Comback/Warranty Procedures

[crabtree1]

OK Tim, this should be the last question for today!

We are still working on the warranty process. We are looking at the "flagging a comeback" information. The training book says to create an RO (invoice) using the symptoms button. Put in the hours and labor charge and click "comeback" and put the original invoice number in the box.

When creating the Warranty payment type should it be a Cash, Check, or Credit Card type? What GL code would you suggest? It's not an AR, customer deposit (no cash will change hands) or applied credit??

If you create the "warranty" payment type it still doesn't discount the invoice to 00.00. What happens to the amount that still shows on the invoice??

How is this labor rectified on the reporting? How are comebacks treated in all of the reports??

Looking forward to your answers - Paula

[timbre4]

I hope you saw my reply to your earlier Comeback post; I moved it into SE Reports/Printing as it seemed to be about tracking: http://managerforum.net/viewtopic.php?f ... 982#p73982

It should be counted as CASH; there is usually an existing Warranty account listed in the software as such. Check under Setup - Standard Tables - Income Cash Accounts - Payment Types and see if already there.

Shops have different ideas about how to run the totals on these invoices; there is a concern of impacting Average RO values and such. One approach is to use all the correct values for the make good work, turn taxes/fees off and then apply a 100% discount against the total. Let's give the regulars a chance to chime in.

[steven kiser]

Agreed to a point. If there are outside charges i'm willing to pay such as towing or room fees i will start an order with those fees with a note for the adjoining work order for the warranty. That order is under Kiser Automotive and how that amount was paid. If it's a customer reimbursement the check number is noted and it processed as an expense.

If i submit and recieve a warranty payment from a manufacturer i just start a work order and under sublet add that amount as non taxable income and post it. I also make a note of the order #'s from the original job and the order created to repair the situation. If i pay out by check i make necessary notes on the check ledger.

If it's an instate reimbursement, taxes have already been paid so if i get a reimbursement i make note of the check or cc authorization # and at the end of the month when i pay sales tax subtract that amount from taxable sales.

Another note, I've found that warranty companies or especially manufacturers pay like Scrooge. You need to .1 them to death. I installed a water pump in an Escalade and the impeller wasn't pushed onto the shaft all the way and it wouldn't turn. I hit them with diagnostic charges, drain and refill system, sanding the scarring from the impeller damage, flow test and cleaning the belt debris from the pulley. They argued but paid.