Difference between revisions of "How do I create or amend tasks to be done for a unit handover?"
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== Summary == | == 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 {{Menu|Vehicle Handovers}} option. The criteria will appear as additional columns in the list of vehicles to hand over to the customer. | 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 {{Menu|Vehicle Handovers}} option. The criteria will appear as additional columns in the list of vehicles to hand over to the customer. | ||
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* At {{DataPrompt|Vehicle Feature}}, enter a three character code for the criterium/task. | * At {{DataPrompt|Vehicle Feature}}, enter a three character code for the criterium/task. | ||
* At {{DataPrompt|Description}}, enter a description for the criterium/task. This will be used as the column heading in the {{Menu|Vehicle Handovers}} option. | * At {{DataPrompt|Description}}, enter a description for the criterium/task. This will be used as the column heading in the {{Menu|Vehicle Handovers}} option. | ||
− | * Move to the {{ | + | * Move to the {{Tab|Parameters}} tab. |
* At {{DataPrompt|Category}}, enter {{DataValue|VHC}}. You should see {{DataValue|Vehicle Handover Compulsory}} as the description of the {{DataPrompt|Category}}. | * At {{DataPrompt|Category}}, enter {{DataValue|VHC}}. You should see {{DataValue|Vehicle Handover Compulsory}} as the description of the {{DataPrompt|Category}}. | ||
* Press {{KeyPress|Esc}} and {{Button|Accept}} the changes. Your new compulsory criterium/task will now appear in the set of criteria. | * Press {{KeyPress|Esc}} and {{Button|Accept}} the changes. Your new compulsory criterium/task will now appear in the set of criteria. | ||
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* At {{DataPrompt|Vehicle Feature}}, enter a three character code for the criterium/task. | * At {{DataPrompt|Vehicle Feature}}, enter a three character code for the criterium/task. | ||
* At {{DataPrompt|Description}}, enter a description for the criterium/task. This will be used as the column heading in the {{Menu|Vehicle Handovers}} option. | * At {{DataPrompt|Description}}, enter a description for the criterium/task. This will be used as the column heading in the {{Menu|Vehicle Handovers}} option. | ||
− | * Move to the {{ | + | * Move to the {{Tab|Parameters}} tab. |
Pay attention, now you need to create a vehicle feature within a vehicle feature! | Pay attention, now you need to create a vehicle feature within a vehicle feature! | ||
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* At {{DataPrompt|Vehicle Feature}}, enter a three character code for the "criterium/task has been requested". | * At {{DataPrompt|Vehicle Feature}}, enter a three character code for the "criterium/task has been requested". | ||
* At {{DataPrompt|Description}}, enter a description that describes that the criterium/task has been requested or paid for by the customer. | * At {{DataPrompt|Description}}, enter a description that describes that the criterium/task has been requested or paid for by the customer. | ||
− | * Move to the {{ | + | * Move to the {{Tab|Parameters}} tab. |
* At {{DataPrompt|Category}}, enter {{DataValue|VHE}}. You should see {{DataValue|Vehicle Handover Enabler}} as the description of the {{DataPrompt|Category}}. | * At {{DataPrompt|Category}}, enter {{DataValue|VHE}}. You should see {{DataValue|Vehicle Handover Enabler}} as the description of the {{DataPrompt|Category}}. | ||
* Press {{KeyPress|Esc}} and {{Button|Accept}} the changes. | * Press {{KeyPress|Esc}} and {{Button|Accept}} the changes. | ||
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* [[Handing Over a Vehicle]] | * [[Handing Over a Vehicle]] | ||
− | {{KB_Tags|vehicle, handover, criteria, task,VEHICLE SALE, ORDER, INVOICE, PART EXCHANGE, ACCESSORIES, FINANCE, SELL, SALES}} | + | {{KB_Tags|vehicle, handover, criteria, task, VEHICLE SALE, ORDER, INVOICE, PART EXCHANGE, ACCESSORIES, FINANCE, SELL, SALES}} |
{{KB_Ref|VS06}} | {{KB_Ref|VS06}} |
Revision as of 15:18, 7 July 2015
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.
See also
VS06