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Project Notes

1. Introduced from Rev8 35 9304E 01 Note A wireless network is required in combination with a suitable and compatible mobile PDA device 55 Project Notes FS 1229 Option to display Workshop Load capacity hours Benefits Description Users have the option whether or not to display Total Capacity Hours when entering the Load form from point of sale This can either be set in system parameters in Workshop Loading or by a user in the Links menu providing greater flexibility to service reception staff Observation what differences are noticeable A new parameter has been added to Workshop Loading System parameters to enable you to select whether or not to display the total capacity hours when entering the main workshop loading form from Point of Sale Attribution who gains from the benefit Improved flexibility for service reception staff as this can also be controlled by the terminal when the user is in Workshop Loading Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Workshop Loading gt Load gt Display capacity hours Description A new system parameter called Display total capacity hours has been added to control whether or not you want to display the Capacity hours every time you are in the workshop loading Load form A new menu option has also been added to the Links menu in the Load form which enables you to switch the Capacity hour
2. 2 Project Notes e FS 911 Split contribution doesnt display when grouping warranty E8 5740 If C amp D is required there are no means of entering dates E8 5727 History for seasonal equipment management E8 5724 IDC pop up to function from within CRM E8 5723 Display all 3 tyre tread readings in tyre summary form E8 5722 VHC Record reset function E8 5721 Additional fields and keypaths for VHC reporting E8 5720 Printing of VHC report sheet with Job card E8 5719 Set condition and reset multiple lines on VHC PDA E8 5718 Warning for incomplete tyre details E8 5691 Commit of latest VHC2 formats E8 5675 Relaunch telephony prompt in POS E8 5616 CRM Aftersales events to record SO opers GBUSERID E8 5588 Sequencing of SO Upsel to be user definable E8 5586 Upselling Records need to support multiple selection logic E8 5585 Fixed Price Upsell Record Maintenance E8 5582 Provide URL link for Upselling records E8 5581 SO telephony call popping control via parameter E8 5551 Sales mix define set number of hours E8 5425 VHC lines compatible with Convert misc labour lines E8 5424 Open files for VHC print tyres E8 5422 VHC Service lost sales reporting E8 5421 Saved deleted reminders on MK remin E8 5420 Creation of VHC event definitions for CRM Statistics E8 5419 VHC Summary to re access and amend E8 5418 Setting fixed price on VHC line
3. e Database change required e System restart required 108 Project Notes E8 5582 Provide URL link for Upselling records Release Notes Navigation POS gt Miscellaneous option gt Upsell records Description New functionality has been added to Upsell maintenance to enable the entry of a URL as well as additional text This new information is displayed with Contact Management Introduced from Rev8 35 9304E 24 Help file changes MS_X1UPS html Installation and training information e Database change required e System restart required 109 Project Notes E8 5581 SO telephony call popping control via parameter Release Notes Navigation POS gt Incoming call Description If telephony is installed on a system and a person s user details were created in such a way that they are a telephony user the system would automatically use this in POS This enhancement allows for additional flexibility from within POS in such a way that telephony can be switched on or off from the POS operator level Introduced from Rev8 35 9304E 24 Help file changes GB_EDIT_SO_opers html Installation and training information e Database change required e System restart required 110 Project Notes E8 5551 Sales mix define set number of hours Release Notes Navigation Workshop Loading gt Skills Description The Workshop Loading sales mix functionality has been enhanced so that you can now set the maximum amou
4. E8 5418 Setting fixed price on VHC lines Release Notes Navigation POS gt VHC Summary gt Setting an agreed price Description By further developing the VHC Summary process a new grid form is displayed with increased functionality when agreeing prices with the Vehicle owners Some examples of the changes are to enable a fixed price for reported VHC jobs and to update the Wip with the input Agreed Price If a price is agreed on a reminder line this can be re accessed by the system Introduced from Rev8 35 9304E 23 Help file changes SO_VHC_Summary html Installation and training information e System restart required 118 Project Notes E8 5417 VHC menu codes process to control edit Release Notes Navigation POS gt Wip gt Links menu gt VHC check has been loaded gt Loading amp Updating Menu codes Description There are a multitude of changes brought in by this enhancement to prevent VHC menu codes being deleted from the SO vhcsv file This is required to further enhance the VHC reporting process and the accuracy of reporting results Introduced from Rev8 35 9304E 23 Help file changes SO_WCODE html Installation and training information e System restart required 119 Project Notes E8 5416 VHC lines deleted via WIP to update vhcsv file Release Notes Navigation POS gt Data maintenance gt SO vhcsv file Description This enhancement has the following benefits 1 To updat
5. Project Notes E8 4686 Fixing holes in PL document number sequence Benefits Description Because of various set up and ongoing run time errors some PL document numbers are wasted This development provides a routine that will enable a new document to be posted into any gaps that exist subject to validation The enhancement provides two options one to find and report any missing document numbers and one to reuse the missing numbers on a fresh document input subject to date validation Measurement how the benefit is measured and assessed This will reduce the support levels for Autoline in Italy and other Latin accounting markets Release Notes Navigation Purchase Ledger gt Batch Input of Documents Description Because of various set up and ongoing run time errors some PL document numbers are wasted This development provides a routine that will enable a new document to be posted into any gaps that exist subject to validation The enhancement provides two options one to find and report any missing document numbers and one to reuse the missing numbers on a fresh document input subject to date validation Introduced from Rev8 35 9304E 14 Tip This enhancement takes effect only when Latin Accounting is enabled It is parameter controlled PL System Parameters Batch Input Tab Fix document numbers Priority Installation and training information e Database change required 21 Project Notes E8 4684 bac
6. Rev8 35 9304E 01 Help file changes MK_MAINT_VEH html Vehicle history 211 Project Notes FS 980 Add availability code to MK vspec Benefits Description Customer benefits created Observation what differences are noticeable If the dealer is using MK Vehicle stocking not relevant in European markets the user can now add accessories to a vehicle by using the accessory availability code as a guide This code determines whether the accessory is a standard or optional Attribution who gains from the benefit The user has a clear guide as to what accessories are optional and standard when configuring a vehicle Measurement how the benefit is measured and assessed The user benefits from a more efficient process The dealer benefits from improved data integrity by reducing the probability of error when configuring a vehicle Release Notes Navigation CRM gt Stock Functions gt Create Vehicle Stock Description This enhancement adds a column to the MK vehicle specification which holds the option type that is Standard Optional as per franchise data availability code Introduced from Rev8 35 9304E 01 Help file changes MK_STKNO html 212 Project Notes FS 966 Auto expansion of case file Benefits Description Customer benefits created Observation what differences are noticeable When you access a customer vehicle or company record the casefile which is displayed can by default be made to l
7. Rev8 35 9304E 18 62 Project Notes FS 1126 Seasonal Equipment Manager improvements Benefits Description Improvement to process allowing for management of all season equipment goods greater data capture and improved integration with Point of Sale and VSB Observation what differences are noticeable This enhancement introduces an improvement to season equipment process in Autoline The new version contains additional fields to allow for the accurate recording of tyre details type tread age and so on and for the printing of an additional form for seasonal equipment with job card In addition there is greater linking to customer records When loading a customer to a Wip the seasonal equipment is displayed in the case file window and users are warned in VSB if seasonal equipment exists against the vehicle There is also an option to edit seasonal equipment records from the main Point of Sale menu When entering seasonal equipment when in a Wip customer and equipment details are now loaded also Attribution who gains from the benefit There are gains for all users currently managing seasonal equipment on Autoline An improvement to process allows for the management of all seasonal equipment goods greater data capture and improved integration with Point of Sale and VSB Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Point of Sale gt Seasonal Equip
8. Showroom gt Quotations Description Showroom formats K03 and K07 have been amended to cater for multiple vehicle orders Introduced from Rev8 35 9304E 01 285 Project Notes E8 4120 Option to pass deal to a sales manager for additional input Benefits Description Trade in and finance proposal calculations requiring authorisation or additional input from a sales or business manager can be automatically sent by the sales consultant from within Showroom using the Pass to sales manager command A diary entry and or an email will alert the sales manager that an enquiry requires their attention A sales consultant s associated manager s details can be configured within their user settings By automating this process a more professional and efficient service is delivered to the customer during a sales enquiry Observation what differences are noticeable When an order has been printed an additional file is present that confirms the Sales manager associated with the sale In addition within the Sales staff option the addition filed will also be displayed Attribution who gains from the benefit The salesperson is now able to send the enquiry to either the sales manager the business manager for input of additional data This provides greater flexibility Measurement how the benefit is measured and assessed This will streamline the process of gaining authority during the sales enquiry and streamline the sales process R
9. in this selection there is also a need to define by date required within order type thereby ensuring that the most urgent orders are met first This development enables you to sort by date required within order type Attribution who gains from the benefit Parts and warehouse operators as the most urgent orders are satisfied first reducing customer lead time and improving customer service Measurement how the benefit is measured and assessed Improvement in order handling as more orders are supplied by the required date Release Notes Navigation Point of Sale gt Batch print documents Description This enhancement adds the functionality of allocating free stock when releasing documents by date required When a part is added to a wip on the parts detail form there is a field called Date required The date entered into this field is moved to a new column within Batch print documents and when releasing the documents the sequence is Account number gt Date required when the consolidate option is selected Introduced from Rev8 35 9304E 01 Help file changes SO_PRTDO html Installation and training information e System setup required 78 Project Notes FS 1028 Warning before require time Benefits Description Customer benefits added Observation what differences are noticeable An additional parameter Percentage before time required has been added to Workshop Loading System Parameters It operate
10. E8 4078 Setting of re order categories in SM EOP E8 4001 Ability to split unassigned work over several days E8 3988 Retrospective part payments from POS E8 3985 Changing parts status on WIPs for multiple lines E8 3984 More than 3 POS deposits or cash allocations E8 3968 Creation of multiple WIP lines for Vehicle appointments E8 3967 Repair Request search in Jobs form E8 3966 Ability to clock to future work E8 3965 To define default WL load view by POS operators E8 3964 Display WL load remaining as age E8 3769 Transfer receipted orders re selection E8 3650 Facility to scan job cards and images for Point of sale and E8 3440 Vehicle Health Check e CS 4125 POS workshop loading time to load e CS 4105 Budgets controlled by department e CS 4097 Handling of VAT only charging on gifts in POS e Customer Contact Management R8 62245 Access to SO created WIP in CM format when in CM R8 62138 Previous vehicle link not retained through CM R8 51457 Editable token text on Review page E8 5819 Limited labour details in CM module E8 5739 WIP preview when presented with open wips in CM E8 5728 Transfer of sublet line within script process E8 5708 Load WSL diary within CCM global booking view E8 5707 Make previous call comments more visible when making a call E8 5704 Enable decimal shift time slots E8 5598 Access to My Desktop from within CM E8 5596 Store rej
11. This option is level 9 and is not therefore customer visible Support and internal ADP use only 243 Project Notes E8 5271 Bulk Print Manager format changes Release Notes Description as per attachment upload Introduced from Rev8 35 9304E 01 Help file changes NONE 244 Project Notes E8 5256 Killing users and processes Release Notes Navigation System Utilities gt User management Description Users are prone to illegal exits from processes leaving the record in use at the end of the day switching the terminal off to go to lunch and so on This is causing problems with locked records and partitions that the user s system manager is unable to correct placing an increased burden on ADP support Therefore this development provides a function available at user level to kill all of the processes running in their partition The functionality is similar to that of System Utilities Display Users Introduced from Rev8 35 9304E 20 Help file changes GB_USERM html Note Users must be priority 8 AND be an Advanced System Admin user 245 Project Notes E8 4831 Key transaction timing in Autoline Benefits Description This enhancement generates a log that records the time taken for key transactions in Autoline to be recorded and logged Initially only the timings for loading and saving WIPs in Point of Sale are recorded Other transactions will be added at a later date Observation what differenc
12. 3 e E8 4359 Asset register interface for AOI e E8 4373 Vehicle stock extract as part of AOI e E8 4427 AOI general ledger Master Data changes e E8 4433 CRM Company search enquiry e E8 4457 Account Specific Service Invoice Format e E8 4460 Service intervals months and miles through Point of Sale e E8 4461 Special overlay file not loaded in POS reports e E8 4465 Clocking to WIP s that have been invoiced e E8 4502 Serial element of VIN searching in POS e E8 4582 Master data alignment for AOI V 3 e E8 4638 Automatic labour line status change e E8 4684 back posting of PL documents e E8 4686 Fixing holes in PL document number sequence 347 Project Notes e E8 4687 Correcting previously posted NL journals e E8 4804 Increase limit of vehicle usage type transfer 3 e E8 4817 Timing of booking and advanced user within CM e E8 4818 CM Closure page amendments e E8 4825 Consolidated credit notes for consolidated invoices e E8 4831 Key transaction timing in Autoline e E8 4973 Can t select company adress in last owner used veh purchase e E8 5188 Seasonal Equipment Print labels Register Wheel nuts e E8 5217 Addition of dedicated VHC Reports menu option e E8 5221 Standard VHC reports for POS e E8 5231 POS rounding in payments e E8 5233 User Parameter to set default view for contact histor e E8 5237 Seasonal equipment redesign e E8 5243 Display all postings associated with a Vehicl
13. Contact Management R8 62245 Access to SO created WIP in CM format when in CM Release Notes Navigation Contact management gt Home page gt manual call Description Call centre agents have been able to retrieve booking made directly in POS but have had to make any amendments in POS This development introduces a new parameter which can be used to define the script to be used when a non CM booking wip is selected from the customer activity grid Introduced from Rev8 35 9304E 19 Help file changes GB_EDIT_CM_systm html Installation and training information e Database change required e System restart required 170 Project Notes R8 62138 Previous vehicle link not retained through CM Release Notes Navigation Contact management gt Home page gt Manual call Description In order to retain the integrity of CRM data when vehicle links are reformed as a result of a CM manual call the agent is now asked if previous vehicle links should be retained or discarded Introduced from Rev8 35 9304E 22 Installation and training information e System restart required 171 Project Notes R8 51457 Editable token text on Review page Release Notes Navigation Customer contact management gt Home page gt Manual call Customer contact management gt System maintenance gt System Parameters Description New user definable text tokens are added to the Manual call tabs These can be created and maintained
14. Description The load view displayed when an operator accesses Workshop Loading from Point of Sale can be set to default within Point of Sale operator to any of the following 1 Actual Load Hours Current Default 2 Actual Load Percentage 3 Capacity Hours Actual 4 Capacity Hours Adjusted 5 Capacity Hours age This enables the system to be customised to the users requirements Observation what differences are noticeable A new parameter exists in POS Operators in Point of Sale This parameter enables users to define which load view they see every time they enter Workshop Loading from Point of Sale Attribution who gains from the benefit Greater flexibility for users allowing them to select their preferred view when entering Workshop Loading Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Workshop Loading gt Load form gt Default form Description A parameter Default screen has been added to the WL Controls group in the Operator File form It enables you to choose from five default display views for the Workshop Load form Actual Load Hours Actual Load Percentage Capacity Hours Actual Capacity Hours Adjusted Capacity Hours Percentage When a default view is set and you are loading work or just displaying the Workshop Load form the hours or percentage capacity available is displayed Introduced from Rev8 35 9304E 01 Help fil
15. Description Customer Benefits added Observation what differences are noticeable A new column has been added to the technician form in Workshop Loading called Scheduled start time The column displays the planned start time of the repair If the repair is started earlier than the scheduled start time then the column is highlighted to indicate that this work may be completed ahead of schedule Attribution who gains from the benefit The workshop foreman or manager benefits because an early indication is given if the technician is ahead of schedule This gives the manager more time to find additional work ensuring that the technician is not idle towards the end of his shift Measurement how the benefit is measured and assessed Improvement to process idle time should be reduced as the foreman or manager is given advance warning if a technician is ahead of schedule and can ensure that there is necessary work for this technician until the end of the shift Release Notes Navigation Point of Sale gt Service gt Load gt Technician Description This enhancement adds a new column called Scheduled Time and displays the scheduled start time of the job If the scheduled start time is later than the clocked on time then this column is highlighted in red to warn of any potential under utilisation Introduced from Rev8 35 9304E 01 Help file changes WL_TECHNICIANS html Installation and training information e System s
16. Enhanced identification of aftersales work e E8 3944 Booking Diary function in Contact Management e E8 3964 Display WL load remaining as age e E8 3965 To define default WL load view by POS operators e E8 3966 Ability to clock to future work e E8 3967 Repair Request search in Jobs form e E8 3968 Creation of multiple WIP lines for Vehicle appointments e E8 3971 Enhanced mandatory field function for contact management e E8 3972 Actual and late cost control on MKV management e E8 3973 Option to Recall quotes by specific users e E8 3974 Vehicle driver s side annotation e E8 3975 Vehicle stock location transfers e E8 3976 Breaking Vehicle to Customer Links e E8 3977 Addition of Customer Order Date and Order Number e E8 3978 Incorrect conversion of prospects to customers 346 Project Notes e E8 3979 Multiple original vehicle document copies e E8 3980 Showroom recall quote exit routine e E8 3981 Offers for unidentified customers e E8 3984 More than 3 POS deposits or cash allocations e E8 3985 Changing parts status on WIPs for multiple lines e E8 3986 Deleting valid offers for nominated customer e E8 3988 Retrospective part payments from POS e E8 3989 Improved CSI survey functionality e E8 3992 Supplier Details for 8273 direct purchases e E8 3993 Multiple early settlements for trade ins e E8 3994 Multiple Franchise Model Sub model Variant advanced search e E8 4001 Ability to
17. Ford Focus and a lower specification Ford Mondeo Measurement how the benefit is measured and assessed This will improve the dealers ability to match vehicle stock to specific customer requirements Release Notes Navigation Showroom gt Quotations gt New Used Stock searches Description Previously Showroom users could search for a single Franchise Model and or Variant only when they were performing an advanced new used and stock vehicle search This development enables users to search for multiple Franchises Models Sub Models and Variants when performing an advanced new used and stock vehicle search Introduced from Rev8 35 9304E 09 Help file changes SR_SELECT_MODEL html SR_SELECT_VARIANT html SR_SELECT_FRANCHISE html SR_SELECT_SUBMODEL html SR_STNO1 html SR_ADVNEW html SR_USVEHSEARCH html GB_EDIT_SR_users html 293 Project Notes E8 3993 Multiple early settlements for trade ins Benefits Description An early finance settlement value can be recorded against each individual trade in record ensuring that outstanding finance is correctly associated with the relevant vehicle Observation what differences are noticeable You can add a settlement value for each individual trade in record associated with the vehicle sale Attribution who gains from the benefit All users accessing the vehicle sale data have greater visibility of any encumbrance associated with trade in vehicles Measurement how t
