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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 On the Vendor,
Set up a Default Payable GL Account that is different from the Account AP defined on the Company Setup.
Add a checkbox on the Vendor page, Vendor for Floor Plan Items
For Floor Plan Items, enter one PO for each serial number.
When creating WR, and if Bill_to_Vendor__r.Vendor for Floor Plan Items = true,
Error if the PO has more than one PL, and if Quantity on the PL is not 1
Receive as usual
When posting WR, create 2 accrual GL Entries:
Inventory - Floor Plan
AP - Floor Plan.
When unposting WR, reverse the 2 accrual GL Entries:
Most of the time, AATC creates PI when the Floor Plan items are sold.
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.On the Purchase Invoice page, add
Serial No. (a text field)
Floor Plan Sales Invoice (lookup field to Sales Invoice)
Floor Plan SI Document Status (a formula field)
When creating purchase invoices, and if Bill_to_Vendor__r.Vendor for Floor Plan Items = true
Update Serial No. on Purchase Invoice
When posting PI, AP will go to a Default Payable GL Account defined on the Vendor page.
Sales Order
Create SQ, SO, WS, and SI as usual.
On the Sales Order, add Floor Plan Sales Order
When creating WS, and Floor Plan Sales Order = truee,
Error if the PO has more than one PL, and if Quantity on the PL is not 1
Posting Sales Invoices
On the Sales Invoice page, add
Floor Plan Purchase Invoice (a lookup field)
Floor Plan PI Document Status (a formula field)
When posting the Sales Invoice, and if Floor Plan SO = true
Look for the corresponding Purchase Invocie, using Item No. and Serial No.
On the Purchase Invoice, update Floor Plan Sales Invoice
On the Sales Invoice, update Floor Plan Purchase Invoice
Allocate Interest 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
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