Q How do I reopen a closed deal?

  1. From the Accounting Control menu, select:
    • <4 - Deal Closing>
    • <3 - Reopen a Closed Deal>
    to open the Reopen Closed Deal Search window.
  2. Enter the deal number you wish to reopen.
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  How do I unwind a deal in the system?
  1. From the Accounting Control menu, select:
    • <4 - Deal Closing>
    • <4 - Unwind a Deal>
    to open the Unwind a Deal Search window.
  2. Enter the deal number you wish to unwind.
  3. Enter the reason for unwinding the deal and whether or not the car should be marked as an "R/S Used" vehicle.
  4. Answer 'Yes' to "Are you sure you want to unwind this deal?"
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  How can I turn a deal that has been unwound back into a good deal?
  1. From the Accounting Control menu, select:
    • <4 - Deal Closing>
    • <5 - Re-open an Unwind>
    to open the Reopen Unwind Deal Search window.
  2. Enter the deal number you wish to reopen.
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  How do I add new accounts to my "Chart of Accounts"?
  1. From the Accounting Control menu, select:
    • <8 - Environment Setup>
    • <2 - Accounting Setup>
    • <1 - Chart of Accounts>
    to get to the Chart of Accounts listing.
  2. Press <1 - Create> to create a new account and fill in all necessary fields.
  3. Press <F9 - Exit/Save> to save the change(s) or <F8 - Exit/Abort> to exit without saving changes if you make a mistake.
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  How do I close the current Accounting month?

Before you close the month you should make sure that all the deals for the current month have been completed and posted into Accounting.

  1. From the Accounting Control menu, select:
    • <6 - Month End Processing>
    • <3 - Month End Closing>
  2. Answer "Yes" to "Are you sure you want to close the current Accounting month?". This will start the month end process.
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  How can I search for a deal in the deal Accounting screen without having to use Page Up/Page Down?
  1. From the Accounting Control menu, select <3 - Deal Accounting> to get to the Deal Accounting listing.
  2. Press <7 - Search>. This opens a window in which you can enter the deal number, or the last name, or the stock number of the deal you are looking for.
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  How can I print a Deal Distribution for a deal that I have already closed and posted?

To do so, you will be using the Search feature from the deal accounting screen.

  1. From the Accounting Control menu, select <3 - Deal Accounting> to get to the Deal Accounting listing.
  2. Press <7 - Search>. This opens a window in which you can enter the deal number, or the last name, or the stock number of the deal you are looking for.
  3. This will bring the deal up to the screen as it looked when it was posted and also show you what date it was closed.
  4. Press <1 - Print> to print.
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  How can I prevent the sales department from making any changes to deals once they have left the finance office and have been submitted to the business office?

Once deals have been turned into the office, use the Lock in Office feature from the Deal Accounting Screen.

  1. From the Accounting Control menu, select <3 - Deal Accounting> to get to the Deal Accounting listing.
  2. Highlight the deal you wish to lock and press <5 - Lock in Office>. This puts a date in the "in office" column and prevents any changes being made to the deal.
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  How can I open a deal to finance or sales department when it has an in office lock date?
  1. From the Accounting Control menu, select <3 - Deal Accounting> to get to the Deal Accounting listing.
  2. Highlight the deal you wish to allow them to change and press <6 - Open to finance>.
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  How do I post a vehicle to our legacy accounting system?
  1. From the Accounting Control menu, select <2 Vehicle Posting>. If you see a message saying '-Vehicle Upload Not Allowed for Current Store-', you do not have a legacy accounting system.
  2. Vehicle posting can be posted one at a time or in batch:
    • To post a single vehicle, highlight the selected vehicle and press <8 - Post Selected>.
    • To post multiple vehicles, highlight each vehicle you want to post and press the space bar to select it. When you have selected all the vehicles you want to post, press <8 - Post Selected>.
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  How do I repost a vehicle to our legacy accounting system?
  1. From the Accounting Control menu, select <2 - Vehicle Posting>. If you see a message saying '-Vehicle Upload Not Allowed for Current Store-', you do not have a legacy accounting system.
  2. Press <6 - Repost>.
  3. Vehicle may be reposted by:
    • Stock Number
    • Last 8 characters of VIN
    • All 17 characters of VIN
  4. Highlight the selected vehicle and select <8 - Post Selected>.
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  How do I make an inventory filter?
  1. From the Accounting Selection Menu select <8 - Environment Setup>
  2. From the Environment Setup select <3 - Store Accounting Setup>
  3. From the Accounting Setup select <3 - Invt Account Setup>
  4. At the screen choose <1 - create>, and create the inventory accounts. By use of logic and reasoning you will add the accounts in a filter form. Once a vehicle has found an account number that is applicable it will look no further in the filter

    It is extremely helpful if this step is finished before the inventory is put into the system, as the inventory account number is assigned to the vehicle at the time of inventory creation.

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  How do I make a journal/prefix value filter?
  1. From the Accounting Selections Menu select <8-Environment Setup>
  2. From the Environment Setup select <3-Store Accounting Setup>
  3. From the Accounting Setup select <4/7-Journal Setup>
  4. At the screen choose <1-create> and create the journal/prefix numbers/names by use of logic and reasoning you will add the items in a filter form. Once a deal has found a journal/prefix that is applicable it will look no further in the filter.


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