18. Introduced from Rev8 35 9304E 15 254 Project Notes R8 54646 CRM CSI data structure prohibits reporting Release Notes Description Once installed on a system with existing survey data use the code in the attached txt file to populate the fields on reshd and resin Introduced from Rev8 35 9304E 15 Installation and training information e Database change required e System restart required 255 Project Notes E8 5423 Ability to store parts line in MK remin Release Notes Navigation POS gt VHC Record gt Add to a Wip add Parts lines and link by menucodes Description The benefits of this development to the VHC process are listed below 1 In Point of Sale it is possible to set labour lines as reminders so that the operator has the opportunity to re load the work the next time the vehicle is loaded onto a WIP This Development allows the original parts linked to the labour line as a menu to be recalled 2 It is possible to resolve how to store all lines available on a menu code within the MK remin for easy retrieval onto a future WIP 3 The operator needs to know how the agreed value menu figure if present was arrived at as it could quite possibly involve several parts 4 By having all details of the complete original quote stored it ensures that the operator has all details immediately presented when selling reminder work Introduced from Rev8 35 9304E 22 Help file changes MK_CASEFILE html ve
19. Maintain query parameters in SR e FS 1181 All departments Default option in WIP Search e FS 1183 Commercial vehicles need to be invoiced at a lower mileage e FS 1190 AP ref 37 IVOIRE interface new specifications e FS 1194 Update Wip functionality option by POS operator e FS 1229 Option to display Workshop Load capacity hours e FS 1245 Selecting multiple RTS codes Menus from a single search e FS 1246 POS Company Specific Menus e FS 1298 Update Event code in VSB e FS 1317 Use of flat car image for Trade In appraisal e FS 1318 Trade In appraisal using a PDA e FS 1338 Receipt of stock using a PDA e FS 1339 Picking of stock using a PDA e FS 1340 Stock checking using a PDA e FS 1341 Transfer of stock using PDA e FS 1421 Depreciation of Parts e FS 1483 Provide DD long code search in short code fields e FS 1484 Provide ability to post to Catch all posting tables e FS 1508 4487 AP ref 82 A amp B Laser Automatic picking list amp Invoic e FS 1672 Real time accounting payment desk e FS 1683 Start all Franchise daemons e FS 1711 Provide additional stocklist sort criteria e FS 1712 Provide best match highlighting in vehicle stocklist e FS 1713 Create Exec prompt when starting in back office mode e FS 1779 Provide clear and accurate profit analysis of a SR deal e FS 1781 Improve costs display in revised deal optimisation screen e FS 1783 Provide manual tool to show optimis
20. Measurement how the benefit is measured and assessed Improvement to process previously the user may have had to run clear backorders many times within Batch print documents to ensure that the orders were cleared in the correct sequence The new parameter ensures that this program only ever needs to be run once Release Notes Navigation Point of Sale gt Batch print documents Description This enhancement adds a new field to the discount category file so that it is now possible to sequence the print of any batch printing by Discount Category code For example V code has description of VOR and Batch Print can hold a value of 1 Any orders with a discount category of V print before an order with a discount category of C which may have a Batch Print sequence of 2 This is set up from Point of Sale Miscellaneous Options Discount Categories Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_SO_dicat html Installation and training information e System setup required 83 Project Notes FS 1024 Provide an option to undo fixed prices using the standard Benefits Description Customer benefits added Observation what differences are noticeable There is a new facility available in Point of Sale Discount Manager which enables the user to reset all or some previously discounted lines on a Wip and then to re apply a new discount value to multiple lines if necessary Attribution who gains fr
21. Navigation Showroom gt Quotations gt Used Vehicles Description Improve the display of the costs in a revised deal optimisation screen Only available for used vehicles in back office mode Introduced from Rev8 35 9304E 15 Installation and training information e Database change required e On site testing required e System restart required 314 Project Notes FS 1779 Provide clear and accurate profit analysis of a SR deal Release Notes Navigation Showroom gt Quotations gt Used Vehicles Description This enhancement provides a clear and accurate profit analysis of a Showroom enquiry in a revised format It is only available for used vehicles in back office mode Introduced from Rev8 35 9304E 01 Note Also see developments FS 1781 amp FS 1783 Installation and training information e Database change required e On site testing required e System restart required 315 Project Notes FS 1713 Create Exec prompt when starting in back office mode Release Notes Navigation Showroom gt Quotations gt New Used Stock or Commission search Description When you enter Showroom in back office mode a prompt enables a sales controller to specify the correct Sales executive Introduced from Rev8 35 9304E 14 Help file changes GB_EDIT_SR_users html Installation and training information e Database change required e On site testing required e System restart required 316 Project Notes
22. Seasonal equipment manager form has been created in the Menu toolbar and from the Print Icon 2 Currently it is not possible to register wheel nuts and or bolts when booking in tyres This will be created as a simple tick box and will require a new field to be created in the SM tyres file Introduced from Rev8 35 9304E 20 Help file changes SM_SEMS html updated Note It is important that the new label print format has been created and inserted in the appropriate parameter form before trying to use the new Label print function Tip For the second label print format a format descriptor of SEL will have to be used to print labels Installation and training information e Database change required e On site testing required e System restart required 135 Project Notes E8 4825 Consolidated credit notes for consolidated invoices Benefits Description Benefits added to E8 4825 Observation what differences are noticeable Within the batch invoices credits option in POS a new option will be available to fully credit an invoiced consolidated invoice Once this option is selected tick box the original invoice number is entered for which a credit will be provided in full upon confirmation of print Attribution who gains from the benefit Parts operators who use the batch invoicing routine will now have a quicker and much easier way of crediting an invoiced produced as consolidated Measurement how the benefit is
23. Used vehicle sort sequence Description This enhancement enables you to set a Used vehicle sort sequence from four default options in the showroom Salesperson settings In Showroom a Sort icon is displayed You can also sort the matching criteria form Introduced from Rev8 35 9304E 01 Help file changes SR_USERS 1_2_3 html SR_ USVEHQUOTE html 302 Project Notes E8 3919 Default location option in vehicle search Benefits Description A default search location can be set on a user basis to one or all available locations in the vehicle search The business will benefit by controlling the default vehicle search locations improving global stock visibility Observation what differences are noticeable The user will notice that the default location pre selected in the vehicle search can be configured to any or all available locations Attribution who gains from the benefit The business will benefit by controlling the default vehicle search location Measurement how the benefit is measured and assessed This will improve vehicle selection and therefore sales opportunities Release Notes Navigation SR gt System maintenance gt Salesperson settings gt Vehicles tab gt Default search location Description This enhancement enables you to set a Default search location within the SR Salesperson settings When you use the search the default location is displayed in the branch field in Showroom Introdu
24. You can then answer the call and select and load a WIP answer the call but load a WIP or decline the call and re direct it Introduced from Rev8 35 9304E 01 Help file changes SO_POS html 88 Project Notes Installation and training information e System setup required 89 Project Notes FS 970 Indicate estimate printed in POS order tab Release Notes Navigation Point of Sale gt Point of Sale gt Wip header Description This enhancement adds a field to the Wip header Order tab where if an estimate has been produced the estimate document number is recorded Introduced from Rev8 35 9304E 01 Help file changes SO_POS html order 90 Project Notes FS 944 Improved Point Of Sale operator setup Benefits Description When a Point of Sale operator is set up it is possible to select only one of the following options CRM WIP update operator or Allow WIP creation As soon as one field is selected the other one is cleared making the system more user friendly Observation what differences are noticeable Within POS operators in Point of Sale there are two related parameters CRM WIP update operator and Allow Wip creation Only one of these parameters can be set to Yes However previously until the operator record was saved it appeared as if both fields could be set This was due to the first field display not being reset when the second field was changed and was confusing for the user This has
25. brief tab Description When populating the last owner s details on the purchase brief tab in the used vehicle record previously the system would automatically select the customer s address details Following this enhancement where a company link to the selected customer exists you are able to select the company address so making the previous owner details more accurate Introduced from Rev8 35 9304E 17 Help file changes VA_U__PURB html Installation and training information e System restart required 339 Project Notes E8 4804 Increase limit of vehicle usage type transfer 3 Release Notes Navigation Vehicle Stockbooks gt Vehicle administration gt Vehicle gt Convert to Description Extend demo transfer facility for used vehicles increase limit of vehicle usage type transfer This enhancement removes the restriction and allows the user to transfer a Used Stock Vehicle at any stage to one of the three Demonstrator Types set in System parameters It will also allow the user to move a vehicle from one to Demonstrator Type to another Introduced from Rev8 35 9304E 26 Rev8 35 9304E EX 03 Installation and training information e System restart required 340 Project Notes E8 4373 Vehicle stock extract as part of AOI Release Notes Navigation Nominal ledger gt AOI Options menu Accounts Open Interface Vehicle stockbooks Description This change provides additional functionality in the AO
26. controlled from a tickbox on the POS terminal Description An Inter Departmental Communications IDC popup function already appears in POS triggered from a POS terminal setup This functionality is also required for sites that use CRM as their day to day working area and not POS The IDC popup window now appears in CRM also Introduced from Rev8 35 9304E 24 Note The IDC popup window will be suppressed when displaying or editing a CRM record The IDC popup will not appear while in Contact Management if a CRM record is accessed Installation and training information e Database change required e System restart required 96 Project Notes E8 5723 Display all 3 tyre tread readings in tyre summary form Release Notes Navigation Point of Sale gt Links gt VHC gt View tyre detail Description Viewing tyre detail summary now provides detail on Inner middle and outer tread depths Introduced from Rev8 35 9304E 24 Installation and training information e System restart required 97 Project Notes E8 5722 VHC Record reset function Release Notes Navigation From a POS WIP gt Load Vehicle gt Links gt Record VHC gt Right click a Line Header or the Grid header bar for the various Reset options Description From the VHC record grid three types of Reset options can be accessed from a right click Firstly to reset a single line Action Right click the appropriate single VHC line that needs
27. enquiry figures on screen line by line is now available within Showroom Introduced from Rev8 35 9304E 03 Help file changes SR_ENQBUILD html CS SR_ ENQBUILD html GB_EDIT_SR_systm html CS GB_EDIT_SR_systm html 305 Project Notes E8 3725 Filtering non current models amp variants in SR stock search Release Notes Navigation Showroom gt Quotations gt Stock number Description This enhancement has introduced the function to filter on current models and or variants in a vehicle stock search within showroom enquires Introduced from Rev8 35 9304E 01 Help file changes SR_STNO1 html 306 Project Notes E8 3718 Prevent sales exec access to profit statistics in SR enquiry Release Notes Description This enhancement prevents sales executives access to profit statistics in SR enquiry A new validation has been added to SR users Salesperson Settings and SR systm System Parameters PROFIT for N Not available Introduced from Rev8 35 9304E 01 Help file changes Helpfiles GB_EDIT_SR_users html and GB_EDIT_SR_systm html changed to reflect new validation 307 Project Notes E8 3709 Consistent view of vehicle stock in Showroom Release Notes Navigation SR gt System Maintenance gt System Parameters Description This enhancement provides user defined control over the different matching stock display routines within Showroom whether the stock is called from the New vehicle
28. from Rev8 35 9304E 01 Help file changes CC_CCHOM_INBOUND html 199 Project Notes E8 3828 Simple call list display Benefits Description The call list grid has been re designed to display a single simpler and more intuitive call list The user has increased visibility and clarity of calls to be made and calls are presented with the highest priority call first The system is more user friendly increasing user efficiency Observation what differences are noticeable The Call List grid within CM is simpler less cluttered and more intuitive in use Attribution who gains from the benefit You have better visibility and clarity within the call list Measurement how the benefit is measured and assessed The re design of the Call List presents you with the highest priority call ensuring that no calls are missed Release Notes Navigation Customer contact management gt Home page Description In the home page of the customer contact management module the action list tab displays the calls to be made by the agent It enables agents to view the list of calls that they currently have active and allocated to them individually or as a team awaiting action The Call List although comprehensive was far too complicated for users and required them to monitor three separate grids to decide which call to pick up next This increased the likelihood of missed calls and errors as well as reducing efficiency This development has
29. from Rev8 35 9304E 01 Help file changes SU_AUDLG html Installation and training information e Database change required 252 Project Notes E8 3771 To add a disclaimer to the autoline administrator mail Release Notes Navigation System Utilities gt Management Menu gt Locations Description A disclaimer tab is added to the location menu The disclaimer text is populated in the Autoline administrator mail based on the users locations Introduced from Rev8 35 9304E 06 Help file changes GB_EDIT_GB locat html 253 Project Notes Marketing R8 55855 New report to create contacts from MK remin Benefits Description Customer benefits added Observation what differences are noticeable This report will enable a CRM contact MK conta to be created against each customer who has an outstanding CRM Reminder MK remin which falls within a nominated time frame This contact can be assigned to the person who originally created the reminder or derived to assign to another individual Attribution who gains from the benefit This report will be used by dealers who are carrying out Vehicle Health Checks but who are not following these up via a scripted route via Contact Management by providing visibility and access when the reminder becomes apparent Measurement how the benefit is measured and assessed Increasing the visibility and awareness of existing reminders will increase sales Release Notes
30. from My Shortcuts in CRM enables you to do the following if the POS operator parameter CRM WIP update operator has been set and you work from CRM and not Point of sale search for an existing Wip edit the customer box to type in name and address details but the CRM search ellipsis button is not available edit the Wip header tabs Once a Wip is saved the system remains in Point of Sale enabling you to search and load another Wip without going in and out of CRM Introduced from Rev8 35 9304E 01 Installation and training information e Database change required 58 Project Notes FS 1183 Commercial vehicles need to be invoiced at a lower mileage Benefits Description Customer Benefits added Observation what differences are noticeable Two new parameters have been added to POS parameters in Point of sale Invoice at lower mileage vehicle type and Invoice at lower mileage priority These parameters will now enable users to invoice Wips when the mileage on the marketing record is lower than on the Wip The first parameter selects which type of vehicle can be invoiced at a lower mileage either commercial vehicles only all vehicles or none The second parameter decides the priority the user must have to invoice at a lower mileage When invoicing at a lower mileage the user is always warned about this However dependant on priority the user can continue or is prevented from invoicing Attribution who gains from the benefi
31. gt Setup System Utilities gt Management menu gt User details gt Guest tab gt Mobile alias field Description This development introduces functionality that allows a specific way to setup and control PDA Mobile device users in conjunction with a Front Page style menu system designed to fit a PDA Pocket PC screen Additionally a method to change the userid when creating file entries for example SO header on a PDA device has been created Introduced from Rev8 35 9304E 20 Help file changes GB_EDIT_GB _users html Tip During setup licensing restrictions user permissions and User details all have to be considered Installation and training information e Database change required 236 Project Notes FS 1058 Display users in System utilities Benefits Description Customer Benefits added Observation what differences are noticeable A new tab has been added in the User Details in System Utilities to control the visibility of the different IT managers per location Attribution who gains from the benefit The new filter will permit to the different IT managers to monitor only their location users Measurement how the benefit is measured and assessed This facility will save time and increase the control of IT managers in a system when different companies are implemented in one server as one installation and there are different IT managers per location Release Notes Navigation System Utilities gt
32. in CCM system parameters Introduced from Rev8 35 9304E 07 Help file changes GB_EDIT_CM_systm html 172 Project Notes E8 5819 Limited labour details in CM module Release Notes Navigation Contact management gt Home page gt Service booking script gt Add labour line Description When adding a labour line to a wip in the CM scripted process the user would display the Labour Details form It was considered that for some users the details displayed on the form were more complex and detailed than was required for them to fulfil their jobs This change to the software enables the amount of information displayed on the Labour Details form to be controlled according to the agents advanced SO user flag on their CM user details If this is ticked the user still sees the full POS Labour form If not a shortened version of the form is displayed Introduced from Rev8 35 9304E 24 Installation and training information e System restart required 173 Project Notes E8 5739 WIP preview when presented with open wips in CM Release Notes Navigation Contact Management gt Home page gt Call activity Description On the Call activity form in contact management you can now view the parts and labour detail of the WIP by right clicking on the Previous calls or Outstanding WIP grids where a WIP number is displayed Introduced from Rev8 9304E 24 Help file changes CM_CCHOM_CALL_ACTIVITY html Installation and train
33. last purchased date is prior to this date the re order category remains as lowercase The re order category is amended to capitals only if this last purchased date has occurred since the last EOP 148 Project Notes run date If set to 2 when SM EOP EOM runs the system behaves in the same manner as above except that the Last moved date on the stock record is compared to the date last EOP run in order to determine if the re order category is amended to capitals or left as lowercase If set to 3 when SM EOP EOM runs any lowercase re order categories remain as lowercase and are never amended by the system All anendments should be manually amended from lowercase to capitals for each stock record involved The recalculation of the re order categories themselves is not affected by this parameter in any way Introduced from Rev8 35 9304E 03 Help file changes GB_EDIT_SM_systm html Installation and training information e System setup required 149 Project Notes E8 4001 Ability to split unassigned work over several days Benefits Description A lengthy repair left unassigned can be split across several days A user has the ability to allocate how many hours of unassigned work are loaded to each day This provides an accurate display of the work flow through the workshop and enables users to load work more effectively increasing throughput and productivity Observation what differences are noticeable New parameters exist i
34. lower case via Purchase control The new parameter enables you to update this field based on the latest purchase or moved date or to update these records always or never This parameter is used only if the process SM EOP is being used Attribution who gains from the benefit There is greater flexibility for all users using SM EOP as they now have the ability to define how the update of re order categories is to be carried out within this process Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Stock Management gt System Maintenance gt System Parameters gt Other tab gt Adjust re order categories Description This change introduces a new parameter Adjust re order categories to Stock management It is on the Other tab of the parameters form and it determines whether the system changes a lower case re order category to capitals when the SM EOP program is run in End of Month The parameter has four possible values 0 End of Period 1 Last purchased 2 Last moved 3 Never If set to O the default when SM EOP EOM End of Month runs the behaviour of the system is not affected All lower case re order categories are amended to capitals If set to 1 when SM EOP EOM runs the system checks the Last purchased date on the stock record of any lower case re order categories and compares this date with date last EOP run in the SM System controls If
