Content Comparison

Overview

AATC sells “Floor Plan” items, whereas AATC only pays vendors when the units are sold.

• These items are serialized new items, for Trailers or Truck BedBeds.

• Some serialized new items are not “Floor Plan”

• Used items are never “Floor Plan”

• Value The value of “Floor Plan” items must be presented on the book.

Purchase Order

• Add a checkbox, Floor PO, to the Purchase Order.

• The Vendors are typically North Point , or Wells Fargo.

  • If the Warehouse = Trailer Nation, the Vendor is usually Wells Fargo.

  • If the Warehouse != Trailer Nation, the Vendor is usually North Point.

• Enter one PO for each serial number.

• Receive as usual

• When posting WR, post create 2 accrual GL Entries:

  • Inventory - Floor Plan

  • AP - Floor Plan.

• When unposting WR, reverse the 2 accrual GL Entries:

• Most of the time, create AATC creates PI when the Floor Plan items are posted on the SIsold.

  • Create a new Item Ledger Entry View - Floor Plan Items Ready to Invoice

    • It is aa new Item Ledger Entry View

      • Serial No. != blank

      • Floor Plan from PO = true

      • Invoiced Cost = 0

      • Remaining Qty. = 0

        • Meaning it is shipped.

        • AATC should invoice shipped WS asap.

• When posting PI, reverse the 2 accrual GL Entries.

• When unposting PI, reverse the reversal GL Entries.

Allocate Interest

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Expenses to Floor Plan Items

• AATC needs to pay interest expenses while holding the “Floor Plan” items.

• Use the Landed Cost Management module to allocate interest expenses to the WR for the “Floor Plan” items.

  • May need to add “VIN” or Serial No., to the page where we select WRs.

Sales Order

• Create SQ, SO, WS, and SI as usual for both non “Floor Plan” items and “Floor Plan” items.