When creating a warranty job, if the proforma or invoice does not display any values, this is often due to the warranty setup. The system relies on specific configurations for warranty jobs to pull through the correct costs, and any missing or incorrect setup can cause this issue.

Understanding the Cause

Warranty jobs pull their costs based on the vehicle make associated with the job. These costs are configured in the system under:

Service Parameters > Labour Rates > Warranty Rates

If costs are not showing, it is likely that:

  • The vehicle make on the job has not been assigned corresponding warranty rates.
  • There is a mismatch or missing entry in the warranty rate setup.

Steps to Resolve

  1. Check the Warranty Rate Setup:

    • Navigate to Service Parameters > Labour Rates > Warranty Rates in your system.
    • Locate the vehicle make associated with the job.

  2. Verify and Update Rates:

    • Ensure that values are entered correctly for the vehicle make in the warranty rates screen.
    • If no rates are present, add the appropriate values for labour, parts, and any other applicable costs.

  3. Recheck the Job:

    • Once the rates are updated, return to the warranty job and view the proforma or invoice again to confirm that the costs now display correctly.

  4. Further Assistance:

    • For detailed instructions on how to amend warranty rates, refer to the help page (link attached).

Key Considerations

  • First Point of Check: Always verify the warranty rate setup as the initial troubleshooting step when costs are missing from a warranty job.
  • Consistency Across Makes: Ensure all vehicle makes likely to be used in warranty jobs have corresponding rates entered in the system.
  • Documentation: Keep a record of configured warranty rates to streamline future updates or audits.

Scenarios Where This Applies

  • A warranty job has been created, but the proforma or invoice does not show any costs.
  • New vehicle makes have been added to the system without corresponding warranty rate entries.
  • Existing warranty rate configurations have been inadvertently deleted or modified.