Difference between revisions of "BMW CSP system setup"

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=== Job Types ===
 
=== Job Types ===
In the {{WS}} system, you can allocate one or more job types to the individual jobs to show that they are service jobs, MOT jobs, repairs and so on. These can be made mandatory so that at least one type has to be chosen before you can exit from the job.  
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In the {{WS}} system, you can allocate one or more job types to the individual jobs to show that they are service jobs, MOT jobs, repairs and so on. These can be made [[How do I Make Workshop Job Types Mandatory?|mandatory]] so that at least one type has to be chosen before you can exit from the job.  
 
These are set up in the {{Menu|{{WS}}|Maintenance Options|Parameters|Add or Edit Job Types}} area.
 
These are set up in the {{Menu|{{WS}}|Maintenance Options|Parameters|Add or Edit Job Types}} area.
  

Revision as of 09:39, 17 November 2011

Summary

This article explains what you will need to do both to prepare for and to use the Platinum BMW CSP System.

More Information

The BMW Customer Satisfaction Programme is designed to measure the dealer network's success in managing the customer experience.

There is some preparation work that you will need to do since there is some mandatory information that you may not currently store.

Preparation

To provide the information required, you will need to do the following:

BMW Group Model Code

Both Bike Sales and Workshop will need to check that the BMW Group Model Code is entered on the vehicle record. This is the four character Model Code from BMW, so for example, an S1000RR is '0507', an S1000RR Sport is 'ZSRR', an R1200R Classic is 'ZRCP' and so on. This will need to be entered on all BMW vehicle records, and we would recommend that it goes into the "<Field TBA>".

Job Types

In the Workshop system, you can allocate one or more job types to the individual jobs to show that they are service jobs, MOT jobs, repairs and so on. These can be made mandatory so that at least one type has to be chosen before you can exit from the job. These are set up in the " Workshop Maintenance Options Parameters Add or Edit Job Types" area.

The options that are requested by BMW are:

'B' = 'Bodyshop'

'M' = 'MOT'

'N' = 'New Warranty'

'U' = 'Used Warranty'

'O' = 'Other'

'S' = 'Service'

These should be created as Job Types and entered into a "Category" of 'CSP', which you flag as mandatory.

Once this is done, the preparation is complete.

Usage on a Daily Basis

Using this will be quite straightforward. You will have a menu available to the person responsible for sending the information to BMW, on which there will be three options.

Option 1 will produce a list of records where the mandatory information is missing. You can then use this to enter the mandatory information.

Option 2 will produce the report file in the format required by BMW.

Option 3 will send the file to BMW.