Parts & Service - Policy Accounts

The policy accounts screen allows you to designate specific GL accounts to be used for policy repairs on service invoices.

Add a Policy Account

Apply Policy Account on Service Invoice

Add a Policy Account

1. From any module, click over the icon of a person in the upper right of the screen.
2. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
3. Select the App Settings tab.
4. Click the Parts & Service subtab on the left side of the screen.
5. Choose the Policy Accounts option. This will expand the section.

6. Click the button to Add New Record. This will add a new, blank line to the table.
7. Select the GL account for the policy account.
8. Enter a description for the account.
9. Select the Update button on the row.

Apply Policy Account on Service Invoice

1. Open the Parts & Service module.
2. Choose the New Repair Order option from the quick links menu on the left side of the screen. This will open a new service invoice or RO.
3. Select the Policy job type for a job. This will open a popup window.

4. Choose the profit center.
5. Optionally, you can select a department for the policy charge.
6. Choose the policy GL account you wish this repair to affect.
7. Optionally, you may mark any of the checkboxes necessary.
8. Enter comments as needed.
9. Click the OK button to save your input and close the window.