35. measured and assessed No measurement improvement to process Release Notes Navigation Point of Sale gt Batch invoices credits Description Additional functionality has been provided to enable consolidated financial credits to be produced This has been achieved by the addition of a Full credit option radio button Introduced from Rev8 35 9304E 23 Help file changes SO_TOINV html 136 Project Notes E8 4638 Automatic labour line status change Release Notes Navigation Point of sale gt POS parameters gt Flags Priorities gt Labour tab Description The new Point of sale parameter called Non labour offset status controls what default status is used when auto completing labour lines that have labour codes that are above the Non labour offset parameter The allowed time on the labour code is defaulted into the Taken field and no mechanic is required to complete them Introduced from Rev8 35 9304E 19 Help file changes GB_EDIT_SO_wpars html Note RTS codes will need to be checked and the labour codes will need to be set up lower than the POS system parameter Non labour code offset if you want labour lines not to be automatically completed and labour codes set higher If you do want them to be automatically completed the following parameters are not affected by this change all the loan vehicle RTS codes defined in CRM parameters the auto complete RTS codes parameter in Point of sale the Workshop
36. measured and assessed No measurement improvement to process Release Notes Navigation Point of Sale gt WIP header Description This enhancement provides a Parts wip status field on the WIP header and also displays the data within CRM and My WIPs form The functionality is similar to that of the Labour status currently available Introduced from Rev8 35 9304E 01 Help file changes SO_POS html GB_EDIT_SO_wstat html GB_EDIT_MS_pstat html SOLMMENU html GB_EDIT_SO_ccode html and MK_MAINT_WIPS html Installation and training information e System setup required e Database change required e System restart required 67 Project Notes 68 Project Notes FS 1071 Meet and Greet owner for service appointments Benefits Description For appointment based servicing a new field called Owning Operator in the Operators tab can be used to record the member of staff who will receive the customer and vehicle This operator s name is then displayed in the Workshop Loading jobs form and also in My WIPS in CRM This helps assign an owner to the repair the customer has a single point of contact and users are made to take ownership of work There is an improvement to customer satisfaction with the customer kept informed of progress via a single contact point The arrival is scheduled in workshop loading as an appointment using the Meet and Greet functionality The service advisor is created as a resource type of A and when the c
37. options Description This change provides additional functionality in CRM by providing the flexibility to change the layout of the mail by using format stationery Introduced from Rev8 35 9304E 22 Help file changes MS_OOAI1 html Tip Make sure the Main e mail address field is populated in NL gt AOI Options menu gt Accounts Open Interface gt Settings gt General parameters gt Options tab Installation and training information e System restart required 226 Project Notes E8 5311 Quick email function in CRM Release Notes Navigation CRM gt My Desktop gt Company Customer Record Description A Quick e mail facility has been added to enable notification of Account information changes and or Customer complaints to a predefined e mail address which is linked to AOI or a user defined address This is accessible through either Customer Options or Company options once a record has been loaded within CRM Introduced from Rev8 35 9304E 22 Installation and training information e System setup required e User training required e Database change required e On site testing required e System restart required 227 Project Notes E8 3989 Improved CSI survey functionality Benefits Description The CSI surveys are more flexible enabling multiple question types to be created to meet all dealer and manufacturer requirements The recording of responses will provide key data for analysis to make improvem
38. or Used vehicle selection routine or the Stock number search process Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_SR_systm html sr_maint_4_7_9 SR_SMENU html SR_VEHCRIT html SR_STNO1 html SR_VEHCRIT html Installation and training information e Database change required 308 Project Notes E8 3705 Facility to convert SR price list order to stock based order Benefits Description When you load the Accept customer orders form new icons are displayed depending on the permission level set These icons enable you to accept the pricebook order in the normal way creating a vehicle stock record or you can search available stock for a vehicle match If a match is found you will be able to assign this specific vehicle to the Showroom order accepting all sales details This reduces the number of duplicate records created in cases where either the sales person has either not selected the stock record prior to building the vehicle order or a suitable vehicle has since arrived into stock Observation what differences are noticeable When you load the Accept customer orders form additional icons are displayed Depending on the permission level configured for the user you will be able to accept the pricebook order as normal or may be forced to search available stock for a vehicle match If a match is found you will be able to assign this specific vehicle to the Showroom order and accept all sales
39. override then they are able to load the repair Attribution who gains from the benefit The Workshop manager or controller has improved control over the mix of work loaded into the workshop Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Workshop Loading gt Point of Sale Description A new field has been added to the Workshop Loading skills record called Sales mix percentage This enables you to control the amount of work that is loaded into Workshop Loading by setting a percentage against the skill When the sale mix percentage has been reached a message will be displayed and if you have the priority to override the sales mix you will be able to continue loading work If you do not have the priority to override the sale mix you will not be able to load the work for that day Introduced from Rev8 35 9304E 05 Help file changes GB_EDIT_WL_systm html WL_SKILL html 146 Project Notes Installation and training information e System setup required e Database change required 147 Project Notes E8 4078 Setting of re order categories in SM EOP Benefits Description Added benefits to issue Observation what differences are noticeable An additional parameter has been added in Stock Management System Parameters to enable you to choose whether or not you want to re set their stock records that have set to Zero order category changed to
40. the same as the reference on the received line Introduced from Rev8 35 9304E 01 Installation and training information e System setup required 74 Project Notes FS 1033 Priority control create stock file record in SO PC Benefits Description Customer benefit added Observation what differences are noticeable A new parameter has been created within Stock Management System Parameters called Create Stock Record Priority This enables you to define a priority setting to create a new stock record This control applies to all aftersales modules Attribution who gains from the benefit Department managers will gain improved control over their stock files as they can now control which users can create a new stock record Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Stock Management gt System Maintenance gt System Parameters gt Other Details Description This enhancement creates a new parameter in Stock Management called Priority to Create Stock Record This is a priority parameter and controls the creation of stock records in all aftersales modules Introduced from Rev8 35 9304E 02 Help file changes GB_EDIT_SM_systm html Note New tab has been created for new parameter Installation and training information e System setup required 75 Project Notes FS 1032 Show possible under run on activity grid Benefits
41. to create contact and followup for other depts Benefits Description Customer Benefits created Observation what differences are noticeable There will be increased flexibility for a user to create contacts and follow ups for other department location combinations Attribution who gains from the benefit A dealer group will be able to manage and maintain contacts and customer activities centrally for action locally Measurement how the benefit is measured and assessed Centralised control of contacts will create consistent customer communication activity across all departments and locations improving customer relationships Centralising the process could also increase efficiency Release Notes Navigation CRM gt My Desktop gt Customer Record gt Contacts Description This enhancement provides the facility to create contacts for departments other than the one which the user belongs to It also enables a contact or followup user ID to be set to a user other than the creator Under CRM System Maintenance User Access Control a new parameter has been created whereby a flag can be set to Yes or No to enable the creation of contacts for all departments per user ID on new tab Other Detail Introduced from Rev8 35 9304E 06 Help file changes GB_EDIT_MK_users html 208 Project Notes FS 983 Filtering of current models variants in CRM Benefits Description Customer Benefits created Observation what di
42. to either turn on or off the display of the record magic number when doing Company Customer Vehicle searches Introduced from Rev8 35 9304E 01 214 Project Notes FS 964 Include presence of Extra details record in case file Benefits Description Customer benefits created Observation what differences are noticeable When reviewing the casefile the user can see if extra details have been created for the customer Attribution who gains from the benefit The user benefits from having a clear indicator to determine if this information exists Measurement how the benefit is measured and assessed Access to the right information at the right time will contribute to the customer relationship Release Notes Navigation CRM gt Customer record gt Tools gt Case file Description This FS GENERIC enhancement automatically opens the case file on entering a customer record and if extra detail exists the line in the case file states that Customer extra details exist Introduced from Rev8 35 9304E 01 Help file changes MK_CASEFILE html 215 Project Notes FS 963 Include presence of Fleet spread record in case file Benefits Description Customer benefits created Observation what differences are noticeable When reviewing the casefile the user can see if Fleet Spread details have been created for the company Attribution who gains from the benefit The user benefits from having a clear indicator to deter
43. 04 Help file changes CM_CCHOM_MANUAL_INBOUND_TAB html 202 Project Notes CRM Marketing FS 1062 Attach third party document pdf in campaigns Release Notes Navigation CRM gt Reports and Enquires gt Campaigns Description A new option enables you to email a PDF document from inside a campaign and records it against the customer contact history Introduced from Rev8 35 9304E 02 Installation and training information e Database change required e System restart required 203 Project Notes FS 1056 Current and Future CRM activity available from Today s Perf Release Notes Navigation CRM gt My desktop gt Today s performance Description You can now use the Today s performance tab to display followups for tomorrow next week next month or a manually selected date range as well as for today Introduced from Rev8 35 9304E 02 Help file changes MK_MAINT_PERFORM html Installation and training information e System restart required 204 Project Notes FS 1054 Customer capture using a PDA Release Notes Navigation PDA application Description Within large dealers with high level of stock the showroom and or sales display can be very large PDA functionality will stop the sales person having to guide the customer back to a terminal in order to carry out certain tasks One of these tasks is the ability to search and if necessary create customer records Introduced fro
44. 2 Provide best match highlighting in vehicle stocklist e ES 1711 Provide additional stocklist sort criteria e FS 1484 Provide ability to post to Catch all posting tables FS 1483 Provide DD long code search in short code fields e FS 1318 Trade In appraisal using a PDA e FS 1317 Use of flat car image for Trade In appraisal e FS 1170 Maintain query parameters in SR e FS 1145 Check field in VSB e ES 1139 Find Similar function in SR Stock Search FS 1135 Discount Types to be determind at User Level e ES 1134 Vehicle location movements FS 1127 Create a link between the accept customer and VSB e FS 1104 Invoicing VS spec lines warning e FS 1103 Memo Notes DD option type FS 1004 Search for stock vehicle by colour and trim e FS 979 Display commission no engine no amp production month in SR FS 959 Shortcut to reports in Vehicle administration FS 958 Provide sub total of goods value on specification screen FS 957 Tacho check amp recalibration frequency visible on Variant E8 5544 Split deposit allowing allocation across multiple vehicles E8 5323 Cloning function for VSB detailed posting table E8 5243 Display all postings associated with a Vehicle sales invoice E8 4973 Can t select company adress in last owner used veh purchase E8 4804 Increase limit of vehicle usage type transfer 3 E8 4373 Vehicle stock extract as part of AOI E8 4105 Generic stock depreciat
45. A 246 Project Notes Note Requires ENV variable setup in UserEnv txt and branch 9304E 15 onwards Installation and training information e System restart required 247 Project Notes E8 3971 Enhanced mandatory field function for contact management Benefits Description The type of customer data captured can be controlled by setting mandatory or advisable data fields at a company wide or module specific level reflecting the different business requirements of departments The consistency of customer data recorded enables improved customer communications and more targeted marketing Campaigns increasing sales opportunities Observation what differences are noticeable The dealer can define mandatory advisable fields at a company and or module level meeting the requirement to set different rules determined by business process in different departments Attribution who gains from the benefit The dealer benefits from improved data integrity regardless of the business department that creates it You benefit from continuity of data creation regardless of module Measurement how the benefit is measured and assessed Improved data integrity enables accurate customer communications improving customer relationships Release Notes Navigation System utilities gt management menu gt generic validation or CRM gt system maintenance gt mandatory advisable Description Setting a field as mandatory or advisable has only
46. Amend warranty codes form Introduced from Rev8 35 9304E 03 93 Project Notes E8 5740 If C amp D is required there are no means of entering dates Release Notes Navigation CM gt Home page Description When the Transport options Loan car and Collect amp Deliver are selected the Loan vehicle diary will now be displayed to the user and automatically book the collection and delivery using the loan car booking dates If the Transport option Collection amp Delivery is used on its own and a service booking is made the collection and delivery dates are displayed to the user once the service booking has been confirmed and can be amended as required Introduced from Rev8 9304E 24 Installation and training information e System restart required 94 Project Notes E8 5727 History for seasonal equipment management Release Notes Navigation CRM gt Seasonal Equipment gt Seasonal Equipment Manager Description This enhancement sees the introduction of functionality that records Seasonal Equipment movement into a history log file Introduced from Rev8 35 9304E 27 Help file changes None Note Requires new data file CRM gt Utilities gt Files gt MK eghis Installation and training information e Database change required e System restart required 95 Project Notes E8 5724 IDC pop up to function from within CRM Release Notes Navigation Inter Departmental Communications popup this is
47. Bonus time and can be reported on 65 Project Notes Introduced from Rev8 35 9304E 01 Help file changes SO_LABOUR html GB_EDIT_SO_wpars html WL_CLOCKIN html 66 Project Notes FS 1072 Parts and labour status displayed in the repair order headin Benefits Description The status of parts on repair orders in other words on order or reserved can be viewed on the WIP header together with the labour status This is also shown in CRM My WIPs There is also the ability to filter by labour and or parts status providing a more detailed overview of the status of current jobs Observation what differences are noticeable A new field is displayed on the main Point of Sale form in the Wip status area which displays the current parts Wip status This field works in a similar fashion to the existing labour Wip status by checking the status of all parts lines on a Wip Then based on a user definable table within Miscellaneous options it selects the summary status to be displayed This field is also available on the CRM form My Wips and enables the user to filter by the parts Wip status if required Attribution who gains from the benefit Users of CRM My Desktop will benefit because the labour and now parts status on the Wip is displayed in the form My Wips In addition the user is able to filter by labour and or parts status giving a more accurate reflection as to the status of current jobs Measurement how the benefit is
48. CIP and VHCIL Introduced from Rev8 35 9304E 23 Installation and training information e System restart required 223 Project Notes E8 5597 Provide hard coded view for upsell analysis Release Notes Navigation CRM gt My desktop gt Statistics Description This enhancement provides the ability to create a separate statistics view in CRM in order to give an overall view of the upsells sold and cancelled as part of the CM booking process Introduced from Rev 8 35 9304E 24 Help file changes None Installation and training information e Database change required e System restart required 224 Project Notes E8 5314 Addition of supplier and external acc code to CRM customer Release Notes Navigation CRM gt Desktop gt Customer Company gt Additional detail Description Two new fields have been added to the Additional detail tab in both Company and Customer records It is possible that the customer and or company are both suppliers and customers The two new fields cater for the supplier account code and NACOS external account reference Introduced from Rev8 35 9304E 22 Help file changes MK_MAINT_TAR html Additional 20Details MK_MAINT_COM html Additional Installation and training information e Database change required 220 Project Notes E8 5313 Allow assignment of fields for AOI account creation email Release Notes Navigation CRM gt My desktop gt Customer gt Customer
49. F documents can be viewed in document archive increasing user efficiency Observation what differences are noticeable A new field on the Document Archive Types form called Format types has been introduced Attribution who gains from the benefit The user is now able to set up a pdf Format type and subsequently select and view pdf documents using the Document Archive viewer on a PC Measurement how the benefit is measured and assessed This enhancement will reduce the necessity of storing printed documents Release Notes Introduced from Rev8 35 9304E 01 283 Project Notes Report Generator 284 Project Notes Sales and Receivables E8 4151 Provide print option for multiple vehicle order Benefits Description A customer purchasing multiple vehicles can now receive one order form showing the total values for all vehicles Multiple order forms no longer need to be printed simplifying the process for both the customer and sales consultant Observation what differences are noticeable When you print a Pricebook order the order form displays the total values for the number of vehicles selected Attribution who gains from the benefit The salesperson is now able to produce an accurate order form for customers who buy multiple vehicles Measurement how the benefit is measured and assessed This will prevent the need to generate multiple order forms saving time and resources Release Notes Navigation
50. FS 1712 Provide best match highlighting in vehicle stocklist Release Notes Navigation Showroom gt Quotations Description In a list of new or used vehicles the vehicle that is the closest match above the calculated value is highlighted in yellow The calculated value is the average of the price between values Where these values are calculated the budget variance parameter is used Introduced from Rev8 35 9304E 14 Help file changes SR_VEHCRIT html SR_VEHMATCH html SR_ ADVNEW html SR_ USVEHSEARCH html Installation and training information e On site testing required e System restart required 317 Project Notes FS 1711 Provide additional stocklist sort criteria Release Notes Navigation Showroom gt System Maintenance gt Salesperson settings gt Vehicle tab gt Used vehicle sort sequence Description When V Stock value is set in the used vehicle sort sequence in the salesperson settings in showroom used vehicle search the sort defaults to Sort by stock value and displays the results in ascending order Introduced from Rev8 35 9304E 14 Help file changes GB_EDIT_SR_users html Installation and training information e On site testing required e System restart required 318 Project Notes FS 1484 Provide ability to post to Catch all posting tables Benefits Description For dealers with many vehicle stock books and franchises a new mapping table will be available which a
51. HSEL html 304 Project Notes E8 3917 Line by line summary display of a vehicle enquiry Benefits Description A new line by line summary of the vehicle enquiry can be presented to the customer Individual sections can be selected to display any associated items in more detail By displaying the deal in these sections the sales executive is able to gain commitment from the prospective customer at each stage of the sale process thereby helping to reduce any final objections or obstacles in closing the sale The summary can also be printed to use as a discussion or closing document Observation what differences are noticeable An additional option enables you to see a line by line presentation of the vehicle enquiry Choosing from the individual enquiry sections displays the specific items associated with each section In addition you can print a vehicle proposal summary that can be used as a discussion or closing document Attribution who gains from the benefit This functionality assists the sales executive in gaining commitment from the prospective customer at each stage of the vehicle sale Measurement how the benefit is measured and assessed Providing the ability to display the deal in sections enables the sales executive to gain commitment and therefore improves the sales process Release Notes Navigation Showroom gt Quotations gt Load Enquiry gt Presentation Description The ability to present and print
