For additional information on how to use this new feature, a short document is now available on the AMU Portal Reference Center. Use the search keyword: AP-adjustment
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
The Vehicle Inventory Schedule Setup, previously located in Vehicle Merchandising Program 6: System Information File, Option 5 has been moved. It is now located in the Accounting Setup of System Configuration.
When you select Vehicle Merchandising Program 6, Option 5, you will now see a Menu Option Obsolete message redirecting you to System Configuration.
To use this feature, follow the steps below:
Access Accounting Setup in System Configuration.
Select Schedules from the Accounting Setup menu.
Select the desired Schedule by double-clicking. The Add/Edit Schedule popup will appear.
Navigate to the Vehicle Inventory tab.
For any Floor Plan Account, both the Disregard and Floor Plan checkboxes must be selected.
To disregard another account from cost, only select the Disregard checkbox.
Click Ok and Save.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
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.
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
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
ATTENTION SALES, F&I, AND OFFICE MANAGERS/CONTROLLERS
Rebates Setup Moved to Desk/Mate Setup in System Configuration
The Rebates setup has been moved from F&I Program 7, Option 2, Choice 5 to the System Configuration Gear under Desk/Mate Setup, Rebates. During activation, your current Rebates will be converted and no action will be required.
To add/edit a Rebate, enter a Description in the field.
Enter the Amount.
Click Save when complete.
Note: Taxes are handled in the State Setup section.
Note: Honda/Acura dealers will see an additional “Rebate Type” column.
If starting a deal from F&I, the Rebates are Taxable flag in the default State Setup will be used. If starting a deal from Desk/Mate, it will use that state’s setup. If the state is not set up, it will use the default state setup.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
New Option to Change Retail Deal to Wholesale Deal in Desk/Mate
If the Retail Sale Type was chosen by mistake, it can now be changed to Wholesale during the deal. From the Sale Type dropdown, select Wholesale. Once Wholesale is selected, the Lender Code will appear as Cash Deal, Sales Tax will change to 0%, and all fees are set to $0. A message will display stating the Sale Type was updated successfully. Click Cancel to undo the selection.
Note: Once a deal is selected as Wholesale, they cannot return to Retail. They can only mark the deal as Dealer Trade.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
Model Table and Deal Posting Templates: Added Count, Comments, and Trade Stock Number
We have added three new enhancements to the F&I Deal Posting Templates setup. These enhancements apply to the Model Table “Add-on Accounts” only and Posting Template setups.
Count Column: The new Count column, when used, will override the count that automatically populates based on Journal Source and GL settings. The Count will initially populate in accordance with the Journal Source and GL settings, but once the posting is done, the template setting will be applied.
Comments/Remarks Field: The Comments/Remarks field, when used, will automatically populate into the Deal Posting when the template is applied. This description information will be used instead of the control’s description, when applicable. It is designed to be used as helpful information for Clerks who are posting deals.
Trade Stock Number/Include Column: Trade 1 Stock Number, Trade 2 Stock Number, and Trade 3 Stock Number have been added to the Control By dropdown. These options can be set to correspond with the new Include column so that add-on items will pull into a deal if that deal includes trade-ins. Note: The Control By and Include setting should match when they are utilized.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
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 with the new “Amount Due” feature 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: Amount-Due.
The “Amount Due” 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 “Amount Due” Invoicing enhancement.
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
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
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.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
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.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
ATTENTION OFFICE MANAGERS/CONTROLLERS
Click the button below to get Enhanced Cashiering sooner!
