Dealer Billing Sales Category Codes

This Help File Page was last Modified on 07/09/2016

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Dealer Billing Sales Category Codes

This Help File Page was last Modified on 07/09/2016

Three special types of Sales Category Codes will be required when implementing the MKS Dealer Billing application.  

These Sales Category Codes will be used to record the charges for three purposes:

1.Contract Monitoring Services that will be billed to the Dealer  

 

HelpFilesSearchAdminItems-SaleItem

Dealer Form - Dealer Billing dialog - Billing Structure section - Sale Item field - Search Admin Items dialog

 

2.Credit Card Surcharges that will be billed to the Dealer

 

HelpFilesSearchAdminItems-SaleItem-CreditCardFees

Dealer Form - Dealer Billing dialog - Charge Admin Fees section - Credit Card Sale Item field - Search Admin Items dialog

 

3.Administrative Surcharges that will be billed to the Dealer

 

HelpFilesSearchAdminItems-SaleItem-AdminFees

Dealer Form - Dealer Billing dialog - Charge Admin Fees section - Admin Sale Item field - Search Admin Items dialog

 

Adding a Sale-Purchase Item for Dealer Billing

To access the Sale-Purchase Items Form

a)From the Backstage Menu System Select Maintenance and Choose Sales-Purchase Items, or

b)From the Quick Access Menu, Select Maintenance and Choose Sales-Purchase Items.

 

Note As with all Data Entry Forms in MKMS, a Red box indicates a Mandatory field that must be completed for the record to be saved.

 

A.Defining the Sales Category Codes for Contract Monitoring Services (see #1. above) that will be billed to the Dealer:

 

HelpFilesSale-PurchaseItem-DealerBillingSalesCode

Sale-Purchase Items tab - Dealer Billing Sales Category Code

 

Click the HelpFilesNavigatorMenu-StandardInsertIcon on the Navigation Menu to start the Contract Monitoring Services fee entry.

Item ID - Enter a unique code of up to 40 alpha-numeric characters (most punctuation marks are also permitted) for this Contract Monitoring Service fee.  

If your Company wants to track Contract Monitoring Sales by Dealer, each Dealer may have their own Code defined.

All letters will be capitalized automatically.

Item Type - Select Sale rather than Both

Description - Enter a clear, concise description of this Contract Monitoring Service fee entry.

If your Company wants to track Contract Monitoring Sales by Dealer, each Dealer may have their own Description defined.

Up to 70 alpha-numeric characters may be entered, upper and lower case letters are allowed, most punctuation marks, with spaces also permitted.  

Retail Price - Usually left blank.

AR Taxable - Check this box only if this Sale-Purchase Item is normally Taxable

 

HelpFilesSalePurchaseItemARTaxable

 

When entering a Sales Invoice:

a)If AR Taxable is Checked, whenever this Sale-Purchase Item is entered on a Sales Invoice, the appropriate Tax Code & Tax Percentage Rate will be inserted automatically, based on the Sales Tax information entered in the Receivables section within the Edit View for that Subscriber.

b)If Not Checked, whenever this Sale-Purchase Item is entered on a Sales Invoice, the Tax Code will be entered as N (Non) and the Tax Percentage Rate set set at 0%, regardless of the Sales Tax information entered in the Receivables section within the Edit View for that Subscriber.

 

Other Check Boxes - There are several other Check Boxes that may be needed for this Recurring Revenue Sale-Purchase Item.

Non Report - Do not Check the Non Report box.

Show on Proposal - Check the Show on Proposal box if this is a Sale item be chosen on a Proposal .

Inventory Item - Inactive when entering a Recurring Revenue Item,

Show on Work Order - Do not Check the Show on Work Order box.

Inactive - This Check box identifies an item as Inactive and therefore no longer in use.

oThe Inactive Check box is provided because, once entered and used, a Sale-Purchase Item cannot be deleted because it has become part of the Transaction "History" maintained by the system.

oChecking this box will remove this item from the Drop-Down Selection List.