52. Help file changes New helpfile CM_CLOSURE html has been created and the CM_FORM_ATTRIBUTES html has been updated to include a link to this form 188 Project Notes E8 4817 Timing of booking and advanced user within CM Release Notes Navigation Contact management gt Home page gt Service script Description In Contact Management service booking there is a need to restrict user access to some information displayed on some of the forms generated from service Point of Sale An additional request for the ability to specify a customer s drop off and pick up date and times has also been raised Both of these requirements are addressed as part of this enhancement Introduced from Rev8 35 9304E 15 Installation and training information e Database change required e System restart required 189 Project Notes E8 4128 Statistics for Contact Management Benefits Description Performance statistics are available for Contact Management activity in CRM The dealer will have complete visibility of an agent s performance for call adoption and closure as well as generated revenue Measurement of performance can identify areas for improvement and change to increase productivity and profitability Observation what differences are noticeable The ability to create and manage Statistics views in CRM for CM will be available This will include time elapsed statistics also Attribution who gains from the benefit The dealer will h
53. Hoare that the Ext ac field will be editable in Add modify accounts Master debtors file and when in Display accounts will appear in the header under the Short name 10 Project Notes E8 5375 Fix failed daybook items Release Notes Navigation NL gt Advance System Admin gt Fix withheld items Description Now it is possible with this tool to fix withheld items on the invoice buffer for level 9 users only Introduced from Rev8 35 9304E 24 11 Project Notes E8 5353 Create of asset from PL purchase amp Sale it in SL disp Release Notes Navigation SL PL BATCH Description Now is possible create an asset when you made the PI batch input and you can sale it when you use SL Batch Introduced from Rev8 35 9304E EX 05 Help file changes NOTE As per emails in history please add a note to the help file to explain the asset Purchase VAT value differences between PL Batch input and Pass registered documents Installation and training information e Database change required e System restart required 12 Project Notes E8 5341 Ability to create PL and SL accounts from batch input Release Notes Navigation Sales Ledger Purchase ledger gt Batch Input of Documents Generate and Print Documents Self Billing Documents Enter registered Documents Nominal Ledger gt Cash Book Menu gt Cash Expense Input Description A facility has been created that enables you to create Sales Ledger and Purc
54. Hovering the mouse over the skill shows the time planned Introduced from Rev8 35 9304E 01 Note Product MS X1 X1WLLOADC 3 57 No setup required A user manual called Zichtbaarheid Planningstijd is available with ADP DSI Benelux The user should have read this manual 167 Project Notes CS 4105 Budgets controlled by department Release Notes Navigation POS gt System maintenance gt POS Operators gt Header tab gt Use budgets Description This development sees the introduction of new system parameter linked with the Use Budgets parameter and enables the entry of departments that are to be subject to budgeting control and enhancement to current Point of sale functionality to control budgeting based upon the entered system parameters budgeting departments Introduced from Rev8 35 9304E 26 Help file changes GB_EDIT_SO_wpars html Tip By default the new system parameters budget departments will be set to blank meaning that when budgets are initially switched on all departments will be subject to the budget controls Installation and training information e Database change required e System restart required 168 Project Notes CS 4097 Handling of VAT only charging on gifts in POS Release Notes Introduced from Rev8 35 9304E 20 Installation and training information e Database change required e On site testing required e System restart required 169 Project Notes Customer
55. I Options menu by enabling details of new and used vehicle record amendments and postings to be exported to a third party system An initial record transfers export option is also available It exports all the vehicle new and used header records either for set up purposes or to ensure alignment of the third party system to Autoline s Vehicle stockbooks AOI suppresses all daybook processing printing Introduced from Rev8 35 9304E 01 Help file changes MS_OOAI1 html Note Consultancy setup time is approximately two days for Import Export reports data files and parameter settings Third party setup is also significant and could take a few weeks for external mapping and import export files and so on Installation and training information e System setup required e User training required e Database change required e On site testing required e System restart required 341 Project Notes E8 4105 Generic stock depreciation routine Release Notes Navigation Vehicle Stockbooks gt Miscellaneous Options gt Write down facility gt CRM gt Stock Functions gt Write down facility Description You can now use the existing write down facility without having either CAP or Glass loaded Also you are able to write down by age and percentage Five occurrences of age and percentage are available for selection Introduced from Rev8 35 9304E 03 Help file changes VS_MMNEU_WRITEDOWN html CD_WDOWN html Note This develop
56. Installation and training information e System restart required 183 Project Notes E8 5569 Provide a TPS override function for call lists Release Notes Navigation Contact management gt homepage gt Make a call Description A customer can ask that their telephone numbers are TPS protected This can prevent call centre agents placing a call to them Under certain circumstances for example safety recalls calls to these customer may still need to be placed To enable this we have introduced a flag on the call list to allow the calls to be placed when they are processed through the Home page Introduced from Rev8 35 9304E 25 Help file changes CM_CREATE_LIST html MK_CMPGN html CM_CREATE_LIST html Installation and training information e Database change required e System restart required 184 Project Notes E8 5505 Amend printed job cards through CM parameter Release Notes Navigation Contact Management gt Miscellaneous Options gt Users Description A new parameter on the Users amendment interface allows the viewing of a WIP from the CM Home Page even if the WIP has already had a job card printed Introduced from Rev8 35 9304E 18 Help file changes GB_EDIT_CM_users html Installation and training information e Database change required e System restart required 185 Project Notes E8 5504 Inconsistent load of locations technicians Release Notes Navigation Contact management g
57. K_MAINT_TAR html new help file MK_MAINT_MOTAB html 263 Project Notes E8 4074 Archiving of Contact and Service History Benefits Description Archive options for contact and service history records can be set to speed up the processing time when running CRM campaigns or reports for large sets of data When reporting the user has the flexibility to select current archive or both sets of data using the new options in the CRM enquiries menu and the campaigns advanced menus Observation what differences are noticeable The ability to set archive controls for contact and service history will improve process speed for large data sets when running CRM campaigns or reports Attribution who gains from the benefit The user will gain from increased speed and efficiency when running ad hoc campaigns or reports through large data sets Measurement how the benefit is measured and assessed Increased speed and efficiency when running CRM campaigns or reports Release Notes Navigation CRM gt system parameters Description In CRM two new files and a system parameter have been created to facilitate the archiving of service history and contact history This is consistent with other modules where large files are archived in order to overcome potential speed issues In order that the data stored in these files can be easily queried new options have been added to the CRM enquiries menu and the campaigns advanced menus I
58. L purchase amp Sale it in SL disp e E8 5354 Warning messages on errors at login e E8 5361 Improved access to the spooler and documents e E8 5375 Fix failed daybook items e E8 5388 Create entry in MK event CLISTID for manual calls e E8 5416 VHC lines deleted via WIP to update vhcsv file e E8 5417 VHC menu codes process to control edit e E8 5418 Setting fixed price on VHC lines e E8 5419 VHC Summary to re access and amend e E8 5420 Creation of VHC event definitions for CRM Statistics e E8 5421 Saved deleted reminders on MK remin e E8 5422 VHC Service lost sales reporting 348 Project Notes e E8 5423 Ability to store parts line in MK remin e E8 5424 Open files for VHC print tyres e E8 5425 VHC lines compatible with Convert misc labour lines e E8 5431 Positioning of field EXTCODE SL accts in SL display amend e E8 5457 Identify location before diary booking in CM e E8 5504 Inconsistent load of locations technicians e E8 5505 Amend printed job cards through CM parameter e E8 5544 Split deposit allowing allocation across multiple vehicles e E8 5551 Sales mix define set number of hours e E8 5569 Provide a TPS override function for call lists e E8 5581 SO telephony call popping control via parameter e E8 5582 Provide URL link for Upselling records e E8 5583 Provide visibility of resources by day when booking work e E8 5584 Extra suppression option of labour details w
59. Labels is still a work in progress and will be completed at a later stage 64 Project Notes FS 1073 Assigned and Actual mechanic time facility for labour repair Benefits Description Autoline can now record the allowed time to complete a labour line as well as the actual time that a technician is expected to take When a labour line is first loaded the actual mechanic time will match the allowed time on the RTS code By selecting the Use bonus time parameter on the Other details tab a new Actual time for mechanic field is automatically displayed enabling the expected repair time to be entered This information is not shown on the invoice or job card unless specified The second new parameter Edit bonus time is a priority setting controlling who can edit the actual mechanic time This new functionality enables technicians efficiency to be automatically recorded within Autoline and any performance related pay to be accurately calculated In addition insurance companies and third parties can be invoiced for the allowed time without the technician s efficiency ratings being affected Observation what differences are noticeable Two new parameters exist in Point of Sale POS parameters on the Other details tab They are called Use bonus time and Edit bonus time The first parameter if set to Yes automatically displays an additional field in labour details enabling the user to enter the actual time for the mechanic This
60. Lines can still be split by either percentage or value and split lines can still have further splits applied Introduced from Rev8 35 9304E 09 Help file changes SO_MULTIPLECONTRIBUTIONS html 144 Project Notes E8 4099 Grouping lines when adding parts Release Notes Navigation Point of Sale gt Service Parts Department gt Warranty Code Description New functionality has been added which allows for the grouping of lines by Warranty Code When a wip is first created and you right click the first line W column the option to Link Lines is presented The warranty code that has been selected then becomes the Mode When you double click subsequent warranty code fields of lines the same warranty code is put into this field An option to Clear is also now available on the right click menu and this clears the warranty code on the selected line as well as resetting the Mode to blank in order to start again An option on the right click menu is also available which sets the Mode to whatever warranty code is on the line selected Once the mode has been set any subsequent parts lines added to the wip automatically have the warranty code supplied The right click option is only available if the parameters Parts Access to Labour and Labour Access to Parts are set to either Yes or Display If the warranty code on a parts line is changed then this is the new warranty code stored and it is automatically inserted if other parts lines a
61. Loading Meet and Greet parameter whether a single RTS code or multiple lines of a menu and the POS parameters Default menu on service and parts WIPs and any labour lines contained within except those with a higher labour type code You can set the parameter to be blank and therefore it has no effect on labour lines at all Installation and training information e Database change required e System restart required 137 Project Notes E8 4502 Serial element of VIN searching in POS Release Notes Navigation Point of Sale gt WIP gt Customer field Description The changes made here enable users to input six or more digits from the end of a chassis number in order to search for a vehicle in Point of Sale Introduced from Rev8 35 9304E 08 Help file changes SO_CUST html see DAT 1528 Note Originally intended for 9304F this has been approved for and applied back to 9304C Installation and training information e System restart required 138 Project Notes E8 4465 Clocking to WIP s that have been invoiced Release Notes Navigation Workshop loading gt Batch input time sheets Description When you enter clockings in Batch input of time sheets a new warning message is displayed as you are about to assign time to invoiced line s on the Wip The message has two buttons Yes and No If you click Yes you are returned to the Batch Input Time sheets form with the Wip number and line still complete and the curso
62. Management menu gt User details Description A new tab called Display User Access displays a grid with all valid locations On amending the record it is possible to tick the relevant row for a location in the Access column This allows a set up of either an individual location or multiple locations You can display users and or terminate user sessions for only those locations as defined within GB users A priority of 8 is still required to terminate sessions When you set up this grid you can select or de select all available locations by selecting the location column heading This functionality is not restricted to just Display users from within System Utilities It also applies to Display users from within System Maintenance gt Display users per module and through the Utilities button Introduced from Rev8 35 9304E 17 Help file changes GB_EDIT_GB _users html Installation and training information e System restart required 237 Project Notes 238 Project Notes FS 1053 Email option from Document Archive Benefits Description Documents can be emailed from document archive saving time and reducing costs Observation what differences are noticeable The option to send documents by email from the Document Archive retrieval form has been added Attribution who gains from the benefit Autoline users will be able to print view fax and now email documents retrieved from the Document Archive Measurement how
63. Navigation Vehicle Stockbook gt Vehicle Administration Description In addition to the existing validations enable dealers to control the level of mandatory fields required before a Vehicle Stockbook record can be saved or invoiced This function affects both new and used vehicle record maintenance and invoicing and also the contents of a trade in vehicle purchase invoicing that is linked to a vehicle sale A new MS table controls the required fields to be completed before a record can be saved or before invoicing is allowed which could result in a record being saved In addition to the field name it will denote whether the conditions applies to new used or both types of vehicle and whether it applies to sales purchasing or both types of invoicing or not Introduced from Rev8 35 9304E 07 Help file changes New helpfile GB_EDIT_00_MS_invch html Note For invoicing errors the standard invoicing error routine is used to report and control the completion of the necessary fields For record maintenance errors the Reasons for not allowing document type form is used but the text has be changed to read Reasons for not allowing record to be saved In the case of record maintenance the user must complete the fields required before they can save the record In the case of invoicing the user can either complete the fields required or delay the invoicing until the data concerned is available If the MS table does not exist or is empty th
64. OS order tab e FS 979 Display commission no engine no amp production month in SR e FS 980 Add availability code to MK vspec e FS 981 Print service histor e FS 982 Input of Commission number against vehicle stock record e FS 983 Filtering of current models variants in CRM e FS 987 Option to post VAT period close journal automatically e FS 988 Different periods for 3 valuation methods in Asset Register e FS 989 Totalling on NL enquiry routines e FS 990 VAT in invoice register e FS 993 Ability to create contact and followup for other depts e FS 1004 Search for stock vehicle by colour and trim e FS 1011 Telephony integration to Point of Sale e FS 1012 Telephony integration to Accounts e FS 1013 Telephony integration to Purchase Control e FS 1014 Telephony Integration to My Desktop e FS 1015 TEL Terms of Business e FS 1021 Typecode dropdown in labour details screen e FS 1023 Link customer arrival time to meet amp greet appointment start e FS 1024 Provide an option to undo fixed prices using the standard e FS 1025 Batch print documents order types e FS 1026 Printing Delivery Notes in Batch Print Documents e FS 1027 Workshop loading technician pictures e FS 1028 Warning before require time e FS 1030 Batch Print Documents first come first serve process order e FS 1031 Confirm picking slip only to check Allow negative qty e FS 1032 Show possible under run on activity grid
65. Project Notes Autoline External release document Release Notes 9304E Core Last modified 2011 05 31 Contents e Index e Disclaimer e Minimum requirements Autoline Rev8 minimum requirements Telephony Integration with CAS minimum requirements e Accounts E8 5431 Positioning of field EXTCODE SL accts in SL display amend E8 5375 Fix failed daybook items E8 5353 Create of asset from PL purchase amp Sale it in SL disp E8 5341 Ability to create PL and SL accounts from batch input E8 5338 Link from SL transaction to the WIP or VS E8 5331 PL Batch Post amp Pay E8 5312 Visibility of SL PL accts EXTCODE in word searches E8 5310 Allow edit of SL PL accts with AOI E8 5309 Extra key field PL accts masir for external account no E8 5273 Quick Cash improvements E8 4687 Correcting previously posted NL journals E8 4686 Fixing holes in PL document number sequence E8 4684 back posting of PL documents E8 4582 Master data alignment for AOI V 3 E8 4427 AOI general ledger Master Data changes E8 4359 Asset register interface for AOI E8 4288 NL journal transactions for AOI version 3 E8 4287 Transaction data changes to AP for AOI version 3 E8 4168 Filter NL transactions by reconciled reference E8 4167 Multi lingual credit chase function E8 4166 Ability to store suppliers SL account code E8 4163 Improved linking of SL amp PL accounts to CRM E8 3727 Recip
66. Release Notes Navigation Point of Sale Showroom amp Vehicle Stockbooks gt Print Description This enhancement enables you to print preview fax and email documents The fax and email development should only be enabled when a kprint printer is selected so you should check that having a non kprint printer selected does not change any of the print options You can print preview fax and email documentation in the same module as the one in which the documentation is produced Introduced from Rev8 35 9304E 11 Help file changes SR_PRDOC html SR_ ENQBUILD html GB_PRINT_EMAIL html GB_PRINT_FAX html SO_ACTWIP html GB_EDIT_SU_print html VS_PRDOC html Note This development uses Kprint server and formats If not used only the print options are enabled Tip Fax and email are enabled only when a kprint printer is selected The compatibility mode on the printer 250 Project Notes must be F Installation and training information e Database change required 251 Project Notes E8 3772 Database Audit pointless for recording KCC changes Release Notes Navigation System utilities gt Management menu gt Database auditing Description To cater for the situation where a generic userid has been set up thereby making it difficult to ascertain the person responsible for the change in Database Auditing TERMINAL IPADDRESS amp MACADRESS to View print audit logs is added Format SU K01 fs is updated Introduced
67. S 1058 Display users in System utilities FS 1053 Email option from Document Archive e Environment E8 5680 Add the FAX field to the user maintenance screen E8 5361 Improved access to the spooler and documents E8 5354 Warning messages on errors at login E8 5328 Remove limitation on filter in Data Maintenance E8 5271 Bulk Print Manager format changes E8 5256 Killing users and processes E8 4831 Key transaction timing in Autoline E8 3971 Enhanced mandatory field function for contact management E8 3876 Enhanced doc functionality to print preview fax and email E8 3772 Database Audit pointless for recording KCC changes E8 3771 To add a disclaimer to the autoline administrator mail e Marketing R8 55855 New report to create contacts from MK remin R8 54646 CRM CSI data structure prohibits reporting E8 5423 Ability to store parts line in MK remin E8 5388 Create entry in MK event CLISTID for manual calls E8 5333 De duplication needs to update CM clist record numbers 5 Project Notes E8 5319 Link from CRM vehicle to VSB record E8 5268 Display selected Filter in Contact History Form E8 5233 User Parameter to set default view for contact history E8 4433 CRM Company search enquiry E8 4106 Customer disability information capture in CRM E8 4074 Archiving of Contact and Service History e E8 3975 Vehicle stock location transfers E8 3972 Actual and late cost con
68. SB Release Notes Navigation VS Administration vehicle purchase brief Description This new development gives the user access to the GM Event Code When a file of order with the vehicles is received it is imported in the MS GM menu acknowledgements From this menu when the update process is run a new vehicle is created in VSB and the event code in the field VS newst suppstat is set Introduced from Rev8 35 9304E 01 Note This development introduces the update of event code but for managing the field VS newst suppstat issue E8 3706 is needed 271 Project Notes FS 1246 POS Company Specific Menus Release Notes Navigation Manufacturer systems gt 00 Autoline standard gt Menu pricing Description You can set up menus for a specific Company using the drop down list that has been added to the Menu prices form Searches for menus from the New product field with the 00 franchise selected include menus for the Point of Sale company being used as well as those where the Company has been set to 00 Also the User Filter box is displayed on the Menu prices form to enable you to include only records for the chosen company when searching from the Menu code field Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_00_MS_menus html Note Existing menus are automatically updated with the new company field set to 00 Installation and training information e Database change required 272 Project N
