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Golden Rules for Accurate Job Costing

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    The following list, is a list of a few golden rules when it comes to accurate job costing. Failing to follow these rules could result in unusable information being retrieved from Veculim.

     

    1. Ensure that every Supplier selected on a quote for a replacement part/outwork has the correct VAT status. If no VAT number is entered, the system will assume the supplier is not VAT registered and the part cost will be inclusive of VAT.  

    Please Note: if no supplier is selected the quote line will reflect the part prices as being ordered as Net with the default mark-up % and the standard VAT rate being applied.

    SupplierVAT
    1. Ensure that every Supplier has the correct part pricing structure set up – either Net or Retail
    SupplierPricing
    1. The action code “Replace” will by default add the item details to the Parts Ordering List.  Ensure any other action code that requires the item or service to be “bought” in has the order flag set to “Y” or else tick the “Add to order list” block on the quote detail line screen.
    AddToOrder
    1. For each part or outwork line entered check the part pricing structure as follows;
      1. Pricing is Net              - a Mark-up % is entered
      2. Pricing is Retail          - a Discount % is entered
    NetPricing
    RetailPricing
    1. Only order parts using the “Parts Ordering” function off the Browse Orders screen.  The Job costing will only include these items.
    BrowseOrders
    1. When creating a parts order and selecting an alternate supplier to the one on the quote, ensure that if the VAT status of the supplier differs from the quote line, that the order correctly reflects the newly selected supplier's VAT status.

     

    1. Book the parts deliveries on the PCR sheet with the full value (VAT inclusive). 

    Please Note: When creating the entry, the system will indicate if VAT is being applied to the order – check if this corresponds to the details on the Supplier's delivery document.

     

    1. The parts orders are created to be specific to a job – orders cannot include items for more than one job and each order is processed individually.  Suppliers must also be informed that different orders cannot be combined into a single delivery note/invoice.  If this happens request the supplier to cancel the combined invoice and raise separate invoices for each order. 

    Please Note: There is no restriction to how many different deliveries or invoices can be created for a single order – each occurrence of a delivery on a specific order will be treated as a part order/delivery.

     

    1. When checking in parts received on the PCR screen, ensure that the individual line details (Supply Price) are adjusted to match the prices charged by the supplier – any differences (higher or lower) will be reflected on the Job Costing Audit display – at which time a decision can be made to add an extra or pass a saving.
    CheckinOrd
    1. Before marking a Job as completed check the Parts Status (all ordered and received) on the Jobs in Progress screen and only close off the Job if everything has been ordered and received. If a part is no longer required, then pass a saving on the part in order to enable you to complete the job.
    PartsStatus

     

    1. Before invoicing a Job, do a Job Costing Audit to check the parts status, pass savings where appropriate, add extra labour items as required and adjustments for any price differences as indicated.
    CostingAudit
    Page last modified 11:18, 23 Sep 2016 by Jennifer Veculim > Costing > Golden Rules for Accurate Job Costing

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