How do I create or amend tasks to be done for a unit handover?
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Contents
Summary
This article explains how to configure the criteria or tasks which must be undertaken (such as cleaning the vehicle) in order for a vehicle to become "Handover Ready" in the " Vehicle Handovers" option. The criteria will appear as additional columns in the list of vehicles to hand over to the customer.
More Information
Configuration
- Go to " Unit Sales Maintenance Options Parameters Handover Parameters". There are two sets of handover criteria, one for new vehicles and one for used vehicles. If you are creating a task which must be done for both types of vehicle, you must enter it in each set.
Creating a Compulsory Criterium/Task
A compulsory criterium/task is one that must always be done before a vehicle can be handed over to the customer.
- On an empty space in one of the sets of criteria, press <Shift+F10>.
- At "Vehicle Feature", enter a three character code for the criterium/task.
- At "Description", enter a description for the criterium/task. This will be used as the column heading in the " Vehicle Handovers" option.
- Move to the "Parameters" tab.
- At "Category", enter 'VHC'. You should see 'Vehicle Handover Compulsory' as the description of the "Category".
- Press <Esc> and [Accept] the changes. Your new compulsory criterium/task will now appear in the set of criteria.
Creating an Optional Criterium/Task
An optional criterium/task is one that must only be done if it has been requested or paid for by the customer.
- On an empty space in one of the sets of criteria, press <Shift+F10>.
- At "Vehicle Feature", enter a three character code for the criterium/task.
- At "Description", enter a description for the criterium/task. This will be used as the column heading in the " Vehicle Handovers" option.
- Move to the "Parameters" tab.
Pay attention, now you need to create a vehicle feature within a vehicle feature!
- At "Link", press <Shift+F10>.
- At "Vehicle Feature", enter a three character code for the "criterium/task has been requested".
- At "Description", enter a description that describes that the criterium/task has been requested or paid for by the customer.
- Move to the "Parameters" tab.
- At "Category", enter 'VHE'. You should see 'Vehicle Handover Enabler' as the description of the "Category".
- Press <Esc> and [Accept] the changes.
And now we are back to the original vehicle feature!
- At "Category", enter 'VHO'. You should see 'Vehicle Handover Optional' as the description of the "Category".
- Press <Esc> and [Accept] the changes. Your new optional criterium/task will now appear in the set of criteria.
VS06