Deleting a vehicle record

 

This process may be followed in cases where a vehicle record has been duplicated or otherwise created in error.

 

The vehicle record MUST show a zero profit line on the Costs & Profit screen.  To ensure this is the case, complete the following:

 

1) Zero out the Vehicle Selling price line on the Specification tab, Sales and Cost values

 

2) On the Costs tab -

 

  1. Delete un-received or non-actioned Non-Recoverable W or O lines.
  2. Delete or Reverse (enter negative line) for F-type lines.
  3. For W or O Spec Lines where an actual has been processed, ensure that the line has both an estimate and an actual.  These lines should be totalled and one W and O Spec line added and the negative value of the total entered (excluding F-type lines) in both the actual and estimate fields.

 

3) Change both the Progress Code and Account Status to M = Memo. Save vehicle

 

Once the above is completed, check the Costs & Profit screen to ensure it is displaying a zero profit line.

 

You are now able to terminate the vehicle record.  From the Menu bar select the Vehicle menu and then the Terminate Vehicle option.  The Vehicle Progress & Account Status codes will be changed to X.  Save the vehicle record.