Amending Incorrect Reconditioning Costs on a Part Exchange

If reconditioning costs have been incorrectly entered on a part exchange (PX), they will appear as unexpectedly high costs in the Profit Analysis. To correct this, follow the steps below.

Steps to Review and Amend Reconditioning Costs

1. Ensure the Deal is Not Invoiced, Adopted, or Delivered

Before making changes, check the deal status:
✅ The host deal must be unadopted and undelivered.
✅ If the deal has been invoiced, you will need to credit the invoice first before proceeding.

2. Access the PX Details in the Order

• Open the order in Navigator.
• Navigate to the Part Exchange screen.
• Locate the PX line and double-click it to open the details.

3. Amend the Reconditioning Cost

• In the PX details window, locate the reconditioning cost field.
• Enter the correct reconditioning amount.
• Save the changes.

Troubleshooting: What If the Field Cannot Be Edited?

? If the reconditioning cost field is locked, check that:

• The PX stock record has not been invoiced.
• The PX has not been adopted.
• The PX vehicle has not been delivered.

If any of these conditions apply, the record must be reversed or credited before making edits.