69. SB record Introduced from Rev8 35 9304E 01 Help file changes SR_PARTX1 html Installation and training information e Database change required 301 Project Notes E8 3920 Multiple sort criteria in vehicle listings Benefits Description There are two new sort criteria for used vehicles age in stock and stock number order The sales executive has greater flexibility to re sort the vehicles so that the customer s preferred vehicle criteria are listed first The sort options can also be set to default to specific criteria in other words the vehicles are always listed in age order to help move ageing stock first Observation what differences are noticeable When selecting the sort icon the user will see some additional options allowing greater sorting flexibility Attribution who gains from the benefit Both the sales executive and the business gain from this development The sales executive has greater flexibility to re sort the list to enable the selection of the ideal vehicle for the customer The dealer benefits because the sort options can be configured with a default on a user basis Therefore the list could always be presented in age order for example Measurement how the benefit is measured and assessed The ordering of the list will enhance vehicle selection assisting in the sales process Release Notes Navigation Showroom gt System maintenance gt Salesperson settings gt Vehicles tab gt
70. VS SL gt Take deposits Description When taking a deposit it will be possible to directly assign portions of the deposit to multiple vehicles rather than having to create an individual deposit for each vehicle Create a new deposit Enter Payment type Value and select a customer At this point the Split option will be enabled If the deposit is going against one vehicle then it can be selected as usual in the Vehicle details section To assign to multiple vehicles take the Split option Select a vehicle from the grid and you will be able to enter an allocation in the Enter allocation edit box at the bottom of the screen When you leave this box the value will be added to the vehicles gird and the status bar will tell you how much is left to be assigned The Split evenly button allows the user to automatically split the deposit between all the available vehicles Enter a Reference and the Process option will be enabled Notice that the Vehicle details header has been changed to indicate that this deposit has been split across multiple vehicles When the user selects Process it will create a separate deposit for each vehicle but they are linked so that if one is then recalled it is possible to see which vehicles it was allocated to The a Split option is enabled to allow the user to see the allocations made to different vehicles Introduced from Rev8 35 9304E 26 Rev8 35 9304E EX 03 H
71. a CRM service history enables the user to view the scanned document at any time Measurement how the benefit is measured and assessed Improved customer service as better monitoring of previous services enabling the user to review extra information when checking the service history of a vehicle in CRM Release Notes Navigation Point of Sale gt Point of Sale gt Action icon button Description There is a new button on the Action form in Point of Sale called Scan Job Cards This enables you to scan job cards using a scanner attached to the PC or network and the records are stored in document archive as a specific type You can then retrieve documents from the Document archive menu or from the Service history icon in a WIP and from the Vehicle record in CRM at any time Introduced from Rev8 35 9304E 01 164 Project Notes E8 3440 Vehicle Health Check Benefits Description A Vehicle Health Check can be carried out within Point of Sale using a clear step by step process The user has the ability to specify the number and type of checks to assess key safety aspects of a Vehicle Urgent immediate or deferred work identified as a result of the Vehicle Health Check will generate increased service revenue Work lines and invoice values are created on the Repair Order to reduce the risk of work duplication and increase the ease of use Observation what differences are noticeable The ability to add or amend free type issues i
72. a new parameter in MKV stocking specifying the user priority required to print multiple original vehicle invoices Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_SR_systm html Installation and training information e Database change required 298 Project Notes E8 3977 Addition of Customer Order Date and Order Number Release Notes Navigation Showroom gt Quotes gt delivery detail Description There are two new fields on the enquiry order form One is for Customer Order Number and one is for Customer Order Date When you complete these fields and confirm the order the corresponding fields on the MKV stock record are populated on the Sale tab If you are using VSB and not MKV then on acceptance of a confirmed order into VSB the corresponding fields on the Sales Brief are populated Introduced from Rev8 35 9304E 02 Installation and training information e Database change required 299 Project Notes E8 3973 Option to Recall quotes by specific users Release Notes Navigation Showroom gt Quotations gt Recall Enquiry Description There is an extra selection criterion in the Recall Enquiries function in Showroom to select the enquiries for a nominated sales executive with a drop down list showing the sales executives from the user s SR team structure The sales executive code is added to the summary format with column sort function Introduced from Rev8 35 9304E 01 Hel
73. accounts within VSB Release Notes Navigation VS gt Vehicle Administration Description There is new functionality in Purchase brief to allow the Back Office user to create supplier account within VSB for used vehicles only Introduced from Rev8 35 9304E 14 Help file changes VA_U__PURB html Installation and training information e Database change required 276 Project Notes FS 1136 GME Exchange integration for OVE320 and IVE230 Release Notes Navigation MS gt GM gt Docket Cards amp Vehicles invoice verification Description This new feature allows data exchange of two interfaces with the system GM Exchange receipt of purchase invoices vehicles and the sending of docket cards Introduced from Rev8 35 9304E 01 277 Project Notes FS 659 4189 GM Opel Italy Docket Card extract Release Notes Navigation MS gt GM gt Docket Cards gt Create Docket Cards Description This development relates to the Docket Card in Opel Italy When a vehicle is registered a Docket Card needs to be sent to Opel Italy The actual Docket Card can be produced before the vehicle is invoiced Introduced from Rev8 35 9304E 01 278 Project Notes FS 638 4178 Parts price file for GM Opel Italy Release Notes Navigation MS gt GM gt Master price file menu gt Update stock from price file Description Conversion of Opel price file for Italy This also includes a Trade club price file that i
74. aking a call Release Notes Navigation Contact management gt home page gt call notes Description Agents have always been able to add notes to the call but these have not always been readily available from the call queue This is necessary as the notes on the call may be relevant as advice before the call is made The changes made under this enhancement now mean that those calls where call notes have been added are easily identifiable from the call queue and the notes can be loaded from here Introduced from Rev8 35 9304E 23 Help file changes CM_CCHOM_ACTION_LIST html 177 Project Notes E8 5704 Enable decimal shift time slots Release Notes Navigation CM gt Miscellaneous options gt shifts Description This new functionality enables call centre administrators to create standard shifts in contact management These can then be assigned against the individual agents The new functionality allows for decimal shift for example a shift can now be created from 08 30 to 13 30 Standard shift breaks can also be added Introduced from Rev8 35 9304E 25 Help file changes CM_MMENU html GB_EDIT_CM_shift html GB_EDIT_CM_users html Installation and training information e Database change required e System restart required 178 Project Notes E8 5598 Access to My Desktop from within CM Release Notes Navigation Contact management gt Home page gt Statistics Description Historically CM users ha
75. ameters gt Accounting tab gt Supplementary order VSB status codes Description This enhancement enables you to add additional items to an existing order that has already been accepted into vehicle stockbooks This enables a supplementary order to be printed and accepted creating additional specification lines in an existing vehicle record depending on the account status Introduced from Rev8 35 9304E 02 Help file changes GB_EDIT_system html SR_VEHINV html 290 Project Notes E8 4084 Non financeable dealer options flag icon Benefits Description A new option is available enabling you to specify whether an option can be included within the finance balance Upon selection a new icon is displayed to inform the user that this option cannot be funded By preventing non fundable items being included within the finance deal deal accuracy is improved This saves on administration time as raising credit notes and re invoicing of deals to resolve issues is not required Eliminating errors with the finance documentation improves dealer cash flow as it reduces any payment delays from the finance company Observation what differences are noticeable When selecting an option the user may see an additional icon This indicates that this specific item is not available for inclusion in the financed balance of the sale Attribution who gains from the benefit The prevention of items being included within the balanced finance will prov
76. ameters called Clock to future Wips If set to Yes this will make Wips available to the technicians that are booked in for a future date but checked in Previously these jobs could never be seen by the technicians Attribution who gains from the benefit If required this enhancement will enable all future checked in work to be made available to technicians via the touchscreens or Workshop Loading technician form This removes the need to cancel and re book future work for today s date Measurement how the benefit is measured and assessed With further work available the work given to technicians should always be available thereby reducing the number of times a resource tries to clock on but is unable to This in turn should reduce idle time in the workshop Release Notes Navigation Workshop Loading gt System parameters gt Clock to future WIP Description A Workshop Loading system parameter Clock to future WIPs has been introduced to enable you to clock to WIPs that have been booked in on future dates after the WIP has been checked in When the WIPs have been checked in they are always available to the technician to clock on until they have been checked out Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_WL_system html Installation and training information e Database change required 158 Project Notes 159 Project Notes E8 3965 To define default WL load view by POS operators Benefits
77. ance data Measurement how the benefit is measured and assessed The enhancement limits access to sensitive information enabling the dealer to control user access to sensitive information Release Notes Navigation CRM gt Statistics Description This FS GENERIC enhancement has provided the ability to suppress access to the turnover and margin data by way of two new parameters that are set with a priority level in CRM gt System Maintenance gt User Access Control Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_MK_users html MK_MAINT_STATS html 219 Project Notes E8 5771 Provide status line in CM for labour detail form Release Notes Navigation Contact management gt Home page gt Service call Description A reduced Labour Detail form is displayed to call centre agents at the time when they add a work line to a scripted call wip The changes made under this ga provide the work line status option on the reduced labour line form The status should be available when adding the line initially and also when amending the line Introduced from Rev8 35 9304E 25 Help file changes New help file CM_ADDLABOUR html Installation and training information e System restart required 220 Project Notes E8 5703 Record Upsells Invoiced in mk event file Release Notes Navigation CRM gt My Desktop gt Statistics Description It has always been possible to record upsells added to a wip d
78. anual exist MS OOSRP 1 1835 amp MS X1BASE 1 103 amp QA132763 49 Project Notes FS 14755 POS workshop loading able to enter a planning time Release Notes Navigation POS gt Point of sale gt Service gt Workshop gt POS Desktop Description With this update it becomes possible to make use of the mechanic time instead of the time allowed when loading a job card with a vehicle Introduced from Rev8 35 9304E 21 Note 9304E BE specific User manual exists and is available from ADP DSI Benelux The user should have to read manual before setting up Installation and training information e Database change required e System restart required 50 Project Notes FS 1421 Depreciation of Parts Release Notes Navigation Stock Management gt Miscellaneous options gt Stock depreciation Description The Stock depreciation option allows a number of different options to be run against the stock file It is possible to simply create a deprecation value set against stock records without actually changing any values More importantly there are options that allow direct changes to the average cost of parts by percentage or an actual value Introduced from Rev8 35 9304E 09 Help file changes MS_X1STP html new file SM_SMENU html SM_MMENU html SM_TUM htm line GB_EDIT_SM_systm html Note Great care should be exercised before installing and operating this option as average costs across a wide range of par
79. are displayed when the work has been loaded Introduced from Rev8 35 9304E 07 Help file changes GB_EDIT_WL_systm html Installation and training information 150 Project Notes e System setup required e Database change required 151 Project Notes E8 3988 Retrospective part payments from POS Release Notes Navigation Point of sale gt Load a wip gt Tools gt Cash Allocations Description Because of this enhancement the value of cash remaining is not copied into the amount field when you allocate cash payments Instead the default value is zero which enables you to enter a part payment Many cash payments can be made against a single invoice The remaining amount includes cash in the invoice buffer which has not been posted to the sales ledger Introduced from Rev8 35 9304E 01 Help file changes SO_CASHALLOC html 152 Project Notes E8 3985 Changing parts status on WIPs for multiple lines Release Notes Navigation Point of Sale gt Point of Sale form gt Load an unprocessed wip and right click the Parts Status header Description This enhancement introduces a new form named Convert Multiple Parts Status Lines using the option on the shortcut right click menu similar to the Convert All Lines From Estimate It enables you to change a number of parts lines with one common parts status to another valid status Introduced from Rev8 35 9304E 01 Help file changes SO_POS html and SO_CMPSL
80. ase Notes Navigation Purchase Control gt Transfer Receipted orders gt Select Item From Menu gt Review Lines Description When you have made your selection of lines to be transferred and clicked OK or Cancel the confirmation form offers a third option of Review Lines If you select this option you are returned to the Toggle items in list form with any previous selections made retained Introduced from Rev8 35 9304E 01 Help file changes PC_TRANS html Installation and training information e System setup required 163 Project Notes E8 3650 Facility to scan job cards and images for Point of sale and Benefits Description Job cards and images can be scanned and stored against a vehicle record in CRM by selecting the Action for service option in Point of Sale This allows detailed service history information to be accessed by the entire business when clicking on the Service history icon on a repair order Observation what differences are noticeable There is a new option in the Action for service form in Point of Sale which enables to the user to scan a job card or an image A new parameter has been created in the POS Parameters 2 for storing the Scanned job cards or images archive type Attribution who gains from the benefit When a technician has completed the job and detailed the work carried out the job card can now be stored as a scanned document or a picture with the job A link to this document vi
81. ation Customer Contact Management gt Home page gt Call queue gt Service scripts Description A new work booking diary has been designed for CM which allows agents to book the work into an appropriate workshop as well as to select and book courtesy vehicles from the same form Introduced from Rev8 35 9304E 06 Help file changes CM_FORM_ATTRIBUTES html amended CM_DIARY html created 197 Project Notes E8 3943 Enhanced identification of aftersales work Benefits Description Full service point of sale information can be accessed directly when using a service script to simplify the process and allow consistency of data This enables users to identify work quickly using the dealer configuration specific to the vehicle selected The dealer is able to control the selection of the work increasing user efficiency and maximising up sell opportunities Observation what differences are noticeable The user will be able to identify work using the dealer configuration specific to the vehicle selected Attribution who gains from the benefit The user will be able to identify the work for the vehicle The dealer will be able to define the controls to drive the selection of that work Measurement how the benefit is measured and assessed This will increase user efficiency by utilising a simple work identification process It will reduce mis selling and unconverted upsales opportunities for the dealer Release Notes Navigat
82. ave complete visibility of CM agent performance for call adoption and closure as well as revenue generated Measurement how the benefit is measured and assessed Performance measurement will improve department and user efficiency It will also identify trends and opportunities for individual users and teams Release Notes Navigation CRM gt my desktop gt statistics Description Contact management activity is now visible in CRM statistics This requires a statistic view to be set up for the event types being created in CCM Introduced from Rev8 35 9304E 06 Help file changes CM_STATS html 190 Project Notes E8 4126 Collection and Delivery Bookings Benefits Description Collection and Delivery bookings can be made individually or together when loading service work When booked the repair order is automatically updated to show this The dealer can manage the use of Collect and Delivery resources and the associated cost whilst still offering the level of customer service required Observation what differences are noticeable The user will be able to create and maintain Collect and Delivery resources and will also have visibility and allocation abilities from within POS Workshop Loading and Contact Management when booking service work to meet the customer requirements and or dealer process Attribution who gains from the benefit The dealer can control the use of Collect and Delivery resources minimising the as
83. ceable This benefits support personnel and high priority users in that they can resolve frequently occurring and sometimes frustrating situations that normally result in a software support call being raised Attribution who gains from the benefit Support personnel and high priority users Release Notes Navigation Sales Purchase Ledger gt Advanced System Admin Menu gt Unposted Allocations Resetter Description These two programs for Sales and Purchase ledgers are for use within the Advanced System Admin menu and enable the safe resetting of unposted allocations Introduced from Rev8 35 9304E 02 Note Be aware that these release notes are for internal use only as the development itself is aimed primarily at ADP support not end users 36 Project Notes E8 3455 Failed daybook reconciler program Release Notes Navigation Nominal Ledger gt Advanced System Admin Menu gt Failed Daybooks Reconciler Description This program is a support tool that is designed to enable support personnel and high priority users to quickly assess whether a failed daybook had updated all of the relevant files and therefore whether it could be reset Ordinarily the user would have to check all of the files manually which can be a time consuming exercise This development will reduce support calls Introduced from Rev8 35 9304E 01 Note Be aware that these release notes are for internal use only as the development itself i
84. ced from Rev8 35 9203E 24 Help file changes MS_X1UPS html Note Requires install of latest MS X1 products MS X1PSTUPSEL and MS X1PSTMAD Installation and training information e Database change required e System restart required 106 Project Notes E8 5586 Upselling Records need to support multiple selection logic Release Notes Navigation SO gt Miscellaneous Options gt Upsell records Description Within the SO Upselling Record creation edit there is now a selection and range facility This can be used to filter a product with an Upsell record by a single vehicle related value or combined values for example number of days since a RTS code or product was sold linked to a Vehicle Introduced from Rev8 35 9304E 26 Help file changes MS_X1UPS html Tip The usage of the field Equals has not been defined However the value entered Age Mileage Date can only be an exact date It is anticipated this will rarely be used 107 Project Notes E8 5585 Fixed Price Upsell Record Maintenance Release Notes Navigation POS gt Miscellaneous options gt Record VHC Description This enhancement sees the introduction of functionality that enables the maintenance of a fixed price and VAT code against an Upsell item and the integrated processing of the POS VHC Upsell item via POS CRM statistics Introduced from Rev8 35 9304E 25 Help file changes MS_X1UPS html Installation and training information
85. ced from Rev8 35 9304E 01 Help file changes SR_Users sr_users 1 2 3 303 Project Notes E8 3918 Tree Structure Option for vehicle selection Benefits Description Vehicles can be viewed and selected using the new tree structure option This enables you to view and select available stock for different franchise models or sub models by using a single form improving visibility and your workflow Observation what differences are noticeable New vehicle selection is now available using a selection tree rather than the traditional selection buttons for Franchise Model and Sub model Attribution who gains from the benefit This enhancement improves the selection process enabling vehicles to be added to the enquiry from one form only Measurement how the benefit is measured and assessed This enhancement enables the user to add and present vehicle details onto the enquiry more efficiently Release Notes Navigation SR gt System maintenance gt Salesperson settings gt Vehicles tab gt New vehicle selection process Description You can view and select new vehicles in a tree structure similar to that in the Franchise Data Build Specification Also a sub model level is introduced into the new vehicle selection process in SR both in the traditional form by form function and the new tree structure Introduced from Rev8 35 9304E 01 Help file changes VS_PRE_CVFO html GB_EDIT_SR_users html SR_ AVFRANCH html SR_VE
