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Reviewing Integrated Sales

Autosoft -

When the Parts, Service, or Rental Departments update the closed documents to Accounting at the end of the day, the system pulls the Integrated Parts Posting Parameters, Integrated Service Parameters, or Daily Rental Parameters set in the Accounting System Setup. Use the first button on each of the integrated entry menus to review the documents (Post Parts Sales, Post Service Sales, and Post Daily Rental Contracts, respectively). Most updated documents should not require adjustments. Typical corrections include changing a sale that started as a cash sale but turned into a charge sale. If you find that you are correcting too many documents, review your parameters to ensure you do not need to edit them.


The Integrated Entries screens that open when you click the Post Parts Sales, Post Service Sales, or Post Daily Rental Contracts buttons on the corresponding Integrated Entries submenu function the same way. Use the following instructions to review and edit documents from the corresponding Integrated Entries screen.

Step 1. From the Dealership Accounting main menu, select Journal Entries. The Journal Entries menu will open.

Step 2. Select Integrated Entries. The Integrated Entries menu will open. 


Step 3. Select the type of integrated entry you wish to review (Parts, Service, or Daily Rentals) to open that particular submenu.

Step 4. Click the top option in the submenu to open the integrated sales entries screen for that type of integrated sale.

Step 5. In the Document field, type the counter ticket number, repair order number, or contract number. You can click Document List or Transaction List to select the document from a list of updated entries. (You can also scroll forward or backward through the list entries by pressing the arrow buttons on either side of the button.)

Step 6. If a default journal number is not available from the parameters, type the journal number in the Journal field.

Step 7. The information for the document populates the screen.  

Step 8. To edit a line, click the line to bring the information to the working fields. Edit the line as needed.

Step 9. When you are finished with the document, click Post.

Step 10. If you selected to post directly to the general ledger and schedules, click to select to post to the current month or next month (or click Batch to batch the entry). If you selected to batch post, click Batch when prompted to verify you want to file the entry. (Click Cancel to continue working.)


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