Why:

Any work carried out on a vehicle must be identified in Fusion by an operation number, and some procedures carried out in the workshop involve multiple operation numbers and parts. These can all be packaged together and sold at an agreed price.

 

Where:

The Operations View displays all VST operation numbers that have been set up by the dealer as well as all central operation numbers downloaded from Impact. Any operation numbers that have associated packages are displayed with a Package icon .

From the Operations View, open the operation that you would like to work with. This will display the Maintain VST window.

 

How to Add Edit & Delete Packages:

In the Maintain VST window select the ‘Package’ tab. Here, packages can be created, maintained and deleted.

Packages listed in the package tab are exclusive to that VST in that any updates affect only that package, regardless of whether another package exists with the same name against another operation number.

To create a new package select File > New > Sequence. This will display a Package Operation window. Input a unique sequence number and a description for the package. If the package is to be fixed, i.e. it can’t be updated from the order entry or grouping routines, make sure that the ‘Fixed Package Flag’ box is checked, then click OK.

The new package should now be listed on the package tab. Highlight it, right-click and then select Variants to display the Package Operation Sequence window. Select File > New to display the Vehicle Variants window where you can select the particular vehicle variants that the package is to apply to.

Once the variant combinations have been selected it is time to add the operations and parts to the package. In the package tab, highlight the package, right-click then select Details. This will display another Package Operation Sequence window where operations and parts can be chosen.

When adding operations, costs should only be input against those set up as sublet operations. When an operation number is added, if the time multiplied by the payment factor doesn’t equal the line total then this will be held as a fixed price and not subject to any changes to the payment factor.

If the labour price matrix is used (PRC006 = POS), then no PF amount is required (unless fixed), as this will be calculated dynamically based on the Customer code and Charge code when the package is added to an Order.

When parts are added to a package, the unit price can be specified, if required, as well as whether the price is to be ‘fixed’. (If fixed, the price will not be updated with any subsequent price changes from the parts master file).

If a part is added that has an environmental charge, you might be asked whether the charge is to form part of the value of the package. If you don’t want this, the environmental charge will be added to the order as an extra amount. (The ability to choose whether the environmental charge forms part of the package value is controlled by a parameter).

When a package is copied to another operation number, the copy is seen as separate from the original by Fusion i.e. if one of the packages is updated; the updates only apply to that package.

Printing package details on a Quotation / Proforma and Invoice is controlled via parameter INV021. The first character controls Operations details and the second character controls Part details. 0 = No Print. 1 = Print.

For example. 00 = Do not print operations or parts. 11 = Print operations and parts. 01 = Do not print operations but print parts.

 

What else would you like to do?

Adding an Operation to a Workshop Order.

 

Related Topics:

Operations.

 

Setup:

Parameter PRC006 labour Price matrix.