Kit Designation -  Inactive when entering a Recurring Revenue Item,

Administrative Fee? - If shown, Do not Check this box.

Commission Activation Fee - Do not Check this box.

 

Price - Usually left blank.

 

General Ledger System Users - If you are using the General Ledger System (The General Ledger related fields will be boxed in Red):

Based on your Company's business model for itemized tracking of Contract Monitoring Sales & Fees:

a)GL Accounts and associated Dealer Billing Sales-Purchase Item Codes may be created for each Dealer's Contract Monitoring Services, or

b)Just one GL Account may be used for all of the Dealer Monitoring Fees being charged.

Sale GL # - Enter the General Ledger Account Number for this Contract Monitoring Service fee Sale.

oIf your Company wants to track Contract Monitoring Sales by Dealer, each Dealer may have their own General Ledger Sales Account Number defined.

Dept - If you have initiated the use of Departments, enter the appropriate Department number using the Drop-Down Selection List provided.

Click the HelpFilesNavigatorMenu-StandardSaveIcon to record this Sale-Purchase Item record.

 

B.Defining the Sales Category Code for Credit Card Surcharges that will be billed to the Dealer:

 

HelpFilesSale-PurchaseItem-DealerBillingCCFeesCode

Sale-Purchase Items tab - Dealer Billing - Credit Card Sales Category Code

 

Click the HelpFilesNavigatorMenu-StandardInsertIcon on the Navigation Menu to start the Credit Card Surcharge fee entry.

Item ID - Enter a unique code of up to 40 alpha-numeric characters (most punctuation marks are also permitted) for this Credit Card Surcharge fee.  

If your Company wants to track these Credit Card Surcharge Sales by Dealer, each Dealer may have their own Code defined.

All letters will be capitalized automatically.

Item Type - Select Sale rather than Both

Description - Enter a clear, concise description of this Credit Card Surcharge fee entry.

If your Company wants to track Credit Card Surcharge Sales by Dealer, each Dealer may have their own Description defined.

Up to 70 alpha-numeric characters may be entered, upper and lower case letters are allowed, most punctuation marks, with spaces also permitted.  

Retail Price - Usually left blank.

AR Taxable - Check this box only if this Sale-Purchase Item is normally Taxable

 

HelpFilesSalePurchaseItemARTaxable

 

When entering a Sales Invoice:

c)If AR Taxable is Checked, whenever this Sale-Purchase Item is entered on a Sales Invoice, the appropriate Tax Code & Tax Percentage Rate will be inserted automatically, based on the Sales Tax information entered in the Receivables section within the Edit View for that Subscriber.

d)If Not Checked, whenever this Sale-Purchase Item is entered on a Sales Invoice, the Tax Code will be entered as N (Non) and the Tax Percentage Rate set set at 0%, regardless of the Sales Tax information entered in the Receivables section within the Edit View for that Subscriber.

 

Other Check Boxes - There are several other Check Boxes that may be needed for this Recurring Revenue Sale-Purchase Item.

Non Report - Do not Check the Non Report box.

Show on Proposal - Check the Show on Proposal box if this is a Sale item may be chosen on a Proposal.

Inventory Item - Inactive when entering a Recurring Revenue Item,

Show on Work Order - Do not Check the Show on Work Order box.

Inactive - This Check box identifies an item as Inactive and therefore no longer in use.

oThe Inactive Check box is provided because, once entered and used, a Sale-Purchase Item cannot be deleted because it has become part of the Transaction "History" maintained by the system.

oChecking this box will remove this item from the Drop-Down Selection List.

Kit Designation -  Inactive when entering a Recurring Revenue Item,

Administrative Fee? - If shown, Do not Check this box.

Commission Activation Fee - Do not Check this box.

 

Price - Usually left blank.

 

General Ledger System Users - If you are using the General Ledger System (The General Ledger related fields will be boxed in Red):

Based on your Company's business model for itemized tracking of Contract Monitoring Sales & Fees:

a)Use a special GL Account for the associated Credit Card Surcharges Sales-Purchase Item Code, or

b)Just use the same GL Account that was created for all of the Dealer Monitoring Fees.

