Accessed via Vehicle Purchasing / Purchase Management and selection of the Details Tab.
This screen may also be viewed and edited via the Convert Quote option prior to commencement of Purchase Management.
Following selection of the required vehicle within the Purchase Management screen, the top of the Purchase Management Dialogue Box is populated with a number of fields which contain relatively static information whilst, below, a series of Tabs may now be used to process the vehicle through the various stages of a vehicle order.
The Details Tab enables the further tracking of a vehicle order (in addition to the Progress Codes Tab) via input of milestone dates, miscellaneous order information and notes.
Enables the customer order number to be held against the vehicle order allowing display of this information on subsequent documentation.
The registration number of the vehicle that is being returned (if applicable).
A customer specific option. This field may be used to enter a number or character which denotes at what specific stage the order is currently at. It is used for checking by the Quotations staff and for reporting. It may be used to identify which vehicles are quoted & accepted where the customer wants to know availability e.g. Code 1 denotes Locate Vehicle and Advise or code 0 may be Order Vehicle. However, the identifier code is customer specific.
The date on which the vehicle invoice is rejected (for whatever reason).
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The invoice rejection code. A single digit alpha-numeric free-format field for input of a pre-determined leasing company code for invoice rejection.
A thirty character alpha-numeric field for entering a free-format rejection text description.
The date delivery is required by the customer.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
A date on which the order is progressed.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The date the last review of this order was undertaken.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The date the vehicle comes into stock.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
Used in conjunction with the Automatic Contract Start process. This date can be populated either via the Ebbon-Dacs process or manually in order to initiate the automatic start od contracts.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The date on which the order is revised (if applicable).
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The date the next review of this order is to be undertaken.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The date on which the customer confirms the order.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The date on which the the order is confirmed with the dealer.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The expected delivery date given by the dealer.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The date on which the initial rentals invoice is received by the customer.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
- Del Confirm'd
The date on which the vehicle delivery is actually confirmed.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
- Setup
The date on which the vehicle order setup is carried out. This is a dumb memo field and can be used to denote any customer bespoke setup procedure.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
- Docs Rec'd
The date on which the customer receives the order documents.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
- Mst Sent
The date on which the master agreement is sent to the customer.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
The date on which the master agreement is confirmed as having been received by the customer.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
One of five miscellaneous memo date fields.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
One of five miscellaneous memo date fields.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
One of five miscellaneous memo date fields.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
One of five miscellaneous memo date fields.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
One of five miscellaneous memo date fields.
By clicking-on the ellipsis (...) button to the right of this date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.
A free-format field for entering the delivery pack level required for this order.
A drop-down-arrow button presents a list box of alternative options to denote the requirement for decals on the order. The following options are available:
- No Decals Decals (stickers on the vehicle) are not required on the vehicle.
- Our Decals Denotes that decals are supplied in-house.
- Dealer Decals Denotes that decals are supplied by the dealer
The actual text is user-definable and is set up with Vehicle Purchasing / System Maintenance / System Parameters
A drop-down-arrow button presents a list box of alternative options to denote the requirement for mats on the order. The following options are available:
- No Mats Mats are not required for the vehicle.
- Our Mats Denotes that mats are supplied in-house.
- Dealer Mats Denotes that mats are supplied by the dealer.
The actual text is user-definable and is set up with Vehicle Purchasing / System Maintenance / System Parameters
A drop-down-arrow button presents a list box of alternative options to denote the requirement for plates on the order. The following options are available:
- No Plates Plates are not required for the vehicle.
- Our Plates Denotes that plates are supplied in-house.
- Dealer Plates Denotes that plates are supplied by the dealer.
The actual text is user-definable and is set up within Vehicle Purchasing / System Maintenance / System Parameters
A drop-down-arrow button presents a list box of alternative options to denote if it is a factory or dealer stock order. The following options are available:
- Factory Stock Order Denotes that the supply source for the vehicle is a factory order.
- Dealer Stock Order Denotes that the supply source for the vehicle is from the dealer.
The actual text is user-definable and is set up with Vehicle Purchasing / System Maintenance / System Parameters
Two fields are provided for entry of the first choice colour code and description.
Two fields are provided for entry of the second choice colour code and description.
Two fields are provided for entry of the third choice colour code and description.
Provided for entry of the first choice trim code/description.
Provided for entry of the second choice trim code/description.
Provided for entry of the third choice trim code/description.
Allows entry of any special instructions relating to this order. Six lines of up to forty characters are provided for data entry.
Allows entry of any special instructions relating to miscellaneous items. Six lines of up to forty characters are provided for data entry.
Allows entry of any special instructions relating to the delivery of this order. Six lines of up to forty characters are provided for data entry.
Allows the order details to be saved prior to exit in order that they can be recalled at a later stage.