The Auto-create option scans the service history records trying to find any service work eligible for inclusion in a service notification. WIP's are included if the franchise of the vehicle is V. The marketing vehicle record must also be attached to the WIP. This is the recommended procedure for creating notifications.
Within this routine, you are given the option to exclude service work from submission to Volvo.
To create service notifications:
Note: If a WIP is held open, for example, it contains parts at Reserved status, and you run the Purge option, the WIP will be included in the list of service work items displayed within this routine.
The system prompts you for the Point-of-Sale (SO) company.
The Volvo Service Notification form is displayed.
The following message is displayed:
Auto-create service notifications?
The Auto-create WIPS form is displayed with a list of eligible WIP's to process.
Tip: To toggle a record between Auto-create and Omitted, double-left click the Action field. Alternatively, you can omit a record from submission after you have created a notification by ticking the Omitted from send? field on the Volvo Service Notifications form.
A message box is invoked displaying the following message:
Created [number] WIPS for transmission
The service notification record is created and you are returned to the Volvo Service Notification form.
Tip: A facility is available that allows you to identify unsubmitted records. This is useful if you want to identify the records you have just created, and make amendments before submission to Volvo.
Creating Service Notifications
Submitting Service Notifications