86. change required 33 Project Notes E8 3522 Different periods for 3 valuation methods in Asset Register Release Notes Navigation Asset register gt Add modify assets Description This enhancement adds two new lifetime periods fields to the Asset record one on the Tax tab and one on the Management Tab These allow for different calculations to take place for both Tax and Management from the Valuation tab If one asset has a value entered into either of the two new fields then the balance of any assets in the register must have a value entered into the field even if it is zero 0 It cannot be left blank The two new fields are for calculation purposes only and do not generate any financial postings Introduced from Rev8 35 9304E 01 Help file changes AR_PRE_form html tax_tab AR_PRE_form html mange_tab 34 Project Notes E8 3500 Provide Menu option for K11 report Release Notes Navigation Sales ledger gt Miscellaneous Options Description A menu item is added to Miscellaneous Options so that SL report K11 Clear Balancing WIP Documents is on the menu Introduced from Rev8 35 9304E 01 Help file changes SL_MMENU html RG_EXEC_SL_rgk11 html Note Please note this has also been introduced from Rev8 30 9304C 23 but not Rev8 30 9304D 35 Project Notes E8 3456 Unposted allocation reset programs Benefits Description Unposted allocation reset programs Observation what differences are noti
87. combined the three views into one grid providing a less cluttered view with only the detail necessary for the user to initiate the call Introduced from Rev8 35 9304E 01 Help file changes CC_CCHOM_ACTION_LIST html 200 Project Notes E8 3827 Inbound call identification screen Benefits Description With the integration of telephony and Contact Management Autoline can automatically identify an inbound customer call and pop up the correct vehicle and customer record Where Autoline identifies more than one record the agent is presented with a list of records for manual selection This will increase user efficiency and reduce the probability of incorrect record selection In addition agents also have the ability to search multiple marketing companies Observation what differences are noticeable The search and identification of the customer and vehicle record within CM have been re designed Attribution who gains from the benefit The user will have enhanced search methodology and visibility of data when identifying a customer and vehicle Measurement how the benefit is measured and assessed This will increase user efficiency and reduce the probability of incorrect record selection Release Notes Navigation Customer contact management gt Home page gt Manual call Description The process of identifying an unknown customer has been updated so that it resembles current functionality of CC In addition agents now
88. cord field MS company number If you have changed the MS company number manually after a labour line has been added the RTS Company is reset to the MS company number field on the vehicle loaded Introduced from Rev8 35 9304E 01 47 Project Notes FS 14758 POS planning enter the customer date and time Release Notes Navigation Point of Sale Description Entering the time and date when the customer is bringing or collecting the vehicle should be part of the planning process Now you have to reopen the created WIP select the corresponding tab and enter the correct date and time It should be included as the last step within the workshop loading process Introduced from Rev8 35 9304E 20 Help file changes None Note No set up internal no notes internal Product MS X1IUG 1 30 Installation and training information e System restart required 48 Project Notes FS 14756 POS workshop loading easily reload a WIP Release Notes Navigation SO gt Point of Sale gt Job card Description With this enhancement you can have all labour lines on a job card set back from status B to M This is only possible for Service terminals Setup functionality is only applicable for terminal with POS Access S or B with Service allowed Only an authorised user is allowed to change terminal settings Introduced from Rev8 35 9304E 21 Note This enhancement is 9304E Benelux specific The setup document and user m
89. ct Notes E8 5221 Standard VHC reports for POS Benefits Description Benefits added to E8 5221 Observation what differences are noticeable A full range of standard reports available for VHC reporting purposes Attribution who gains from the benefit Service management to report statistical information regarding VHC Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation SO gt Reports and Enquires gt Run reports Description The VHC suite of reports is designed to work from VHC data created in the VHC save file There is a spreadsheet designed to exist locally on a user s PC that has a refresh facility to update data live to the Excel grid Some features allow some of the reports to be run in EOD while others notify service and parts departments at various stages of the Vehicle Health Check process Reminder dates that are set during the VHC process can now be looked at and reminder prompts sent on a daily basis from the EOD reports to the Service manager notifying any outstanding work that has not been captured and that is about to expire Introduced from Rev8 35 9304E 22 Help file changes Not required Note These VHC reports must be used in conjunction with the Excel spreadsheet attached to this Issue Some local setup is required to get this working An installation document has been attached to assist during the setup stages Installa
90. d could take a few weeks for external mapping and import export files and so on Installation and training information e System setup required e User training required e Database change required e System restart required 23 Project Notes E8 4427 AOI general ledger Master Data changes Release Notes Navigation Nominal ledger gt AOI Options menu Description This change provides priority controlled functionality in the AOI Options menu to import and attach external mapping codes to an Autoline chart of account table Cost centre and expense codes have an addition field to hold the external codes It is also possible to report on differences between the external codes and Autoline codes Introduced from Rev8 35 9304E 17 Help file changes MS_OOAI1 html Note Consultancy setup time approximately two days for Import Export reports data files and parameter settings Third party setup is also significant and could take a few weeks for external mapping and import export files and so on Installation and training information e System setup required e User training required e Database change required e On site testing required e System restart required 24 Project Notes E8 4359 Asset register interface for AOI Release Notes Navigation Nominal ledger gt AOI Options menu Accounts Open Interface Asset register Description This change provides additional functionality in AOI Options menu by allow
91. default record size and a minimum number of days data to keep 4 The SO vhcsv file is removed from the WIP consolidation process to prevent records being deleted when they may be required for reporting purposes Introduced from Rev8 35 9304E 20 Help file changes None required Note This development makes changes to the SO VHS file structure and therefore the changes will not generally be viewed by a user without the necessary permission to view files Further developments to this file may involve an archive feature but this is not part of this enhancement Installation and training information e System setup required e Database change required e On site testing required e System restart required 125 Project Notes E8 5254 VAT Code for POS rounding posting paramterized Release Notes Navigation Point of sale gt System parameters gt Round VAT code Description Currently Point of Sale roundings are posted with a VAT code of I A new system parameter called Round VAT code has been introduced to allow the user to define the VAT code to be used for these postings If the VAT code is not set it uses VAT code by default Introduced from Rev8 35 9304E 19 Help file changes GB_EDIT_SO_systm html Installation and training information e System setup required e Database change required e On site testing required e System restart required 126 Project Notes E8 5253 Link from WIP header to SL tranac
92. dentified as part of a Vehicle Health Check Attribution who gains from the benefit The workshop technicians will be notified immediately as any additional work can be added to their repair orders Immediate or deferred work identified as a result of the Vehicle Health Check will generate increased service revenue Measurement how the benefit is measured and assessed Work lines and invoice values are created on the Repair Order to reduce the risk of work duplication and increase the ease of use Release Notes Navigation Point of sale WIP gt Links toolbar gt Three Vehicle Health check operations Description Vehicle health check VHC enables you to produce printed output from the predefined health check activity list for the vehicle and franchise selected and record the condition codes and urgency of repair within Point of Sale with an easy input form You can also determine which of the health check activities requires additional repairs and transfer selected items to a WIP with a unique Menu code at M status in preparation for pricing prior to contacting the customer Lastly you can contact customers to establish their willingness to have the priced repair completed determining the reminder dates for any work deferred at the request of the customer Introduced from Rev8 35 9304E 06 Help file changes New files added GB_EDIT_SO_VHC_Entry html GB_EDIT_SO_VHC_Summary html GB_EDIT_DD_vhclv html GB_EDIT_MS_X1UPS html U
93. details are loaded when possible If the service interval details are not available in these records the values in the CRM default record are used Introduced from Rev8 35 9304E 19 Help file changes Not required Note If the variant record is updated from Franchise Data and the variant is updated manually on the vehicle the original service intervals are retained and not changed to the new values Also if an existing record has the variant code added and updated the original set up is retained Therefore this change is only evident when new records are created Tip This Development has been requested to be back tagged to 9304D and 9304E after initial testing and completion The qa was backtagged successfully to both packs Installation and training information e System restart required 141 Project Notes E8 4457 Account Specific Service Invoice Format Release Notes Navigation Point of Sale gt Miscellaneous options gt Edit customer details gt Service Invoice format Description A new field has been added to the Edit customer details gt Other tab Service invoice format This provides the facility specifically to set an invoice format to be used in conjunction with the account loaded when invoicing from Service Point of Sale This overrides the standard format set in SO System parameters Introduced from Rev8 35 9304E 08 Help file changes GB_EDIT_SO custf html see DAT1524 Note Please be aware t
94. details to the specific vehicle record identified Attribution who gains from the benefit The benefits to the user are the ability to prevent duplicate records being created primarily where either the sales person has not selected the stock record prior to building the vehicle order or a suitable vehicle has arrived into stock since the order was created Measurement how the benefit is measured and assessed This development will reduce the number of duplicate Vehicle Stockbook records created and simplify the sales administrator s workload Release Notes Navigation Vehicle Stockbooks gt Accept customer orders Description This change adds a Vehicle Stockbook parameter to set the priority level for users to accept customer orders It also enables Showroom pricelist orders to be matched with a vehicle stock record and then accepted Introduced from Rev8 35 9304E 05 Help file changes GB_EDIT_VS_SYSTM html VS_PRE_CVFO html VS_PRE_CVFO_FORM html Note 309 Project Notes Pricebook orders only Installation and training information e Database change required 310 Project Notes Vehicle Sales FS 14990 Additional requirements for vehicle search and demo bookings Release Notes Navigation PDA gt showroom gt vehicle search PDA gt showroom gt demo booking PDA gt CRM gt demo booking Description To bring the PDA demonstrator booking functionality into line with core functionality the optio
95. e FS 1033 Priority control create stock file record in SO PC e FS 1034 GRN no on movement histor e FS 1035 Customer account code mismatch in back order e FS 1036 Batch print documents free stock logic e FS 1053 Email option from Document Archive e FS 1054 Customer capture using a PDA e FS 1056 Current and Future CRM activity available from Today s Perf e FS 1058 Display users in System utilities e FS 1062 Attach third party document pdf in campaigns e FS 1070 Visibility of outstanding ICT and ISO in point of sale e FS 1071 Meet and Greet owner for service appointments e FS 1072 Parts and labour status displayed in the repair order headin e FS 1073 Assigned and Actual mechanic time facility for labour repair 350 Project Notes e FS 1103 Memo Notes DD option type e FS 1104 Invoicing VS spec lines warning e FS 1126 Seasonal Equipment Manager improvements e FS 1127 Create a link between the accept customer and VSB e FS 1134 Vehicle location movements e FS 1135 Discount Types to be determind at User Level e FS 1136 GME Exchange integration for OVE320 and IVE230 e FS 1139 Find Similar function in SR Stock Search e FS 1143 Record technician against parts issue e FS 1144 Saving of estimated cost on sublet line e FS 1145 Check field in VSB e FS 1146 Creation of supplier accounts within VSB e FS 1147 Posting basic vehicle actual costs through PL batch input e FS 1170
96. e benefits e FS 1792 Create new Quick Start process back office only e FS 1866 Licence controls for PDA applications e FS 14755 POS workshop loading able to enter a planning time e FS 14756 POS workshop loading easily reload a WIP e FS 14758 POS planning enter the customer date and time e FS 14990 Additional requirements for vehicle search and demo bookings e FS 15054 Fastfit functionality conflict to VHC load mode in Summar e FS 15821 PDA Unable to partially receive a picking slip e R8 43139 Ability to view PDF documents in Document Archive e R8 50900 RTS Code Switch issue in Point of Sale e R8 51457 Editable token text on Review page 351 Project Notes e R8 54646 CRM CSI data structure prohibits reporting e R8 55855 New report to create contacts from MK remin e R8 62138 Previous vehicle link not retained through CM e R8 62245 Access to SO created WIP in CM format when in CM Disclaimer ADP Dealer Services UK Limited ADP has taken reasonable care in preparing this publication This publication and the information it contains neither changes the terms of any agreement s entered into by ADP nor affects in any way ADP s liability under such agreements s ADP its affiliated companies agents or contractors shall have no liability in connection with or arising from the use of this publication ADP reserves the right to make changes to the information contained within this publication wit
97. e changes GB_EDIT_SO_opers html WL_LOAD html Installation and training information 160 Project Notes e System setup required e Database change required 161 Project Notes E8 3964 Display WL load remaining as age Benefits Description Remaining workshop capacity hours can be viewed as a percentage by selecting the age left button on the load form display on the Workshop Loading form This gives users the choice to select their preferred display Observation what differences are noticeable A new display has been made available on the main Workshop Loading form This is selected by the age left button and if clicked displays the percentage value of skill remaining on the form Attribution who gains from the benefit Additional flexibility for the user to select a different view of workshop capacity This new view can also be selected as the operator default as per the associated development E8 3965 Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Workshop Loading gt Load form gt age left Description A left button has been added to the Workshop Load form It changes the display in the Load grid to show the remaining capacity hours left to load in the workshop as a percentage Introduced from Rev8 35 9304E 01 Help file changes WL_LOAD html 162 Project Notes E8 3769 Transfer receipted orders re selection Rele
98. e is a new checkbox that enables document values to be added inclusive of VAT Attribution who gains from the benefit Accounting people working with the Account Payables module will save time when introducing documents in the invoice register Measurement how the benefit is measured and assessed This facility saves time for the accounting people and reduces the possibility of errors when registering invoices Release Notes Navigation Purchase ledger gt Invoice register gt Enter registered documents Description This enhancement adds a new field for Gross Input This flag allows the Gross Input to be decided at document level If it is ticked the VAT field on the Create New Document form becomes uneditable the goods and VAT value are automatically calculated from the total value entered and the VAT code is used as default for the PL account chosen Introduced from Rev8 35 9304E 01 Help file changes PL_IRBAT html 43 Project Notes FS 989 Totalling on NL enquiry routines Benefits Description Customer Benefits added Observation what differences are noticeable In the General ledger Transaction Enquiry totals are calculated and displayed as the rows are requested and increment as the operator scrolls down Attribution who gains from the benefit This enhancement enables the operator to view the subtotals as they progress without having to scroll to the end saving time in the enquiries Measureme
99. e lower portion of the form resembles a desktop the upper portion remains unchanged and allows a right click on Equipment types and individual lines within the Equipment type to list a series of functions 2 From the new form desktop you are now able to view all the equipment stored against a Seasonal Equipment record 3 Using the new right click feature from the main Seasonal Equipment Managers form records can be edited deleted and changed to a new vehicle if required Additionally you can now add new equipment to the record or book it in and out of the storage location 4 Tyre information that can be input has been expanded to include extra detail and the ability to show the tread depth 5 In addition to the redesign of the form the opportunity has been taken to move all files to a single location in the CRM module This allows Seasonal equipment held to also be displayed in the case file and provides the facility to load these lines if associated to an RTS code to a POS Wip by highlighting these in the Case file Introduced from Rev8 35 9304E 21 Help file changes MK_SQMEN html MK_SQ html GB_EDIT_MK_eqloc html GB_EDIT_MK_egbin html GB_EDIT_MK_eqtyp html GB_EDIT_MK_eqsze html GB_EDIT_MK_eqmke html GB_EDIT_MK_egqcnd html GB_EDIT_MK_eqpos html GB_EDIT_MK_eqtym html GB_EDIT_MK_eqpar html Note This enhancement has an additional add on specifically designed for MB product ID MBSERVICE which will not be tested a
100. e main POS form done by clicking the WIP number ellipsis the description has changed from All to All departments and this option has been moved from the bottom of the list to the top as the default Introduced from Rev8 35 9304E 01 Help file changes SO_POS html 60 Project Notes FS 1144 Saving of estimated cost on sublet line Release Notes Navigation SO gt Point of sale gt Service gt Enter a sublet code gt Sublet Details form Description An Estimated price entry box has been added to the price section of Sublet Details form The field name is actually known as BONUSTIM and is editable depending on status of sublet line This field cannot be amended once sublet line is saved Introduced from Rev8 35 9304E 01 Help file changes SO_SUBLET html 61 Project Notes FS 1143 Record technician against parts issue Release Notes Navigation Point of Sales gt Point of Sales gt WIP Description When parts are issued from the back counter it is necessary to record the technician who takes these parts and record this information against the movement of the part When the user prints a requisition from the action form when in a service or Bodyshop Wip a pop up window appears displaying a list of all technicians from the WL resou file The window displays the code and name CODE and DESC of each mechanic From this list the user can select the technician who is taking the parts Introduced from
101. e options where applicable Attribution who gains from the benefit The sales executive will not need to add or recreate the lines of specification applied to the previous vehicle Measurement how the benefit is measured and assessed This will save sales executives time and effort in changing vehicles during the sales process enabling them to concentrate on the sale Furthermore any retained items will automatically be repriced preventing items from being under priced in error Release Notes Navigation Showroom gt Quotations Description This enhancement enables you to change the vehicle from one variant to another at which point you can keep accessories Introduced from Rev8 35 9304E 02 292 Project Notes E8 3994 Multiple Franchise Model Sub model Variant advanced search Benefits Description A new icon is displayed providing multiple franchise model variant and or sub model search criteria This improves the system functionality as multiple new used vehicle searches can be performed at the same time This improves the ability to match vehicle stock to specific customer requirements Observation what differences are noticeable An additional icon is displayed which enables the user to search multiple franchise model variant and or sub model Attribution who gains from the benefit This improves the system functionality for the user as it enables them to search for example a high specification
102. e sales invoice e E8 5252 Warn of outstanding loan vehicle before invoicing a WIP e E8 5253 Link from WIP header to SL tranactions created from this WIP e E8 5254 VAT Code for POS rounding posting paramterized e E8 5256 Killing users and processes e E8 5266 Create unique key for SO vhcsv file e E8 5268 Display selected Filter in Contact History Form e E8 5271 Bulk Print Manager format changes e E8 5273 Quick Cash improvements e E8 5309 Extra key field PL accts mastr for external account no e E8 5310 Allow edit of SL PL accts with AOI e E8 5311 Quick email function in CRM e E8 5312 Visibility of SL PL accts EXTCODE in word searches e E8 5313 Allow assignment of fields for AOI account creation email e E8 5314 Addition of supplier and external acc code to CRM customer e E8 5319 Link from CRM vehicle to VSB record e E8 5323 Cloning function for VSB detailed posting table e E8 5327 32 Dating of stock check adjustments and postings e E8 5328 Remove limitation on filter in Data Maintenance e E8 5331 PL Batch Post amp Pa e E8 5333 De duplication needs to update CM clist record numbers e E8 5334 VHC Recording of tyre information e E8 5335 VHC manage more than 3 condition codes and update entry form e E8 5336 VHC PDA Functionality for PC e E8 5338 Link from SL transaction to the WIP or VS e E8 5341 Ability to create PL and SL accounts from batch input e E8 5353 Create of asset from P
