Duty of care results are stored here and can only be displayed in a grid format.
Each Duty of care record has a unique reference that links it back to the customer. For Showroom this record is the enquiry number and in Point-of-Sale it uses the customer record number.
The Demands and Needs survey reference uses the customer record number for both Showroom and Aftersales.
Module: Creating Company, for example Point-of-Sale is referenced as SO and Showroom as SR.
Module company: For example, 01.
Record magic: Duty of care records for Showroom are recorded with the enquiry number, and Point-of-Sale use the customer record number.
Sequence number: Unique sequence with the duty of care for each product.
CRM company code: CRM used to produce duty of care statement.
CRM customer: Customer's unique record number.
Date of order: Date when the Duty of care was produced.
Franchise data co: The mapped Franchise data company number.
DD option type: Franchise data option type. For example W for Warranty or I for Insurance.
DD option code: Franchise data option related to the above type. For example GAP Insurance.
Finance company: Selected finance company.
Finance type: Finance type, for example HP or PCP.
Finance scheme: Individual scheme, for example 01 or 02, with the finance company.
Payment protection: The finance credit insurance use from the scheme selected.
Record type: Finance scheme, Payment protection option attributable to that scheme, or an Other type of insurance product (warranty, GAP, MOT insurance and so on).
Sales exec: Creating authorised user.