Since the MB-Specifics function has a different form per type of CRM record, all three are explained.
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.
Note: The MB-Specific option needs to be made available via CRM features (MK.functs) and User access control.
Company number: The magic number of the Marketing record.
Company name: Name of the company in the CRM module.
MB internal customer number: Internal Mercedes-Benz customer number.
Statistical district: Cluster number of the area / Stat enhancement field.
Status: Status of the customer.
EKS record status: 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 Joborder in the Point of sale module.
After you have selected the MB-Details button, the Mercedes-Benz specific customer information screen is opened. All the fields on the two tabs are explained below.
Customer number: The magic number of the CRM record.
Customer: Name of the customer in the CRM module.
MB internal customer number: Internal Mercedes-Benz customer number.
Statistical district: Cluster number of the area. Stat enhancement field.
Status: Status of the record.
EKS record Status: Status of the EKS record.
AP number: Contact person number.
AP flag: Select from the table the correct AP flag. (only kcc)
EKS customer number: The customer number from EKS, will be filled automatically when this customer is created/updated by the EKS interface.
Don't transmit to EKS: If selected, information is not exported to the EKS Interface.
Don't transmit to analysis systems: If selected, customer information is not transmitted to other analysis systems as MRA.
On this tab Additional notes can be set-up to be printed on the Joborder in the Point of sale module.
Usage acceptance: If selected, the CRM customer record is used in several Mercedes-Benz interfaces, like CRM step 2 and EKS.
Export agreement: If selected, the customer agrees that his CRM customer record is exported in several Mercedes-Benz interfaces, like CRM step 2 and EKS.
Preferred method of contact: Select the preferred method to contact the customer from the table. The values in the table can be set-up in the Preferred method of contact table, which is located in the Manufacturer Systems module for MB (Mercedes-Benz - CRM menu).
Best time to call: Select the best time to call the customer option from the table. The values in the table can be set-up in the Best time to call table, which is located in the Manufacturer Systems module for MB (Mercedes-Benz - CRM menu). This field is only visible if the Best day to call field on the CRM customer record is filled.
Average annual mileage: This field contains the average annual mileage the customer covers.
No address validation: Select if the customer address shouldn't be validated using the Fuzzy!Logic interface.
Show vehicle status at: Select the vehicle status which the vehicle must have in order to be displayed in the Vehicle details grid.
Registration: Displays the registration number of the vehicle.
Variant: Displays the variant of the vehicle.
Expected replacement: Displays the expected replacement day of the vehicle.
This tab is only visible if the Manufacturer Systems company Smart (MC) are set-up.
Preferred model: Select the preferred model from the Smart Preferred model codes table.
Additional current car: Enter the Additional current car of the customer.
Exclude from Smart extract: Select to exclude this CRM customer from the Smart extract.
This tab is only visible if the Country Nation setting is set to GERMANY. The grid is filled with records from the EKS Contact Agent table.
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.
It is also possible to Edit, Add or Remove Contact Agents. A right-click in the grid will open the shortcut menu where you can select the specific action. This will open the Contact Agent details form.
This tab is only visible 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 customer data to.
Available dealers: The available dealers are set-up in the CRM parameters part table (MB.MS.crmp1).
Selected dealers: The available dealers are saved in the Export DCSEA Retail interface table (MB.MS.dcexp).
After you have selected the MB-Details button, the Mercedes-Benz specific vehicle information screen is opened. All the fields on the tabs are explained below.
Vehicle number: The magic number of the CRM record.
Vehicle Description: Description of the vehicle in the CRM module.
Registration number: Registration number of the vehicle.
Chassis number: Chassisnumber of the vehicle.
EKS Vehicle number: The EKS vehicle record.
Vehicle Group Type: Select from table, vehicle group type.
Vehicle Type: Select from table, vehicle type.
Vehicle status: Select from table, vehicle status.
Motor KW: Enter the number of KW's.
EKS record status: The record status of the vehicle in the EKS program.
Service Contract number: If applicable, enter the Service Contract number.
Don't transmit to EKS: Select if vehicle information must not be transmitted to EKS.
On this tab Additional notes can be set-up to be printed on the Joborder in the Point of sale module.
The first time this form is entered, the Vehicle type group and the Vehicle type are filled from the Franchise Data module.