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 Order Progress Tab enables the viewing of progress codes entered against the order with a view to tracking the current status of the order and keeping an audit trail of events from initial order through to the delivery. This may be used, for example, to indicate when the vehicle is due to arrive at the dealer or at the fleet company's address prior to onward delivery.
The progress screen can form the basis for internal and customer driven reporting.
This function is available at all item or individual item level.
To access the order progress option:
From the Master Menu, select the Vehicle Purchasing option and Company required.
The Vehicle Purchasing menu is displayed.
Select the Purchase Management option.
The Purchase Management form is displayed.
Select the 
icon.
The Contract Search form is displayed.
Enter the appropriate information to locate the required agreement.
Select the Order Progress Tab.
Enter a progress code via the Order Tab through either the Individual Edit or Edit All routines.
To update progress for a single specification item, double-left-click on a specification
item line in the Order Tab; the
Individual Edit form is displayed. Select the
![[...]](Ellipsis.gif){kind=small}
immediately to the
right of the Progress field. Select the required progress code and enter the
appropriate delivery and follow-up dates (and notes if applicable). The
Progress Tab is now populated with the progress code.
To update progress for a all specification items on the contract, single-righy-click on a
specification item line in the Order Tab; select the
Edit All menu option and select Progress from the
subsequent sub-menu. Select the
immediately to the
right of the Progress field. Select the required progress code and enter the
appropriate delivery and follow-up dates (and notes if applicable). The
Progress Tab is now populated with the progress code.
If Ebbon-dacs/epyx vehicle procurement is enabled order progress is automatically updated.
The Order Progress Tab contains an Order Progress Grid with the following fields being displayed for each specification item within the order. Progress codes which are entered within the Order Tab through either the Individual Edit or Edit All routines are displayed within this grid.
Tip: The grid may be sorted on the Progress Code, Expected and Follow-up columns by selecting the grey column header.
Option: Displays the vehicle variant description within the first row. The following rows display any factory or dealer fitted options on the vehicle plus delivery, RFL, registration fee.
Progress Code: The user-defined progress code denoting the current status of the order item. Progress Codes are set up within Vehicle Purchasing / Miscellaneous Options / Progress Codes. For each specification item there may be a series of progress codes with relevant dates displayed against them.
Expected: The date when delivery is expected for the order item.
Follow-up: The date which acts as a reminder to chase-up this order item. A Repgen report may be created to initiate the follow-up procedure.
Progress Text: The first line of text entered in the Progress Notes field entered in the Progress Control screen (accessed via Edit All / Progress.
Created: The date on which the progress record line is created.
Create User: The User ID of the user who creates the progress record line.
A double-left-click on any progress code line within the Order Progress Grid displays a Progress Control form which expands the details of that particular progress code entry.