Difference between revisions of "How do I stop PDI's from appearing in the Retention Centre?"
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== Summary == | == Summary == | ||
− | This article will explain how you can stop PDI's from appearing in the | + | This article will explain how you can stop PDI's from appearing in the {{Menu|Retention Centre}} and using this method, you can filter out other items you do not wish to appear in the {{Menu|Retention Centre}}. |
== More Information == | == More Information == | ||
− | The | + | The {{Menu|Retention Centre}} is a hub to automate and simplify regular actions required to maintain good customer relations. As this is a convenient one-button click to process the actions decided by the system, you will want to filter out some of the ''"Actions Due"'' such as '''P'''re '''D'''elivery '''I'''nspection's. |
=== Creating a Filter for Specific Actions and Assigning it to the action === | === Creating a Filter for Specific Actions and Assigning it to the action === | ||
− | In order to stop certain ''"Actions Due"'' from appearing in the | + | In order to stop certain ''"Actions Due"'' from appearing in the {{Menu|Retention Centre}}, you will first need to create a filter for the action. To do this you will need to create either a {{VS}}, {{RP}} or {{WS}} report generator report. ''In this example we will be stopping PDI jobs from appearing in the {{WS}} side of the {{Menu|Retention Centre}}. |
*Go to: {{Menu|text=Workshop Management|Maintenance Options|Parameters|Retention Centre Parameters}}. | *Go to: {{Menu|text=Workshop Management|Maintenance Options|Parameters|Retention Centre Parameters}}. | ||
*Click on the "Action" that you wish to set-up a filter for. | *Click on the "Action" that you wish to set-up a filter for. | ||
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*On {{DataPrompt|Report code:}} press {{KeyPress|C-F1}}. | *On {{DataPrompt|Report code:}} press {{KeyPress|C-F1}}. | ||
**On the ''"Report Search"'' screen that pops up click on {{Button|Add}} or press {{KeyPress|F6}}. | **On the ''"Report Search"'' screen that pops up click on {{Button|Add}} or press {{KeyPress|F6}}. | ||
− | ***On {{DataPrompt|Report code:}} enter a unique 3 digit code | + | ***On {{DataPrompt|Report code:}} enter a unique 3 digit code, ''for example {{DataValue|PDI}}''. |
− | ***On {{DataPrompt|Description:}} enter a description for the report/filter | + | ***On {{DataPrompt|Description:}} enter a description for the report/filter, ''for example {{DataValue|PDI Exclusion Filter}}''. |
***Press {{Button|OK}} to save the report/filter and begin to create it. | ***Press {{Button|OK}} to save the report/filter and begin to create it. | ||
− | ***#Click on | + | ***#Click on {{Button|Sort Order}}. |
***#*Against {{DataPrompt|1}} and under {{DataPrompt|Var.}} enter {{DataValue|J01}} which is our "Sort Variable". | ***#*Against {{DataPrompt|1}} and under {{DataPrompt|Var.}} enter {{DataValue|J01}} which is our "Sort Variable". | ||
− | ***#*Press {{KeyPress|Esc}} | + | ***#*Press {{KeyPress|Esc}}. |
− | ***#Unlike creating a normal report the | + | ***#Unlike creating a normal report. the {{Menu|Retention Centre}} deals with the {{DataPrompt|Range Filters}} so now we need to click on {{Button|Column Details}}. |
***#*On {{DataPrompt|Row/Col No. :}} press {{Button|F2}}. | ***#*On {{DataPrompt|Row/Col No. :}} press {{Button|F2}}. | ||
− | ***#*Press {{KeyPress|Enter}} twice until the cursor is against {{DataPrompt|Column Type :}} and enter | + | ***#*Press {{KeyPress|Enter}} twice until the cursor is against {{DataPrompt|Column Type :}} and enter {{DataValue|T}} and press {{KeyPress|Enter}}. |
− | ***#*Against {{DataPrompt|Calculation :}} enter {{DataValue|<nowiki>IF J59{PDI}="Y" THEN "N" ELSE "Y"</nowiki>}}. {{Information|iconsize=small|text= | + | ***#*Against {{DataPrompt|Calculation :}} enter {{DataValue|<nowiki>IF J59{PDI}="Y" THEN "N" ELSE "Y"</nowiki>}}. {{Information|iconsize=small|text=This means if the {{DataPrompt|Job Type Allocated}} is {{DataValue|PDI}}, output an "N", else output a "Y". This is the backbone of the filter. Anything you wish to filter out must be stamped as an "N".}} |
− | ***#*Press {{KeyPress|Esc}} and click {{Button|Accept}} the | + | ***#*Press {{KeyPress|Esc}} and click {{Button|Accept}} the {{DataPrompt|Column Detail}}. Press {{KeyPress|Esc}} once more to return back to the previous menu. |
