This report displays a list of vehicles in the workshop that have expiring finance agreements.
To list vehicles with expiring finance agreements:
From the Autoline Main Menu, select the CRM option and the Company required.
The CRM Menu is displayed.
Select the Reports & Enquiries option.
The CRM Reports and Enquiries Menu is displayed.
Select the Contact Management Reports option.
The Contact Management Reports Menu is displayed.
Select the Vehicles in W/Shop & FI Expiry option.
The Vehicles in w/shop & FI expiry form is displayed.
Complete the form and click OK.
The report is compiled and output in the selected format
This form is displayed when you select the Vehicles in W/Shop & FI Expiry option from the Contact Management Reports Menu. It enables you to list vehicles with expiring finance agreements.
Output type: Select an output type for the report from one of the following:
Print: Prints the report to the currently selected printer
Display: Displays the report
HTML: Outputs the report to file in Hyper-Text Markup Language (HTML) format, to be viewed via the default browser
Note: The default setting for Output type is Display.
Date to Check: Date for which you want the vehicle list
PUSH BUTTONS:
OK: Outputs the report in the selected format
Cancel: Returns you to the Contact Management Reports Menu without printing or displaying the report
Help: Displays help on the current program
Schedule: Enables you to add this report to Timed operations through Configure schedule
Add to batch: Enables you to add this report to a batch of reports that can be run simultaneously either from the Batch Reports option in Report Generator or within Timed operations