The sales person must build the order as if a normal deal including all items. The Government Grant should be entered as a Receipt Subsidy and also taken into account in the Deposit to add to PX on the F&I tab if a Finance deal. If a Reference number needs to been shown on invoice this can be added as a Dealer Option with a zero value.
When it comes to invoicing off you will need to split the invoice to meet with Government Grant Regulations the following will allow you to do this.
Go into Vehicle Administration Parameter and select stock number.
As normal you would enter details ready for the invoice to be raised ie: Reg Date etc. But instead of selecting the invoice button on the Sales Status Tab you will need to go to the Sales tab at the top left hand corner of the screen the following drop down options will appear.
Select Configure Split Invoice.
This window will show 1 split. If going to finance company this will show as split 1 or if a cash deal this will show customer.
Over on the right hand side there is a button called New Split, this will allow you to set up more splits.
If the Order is going to Finance you will be able to set the finance company up again as the 2nd split and if the customer is paying for anything extra ie: dealer options you can set up a further 3rd split to them.
If order is a Cash deal you will be able to set Customer up again as 2nd Split.
Once the splits have been set up you can then start and allocate what you want on each invoice. To do this you need to Double click on the line that you want to move from main split. You will need to do line by line and must balance.
This will allow you to move amount to another split. For the conditions of the Government Grant you can also hide from showing on the main split by clicking on Don’t Show button. This will allow you to hide Factory/Dealer options that they do not want to see on the Main Invoice.
Once you have finished allocating you can then pick at the bottom left hand corner which invoice should have the PX on & which one should have the Finance Deposit on. For Government grant purposes these will both need to be set to Invoice 1.
Once happy with splits you will be able to select the close button at the bottom right hand corner and then proceed to the Sales Status Tab and Invoice off as usual.
If a credit is raised it will credit all invoices back and set order back to how the Salesman has built it. You can then re-split if need be.