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Updating VSB with Order Acknowledgements

See also:

Vehicle Order Acknowledgements System

Updating Vehicle Stock Books (VSB) uses acknowledgement records to amend its records or, where no match is found, to create new stock records.

The software matches acknowledgements to stock records using the chassis number, if known, or the ORBIT number. If a match is found in VSB and the accounts status has not been advanced to a point at which account postings have been generated, the stock record is re-configured to match the acknowledgement details. If account postings have been generated for the linked stock record, only a subset of fields is updated.

If a fault occurs during the update of the stock record, or if the software has been unable to differentiate between multiple stock records with matching ORBIT numbers, an exception is generated and the details can be reviewed.

If no match is found, a new stock record is created from scratch. The software also creates a marketing vehicle record at the point when a chassis number is made available.

To update VSB with order acknowledgements:

Note: To process acknowledgements in the On-hold list, update VSB directly from the On-hold list.

  1. To omit any acknowledgements from the VSB update, unselect their lines by either a left-double-click (toggles the line in/out) or select the Select acknowledgement option from the line's right-click menu. Similarly, the entire list can be included by selecting Edit > Select all from the menu bar or clicking SelectAll.gif on the toolbar, or deselected by selecting Edit > Deselect all from the menu bar or clicking deselectall.gif on the toolbar.

    Tip: If records other than unprocessed are listed in the grid, select the Unprocessed option button or select View > Unprocessed from the menu bar. Acknowledgements whose check box grid column is ticked are included in the VSB update initiated by the Update button. All are selected by default.

    The grid lists lines representing records to be included in your next action (ticked) and lines to be omitted from that action (unticked).

    Note: Any unticked lines are omitted from the update on this occasion. However, they are listed along with any other unprocessed lines when next you carry out a check for new order acknowledgements. To prevent acknowledgements from updating VSB until you decide otherwise, use the procedure for preventing acknowledgements from updating VSB.

  2. Click the Update button or select Edit > Update vehicles on the menu bar.

    Autoline updates Vehicle Stock Books (VSB) with acknowledgement records represented by ticked lines in the grid and an Information dialog displays the following message:

    INFO: All selected records were successfully processed

    When you close the dialog box, the Progress bar indicates how much of the process has been completed as an approximate proportion of the whole. On completion, the grid contains any unprocessed lines, indicated by the Unprocessed option button being automatically selected.

    If exceptions are generated, the following message is displayed:

    WARNING: There were exceptions generated

    In that case you should review the exceptions list.

    If all acknowledgement records have already been processed before you click the Update button, an Information dialog displays the following message:

    INFO: There are no unprocessed acknowledgements !!

Related Topics:

Daily tasks

Occasional tasks