***#Click on {{Button|Output Options}}. | ***#Click on {{Button|Output Options}}. | ||
***#*Set the {{DataPrompt|Style :}} to {{DataValue|F}}. | ***#*Set the {{DataPrompt|Style :}} to {{DataValue|F}}. | ||
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***#*Press {{KeyPress|Esc}}to exit back to the previous menu. | ***#*Press {{KeyPress|Esc}}to exit back to the previous menu. | ||
***#Click on {{Button|Finish Editing}} and click on {{Button|Accept}} to save the filter/report. | ***#Click on {{Button|Finish Editing}} and click on {{Button|Accept}} to save the filter/report. | ||
− | *The {{DataPrompt|Report | + | *The {{DataPrompt|Report Code:}} will now show {{DataValue|PDI}} and have the description of the filter/report to the right of it. |
*Click {{Button|Close}}. | *Click {{Button|Close}}. | ||
− | {{Tip| If you want more than just one type of filter you will need to enter in a more complex formula but must ultimately end up with either a | + | {{Tip| If you want more than just one type of filter you will need to enter in a more complex formula but must ultimately end up with either a {{DataValue|Y}} or {{DataValue|N}} answer. This then indicates to the {{Menu|Retention Centre}} whether to output the "Action Due" ({{DataValue|Y}}) or not ({{DataValue|N}}).}} |
== See Also == | == See Also == |
Revision as of 12:23, 7 August 2012
Contents
Summary
This article will explain how you can stop PDI's from appearing in the " Retention Centre" and using this method, you can filter out other items you do not wish to appear in the " Retention Centre".
More Information
The " Retention Centre" is a hub to automate and simplify regular actions required to maintain good customer relations. As this is a convenient one-button click to process the actions decided by the system, you will want to filter out some of the "Actions Due" such as Pre Delivery Inspection's.
Creating a Filter for Specific Actions and Assigning it to the action
In order to stop certain "Actions Due" from appearing in the " Retention Centre", you will first need to create a filter for the action. To do this you will need to create either a Unit Sales, Reports & Settings or Workshop report generator report. In this example we will be stopping PDI jobs from appearing in the Workshop side of the " Retention Centre".
- Go to: " Maintenance Options Parameters Retention Centre Parameters".
- Click on the "Action" that you wish to set-up a filter for.
- Click on [Filter] or press <F7>.
- Set the "Report system:" to 'Workshop'.
- Set the "Report type:" to 'User'.
- On "Report code:" press <Ctrl+F1>.
- On the "Report Search" screen that pops up click on [Add] or press <F6>.
- On "Report code:" enter a unique 3 digit code, for example 'PDI'.
- On "Description:" enter a description for the report/filter, for example 'PDI Exclusion Filter'.
- Press [OK] to save the report/filter and begin to create it.
- Click on [Sort Order].
- Against "1" and under "Var." enter 'J01' which is our "Sort Variable".
- Press <Esc>.
- Unlike creating a normal report. the " Retention Centre" deals with the "Range Filters" so now we need to click on [Column Details].
- On "Row/Col No. :" press [F2].
- Press <Enter> twice until the cursor is against "Column Type :" and enter 'T' and press <Enter>.
- Against "Calculation :" enter 'IF J59{PDI}="Y" THEN "N" ELSE "Y"'.
This means if the "Job Type Allocated" is 'PDI', output an "N", else output a "Y". This is the backbone of the filter. Anything you wish to filter out must be stamped as an "N". - Press <Esc> and click [Accept] the "Column Detail". Press <Esc> once more to return back to the previous menu.
- Click on [Output Options].
- Set the "Style :" to 'F'.
- Set the "Output :" to 'I'.
- Press <Esc>to exit back to the previous menu.
- Click on [Finish Editing] and click on [Accept] to save the filter/report.
- Click on [Sort Order].
- On the "Report Search" screen that pops up click on [Add] or press <F6>.
- The "Report Code:" will now show 'PDI' and have the description of the filter/report to the right of it.
- Click [Close].
If you want more than just one type of filter you will need to enter in a more complex formula but must ultimately end up with either a 'Y' or 'N' answer. This then indicates to the " Retention Centre" whether to output the "Action Due" ('Y') or not ('N'). |
See Also
- How do I use the Retention Centre?
- What Print Records do I Need for the Retention Centre?
- How do I Configure the Retention Centre?
- How do I Choose How to Contact a Customer through the Retention Centre?
- How do I Exclude Customers from Bulk Mailing?