The MB-Specifics function has a different form per type of CRM record. Depending on the functions installed the different fields and/or tabs are available or not.
What do you want to do?
Note: The [MB-Specific] option needs to be made available via CRM features (MK.functs) and User access control.
This form is displayed when you click CRM > My desktop > Company to display the Company form > select the company required and you click the Company options > [MB-Specific] menu bar command. It maintains Mercedes-Benz specific information.
Menu Bar and Action:
Menu bar | Action |
---|---|
File > Edit | Amends the Mercedes-Benz details of the company you have selected. |
File > Save | Saves the Mercedes-Benz details of the company after changes have been made in edit mode. |
File > Exit | Returns you to the Company form. |
Help > Help | Displays this help topic in a web browser. |
Help > About | Displays version and copyright information. |
Fields:
Company number: The magic number of the Marketing record.
Company name: Name of the company in the CRM module.
Tabs:
Fields:
MB internal customer number: The internal Mercedes-Benz customer number.
Don't transmit to EKS: If selected, information is not exported to the EKS Interface.
Statistical district: The cluster number of the area / Stat enhancement field.
Status: The status of the customer.
EKS record status: The status of the record in the EKS program.
Exclude from Smart extract: Select to exclude this CRM company from the Smart extract.
Don't transmit to EKS: Select if company information must not be transmitted to EKS.
EKS customer number: The customer number from EKS, will be filled automatically when created/updated by the EKS interface.
Additional Company Notes:
Additional notes can be set-up to be printed on the Job order in the Point of sale module.
Jobcard text left: Enter four notes, these texts are stored in the MS.MB.compy file called JOBTXTR (left texts).
Print: Select if you want to print this note.
Jobcard text left: Enter four notes, these texts are stored in the MS.MB.compy file called JOBCTXTL (right texts).
Print: Select if you want to print this note.
Fields:
Usage acceptance: If selected, the CRM company record is used in several Mercedes-Benz interfaces, like CRM step 2 and EKS.
Export agreement: If selected, the company agrees that his CRM company record is exported in several Mercedes-Benz interfaces, like CRM step 2 and EKS.
No address validation: Select if the company address should not be validated using the Fuzzy!Logic interface.
Fleet account number: Fleet account number form the vehicle order system.
Governmental business flag: Select one of the Governmental business types
Not selected - No governmental business
G1 - Legal entities under public law
G2 - Government legal entity under private law
G3 - Government - natural person
NR - None of the above mentioned criteria is applicable
CAS export date: Displays the date of the last CAS interface export in which this company’s data is included.
This tab is available if the Mercedes-Benz CRM Interface parameter is set to DCSEA - CRM Step 3 project DC South East Asia, if the Mercedes-Benz CRM MPC parameter is set to Yes and if the Export DCSEA Retail interface file is available. It gives the possibility to select the dealer(s) that you want to export the MPC company data to.
Fields:
Available dealers: The available dealers are set up in the CRM parameters part file (MB.MS.crmp1).
Selected dealers: The selected dealers are saved in the Export DCSEA Retail interface file (MB.MS.dcexp).
This tab is available for the Country Nation GERMANY. The grid is populated with records from the EKS Contact Agent file.
Grid:
CC: Displays the EKS cost centre customer.
Magic: Displays the EKS Agent magic number.
Agent name: Displays the EKS Agent name.
Protection to: Protection till.
Comm. Displays the Commission in percentage.
Discount: Displays the EKS bulk discount.
Remarks: Displays the EKS remarks.
Grid Shortcut Menu:
A right-click in the grid will open the shortcut menu where you can select the specific action.
Edit Contact Agent: Opens the Contact Agent details form to amend the selected contact agent.
Add Contact Agent: Opens the Contact Agent details form to add a contact agent for this customer.
Remove Contact Agent: Opens the Contact Agent details form to delete the selected contact agent.