Difference between revisions of "How do I stop PDI's from appearing in the Retention Centre?"
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=== 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 {{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}}. | 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| | + | *Go to: {{Menu|{{WS}}|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. | ||
*Click on {{Button|Filter}} or press {{KeyPress|F7}}. | *Click on {{Button|Filter}} or press {{KeyPress|F7}}. | ||
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− | {{Current}} {{FAQ}} {{KB_WS | + | {{Current}} {{FAQ}} {{KB_WS}} {{ZN_Accounts}}{{ZN_Admin}} {{GStart}} {{KB_Tags|Stop, Prevent, Filter, Dictate, PDI,Pre, delivery, Inspection, Action, Actions, Due, Appearing, Appear, Retention, Centre, Reminders, Service, M.O.T., MOT, Thank,You, Letter, Email, SMS, Messaging, Media, Text, Customer, Marketing, Contact, Letters, Emails, Message, Messages, Bulk, Texts, TXT, TXTs, Follow,Up, Followup, Sales, Birthday, Christmas, Wishes, Greetings, Bday, Xmas, reten, market, marketing}} |
Revision as of 08:16, 23 April 2013
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: " Workshop 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?