Note: Only those users with the proper accounting permissions will have access to mapping of manufacturers
Part 1: Mapping the Vendor
Click the Vendor tile
Search for the Vendor
Choose the Major Unit vendor type
Scroll to the bottom, under Accounting Information select the correct accounts for AP General Ledger Vendor and Accounts Payable Account drop downs as shown
Part 2: Mapping the customer
Note: A customer is needed for the manufacturer for setting up the warranty vendor later in this document
Click Customer Search then Add
Fill in the Company Name field, The user will be asked if they wish to define as a business as shown and click yes
Note: The Display Name As field will mirror the name of the company entered, users can change the name to reflect something different so they are able to identify the account easier when it comes to accounting entries if applicable. Scroll down to the bottom and fill out all other required fields and click Save.
Part 3: Mapping the warranty customer for Accounts Receivable. This is needed for warranty work to be charged to the manufacturer.
Click the AR tab once inside the customer profile for the warranty customer
Select the correct accounts from the drop down and click save.
Part 4: Mapping the Warranty Vendor to the Manufacturer Customer
From part 1 in this document choose vendors then click on the Warranty Vendor.
Scroll to the bottom and map the accounts shown. By mapping to the customer this makes sure the warranty can be billed like any other customer then click Save
Part 5: Mapping the MOP ( Method Of Payment)
Click the user initials in the upper right hand corner then Dealership Settings
Choose Method Of Payment from the menu on the left
Search for the Warranty MOP then open
Select the Vendor and customer drop down menus for mapping. Once done click Save.
Part 6: Mapping the Customer Cash Back MOP
Search for the Manufacturer by going though the previous steps in part 5 of this document. Select the Cash Back option as shown.
Map the Manufacturer, and Customer fields, then click Save