CDK User Guide – Overriding the Default A/R

Sometimes you need to send the total of the RO to a different account then the normal A/R account.  You might need to send it to Policy, New Car Inventory or Lot Damage.  These accounts need to be entered in the Cluster Accounts in Rome before they can be used.

Highlight the RO on the list box and hit the CDK RO button.  On the next screen hit the Overrides button, and go into the Accounts Receivable tab.

Enter the account you want the RO total to go to in the Cluster AR account field.  If the account isn’t in the list, you must add it to the Cluster Accounts in Rome.  If the account has a control in CDK you must select an option from the dropdown.

Possible Controls are: CDK RO number, Customer number, Tech Emp ID, Writer Emp ID, Stock number, or up to 6 other custom control fields.