Casing Manager Setup Recommendations

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

ASA recommends that you add general ledger accounts, GL codes, inventory categories, and inventory items (in that order) that will be used only by the Casing Manager. The benefit of these settings is that they help to simply research and reconciliation of general ledger activity for the retreading process.

If you’re running TireMaster Point of Sale, contact ASA Support for assistance with setting up GL accounts for the Casing Manager.

The general ledger accounts for the Casing Manager include a set of inventory accounts, sales accounts, and expense accounts.

Note: Depending on the structure of your chart of accounts, you might need to use account numbers, names, or both that are different from the examples shown here.

If you plan to use the Casing Manager, ASA recommends adding the following inventory accounts to your chart of accounts.

Note: Depending on the structure of your chart of accounts, you might need to use account numbers that are different from the examples shown below. For the Casing Manager inventory accounts, ASA recommends using a major account number that falls within the GL range for inventory accounts. To view your GL ranges, select Setup > GL Ranges from the menu.

Major

Minor

Description

Type

1220

100

Retread Inventory - Clearing Item

Asset

1220

200

Retread Inventory - Casings

Note: If you’ll be classifying your casing item as inventoriable, select the Inventory Item check box on the GL Account Edit screen when adding this account.

Asset

1220

300

Retread Inventory - Caps

Note: If you’ll be classifying your cap item as inventoriable, select the Inventory Item check box on the GL Account Edit screen when adding this account.

Asset

1220

400

Retread Inventory - Repairs

Asset

1220

500

Retread Inventory - Misc.

Asset

If you plan to use the Casing Manager, ASA recommends adding the following sales accounts to your chart of accounts.

Note: Depending on the structure of your chart of accounts, you might need to use account numbers that are different than the examples shown below.

Major

Minor

Description

Type

4220

100

Retread Sales

Income

4220

200

Retread Sales - Casings

Income

4220

300

Retread Sales - Caps

Income

4220

400

Retread Sales - Repairs

Income

4220

500

Retread Sales - Misc.

Income

If you plan to use the Casing Manager, ASA recommends adding the following expense accounts to your chart of accounts.

Note: Depending on the structure of your chart of accounts, you might need to use account numbers that are different than the examples shown below.

Major

Minor

Description

Type

5220

100

Retread Expense

Expense

5220

200

Retread Expense - Casings

Expense

5220

300

Retread Expense - Caps

Expense

5220

400

Retread Expense - Repairs

Expense

5220

500

Retread Expense - Misc.

Expense

Once you’ve established the general ledger accounts for the Casing Manager, set up five GL codes. These GL codes will be assigned to the inventory items for tracking retread activity.

The purpose of the GL code RTRD is to define how the retread clearing item will post to the general ledger. Use the following image as a guide to set up this GL code.

The purpose of the GL code RTCS is to define how the retread casing item will post to the general ledger. Use the following image as a guide to set up this GL code.

Note: If your retread casing item will be classified as inventoriable, select the Inventory check box when setting up this GL code.

The purpose of the GL code RTCP is to define how the retread cap item will post to the general ledger. Use the following image as a guide to set up this GL code.

Note: If your retread cap item will be classified as inventoriable, select the Inventory check box when setting up this GL code.

The purpose of the GL code RTRP is to define how the retread repair item will post to the general ledger. Use the following image as a guide to set up this GL code.

The purpose of the GL code RTMS is to define how the miscellaneous retread item will post to the general ledger. Use the following image as a guide to set up this GL code.

Before you set up the inventory items that will be used for tracking Casing Manager activity, create a set of inventory categories that can be assigned to those items. The categories will affect how information about the Casing Manager items is organized on reports.

Use the following image as a guide to add the category RTCS to your TireMaster system. This category will be assigned to the retread casing item.


Use the following image as a guide to add the category RTCP to your TireMaster system. This category will be assigned to the retread cap item.

Use the following image as a guide to add the category RTZZ to your TireMaster system. This category will be assigned to the retread clearing, repair, and miscellaneous items.

When you set up the Casing Manager, you need to define which inventory items will be used to track caps, casings, repairs, and other items consumed during the retreading process. The Casing Manager setups also require a clearing item, which is used to make adjusting entries when finished retreads are received.

Use the following image as a guide to add the retread clearing item to your TireMaster system.

Use the following image as a guide to add the retread casing item to your TireMaster system.

Use the following image as a guide to add the retread cap item to your TireMaster system.

Use the following image as a guide to add the retread repair item to your TireMaster system.

Use the following image as a guide to add the miscellaneous retread item to your TireMaster system.