Why:

Sundry invoicing allows dealers to raise external invoices and credits for anything outside the Fusion parts, workshop and vehicle administration modules.

It is recommended for markets without this facility in their accounting package, but its reasons for use must be clearly identified within each market, in order to maintain the maximum historical data within Fusion. It is designed to interface into an accounting package in the same way that the other Fusion modules do. The only links with the other Fusion modules are that it shares the same Customer Master File and certain control files.

 

Where:

From the Parts Order View or Workshop Order View, select Actions > Sundry Invoicing. This will display a Sundry Invoices and Credits window.

 

How to Create Sundry Invoices:

The Sundry Invoices and Credits window lists all sundry invoices and credits currently in held in Fusion. A sundry credit is indicated by this icon .

To create a new sundry invoice, select File > New. Alternatively, select the ‘New’ icon. This will display the Create Sundry Invoice/Credit window. Input the required information and click OK (it might be necessary, for the purposes of the accounting interface, to complete the additional reference field for example with the chassis number).

The Sundry Invoice Details window is then displayed and you'll notice that Fusion has populated the customer information fields with the relevant information, taken from The Customer Master File.

 

How to Add Text to Sundry Invoices:

Lines and text are added to the invoice by selecting File > New > Detail/Text. Or select the ‘New’ icon down arrow and select detail or text. Always remember to save and close when you've finished adding details and text.

How to Print Sundry Invoices:

To print a sundry invoice from the Sundry Invoices and Credits window, highlight it and right-click then select Print > Invoice/Credit. Alternatively, highlight it and select Edit > Print > Invoice/Credit or proforma. A proforma invoice can also be printed. If multi-lingual processing is enabled in your market, you'll be prompted to confirm the language for the print. This prompt defaults to the code held on the customer record, or if none, the default language for the dealer; but this code can be overridden. When printing an invoice, you might also be prompted for a delivery date, depending upon the legal requirements pertaining to your market.

 

Set up:

Parameter INV170 controls the sundry invoice date written to financial interface file. If the parameter is negative, then invoice date is updated with today’s date. If the parameter is positive, then invoice date is updated with document date.