negative and the system does not meet the Amount Excl. VAT (materialsparts) or the Amount Excl. VAT (labour). The leasing company is entitled to a bonus from the entire purchase price, regardless of the fact that part of it was paid to the service directly by the insurance company.
Cancel Tab
If a purchase or sales credit memo exists for the line, the credit memo numbers are written to this FastTabBookmark.
Allowance approval
If the user changes the status of the Maintenance Permission maintenance permission to Approved – the system assigns an Approval number from the number series attached to the given "Service Type"
The system assigns an "Approval number" to the service maintenance permission, records the user who approved the permit, the date and time of approval – see the Maintenance Permission tab.
After the status is changed to Approved, the user can no longer return to the Preparing status.