Sale GL # - Enter the General Ledger Account Number for this Credit Card Surcharge fee Sale.

oIf your Company wants to track Contract Monitoring Sales by Dealer, each Dealer may have their own General Ledger Sales Account Number defined.

Dept - If you have initiated the use of Departments, enter the appropriate Department number using the Drop-Down Selection List provided.

Click the HelpFilesNavigatorMenu-StandardSaveIcon to record this Sale-Purchase Item record.

 

C.Defining the Sales Category Code for Administrative Surcharges that will be assessed for each Account (CSID) being billed to the Dealer using the MKS Dealer Billing process.

 

HelpFilesSale-PurchaseItem-DealerBillingAdminFeesCode

Sale-Purchase Items tab - Dealer Billing - Admin Fee Sales Category Code

 

Click the HelpFilesNavigatorMenu-StandardInsertIcon on the Navigation Menu to start the Administrative Surcharge fee entry.

Item ID - Enter a unique code of up to 40 alpha-numeric characters (most punctuation marks are also permitted) for this Credit Card Surcharge fee.  

If your Company wants to track these Credit Card Surcharge Sales by Dealer, each Dealer may have their own Code defined.

All letters will be capitalized automatically.

Item Type - Select Sale rather than Both

Description - Enter a clear, concise description of this Administrative Surcharge fee entry.

If your Company wants to track Credit Card Surcharge Sales by Dealer, each Dealer may have their own Description defined.

Up to 70 alpha-numeric characters may be entered, upper and lower case letters are allowed, most punctuation marks, with spaces also permitted.  

Retail Price - Usually left blank.

AR Taxable - Check this box only if this Sale-Purchase Item is normally Taxable

 

HelpFilesSalePurchaseItemARTaxable

 

When entering a Sales Invoice:

e)If AR Taxable is Checked, whenever this Sale-Purchase Item is entered on a Sales Invoice, the appropriate Tax Code & Tax Percentage Rate will be inserted automatically, based on the Sales Tax information entered in the Receivables section within the Edit View for that Subscriber.

f)If Not Checked, whenever this Sale-Purchase Item is entered on a Sales Invoice, the Tax Code will be entered as N (Non) and the Tax Percentage Rate set set at 0%, regardless of the Sales Tax information entered in the Receivables section within the Edit View for that Subscriber.

 

Other Check Boxes - There are several other Check Boxes that may be needed for this Recurring Revenue Sale-Purchase Item.

Non Report - Do not Check the Non Report box.

Show on Proposal - Check the Show on Proposal box if this is a Sale item may be chosen on a Proposal.

Inventory Item - Inactive when entering a Recurring Revenue Item,

Show on Work Order - Do not Check the Show on Work Order box.

Inactive - This Check box identifies an item as Inactive and therefore no longer in use.

oThe Inactive Check box is provided because, once entered and used, a Sale-Purchase Item cannot be deleted because it has become part of the Transaction "History" maintained by the system.

oChecking this box will remove this item from the Drop-Down Selection List.

Kit Designation -  Inactive when entering a Recurring Revenue Item,

Administrative Fee? - Check this box because this is an Administrative Fee.

Commission Activation Fee - Do not Check this box.

 

Price - Usually left blank.

 

General Ledger System Users - If you are using the General Ledger System (The General Ledger related fields will be boxed in Red):

Based on your Company's business model for itemized tracking of Contract Monitoring Sales & Fees:

a)Use a special GL Account for the associated Administrative Surcharge Sales-Purchase Item Code, or

b)Just use the same GL Account that was created for all of the Dealer Monitoring Fees.

Sale GL # - Enter the General Ledger Account Number for this Administrative Surcharge fee Sale.

oIf your Company wants to track Contract Monitoring Sales by Dealer, each Dealer may have their own General Ledger Sales Account Number defined.

Dept - If you have initiated the use of Departments, enter the appropriate Department number using the Drop-Down Selection List provided.

Click the HelpFilesNavigatorMenu-StandardSaveIcon to record this Sale-Purchase Item record.