DEALER TRAINING KIT

This presentation contains the EDCS Portal related functionalities which a dealer can avail

The dealer has 3 login ids with specific authorizations to sales, service and spares

To view a specific report the user needs to login with that particular id which has authorization to the functionality

The login ids are in below format: ◦ Sales – V Code starting with ‘1V’ + “SALES” (Upper Case) ◦ Service – S Code starting with ‘1S’ + “SERVICE” (Upper case) ◦ Spares - S Code starting with ‘1S’ + “SPARES” (Upper case)

The data shown in reports are testing data and should not be referred for actual operations

Vehicle Reports Vehicle PO Status

Vehicle INS Status

Lead and Enquiry status

SERVICE ◦ Chassis Master ◦ Assign PDI Dealer

Warranty ◦ FPDA ◦ Reports Warranty Claim

Coupon Claim

SPARES ◦ Reports Spares Purchase

Receipt Issue Data Monthwise Order Status Order wise % Execution Order wise shortage

Inventory Inventory Variance Spares Inventory

Spares Sale Customer Group wise Sale Party Wise Sale Partywise Order Vs Supply Partywise Partwise Sale Partwise Partywise Order Received Vs Supply Linewise partywise execution Part Line wise Sale Partywise OAwise Linewise Execution

Login with Sales ID and Go to Transactions Vehicles Reports

Select “Vehicle PO status” and click on “Preview” button

xyz motors

Data Filter section

Report tool bar which contains navigation, zoom, search, export, refresh and print buttons

Click on the numbers to view the details

xyz motors

xyz motors

xyz motors

DA number wise details are displayed xyz motors

Select “Vehicle INS status” and click on “Preview” button

Welcome xyz motors

Click on the numbers to view the details

xyz motors

xyz motors

xyz motors

Detailed Invoice Vs INS report is displayed xyz motors

Select “Lead Status” and click on “Preview” button

Welcome xyz motors

Click on the numbers to view the details

xyz motors

xyz motors

xyz motors

xyz motors

Click on the numbers to view the details

xyz motors

xyz motors

xyz motors

Login with service ID and Go to DCS Masters Common Chassis

Search the chassis and click here to view the details

Welcome xyz motors

Expand this section to view general details

Expand this section to view SAP STN and INS receive details

Expand this section to view Warranty/ SA details

Coupon details are available here

Expand this section to view Aggregate details

Expand this section to view Tyre details

Service history is available here

Expand this section to view customer details

Installation details are available here

Below section is used to view parts issued in Float to customer

In case of direct customer, the vehicle can be inward into local EDCS of dealer through this screen

Go to Transactions Service Assign PDI Dealer

xyz motors

Click “New” and search the chassis number, enter the dealer S code starting with ‘1S’. Then click on save and confirm

The chassis will be available for inward in local EDCS of dealer(as shown in image) after data transfer. The path to inward chassis for PDI is Purchase Invoice Purchase Vehicle ETB Receipts For Direct Customer Hence forth the chassis will be available for PDI

Go to Transactions Warranty FPDA

Click here to create new FPDA

Fill the details and click on ‘Select Warranty Claims’

The following screen opens. •Click on “New” button to create new FPDA •FPDA no and FPDA date are auto populated •Fill the fields like FPDA date, Transporter, No of boxes, LR No, LR date etc.

•Enter Credit Date From and Credit Date To to filter the warranty claims by clicking on ‘Select Warranty Claims’. By default period will be 1st of existing month to current date.

•Select the warranty claims from the following pop-up. 1.The warranty claims will be filtered depending on the Credit Date From and Credit Date To 2.Only the credited claims will be shown in the pop-up 3.Please note that Deselected claims, once the FPDA is confirmed will NOT be available for selection in next FPDA.

