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Vehicles in W/Shop & FI Expiry Report

This report displays a list of vehicles in the workshop that have expiring finance agreements.

To list vehicles with expiring finance agreements:

  1. From the Autoline Main Menu, select the CRM option and the Company required.

    The CRM Menu is displayed.

  2. Select the Reports & Enquiries option.

    The CRM Reports and Enquiries Menu is displayed.

  3. Select the Contact Management Reports option.

    The Contact Management Reports Menu is displayed.

  4. Select the Vehicles in W/Shop & FI Expiry option.

    The Vehicles in w/shop & FI expiry form is displayed.

  5. Complete the form and click OK.

    The report is compiled and output in the selected format

Vehicles in W/Shop & FI Expiry Form

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:

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

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