(Contents)

Maintaining Vehicles Waiting For Service

See also: New service campaigns module

The Vehicles Waiting for Service tab defines the vehicles selected, eligible and as yet not completed for the campaign.

All vehicles from the CRM database are displayed in the grid. If the campaign is a Dealer campaign, there is no difference between Manufacturer and Dealer vehicles.

What do you want to do?

Vehicles Waiting For Service Tab

This tab is displayed when you click Manufacturer systems (Module) and MB. Mercedes-Benz (Company) > Menu - Service > Menu - Service campaigns > New service campaigns module > Vehicles Waiting For Service tab

Menu Bar and Action:

Menu bar Action
File > New Create a new Campaign.
File > Open Opens an existing campaign.
File > Import Imports a campaign from manufacturer interface.
File > Delete Deletes a campaign. The campaign is NOT recoverable.
File > Exit Returns you to the Menu - Service campaigns.

Maintain > Edit Maintains the selected campaign.
Maintain > Save Saves all data of the campaign. Only available if the Campaign is in edit-mode.
Maintain > Cancel Cancels the maintenance of a campaign. Only available if the Campaign is in edit-mode.

Vehicle > Add Opens the CRM module to select a vehicle.
Vehicle > Move Moves a selected vehicle to the Vehicles not serviced Tab. The move selected vehicles form opens to give a reason why the vehicle is not serviced.
Vehicle > Remove Deletes selected vehicles from the campaign.

Options > Print Prints details of the campaign.
Options > Letters Creates or maintains letters for the campaign.
Options > History Displays the letter history of the campaign.
Options > Send to DAG Exports details of the campaign to DAG.
Options > Settings Opens the Settings form. Here you can set parameters and maintain tables.

Help > Help Displays this help topic in a web browser.
Help > About Displays version and copyright information.

Fields:

Unique ID: System generated unique campaign identifier.

Created: Date the campaign was created.

Description: Description of the campaign.

Vehicles Waiting For Service Tab

Search for chassis: The search of chassis refreshes the display grid accordingly. You can use the ? and * wildcards in the chassis number.

Vehicle selection: The selection of vehicles refreshes the display grid according to the selection. Available when using a manufacturer campaign.

Colours

Description

Green

Manufacturer colour key. Available when using a manufacturer campaign.

Red

Dealer colour key. Available when using a manufacturer campaign.

Note: The vehicle colour key indicates the order association.

No direct mail - letter will not be printed: No letter is printed for any vehicle marked in yellow. Available when using a dealer campaign.

Grid:

Registration: Registration number of the vehicle.

Chassis: 17 character vehicle identification number (VIN) of the vehicle.

Contact: CRM target owner associated with the vehicle.

Company car: Indicates if the vehicle is a company vehicle.

Last printed: Date the last letter for the vehicle was printed.

Last letter: Defines the last letter printed.

Select: Indicates that the vehicle is selected for action (Movement, Removal, letter production).

Tip: To open additional details for the vehicle, click on the + symbol in front of the registration number.

Grid Shortcut Menu (Manufacturer Campaign):

Grid Shortcut Menu (Dealer Campaign):

Refining the Display of Available Vehicles

Note: The default selected vehicles list is based upon the Select all option.

To refine the display of available vehicles:

  1. Access the required campaign.

  2. Click the Vehicles Waiting For Service tab.

  3. Clicking the Vehicle selection DropDown.gif lists the available selection criteria.

  4. Clicking the required selection refreshes the Selected vehicles list with the relevant vehicles.

Selecting Vehicles for Movement, Removal or Letter Production

Note: Vehicles must be selected prior to movement, removal or letter production.

To select vehicles for movement, removal or letter production:

  1. Access the required campaign.

  2. Click the Vehicles Waiting For Service tab.

  3. Click the Select data entry field of the required vehicle listed within the grid.