Failed dispatchable parts in selected Wty claims

1Enter the quantity 2Enter box number

The parts (dispatchable and non-dispatchable) in selected warranty claims will populate in the FPDA screen as shown below

Rejection remark is mandatory for unselected parts

•The dispatchable parts can be selected which are to be sent to VECV. Enter the quantity and box number of the selected parts. Deselected Parts from the FPDA also will NOT be available for selection in next FPDA

•Rejection remark is mandatory for unselected parts as they cannot be included in next FPDA claim

•‘Save’, ‘Confirm’ and ‘Print’ the FPDA ‘Save’, ‘Confirm’ and ‘Print’ FPDA

Scrap Register •The non-dispatchable in the selected warranty claims will be populated in Scrap Part list •Click on the ‘Print Scrap Register’ to print the scrap report

Note: Once FPDA claims are created for certain duration; no further Back dated claims will be allowed by the system For example: If the dealer creates the FPDA for the credit date range 1st Feb’13 to 28th Feb’13. Then he will not be able to create the FPDA for parts in wty claim credited in Jan’13. Hence it is mandatory for the dealer to create the FPDA for the prior dates and then the later dates.

Go to Transactions Warranty Reports

Select “Claim Status Summary” and click on “Preview” button

Welcome xyz motors

xyz motors

Xyz motors

Xyz motors

xyz motors

Click on the numbers to view the details

Select “Coupon Claim Status” and click on “Preview” button

Welcome xyz motors

Click on the numbers to view the details

Xyz motors

Xyz motors

xyz motors

xyz motors

Select “Receipt Issue Data Monthwise” and click on “Preview” button

Login with Spares ID and Go to Transactions Spares Parts Reports Spare Purchase Receipt Issue Data Monthwise

Welcome xyz motors

The details shown are SAP invoice no, SAP invoice date, invoice amt and GRR date (Receiving date in DMS)

Select “Order Status” and click on “Preview” button

Login with Spares ID and Go to Transactions Spares Parts Reports

Welcome xyz motors

xyz motors

xyz motors

xyz motors

Click on dealer name to view the details

Select “Order wise % Execution” and click on “Preview” button

Welcome xyz motors

Click here to view the details

xyz motors

xyz motors

xyz motors

Select “Order wise Shortage” and click on “Preview” button

Welcome xyz motors

Click here to view the details

xyz motors

xyz motors

xyz motors

Welcome xyz motors

Select “Inventory Variance” and click on “Preview” button

Transactions Spares Parts Reports Inventory Inventory Variance

Welcome xyz motors

Transactions Spares Parts Reports Inventory Inventory Variance

Stock displayed is the current stock available at the dealership

Welcome xyz motors

Transactions Spares Parts Reports Inventory Inventory Variance

Stock Adjustment Report

Welcome xyz motors

Select “Spares Inventory” and click on “Preview” button

Transactions Spares Parts Reports Inventory Spares Inventory

Adherence as per the stocking norms

Select “Spares Inventory” and click on “Preview” button

As per the stocking norms defined by company

Select “Customer Group wise Sale” and click on “Preview” button

Transactions Spares Parts Reports Spares Sale Customer Group wise Sale

Partline is number of parts

xyz motors

Transactions Spares Parts Reports Spares Sale Party wise Sale

Select “Party wise Sale” and click on “Preview” button

xyz motors

Transactions Spares Parts Reports Spares Sale Partywise Order Vs Supply

Select “Partywise Order Vs Supply” and click on “Preview” button

xyz motors

xyz motors

Transactions Spares Parts Reports Spares Sale Partywise Partwise Sale

Select “Partywise Partwise Sale” and click on “Preview” button

xyz

xyz motors

xyz motors

Transactions Spares Parts Reports Spares Sale Partwise Partywise Order Received Vs Supply

Select “Partwise Partywise Order Received Vs Supply” and click on “Preview” button

Welcome xyz motors

xyz motors

xyz motors

Transactions Spares Parts Reports Spares Sale Linewise partywise execution

Select “Linewise partywise execution” and click on “Preview” button

Welcome xyz motors

xyz motors

Transactions Spares Parts Reports Spares Sale Part Line wise Sale

Select “Part Line wise Sale” and click on “Preview” button

Welcome xyz motors

xyz motors

xyz motors

xyz motors

Transactions Spares Parts Reports Spares Sale Partywise OAwise Linewise Execution

Select “Partywise OAwise Linewise Execution” and click on “Preview” button

Welcome xyz motors

xyz motors

xyz motors

xyz motors