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Transferring Sales From a Part to a Miscellaneous Account

This feature allows you to transfer sales from a part account to a miscellaneous account. For Example, flex additive, seam sealer part sales amounts can be transferred to a miscellaneous account for job costing.

Sales cannot be transferred to paint or shop material accounts.

To transfer sales from a part to a miscellaneous account

Open the workfile.
Select View > Accounting Activity from the toolbar. The Accounting Activity screen opens.
Select the Sales Adjustment tab, and the select New Sales Adjustment from the toolbar.
Select the Parts to Miscellaneous - Transfer sales from a part account to a miscellaneous account option, and then select Next.
Select the line item from the list, and then select Next.
Select the miscellaneous account from the Transfer To droplist, and then enter a part dollar amount in the Transfer $ field.
Select the operation from the Operation droplist.
Edit the line description (optional).
Select Finish.

Note: You can also access this feature by selecting Actions > New > Sales Adjustment from the workfile toolbar.

Overview

Repair Workflow

Screen Description

New Sales Adjustment Screen

Select Part Line Screen

Transfer Labor Sales to Parts Screen