103. e standard existing functionality remains in place Installation and training information e Database change required 324 Project Notes FS 1139 Find Similar function in SR Stock Search Release Notes Navigation Showroom gt Quotations gt Stock Search New Vehicle search Used Vehicle search Description Currently the search routines in Showroom return only exact results This FS generic enhancement allows users to search for vehicles that are either exact or near matches for the customer s requirements Introduced from Rev8 35 9304E 03 Help file changes SR_VEHMATCH html SR_ADVINEW html SR_ USVEHSEARCH html SR_VEHCRIT html SR_STNO html SR_STNO1 html SR_STNOSIM html SRADVNEWSIM html SR_STNOSIM html 325 Project Notes FS 1135 Discount Types to be determind at User Level Release Notes Navigation SR gt Quotations Description Restricts users accordingly to priority the possibility to discount vehicles at different levels factory price total price base vehicle value Introduced from Rev8 35 9304E 01 Installation and training information e Database change required e On site testing required e System restart required 326 Project Notes FS 1134 Vehicle location movements Release Notes Navigation Vehicle Stockbooks gt Vehicle Administration gt Vehicle from the top tool gt Location transfer Description This enhancement introduces a form that allows a vehicle to b
104. e the vhcsv file accordingly if a VHC line is deleted from a WIP 2 When deleting a labour line from a WIP a check must be made to determine if the line is a VHC line by checking the existence in the SO vhcsv file If it is a VHC line the SO vhcsv file must be updated to amend the status to D on saving the WIP 3 This will have the benefit of improved and more accurate reporting from the SO vhcsv file Introduced from Rev8 35 9304E 21 Help file changes Not required Note No mention was made of deleting a line when in the Summary screen of VHC but this has been included during testing Installation and training information e System restart required 120 Project Notes E8 5336 VHC PDA Functionality for PC Release Notes Navigation Point of Sale gt Mobile Advisor Description Some of the benefits that this development is able to provide are listed below 1 With the continued use of PCs in the Workshop environment a requirement for the simplified PDA type Vehicle health check process has been identified This will enable technicians to create a VHC against a vehicle on the PC rather than on a paper form or Mobile Device 2 With this Development comes the new functionality to record tyre details including tread depth on three areas of the tyre Inner Outer and Middle tread plus Tyre make and model and Wheel rim make and model as appropriate All information is captured and saved for future access when reload
105. e transferred from one physical location to another and the option to print a Movement Advice note and the facility to search for a specific field within the vehicle log file Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_VS_SYSTM html VA_N html VA_U html VA_LOG html amended VA_LOCTR html new 327 Project Notes FS 1127 Create a link between the accept customer and VSB Release Notes Description This issue creates a button in VSB to create a link with the function Accepting customer order It is possible to use this button from VSB or use the normal functionality It depends on the flow that the dealer uses in your organisation Introduced from Rev8 35 9304E 01 328 Project Notes FS 1104 Invoicing VS spec lines warning Release Notes Navigation When invoicing a vehicle in VS with a lot of spec lines the user is prone to missing lines out due to the difficulty in visibility In some markets and dealer processes it is a legal requirement that no supplementary vehicle invoices can be raised Both these issues make it necessary to introduce a method of controlling the invoicing of spec lines either by forcing selection of all lines or warning the user To resolve this a new VSB parameter to determine whether a warning that all lines should be given if all items on a vehicle specification are not selected for invoicing Yes No plus another new parameter to determine the priority to allo
106. eck In Out form description has been renamed when taking possession of the vehicle to and 191 Project Notes hand over loan vehicle and when returning the vehicle to and take back loan vehicle Introduced from Rev8 35 9304E 06 Help file changes MK_LIFT html MK_LOANV html TUM_MK html WL_LOAD html WL_KEYS html SO_POS html Note This enhancement is dependent on the X1 products X1WLLOADC version 3 2 and X1XLC version 2 2 being installed These new versions are for Rev9 35 9304E onwards 192 Project Notes E8 4111 Agent distribution and re allocation Benefits Description The re allocation of call lists to agents or teams by the contact management administrator is easier The process has been shortened and simplified This enables call allocations to be managed more effectively Observation what differences are noticeable The ability to re allocate users to call lists is enhanced to incorporate individual user efficiencies The ability to re allocate for all call lists will be available Attribution who gains from the benefit The Contact Management administrator will have greater flexibility when re allocating calls between users and teams Measurement how the benefit is measured and assessed User efficiency will increase when handling call list calls Release Notes Navigation Contact Management gt Call list Management gt Call list allocation Description The process of reallocating call lis
107. ection reasons on mk event for use in statistics E8 5595 Creating of CM users also needs to be for each SO co E8 5584 Extra suppression option of labour details within CM booking E8 5583 Provide visibility of resources by day when booking work E8 5569 Provide a TPS override function for call lists E8 5505 Amend printed job cards through CM parameter E8 5504 Inconsistent load of locations technicians E8 5457 Identify location before diary booking in CM E8 4818 CM Closure page amendments E8 4817 Timing of booking and advanced user within CM E8 4128 Statistics for Contact Management E8 4126 Collection and Delivery Bookings E8 4111 Agent distribution and re allocation e E8 4080 Easier call list creation E8 4040 Integrated work processes within template scripts E8 3944 Booking Diary function in Contact Management E8 3943 Enhanced identification of aftersales work E8 3942 Enhanced customer identification process E8 3828 Simple call list display E8 3827 Inbound call identification screen E8 3826 Improved data quality controls for CRM records in CM e CRM Marketing FS 1062 Attach third party document pdf in campaigns 4 Project Notes FS 1056 Current and Future CRM activity available from Today s Perf FS 1054 Customer capture using a PDA e FS 1014 Telephony Integration to My Desktop FS 993 Ability to create contact and followup for ot
108. elease Notes Navigation Showroom gt System maintenance gt Salespersons settings gt General tab gt Default sales manager Description The Pass to sales manager menu bar command creates a diary entry and or email to alert the sales manager controller that an enquiry requires their attention This works in the same way as the Pass to business manager menu bar command Introduced from Rev8 35 9304E 03 Help file changes SR_ENQBUILD html GB_EDIT_SR_users html 286 Project Notes E8 4118 Customising Vehicle Orders Benefits Description The user will have the ability to exclude specification lines where there is no associated cost and to change the order in which they appear on the quote order This will allow order forms to be presented to the customer in a clear and precise format Observation what differences are noticeable When a user chooses to re sequence the order of the specification lines these will be split into two sections The first section will contain all items that have associated costs and therefore must appear on the order The second section will show items that can be removed from the order therefore users can elect to add these if they wish Attribution who gains from the benefit Users can choose which specification lines appear on the order form and the sequence in which they appear Measurement how the benefit is measured and assessed This enhancement enables order forms to be p
109. elect the correct one In the situation where an incorrect WIP is selected from the list it would be difficult to restart the selection process as the form is driven by the receive call process This enhancement sees the introduction of a new toolbar option which when selected returns the user to the WIP selection screen in order to enable reselection of an alternative WIP Introduced from Rev 8 35 9304E 24 Help file changes SO_POS html Installation and training information e System restart required 104 Project Notes E8 5616 CRM Aftersales events to record SO opers GBUSERID Release Notes Navigation Point of Sale gt Miscellaneous Options gt POS Operators Description The POS operators function has been enhanced to include the link to the GB_USER This parameter is subsequently used with CRM statistics Introduced from Rev8 35 9304E 24 Help file changes GB_EDIT_SO_opers html Installation and training information e System restart required 105 Project Notes E8 5588 Sequencing of SO Upsel to be user definable Release Notes Navigation POS gt Miscellaneous Options gt Up sell records Description Up sell records are displayed listed within POS and CM in the order as entered when first set up This new function enables the user resequencing of the up sell record structure Parent Layer and item thereby making the viewing of Up sell information more user meaningful and logical Introdu
110. elp file changes SL_DEPOS html and TUM01012 html Tip CRM record must be attached to each vehicle where a split deposit may be required Installation and training information e Database change required e System restart required 336 Project Notes E8 5323 Cloning function for VSB detailed posting table Release Notes Navigation Vehicle Stockbooks gt Miscellaneous Menu gt Detailed posting Tables Description With this development now if you insert an invalid account into Detailed posting tables the system advises you and highlights the wrong account in red Introduced from Rev8 35 9304E 26 Rev8 35 9304E EX 02 Installation and training information e User training required 337 Project Notes E8 5243 Display all postings associated with a Vehicle sales invoice Release Notes Navigation Vehicle Stockbooks gt Vehicle administration gt load a vehicle gt Finance Details tab gt right click on the invoice gt select the new option Transaction Details Description A new option as been added so you can now display the transaction details from within the vehicle stockbooks record Introduced from Rev8 35 9304E Note This option will only display once the daybooks have been generated 338 Project Notes E8 4973 Can t select company adress in last owner used veh purchase Release Notes Navigation Vehicle Stock books gt vehicle administration gt used vehicle record gt purchase
111. ement to customer satisfaction the customer is kept informed of progress via a single contact point Release Notes Navigation Point of Sale gt Operator tab gt Owning operator Description This enhancement introduces a new field on the Operator tab called Owning operator The owning operator is the operator who deals directly with the customer and meets the customer upon his arrival The arrival is scheduled in Workshop Loading as an appointment using the Meet and Greet functionality 69 Project Notes The service advisor is created as a resource type of A and when the customer has been booked in the service advisor becomes the Owning operator of the job Introduced from Rev8 35 9304E 01 Help file changes SO_POS html GB_EDIT_wpars html MK_MAINT_WIPS html GB_EDIT_MS_mapop html GB_EDIT_WL_systm html TUM_WL html WL_JOBS html WL_MMENU html WL_NUMBERS_FUTURE html WL_RESOU html WL_DAY html and WL_ACTIVITY_PLANNED html Installation and training information e System setup required e Database change required e System restart required 70 Project Notes FS 1070 Visibility of outstanding ICT and ISO in point of sale Benefits Description A message alerts parts operators of any outstanding Inter company transfers ICT or Inter company stock orders ISO awaiting processing on the system This alert is displayed on the main Point of Sale form and also on the parts Point of Sale form It helps to improve
112. ents to service delivery with the result of improving subsequent CSI scores and customer relationships Observation what differences are noticeable Dealer CSI will be accommodated in a fully functional operation which can be defined and utilised within CRM as well as being adopted within CM This encompasses multiple question types available in multiple surveys These can then be used across location and department combinations Attribution who gains from the benefit The dealer will be able to define a full CSI suite for all departments and utilise this in CRM and CM Measurement how the benefit is measured and assessed Accurate CSI definition and survey capture will provide key data to enhance customer relationships and therefore improve loyalty Release Notes Navigation CRM gt My Desktop gt My Shortcuts gt Customer Survey CRM gt Miscellaneous Options gt CSI Survey Setup Description The wizard for setup and for answering CSI surveys enables you to create different question types giving dealers greater flexibility when creating Surveys Introduced from Rev8 35 9304E 03 Help file changes MK_MMENU html MK_CSISR html MK_CSISR_OPEN html MK_CSISR_CREATE html MK_CSISR_VIEW html this replaces mk_cus_sat_ind_res_form MK_CSISR_ANSWER htn1l MK_CSISR_COMPLETE html 228 Project Notes E8 3978 Incorrect conversion of prospects to customers Release Notes Navigation CRM gt My Desktop gt Customer
113. er Meet and Greet RTS code has changed to enable the user to enter a menu code rather than just an RTS code This is achieved by inserting a before the menu code to signal that the code is a menu The description of this parameter has been changed to read Appointment code Attribution who gains from the benefit A menu can now be loaded to a repair when being loaded into the workshop This enables the user to add more than one line to a Wip if necessary Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Workshop Loading gt System parameters gt Appointment code Description The Workshop Loading system parameter Meet and Greet RTS code has been renamed Appointment code It enables you to load 00 menus as well as individual 00 RTS codes for booking customer handover appointments This continues to work in conjunction with the Workshop Loading system parameter LOADSTAT on M and G and deletes or completes the menu lines when the WIP has been checked out Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_WL_system html Installation and training information e System setup required e User training required e Database change required 155 Project Notes 156 Project Notes E8 3967 Repair Request search in Jobs form Benefits Description An additional filter is now available on the Workshop Loading jobs form to enable t
114. ers Description A button has been added to the Users creation form to enable the simultaneous creation of Point of Sale operators in the relevant Point of Sale companies This is achieved by cloning an existing POS operator and amending certain detail as necessary Introduced from Rev8 35 9304E Help file changes GB_EDIT_CM_users html CM_users_opers html Note Only applicable when creating Contact Management users and not amending existing user records Installation and training information e User training required 181 Project Notes E8 5584 Extra suppression option of labour details within CM booking Release Notes Navigation Contact Management gt Home Page gt Service booking Description The labour details form has been simplified to only show the time allowed and Labour description Both these fields are editable by the operator Introduced from 9304E Installation and training information e On site testing required e System restart required 182 Project Notes E8 5583 Provide visibility of resources by day when booking work Release Notes Navigation CM gt Manual Call gt Script for workshop booking Description When making a workshop booking the diary is refreshed to display the availability based on the location work and transport options selected A new detailed option button has been provided which will show detailed availability of skill resources Introduced from 9304E
115. ers operating systems on branches 9304E or newer KClient setup file and KCML IMAGE files for all operating systems can be found on www kcml com kcml 06 20 For systems using a non standard back up method that creates a token file in tmp on completion of the back up administrators should be aware that the system now uses WORKSPACE instead of tmp Please refer to your Technical Consultant to ensure that changes have been made to accommodate this CRM and OCX integration with Outlook requires MS Office XP otherwise known as MS Office 10 or MS Office 2002 or later to be installed The use of the integrated telephony products in Autoline requires a CAS client minimum version 2 70 3000 build 1001 to be installed in addition to KClient on the user workstation PC A program such as Adobe Reader is required to display Acrobat PDF documents ADP Print Viewer is required It is available via the ADP downloads web site www adpdsionline com For SMS support you need ADP Print Manager an SMS licence and a suitable SMS device and Sim Card attached to the Print Manager server Project Notes Note Microsoft Windows Windows XP SP2 Windows 2000 SP4 Windows Vista Windows 7 Outlook MS Office XP MS Office 10 MS Office 2002 Windows Mobile OCX and Connection Manager are trademarks or registered trademarks of Microsoft Corporation in the United States and or other countries Adobe and the Adobe logo are trademark
116. es are noticeable Transactions timings are recorded in a comma separated log file The new functionality is activated by two environmental variables PERFMONSAMPLE and PERFMONLOG Attribution who gains from the benefit The Services organisation will have timers for key transactions in Autoline Measurement how the benefit is measured and assessed The new log gives an objective measure of system performance This lets you see whether a system is gradually slowing down or whether it suddenly slows down after a software upgrade or hardware change Release Notes Navigation File Utilities button gt Edit text file gt Open UserEnv txt Description You can now set a UserEnv ixt variable to true to monitor real time kcml transactions to test performance under different loads This measures in milliseconds how long it takes to load and save a wipno display WL Graph display the WL numbers form Load and Display a SL Account and CRM display wordsearch results from main CRM Find function A log file is recorded in LOGS It can be used to monitor statistics and compare results on the server for different days and load scenarios It could also be used to measure customers with possible performance issues and see how this measures up to benchmark results average across other customer sites with a similar profile and size The enhancement requires kcml 6 20 46 14198 onwards Introduced from Rev8 35 9304E 20 Help file changes N
117. es are noticeable With Telephony installed the user will be able to activate an outbound call to an account from SL PL Inbound calls will also pop to the user and provide options as to whether the call is answered or not Attribution who gains from the benefit The user and dealer will gain from increased efficiency and improved relationships with suppliers and customers Measurement how the benefit is measured and assessed The user will gain from increased efficiency when calling or receiving calls from account customers suppliers The dealer will gain from improved relationships by knowing the incoming caller before answering Release Notes Navigation Sales Purchase ledger gt Display accounts Description This provides telephony integration into Purchase Ledger display for inbound and outbound calls Outbound calls can be initiated by clicking the new Telephone icon in Purchase Ledger Display accounts Introduced from Rev8 35 9304E 01 Help file changes SL_DISP html and PL_DISP html Tip To take advantage of this development the users must have an IP telephone and have a suitable CAS client installed on their PC Installation and training information e System setup required 41 Project Notes e User training required 42 Project Notes FS 990 VAT in invoice register Benefits Description Customer Benefits added Observation what differences are noticeable In the invoice register ther
118. ess or during the use of the PDA to save typing a Standard message onto a VHC line Introduced from Rev8 35 9304E 21 Help file changes GB_EDIT_DD_vhclv html SO_VHC_Entry html Tip The use of too many condition codes may prevent the display of useful text in the PDA application Installation and training information e System setup required e User training required e Database change required e System restart required 122 Project Notes E8 5334 VHC Recording of tyre information Release Notes Navigation Point Of Sale gt Add a Vehicle gt Links gt Record VHC gt Tyres button option this is replicated on a PDA device Description As part of many OE Manufacturers Vehicle Health Check VHC forms the facility to record tyre information is included This is now available when inputting a VHC record on the Autoline system Introduced from Rev8 35 9304E 24 Help file changes SO_VHC_ENTRY html and SO_POS html Note The recording of tyre information has also been replicated for a PDA device Tip A tyre record can be created or maintained directly from the VHC form without having to complete a Vehicle Health Check This is actioned by taking the Tyre button option updating and saving the record and then taking the cancel option from the VHC form Installation and training information e System setup required e User training required e Database change required 123 Project Notes E8 5327 32 Datin
119. etrieval and re processing functions within the spooler Introduced from Rev8 35 9304E 24 Installation and training information e On site testing required 241 Project Notes E8 5354 Warning messages on errors at login Release Notes Navigation GB gt User Detail and SU gt Timed Operation Description The requirement is to force the user system manager or an appointed deputy in case of absence to see these error messages and acknowledge them similar to the Daisy login message function Introduced from Rev8 35 9304E 24 Rev8 35 9304E EX 01 Installation and training information e Database change required e System restart required 242 Project Notes E8 5328 Remove limitation on filter in Data Maintenance Release Notes Navigation Module gt Utilities button gt Data maintenance Description This enhancement removes the first 10 column filter restriction in Data maintenance The only restriction now is that only 10 filters can be applied So any column in a large file can be filtered upon Additionally any fields with filters on will show up in Cyan so you can easily identify where filters have been applied A new filter logic button has been added to the form to enable easy and very visible access to this functionality The button is only enabled when 2 or more filters have been applied Introduced from Rev8 35 9304E 21 Help file changes None Level 9 feature not documented Note
