The sensitive parts generation option (if installed) provides a batch method by which parts may be designated as being sensitive. It is also possible to amend the sensitivity period or delete parts from the sensitivity file. The option is available to users with level 7 or above priority to Stock Management only.
When a part is issued on a WIP in Service Point of Sale that has a CV franchise vehicle record assigned to it, the system checks whether the sensitive retention record file exists, and if it does, whether the part number is referenced in it. If it is, it checks whether there are any movements of the part for the vehicle concerned. If there are no previous transactions the sale will proceed as normal except that a record is written for this transaction and the sensitivity period begins from this point.
Subsequent transactions for the same part number and vehicle combination made within this period will display a list of the relevant transactions. When you click the OK button, the system offers a link to the document archive in the normal way, from where the previous invoice for this part can be displayed, printed or faxed (subject to fax availability on your system). Assuming the part is issued, and then subsequently invoiced, the invoice status is automatically set to Hold status, on the assumption that the customer is unlikely to be charged for this part, and that it will be directed to a parts warranty claim. Additionally an email will be sent to the email user / group defined in the sensitive parts generation parameters.
To access Generate Sensitive Parts:
From the Rev.8 Master Menu, select the Stock management option and Company you require.
The STOCK MANAGEMENT menu is displayed.
Select the Miscellaneous options option and click OK.
The SM MISCELLANEOUS OPTIONS menu is displayed.
Select the Sensitive Parts Generation option.
The Sensitive Parts Generation form is displayed.
The Sensitive Parts Generation form is displayed when you select the Sensitive Parts Generation option from the SM MISCELLANEOUS OPTIONS menu
The form allows the entry of selection criteria in order to target specifically the parts that you wish to work with. Selection criteria may be entered in any or all of the filters provided, with the obvious exception of part number entry where a single match will be made. The stock file may then be searched and matching records returned in a results form.
Enter selection criteria as follows:
Part number: Enter the unpacked part number of a specific part that you wish to work on, blank for all.
Product group: Enter the product group of the parts records that you wish to work on, blank for all.
Discount code: Enter the discount code from the parts records that you wish to work on, blank for all.
Sales code: Enter the sales code of the parts records you wish to work on, blank for all.
Selling price: Enter a minimum selling (Retail) price of the parts records you wish to work on, blank for all.
Sensitive minimum (months): Enter a minimum number of months for which existing parts have a sensitivity period set, blank for all.
Sensitive maximum (months):Enter a maximum number of months for which existing parts have a sensitivity period set, blank for all.
Sensitive Selection (Controller): This drop down selection is only available to the designated Stock Controller as defined in the SM System parameters. This defaults to All parts. Click the drop-down to select Requests, Fixed, Both or Not sensitive.
Explanation: Requests are sensitive parts records that have had their sensitivity period amended by a user other than the Stock Controller. Fixed are parts records that are currently fully approved as being sensitive.
PUSH BUTTONS:
Parameters: Click to access the parameters relating to this option. This button is only available to the Stock Controller.
Process: Click to process the selection according to the criteria entered and display the results form.
Cancel: Click to cancel the operation and return to the SM Miscellaneous menu.
Help: Displays this help page in your default browser
