How do I create or amend tasks to be done for a unit handover?
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 " Reports & Settings Maintenance Options System Administrator Platinum Settings Module Settings Unit Sales Handover Settings".
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 [Settings] 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 [Settings] 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 [Settings] 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
