Deal Posting Templates for Product Only Desk/Mate Deals
Deal Posting Templates in the Desk/Mate Setup portion of System Configuration now includes a “Product” Sale Type for deals created in Desk/Mate* with the corresponding Sale Type. This option strictly looks at the Sale Type and does not use Vehicle Information. Based on the Accounting GLs that are used at the dealership, a Deal Posting Template should be added accordingly. *The Product Only sale type is exclusive to Desk/Mate.
Setup
In SystemConfiguration, access Desk/MateSetup.
Under Deal Posting, select Templates.
Click Add.
Add a Template Name.
In the Sale dropdown, select Product.
Add GLs to the applicable Tabs for Products sold (Accessories, Insurance, or Service Contracts).
Add GLs for applicable tax and Cash Down or Cash on Delivery. Commonly products are always Cash Deals.
Save Template. Repeat as necessary for each Template.
Using Templates: Once the setup is completed, the applicable templates can be selected during the Deal Close-Out process in Desk/Mate to send the transaction to Accounting.
Additional information regarding the Deal Close-Out process in Desk/Mate can be found in the AMU Reference Center. Search keyword: DCO
Important Information Regarding Stock Numbers on Product Deals:
When a Product Deal is created in Desk/Mate, a Stock number is NOT required.
If the customer had previously purchased the vehicle, and the employee selects an associated vehicle which previously contained a Stock Number, when pushing the deal into the template, and GL(s) require a Stock Number, the previous Stock Number will be used.
If there is not a Stock Number associated (i.e. Vehicle Information was keyed in for a vehicle that the dealership never sold), no Stock Number will be pushed into the template.
For this situation, the GL rules will apply and it may be necessary to change “Override Control” to “Do Not Lookup” if the Products being sold are controlled by Stock Number or Last 6 of VIN.
Deal Posting Templates for Dealer Cash Incentives by Model
Upon completion of the setup, the new Dealer Cash Incentive feature in Deal Posting Templates will credit the GL from the Dealer Cash section of the model table for each applicable model.
1. In System Configuration, access Desking Setup.
2. Under Deal Defaults, click on Incentives.
3. Enter DealerCash in the Description. Add the Amount and select whether to Adjust Commission, IncludeNew, and IncludeUsed.
4. In the DealerCash column, select Yes.
Note: Only oneincentive can be marked as Dealer Cash. If an employee desking a deal chooses a different incentive and changes the name to Dealer Cash, this feature will not work. They must select the code designated as Dealer Cash.
Note: This is designed to work with new vehicles for manufacturers who require that incentives be separated by model. It is the responsibility of the dealership to create the GLs for the incentives in accordance with manufacturer specifications.
5. Click Save.
6. Navigate to Templates, located under Deal Posting.
7. For each applicable New template, select the Use Model Table for Dealer Cash (Instead of COS) Note: Must be using “Use Model Table for Sale and Over Allowance” to utilize this feature.
8. Click Save.
9. Navigate to Models, located under Deal Posting.
10. For each model, add the applicable Incentive GL. Note: Even if the same GL applies, one must be added for Retail and Lease.
11. Once the deal is pushed into a template that has Dealer Cash, the template will use the Incentive GL for the incentive (income portion). Otherwise, the Cost of Sale GL will be used.
IMPORTANT: If the employee desking the deal chooses an Incentive other than Dealer Cash and changes the description, the system will not use the Incentive GL. They MUST choose the incentive specified in the setups.
Program 6: Chart of Accounts Add/Edit Enhancement Rollout is UNDERWAY!
Accounting Program 6 has added several enhancements including an Add/Edit screen with a new look and several new functions.
**IMPORTANT!** New security permissions will allow an employee to Add/Edit a G/L, Manufacturer Relate Accounts, Opening Balances, and Unit Count(s). Upon activation, make sure all applicable employees are granted the following security permissions in the System Utilities module:
This enhancement also allows printing multiple versions of the same manufacturer Financial
Statements, from a single company and corresponding Relates.
The general rollout to ALL dealers is now UNDERWAY at no additional cost!
For additional information
on how to use this new feature, a short document is now available on the AMU Portal Reference Center. Use search keyword: P6-Add/Edit
Program 26: Print Financial Statement Enhancement Rollout is UNDERWAY!
