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Misc Code Overview

What Are Misc Codes Used For In EPASS?
 

  • Misc Codes are used to enter charges on an invoice that are not model, item, warranty or labour related. Examples of Misc Codes include:
     
    • Rebates
    • Discounts
    • Delivery
    • Installation
    • Eco Fees

 

Where Do I Enter Misc Codes?

  • Misc Codes are entered in System Maintenance > Misc Codes Table.
  • You can import a list of  Misc Codes via a spreadsheet or manually enter individually.
  • There are also options to print all the Misc Codes, review/edit/delete individual codes or push all the Misc Codes to an Excel spreadsheet.

 

What Do Each Of The Options Do In Misc Code?

  • You start by giving the Misc Code its name and filling in a description.

 

  • You can decide here if you want to use the branch taxes or use tax 2 and tax 3 which pulls from the defined taxes in invoicing variables. Tax 1 is no longer used.

 

  • Do Not Allow Price Reduction will not allow you to change the price below what is set as the minimum selling price for the invoice type. You can override this depending on security settings.
  • Do Not Allow Price Change will not allow you to change the price at all. There is an also an override for this.
  • List is either the price you want the code to be if it’s a set dollar amount or the % amount if the code isn’t a set value.
  • % of Line Selling Price controls if it’s a set dollar amount or %. Example: You want to set a code for $150. You fill in list as 150 and uncheck % Of Line Selling Price. Second Example: You want to set a code that will be used as 10% off a model price. Fill in List as 10 and check % of Line Selling Price.
  • Please note that if you check % of Line Selling Price, Cost is a % of Misc Selling Price will default to being checked on.

 

  • Cost works in a similar way. You can either set Cost as a set dollar amount or have it as Cost is a % of Misc Selling Price. Example: You want the cost of a rebate to $60. Fill in cost as 60 and uncheck Cost Is a % of Misc Selling Price. Second Example: You want the cost to be 75% of the model selling price. Fill in Cost as 75 and check Cost Is A % Of Misc Selling Price.

 

  • You decide here what GL code you want to affect for revenue purposes. You can also choose to Add Profit Centre which will add a suffix to the GL code based on the profit center set up for the branch logged into. Example: if I was logged into branch Default and it had a profit centre of -1, this Misc Code would go to 6100-1 instead of 6100 once the invoice is posted.
  • G/L Cost Debit and G/L Cost Credit work the same way for cost purposes but they must be used in tandem so the entry balances. If you fill in just debit or just credit then it is not going to record a transaction that will show up in Invoicing > Invoice G/L Cost Posting. This posting is also known as the OE-52 or COGS Posting.

 

  • Comment Code will allow you to have a comment automatically add along with the Misc Code when entered onto an invoice.
  • Setting a Qualification on a Misc Code will then only allow you to enter the Misc Code onto an invoice with a route that has the same qualification.

 

  • These will allow you to enter in dates for the Misc Code to be active for invoices and quotes. You will not be allowed to enter in Misc Codes outside the dates unless you have the override security. There are separate dates for quotes and sales as you might want to offer a customer a promotion at a date before it starts or after it ends and then convert it into an invoice within the valid promotion dates.

 

  • Warranty: If you want the warranty field on the invoice to be filled in by what’s set on the invoice or if you want to just have it default to Yes/No.
  • Misc Type: This is how you want the Misc Code to be grouped for reporting purposes. OE-27 uses misc type as an example.This is good for classifying groups like rebates and discounts separately.
  • EDI Format: This is a specific feature only built for one client and can be ignored.
  • Points: Used for calculating truck size capacity. Models are given points within the system but the tracking of this is ultimately done outside the system.

 

  • Link: This is used for entering in a URL. It was built so that a URL would print on an invoice but is not commonly used.
  • Prompt: This will cause a prompt to pop up where you can then choose 1 of 2 comments.
  • Time: Used by technicians to keep track of time spent on a job. This is not commonly used.

 

  • When adding an Installation Misc Code on a separate invoice from where the model is, the below message pops up.

  • If you hit No, it won’t add the Misc Code. There is also a user security where if you hit No in the invoice, the Misc Code will still automatically add. If you hit Yes, it will give you a list of models to select from for the specific ship to customer.
     

  • Linq Product ID: Used for AVB LINQ. You enter in the AVB LINQ ID associated with the Misc Code within EPASS.
  • Avalara Tax Code: Used for calculating tax for the Misc Code. You should shut off all taxes at the top right if you are using this. The taxes for the Misc Code will calculate based on how the % is set up in Avalara.

 

  • Update History: Do you want this Misc Code line to write into the customer history?
  • Show In Mobile Tech: Do you want the code to be shown in the drop-down list of Misc Codes in Mobile Tech?
  • Obsolete: Do you want to code to be obsolete?
  • Require Note On Invoice: Do you want a note to be required to be put on the invoice after entering the code?

 

  • Do Not Allow Finish: This will not allow you to finish the invoice with this Misc Code on it. It is used for temporary codes that will be deleted before the invoice is posted.
  • Builder Allowance: Used for Projects in the Customer Maintenance screen. This indicates that this code should flow through to a separate invoice type after you create the invoice for the customer’s appliances.
  • Do Not Show In Invoice Detail: This will stop the code from being shown in Invoice Detail when entering a Misc Code. This was used to hide it if it was supposed to be a discount but entering a Misc Code as a Discount will now already hide the code from showing in Invoice Detail.
  • Do Not Allow Description Change: Allows you to change the description of the code or not.

 

  • Rebate: Used for tracking purposes. You can track which rebates have been submitted as well as what rebates you have received a credit for. If you have rebate selected these two new fields will appear on the invoice in the Misc Code detail. This article explains how the OE-43 is used to manage the below fields.

 

 

  • Line Discount:This will decide if you want the discount to apply to another line on the invoice. This will cause the code to show in Discounts in the bottom left corner of invoice detail rather than entering as a Misc Code.
    • Applies to Each Qty: will decide if you want the code to multiply by the quantity of the line it is discounting.
    • Applies to Original Line Selling Price: will decide if you want the Misc Code to calculate based off the original line selling price. This would be used if you are using multiple Misc Codes for one line item. Example: model is $1,000 with a $200 Misc Code discount and a 10% Misc Code discount. $200 code is used first reducing the model sell price to $800. Do you want the 10% misc code discount to calculate based off the reduced $800 or the original $1,000 model sell price?

 

  • Satisfies Min Deposit Line Requirement: If this Misc Code is added to invoice detail, no matter what the min deposit rules are, this will qualify as having reached the minimum no matter the deposit.
  • Show/Require Credit Reason: Do you want the credit reason field to show on the Misc Code when entered on an invoice and do you want to make it a requirement for the credit reason to be filled in before posting?
  • Do Not Attach Related Misc When It Is a Pickup: If you select this option, you will not be able to enter this Misc Code onto the invoice if it has a pick up date. Example: not wanting a delivery charge to populate for a customer pick up order.
  • Gift Card Type: Deprecated feature which can be ignored.
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