How do I stop PDI's from appearing in the Retention Centre?

Summary

This article will explain how you can stop PDI's from appearing in the "Retention Centre" and using this theory 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 with customers. As this a convenient one button click to process all, there might be a point where 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: " 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.
      1. Click on the [Sort Order].
         • Against "1" and under "Var." enter 'J01' which is our "Sort Variable".
         • Press <Esc> when happy with your sort order.
      2. 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 a 'T' and press <Enter>.
         • Against "Calculation :" enter 'IF J59{PDI}="Y" THEN "N" ELSE "Y"'.

           Which means if the "Job Type Allocated" is "PDI" output a "N" else output a "Y". This is the back bone of the filter. Anything you wish to filter out must be stamped as a "N".

         • Press <Esc> and click [Accept] the "Column Detail". Press <Esc> once more to return back to the previous menu.
      3. Click on [Output Options].
         • Set the "Style :" to 'F'.
         • Set the "Output :" to 'I'.
         • Press <Esc>to exit back to the previous menu.
      4. Click on [Finish Editing] and click on [Accept] to save the filter/report.
• 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. Which then dictates the "Retention Centre" whether to "Y" output the "Action Due" or "N" not to.

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?

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