How do I create a Shop Charge? (Parts)

How do I create a Shop Charge? (Parts) The following is an example to create a Shop Supplies charge for a Customer Pay Repair Order. VUE_Training

Parts > Maintenance > Fees

· The following example created a Shop Supplies charge for a Customer Pay Repair Order. There will be a 5% charge of labor starting at $1.00, not to exceed $30.00. This charge is for Parts Department Repair Orders only.

Inside the Primary Grid:

1. Click [New] in the Action Ribbon.

2. Input a code in the New Code field.

∟ SHOP SUPP

3. Click [Create].

4. Click the Fee Type dropdown and select Charge.

5. Input a description in the Description field.

∟ Parts Shop Supplies

6. Click the Parts RO Fee dropdown and select Yes.

∟ Make selections for the following dropdowns:

a. RO Level (select Ticket)

b. Department (select Parts)

c. Paid by (select Customer Pay)

d. Subtotal Per Line (select No)

7. Default On Pay Type (select Customer Pay)

8. Click the Fee Type Class dropdown and select.

∟ Shop Supplies

9. Click the Based On dropdown and select all that applies.

∟ If Shop Supplies is based only on Labor, then mark the checkbox next to Labor.

10. Click the Applies To dropdown and select.

∟ If this charge only applies to Customer Pay operations, mark the checkbox for Customer Pay.

11. Input an amount in the Amount field, if the amount is a set amount.

∟ Using an Amount will zero out the Percentage field.

12. Input a percent in the Percentage field.

∟ Using a Percentage will zero out the Amount field. Input 5.00%.

13. Click the User Override dropdown and select Yes or No.

14. Input a minimum in the Charge Minimum field, if applicable.

∟ Must be equal to Amount, if Amount is used. Input 1.00.

15. Input a maximum in the Maximum field, if applicable.

∟ If used, this will cap the charge. Input 30.00

16. Input a minimum in the Spend Minimum field, if applicable.

∟ This is the minimum amount needed to activate the charges based on the RO Level Operation or Ticket.

17. Input a maximum in the Maximum field, if applicable.

∟ This is the maximum amount needed to activate the charges based on the RO Level Operation or Ticket.

18. Click the Shop Charge dropdown and select Yes.

19. Input the Account Number and press Enter, or click the magnifying glass to open the Account Number Search grid.

20. Within the Account Number Search grid, Filter/Sort and select the Account Number.

21. Input the Effective Date or click the calendar icon to search and select.

22. Click [Save] in the Action Ribbon.

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