Content Comparison

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• Some serialized new items are not classified as “Floor Plan.”

• Used items are never “Floor Plan.”

• The value of “Floor Plan” items must be recorded on the books.

Purchase Order

1. Add a checkbox labeled “Floor PO” to the Purchase Order.

2. Vendor Association:

   • Vendors are typically North Point or Wells Fargo.

   • If the warehouse is Trailer Nation, the vendor is usually Wells Fargo.

   • If the warehouse is not Trailer Nation, the vendor is usually North Point.

3. Vendor Setup:

   • Define a Default Payable GL Account on the Vendor page, different from the Account AP specified in the Company Setup.

4. PO Requirements:

   • For “Floor Plan” POs, create one Purchase Order (PO) per serial number.

5. Creating WR:

   • If Floor PO is true,

     • Trigger an error if the PO contains more than one Purchase Line (PL) or if the PL Quantity is not equal to 1.

   • Receive items as usual.

6. Purchase Invoice:

   • Add the following fields to the Purchase Invoice page:

     • Item No.: A lookup field

     • Serial No.: A text field.

     • Floor Plan Sales Invoice: A lookup field linking to the Sales Invoice.

     • Floor Plan SI Document Status: A formula field.

   • When creating Purchase Invoices, update the Item No. and Serial No. field if Purchase_Order__r.Floor Plan PO = true.

   • When posting the Purchase Invoice, AP will use the Default Payable GL Account defined on the Vendor page.

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1. Sales Order Setup:

   • Process SQ, SO, WS, and SI as usual.

   • Add a checkbox labeled “Floor Plan SO” to the Sales Order.

2. Creating WS:

   • If Floor Plan SO = true, trigger an error if the SO contains more than one SL or if the SL Quantity is not equal to 1.

Posting Sales Invoices

1. Sales Invoice Enhancements:

   • Add the following fields to the Sales Invoice page:

     • Floor Plan Purchase Invoice: A lookup field linking to the Purchase Invoice.

     • Floor Plan PI Document Status: A formula field.

2. Invoice Updates:

   • When posting the Sales Invoice, if Sales_Order__r.Floor Plan SO = true

     • Match the corresponding Purchase Invoice using Item No. and Serial No.

     • Update the Floor Plan Sales Invoice field on the Purchase Invoice.

     • Update the Floor Plan Purchase Invoice field on the Sales Invoice.

Paying Floor Plan Vendors

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