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WIP Attachment Manager

The WIP attachment manager enables documents to be viewed or renamed, or attached to or deleted from the WIP. They can also be attached to the CRM Vehicle depending on your system setup. The documents attached to the Wip are cleared when the Wip is consolidated (this applies to the files attached to the Wip only). Documents attached to the vehicle record remain indefinitely.

Note: Before you use this program, you must ensure that the Autoline system is correctly set up. This is normally done by, or on advice from, an Autoline consultant.

What do you want to do?

Downloading Attachments to a PC

Note: This option is only available if an attachment already exists.

  1. Right-clicking a previously attached document displays a list of the available options for selection.

  2. Selecting the Download to PC option commences the copying of the selected attachment to a user-selected location on the PC. A dialog box is displayed for you to confirm the download, followed by a pane from which you can select the PC directory and folder into which to download.

  3. Browse to the relevant folder and click Select. Click OK to confirm that the attachment copy has been downloaded.

Deleting Attachments

Note: This option is only available if an attachment already exists.

  1. Right-clicking a previously attached document displays a list of the available options for selection.

  2. Selecting the Delete option enables the deletion of the selected attachment from the WIP. A dialogue box is displayed for you to confirm deletion. On confirmation, the file is removed from the list and the Autoline server.

Renaming Attachments

Note: This option is only available if an attachment already exists.

  1. Right-clicking a previously attached document displays a list of the available options for selection:

  2. Selecting the Rename option displays the current attachment name and enables the maintenance of the attachment name. A dialogue box is displayed for editing and for confirmation of the new name. Invalid file names and duplicate file names are prevented with an error message. Valid characters are a-z inclusive, A-Z inclusive, 0-9 inclusive, -_ (and also . if it is not the first character). On successful renaming of the file, the new name is displayed in the list.

Uploading New Attachments

  1. Right-clicking the grid heading displays Upload New only, for selection from the shortcut menu. Otherwise, right-clicking a previously attached document displays the following list of available options for selection:

  2. Selecting the Upload New option displays the Document Attachment form.

Document Attachment Form

This dialogue box is displayed when you right-click the Wip Attachment Manager form then select the Upload New option. Depending on the setup and whether or not a CRM vehicle record is applied to the Wip, the system enables you to attach a document to the Wip or to both CRM and Wip.

Buttons:

CRM and WIP: Specifies that the document is to be attached to both CRM and the WIP.

Clicking CRM and WIP displays the CRM Document Details form to enable the upload of a selected document to the CRM vehicle and to the WIP. Complete the information, including the location of the file, then click Save on the CRM Document Details form. This attaches the document simultaneously to the Wip and to the vehicle record in CRM.

If the CRM process is followed, a copy of the document is saved to the WIP attachments data area. This means that there will be two copies of the document on the server: one stored in Point-of-Sale, which will be purged when the WIP is consolidated, and one in CRM that is controlled by the CRM process and will remain after the WIP has been deleted.

WIP only: Specifies that the document is to be attached only to the WIP. Selecting the WIP only option displays the standard file locator function form and enables the upload of a selected document to the WIP only.

Close: Cancels the Wip attachment management function.

Viewing WIP Attachments

Note: This option is only available if an attachment already exists.

  1. Right-clicking a previously attached document displays the following list of available options for selection:

  2. Selecting the View option opens and displays the selected attachment. A file can be selected to be displayed. The selected file is displayed using the application associated with that file type on the client PC being used.

WIP Attachments Manager Form

This form is displayed when, from the Autoline Master menu, you click Point of Sale > Point-of-Sale, load a Wip and then select the Links > WIP attachment menu-bar command. It is also available from other programs depending on your system setup.

The main purpose of this form is to manage the documents attached, or to be attached, to a WIP. You must view the list of files to ascertain whether or not there is a document attached to a Wip. Any movement of files is also recorded in an audit log not normally visible to the user.

[Attachments] Grid:

This grid area contains details of documents that have been attached to the WIP. Right-clicking the grid displays a shortcut menu.

File Name: Name of the file attached to the WIP.

Date added: Date when the document was added to the WIP.

Selected: This column is automatically added by the system when several files can be chosen for a specific function to be carried out, for example when attachments should be included when a warranty claim is transmitted to the manufacturer.

Attachments Grid shortcut menu:

This menu is displayed when you either right-click a previously attached document, or right-click the grid header. If there are no attachments, only the Upload New option is available.

Buttons:

Help: Displays this help topic in a web browser.

Close: Cancels the Wip attachment management function.