The
Financial Statement selection screen in Program 26 now supports up to 15 Manufacturer Financial Statements with
the ability to set up multiple versions of the same OEM.
This enhancement also includes modifications to printing of Current Month Statement and Prior Month Statement (Archive Copy) (now broken out as separate functions).
The general rollout to ALL dealers is now UNDERWAY at no additional cost!
For additional information
on how to use this new feature, a short document is now available on the AMU Portal Reference Center. Use search keyword: P6-Add/Edit
Always Include Payee Name in Comments for Quick Payment
A new user preference has been added to Accounts Payable that allows you to always display payee name in the comment field for Quick Payments. When this preference is used, it will automatically show payee name on the Accounting transaction of the Quick Check for all lines. The only time the payee name will NOT display in the comment of the transaction lines (when this preference is enabled) is if a comment is manually typed in OR the control required on that line auto populates a different comment.
To Activate:
Access Accounts Payable Program 10: User Preferences.
Select the “Always display payee name in comment field for quick payments” checkbox.
We have made a few setup changes for 13th Month processing and Fiscal Dealers (if Fiscal Year Begins in Accounting Program 8, Option 1: Company Information is set to a month other than 01 – January, the system will consider you a fiscal dealer).
This enhancement will remove the previously added 13th Month Journal Source in System Configuration. If a fiscal dealer employee attempts to add a 13th Month Journal Source in System Configuration, they’ll receive an error message.
Fiscal Dealers who wish to complete a 13th Month Financial Statement will need to call Auto/Mate Support. A copy of the 12th Fiscal Month will be made and the dealer will be given instructions on how to post entries accordingly into the copiedcompany and livecompany.
For dealers who are using the Enhanced Service Cashiering program, we have added a new feature in the Repair Order invoicing and Cashiering process to allow dealers to invoice a customer pay Repair Order by assigning a method of payment to the partial RO amount.
This process can be used to clearly indicate the following on the printed invoice:
The amount that will be paid by the customer as Amount Due.
The secondary payments that will be paid by aftermarket extended warranties, manufacturer programs that are processed as customer pay, etc.
The general rollout to ALL dealers is now UNDERWAY!
For additional information on how to use this new feature, a short document is now available on the AMU Portal Reference Center. Use search keyword: Partial-Payment.
The Partial Payment Invoicing enhancement is only available with the Enhanced Service Cashiering program.
If your dealership has the minimum AMPS software version shown below, you already have the new Partial Payment Invoicing enhancement.
98279AG00A (22) à 98279AG05A (32) à 98279AG05B (31)
NEW:
98279AG05A (32) à 98279AG05B (31)
98279AG00A (12) OBSOLETE
Original chain was…
98279AJ02A (22) à 98279AJ06A (21)
NEW:
98279AJ06A (11) Stand Along
98279AJ02A (12) OBSOLETE
Original chain was…
98279FE000 (22) à 98279FE070 (21)
NEW:
98279FE070 (11) Stand Along
98279FE000 (12) OBSOLETE
Original chain was…
98279FE160 (22) à 98279FE12A (21)
NEW:
98279FE12A (11) Stand Along
98279FE160 (12) OBSOLETE
Original Chain was…
98279FG010 (22) à 98279FG07A (32) à 98279FG07B (31)
NEW:
98279FG07A (32) à 98279FG07B (31)
98279FG010 (12) OBSOLETE
Original Chain was…
98279SC010 (22) à 98279SC05A (32) à 98279SC05B (31)
NEW:
98279SC05A (32) à 98279SC05B (31)
98279SC010 (12) OBSOLETE
AUTO/MATE USER SUMMIT 2019
User Summit 2019
Auto/Mate’s annual User Summit is back! You’ll get a chance to hear from other customers, share experiences, and talk one-on-one with our developers to improve the Auto/Mate user experience. This is your dealership’s opportunity to help drive the direction of our software. Learn about new features and best practices, attend department breakout sessions and speaker sessions and network with your peers and industry partners at Auto/Mate’s Customer User Summit.
WHEN: Wednesday, October 23 – Friday, October 25, 2019
WHERE: The Westin Nashville, 807 Clark Place, Nashville, TN 37203
Register before July 12, 2019 to secure early bird pricing!
ATTENTION OFFICE MANAGERS/CONTROLLERS
Click the button below to get Enhanced Cashiering sooner!