120. etup required 76 Project Notes FS 1031 Confirm picking slip only to check Allow negative qty Benefits Description Customer Benefits added Observation what differences are noticeable When a user running the Point of Sale program Confirm Picking Slips confirms the quantity the system no longer checks the priority to confirm with negative free stock as this parameter has already been checked at the time of printing the picking slip Only the parameter Negative stock is checked at this point Attribution who gains from the benefit This enhancement enables a lower priority user to confirm picking slips because the Negative free stock parameter is no longer checked Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Point of Sale gt Confirm Picking Note Description Confirm Picking Notes now only checks the Negative Stock POS parameter priority Introduced from Rev8 35 9304E 01 Installation and training information e System setup required 77 Project Notes FS 1030 Batch Print Documents first come first serve process order Benefits Description Customer Benefits added Observation what differences are noticeable Additional sort sequences have been added to the clear backorders facility in the Batch Print Documents program The clear backorders facility now operates by user defined order type see FS 1025 However
121. events and modify the event log accordingly to capture VHC data for example the completing of the VHC and up selling of labour and reminder notifications These events will be logged in Autoline and can be used to create views to analyse VHC data teams of technicians and so on when creating jobs from their Vehicle checks Introduced from Rev8 35 9304E 23 Help file changes MK_MAINT_STATS html Tip Correct setup is key to this new functionality If any changes are made to the setup please remember to generate stats overlay in Statistics Maintenance after changes Installation and training information e Database change required e System restart required 116 Project Notes E8 5419 VHC Summary to re access and amend Release Notes Navigation POS gt Load a Vehicle gt Record a VHC gt Carry out a VHC Summary gt Save Wip and then try to reaccess the Summary form Description The function of this enhancement is to amend the process so that the VHC summary form can be re accessed and the lines viewed and in some cases amended For example a line could be changed from reminder to load and vice versa but cannot be changed from deleted In summary the form should be available to re access if the operator wants to make changes to what has already been done Introduced from Rev8 35 9304E 23 Help file changes Not required Installation and training information e System restart required 117 Project Notes
122. ever been available in CRM but it was too restrictive When a field was set to mandatory if affected all modules and companies on the system Now the ability to set a field to mandatory or advisable has been extended to selected fields in all modules Additional functionality has been added to enable the level of validation on a field to be adjusted by module and or company Introduced from Rev8 35 9304E 03 Help file changes SU_VALID html Note We advise that the latest version of KCML is downloaded Installation and training information 248 Project Notes e Database change required 249 Project Notes E8 3876 Enhanced doc functionality to print preview fax and email Benefits Description It is possible to preview fax and email all documents produced in Point of Sale Showroom and Vehicle Stockbooks increasing administration efficiency Observation what differences are noticeable New options have been added in Point of Sale Showroom and Vehicle Stockbooks for preview fax and email documents produced in the module Attribution who gains from the benefit Point of Sale Showroom and Vehicle Stockbooks users can preview fax and email from the module and menu option in which the documents are produced Measurement how the benefit is measured and assessed This new functionality will save time for the users and save print costs For example it won t be necessary to re print a document before faxing it
123. fferences are noticeable The user can filter the CRM vehicle record list for vehicle configuration by current vehicles only Attribution who gains from the benefit The user who is creating a vehicle and the dealer will benefit from improved vehicle data Measurement how the benefit is measured and assessed When creating a vehicle record in CRM the user will benefit from a reduced selection list improving efficiency The dealer will benefit from having less risk of creating incorrect or incomplete data so improving data integrity Release Notes Navigation CRM gt My Desktop gt Vehicle record Description This enhancement adds two new filtering buttons so that when entering the model and variant codes of a vehicle the flag fields can be selected so that filtering is only on current models and variants If un ticked then all models and variants held in Franchise Data are returned for selection Introduced from Rev8 35 9304E 01 Help file changes MK_MAINT_VEH html Vehicle 209 Project Notes FS 982 Input of Commission number against vehicle stock record Benefits Description Customer Benefits created Observation what differences are noticeable If the dealer is using MK Vehicle stocking not relevant in European markets the user can capture the vehicle commission number when creating a vehicle stock record Attribution who gains from the benefit The dealer will benefit from improved data integrity and
124. field s allowed and taken times are also still shown This field is not shown on the invoice or job card unless specified and simply provides the ability to record the actual time the technician is expected to take on this particular labour line which may be different from the allowed time The second new parameter Edit bonus time is a priority setting and controls who can edit the actual mechanic time A user below the assigned priority for this field would not be able to edit this field When a labour line is first loaded the actual mechanic time will match the allowed time on the RTS code Attribution who gains from the benefit Workshop staff will benefit from this development as now there is an additional field to record the expected mechanic time for a labour line This enhancement enables users to record time when the allowed time is not the same as the expected time to complete the job Measurement how the benefit is measured and assessed This field can be included in reports to review mechanics performance Release Notes Navigation Point of Sale gt Labour Details gt Actual time for mechanic Description This enhancement introduces a new field on the Labour Details form called Actual time for mechanic This field enables you to enter a different allowed time for the mechanic whose name is displayed in the Technicians Activity form when clocking on and it is then written back to the clock file to a new field called
125. files are updated correctly the user will benefit as all reports and enquiries will return the same information Previously some differences were apparent Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Point of Sale gt Account code tab Description This enhancement has provided a prompt when changing the account number on a wip header The prompt gives the option of updating the account number of all available valid back order lines to the revised account number Introduced from Rev8 35 9304E 01 73 Project Notes FS 1034 GRN no on movement history Benefits Description Customer Benefits added Observation what differences are noticeable When a part is un received the goods received number of the original receipt is stored on the parts log file Attribution who gains from the benefit The user is now easily able to find the original goods received number of an un receipted part This is helpful when trying to trace the history or movement of the stock record Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Stock Display gt Movement Tab gt Parts Log Transaction gt References gt Purchase reference field Description This enhancement amends the GRN reference when displaying an unreceived line from within Stock Management Movement The GRN reference is now
126. from within the CRM vehicle record dependant on Stockbook Permissions of the user Introduced from Rev8 35 9304E 23 Help file changes MK_MAINT_VEH html Installation and training information e On site testing required e System restart required 259 Project Notes E8 5268 Display selected Filter in Contact History Form Release Notes Navigation CRM gt My Desktop gt customer record gt summary tab gt contact history summary Description On systems with many locations departments and executives the contact summary can be filtered many ways it may not always be clear to the user if a filter has been applied or what the filter is that has been applied to the contact history This change introduces an advisory message which appears above the contact history grid on the customer summary tab that a filter has been applied and what that filter is Introduced from Rev8 35 9304E 21 Help file changes None Installation and training information e System restart required 260 Project Notes E8 5233 User Parameter to set default view for contact history Release Notes Navigation CRM gt System Maintenance gt User access control gt Miscellaneous tab Description This parameter now gives you the option to have two different default views aA A Alternative or S Summary Introduced from Rev8 35 9304E 22 Help file changes GB_EDIT_ MK _users html Installation and training info
127. g of stock check adjustments and postings Release Notes Navigation SC gt System parameters Description With new parameter 2 the date of count for stock checking is the same in the posting date of NI transactions Introduced from Rev8 35 9304E 26 Rev8 35 9304E EX 01 Installation and training information e Database change required e System restart required 124 Project Notes E8 5266 Create unique key for SO vhcsv file Release Notes Navigation SO gt Utilities button gt Add modify afile or Data Maintenance SO vhcsv Description This development has made changes to the SO vhcsv to prevent the file filling up too quickly make records unique to prevent duplicate records when Wips roll around and provide an extra field that reports may use to link to other SO and vehicle files The changes have been necessary for a variety of reasons 1 When Wip numbers roll around there is no unique identifier in the SO vhcsv file to prevent a duplicate key error in the event that a record with the same wip number is produced this has been resolved by the addition of a prime key field called WIPCRTD which will be populated with the date the Wip was created 2 There is a need for a unique key that can be used to link to other SO files for reporting purposes this has been resolved by writing the labour log magic to this file on creation of a record line 3 The afile creation tool must create the SO vhcsv file with a
128. grams e E8 3500 Provide Menu option for K11 report e E8 3511 Ability to allow posting by Sub Model code e E8 3522 Different periods for 3 valuation methods in Asset Register e E8 3650 Facility to scan job cards and images for Point of sale and e E8 3705 Facility to convert SR price list order to stock based order e E8 3706 Provision of OEM order status within VS stock record e E8 3709 Consistent view of vehicle stock in Showroom e E8 3718 Prevent sales exec access to profit statistics in SR enquiry e E8 3725 Filtering non current models amp variants in SR stock search e E8 3726 NL Account Code lookup e E8 3727 Reciprocal Trading enhancements Ref Italy 137 e E8 3769 Transfer receipted orders re selection e E8 3771 To add a disclaimer to the autoline administrator mail e E8 3772 Database Audit pointless for recording KCC changes e E8 3826 Improved data quality controls for CRM records in CM e E8 3827 Inbound call identification screen e E8 3828 Simple call list display e E8 3876 Enhanced doc functionality to print preview fax and email e E8 3917 Line by line summary display of a vehicle enquiry e E8 3918 Tree Structure Option for vehicle selection e E8 3919 Default location option in vehicle search e E8 3920 Multiple sort criteria in vehicle listings e E8 3921 Provide generic colour and trim options on trade in records e E8 3942 Enhanced customer identification process e E8 3943
129. gt Add modify accounts gt Create amend mode Description This enhancement introduces the ability to search for the CRM record number when linking either Sales Ledger or Purchase Ledger accounts The main benefit will be realised when you link the Sales Ledger or Purchase Ledger to the CRM record AFTER the account has been created for example when new systems are built and the legacy system s CRM records need to be linked to Autoline SL PL It is now possible to search for the record number and prompt users to link when they are happy with the record they have selected Introduced from Rev8 35 9304E 03 Help file changes GB_EDIT_PL_accts html GB_EDIT_SL_accts html DAT 1333 31 Project Notes E8 3727 Reciprocal Trading enhancements Ref Italy 137 Release Notes Navigation SL or PL gt Cash Posting amp Allocations function Transfer Description If in an SL account or PL account in the fields Reciprocal trading and Reciprocal account there is an option to exclude or include accounts with reciprocal trading in Remittances Introduced from Rev8 35 9304E 01 32 Project Notes E8 3726 NL Account Code lookup Release Notes Navigation NL SL gt Display Account Description This enhancement introduces new lookup functionality to enable search on cc expense codes both for Latin and Non Latin Accounting Introduced from Rev8 35 9304E 01 Installation and training information e Database
130. hase Ledger accounts in the Batch input of document routines This is for continuous posting when no customer or supplier account exists when you attempt to post a batch of documents You can now do three things Firstly you can create Sales Ledger accounts in Batch input of Documents and Generate and Print documents Secondly you can create Purchase Ledger accounts in Batch input of Documents Self Billing Invoices and Enter Registered Documents in Invoice register Lastly you can create Purchase Ledger accounts in Nominal Ledger gt Cash Book Menu gt Cash expense input Introduced from Rev8 35 9304E 21 Help file changes PL_BATCH_HDR html SL_BATCH_HDR html SL_PRINT html PL_PRINT html PL_IRBAT html Tip The existence of the Account creation button is dependent on whether or not the Master accounts are active The button is available if there are no Master accounts but not available if Master Debtors Creditors is active Installation and training information e User training required e On site testing required e System restart required 13 Project Notes E8 5338 Link from SL transaction to the WIP or VS Release Notes Navigation SL gt Display Account gt Tab Transaction gt Business Process Button Description Now it is possible from SL display account when you recall an SL customer transaction to link to the Business Process that generated the transaction WIP or VS Vehicle if it is generated from a WIP o
131. hat while this enhancement was intended for 9304F it has been tagged back to 9304C and will be available from iteration 29 Installation and training information e Database change required e On site testing required 142 Project Notes E8 4164 Ability to print supplier documents by language Release Notes Navigation Point of Sale gt Workshop gt Sublet orders Purchase control gt Parts orders Vehicle Stockbooks gt Vehicle administration gt Sublet orders on costs Description The ability to print purchase orders for sublets and parts has been added This facility is for Parts orders Workshop sublet order and VSB sublet orders depending on the CRM record language that is linked to the Supplier account Introduced from Rev8 35 9304E 09 Help file changes PC_POFOR html Note Setup and training will be required by and for consultants and RM Installation and training information e System setup required e User training required e Database change required e System restart required 143 Project Notes E8 4100 Split line by Warranty or menu code Release Notes Navigation Point of Sale gt Point of Sale gt Totals column heading Description When you are doing contribution splits on lines you can now by right clicking the Totals column heading do splits on multiple lines These can be flagged either individually or by way of filters on menu code or warranty code or a combination of both
132. have the ability to search multiple MK companies Introduced from Rev8 35 9304E 02 Help file changes CC_CCHOM_INBOUND html 201 Project Notes E8 3826 Improved data quality controls for CRM records in CM Benefits Description When creating CRM records from within Contact Management the de duplication rules and processes of integration will apply to the records created This will ensure that data integrity is maintained and improve the accuracy of customer communications Observation what differences are noticeable When you are creating CRM records from within CM the rules and processes of integration will apply to the records created Attribution who gains from the benefit The dealer will gain from improved data integrity for records created from CM Measurement how the benefit is measured and assessed Data quality will improve thereby improving customer communication and relationships Release Notes Navigation Customer Contact Management gt Home page gt Manual Inbound gt Review tab Description This enhancement improves the process of updating and creating CRM records in Customer Contact Management to make it more intuitive The enhancement brings to CCM many of the processes employed within the CC module for creation and amendment of records The enhancement also introduces the ability to create and amend CRM records from multiple CRM companies from one CM location Introduced from Rev8 35 9304E
133. he benefit is measured and assessed Improved visibility provides a smoother work flow and improves the handling of settlement payments within the dealership Release Notes Navigation Showroom gt Quotations gt Enquiry Builder gt Trade in Description The Showroom module enables you to add three trade in vehicles to an enquiry However in earlier versions only one early finance settlement figure is calculated With this enhancement you can have early finance settlement calculated separately for all three trade in vehicles Introduced from Rev8 35 9304E 01 294 Project Notes E8 3986 Deleting valid offers for nominated customer Release Notes Navigation Found in Showroom gt Quotations gt Recall Enquiry gt For Customer Enquiry Search Results Description You can delete showroom offers immediately for a specific customer so long as at least one outstanding offer is left on file This is to address the requirement where multiple alternative offers are raised for the same customer but there is an opportunity for only one sale They cannot supersede each other and also the other offers are not lost sales Introduced from Rev8 35 9304E 01 Help file changes MK_MAINT_PERFORM html SR_RECENQ html SR_SELENQ html SR_ENQBUILD html MK_MAINT_STATS html 295 Project Notes E8 3981 Offers for unidentified customers Release Notes Navigation SR gt System maintenance gt Salesperson settings gt Ge
134. he user to search for a specific WIP number quickly by right clicking the WIP number column header Observation what differences are noticeable An additional filter is now available on the Workshop Loading jobs form to enable the user to search for a specific Wip number This new search is available by right clicking the Wip number column header Attribution who gains from the benefit The enhancement enables the user to locate a specific Wip number quickly from the Workshop Loading jobs form Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Workshop Loading gt Jobs gt WL Jobs WIP Filter Description A WIP search filter WL Jobs WIP Filter has been added to the Workshop Loading Jobs form It searches for a specific WIP number from within the Jobs form Introduced from Rev8 35 9304E 01 Help file changes WL_JOBS html 157 Project Notes E8 3966 Ability to clock to future work Benefits Description A Clock to future WIPs parameter enables technicians to clock onto jobs scheduled for a future date once the vehicle is checked in Workshop loading is more user friendly as future work does not need to be re scheduled for the current date In addition technicians idle time should be reduced with the new availability of future work Observation what differences are noticeable A parameter has been added to Workshop Loading System Par
135. her depts FS 983 Filtering of current models variants in CRM FS 982 Input of Commission number against vehicle stock record FS 981 Print service history FS 980 Add availability code to MK vspec FS 966 Auto expansion of case file FS 965 Display of magic numbers in CRM searches FS 964 Include presence of Extra details record in case file FS 963 Include presence of Fleet spread record in case file FS 962 Support for any one of four phone numbers as mandatory field e FS 961 Search stock no comm no function vehicle in book in list FS 960 Restrict access to turnover and profit info in CRM stats E8 5771 Provide status line in CM for labour detail form E8 5703 Record Upsells Invoiced in mk event file E8 5623 CM make a call where tps or no numbers and no tps override E8 5617 CRM VHC stats to record certain VHC events through CM E8 5597 Provide hard coded view for upsell analysis E8 5314 Addition of supplier and external acc code to CRM customer E8 5313 Allow assignment of fields for AOI account creation email E8 5311 Quick email function in CRM E8 3989 Improved CSI survey functionality E8 3978 Incorrect conversion of prospects to customers E8 3976 Breaking Vehicle to Customer Links e CS 4138 CRM Multi make and model Management e Franchise Data E8 3974 Vehicle driver s side annotation e Environment FS 1866 Licence controls for PDA applications F
136. hicle Installation and training information e Database change required e System restart required 256 Project Notes E8 5388 Create entry in MK event CLISTID for manual calls Release Notes Navigation CM gt Home page gt Manual call Description Dealers require better statistical reporting from the calls being made in contact management This development introduces a change to the marketing events file so that additional developments can use this information to produce better call statistics There are no functionality changes for call centre agents Introduced from Rev8 35 9304E 20 Help file changes None Installation and training information e Database change required e System restart required 257 Project Notes E8 5333 De duplication needs to update CM clist record numbers Release Notes Navigation CRM gt Reports and enquiries gt Database cleansing gt Deduplication Utility Description When using the deduplication facility the Contact Management call list file was not updated The changes made in this development now mean that the contact management call list file is now included in the deduplication process Introduced from Rev8 35 9304E 24 Help file changes None 258 Project Notes E8 5319 Link from CRM vehicle to VSB record Release Notes Navigation CRM gt My Desktop gt vehicle records Description It is now possible to display a linked vehicle stockbook record
137. hout any obligation to notify any persons of such revisions or changes This publication should not be construed as making any representation or warranty with respect to the products services or software referred to Periodically there may be changes or variations to such products services and or software which are not reflected in the documentation ADP Dealer Services UK Limited 2006 All rights reserved No part of this publication may be produced transmitted transcribed stored in a retrieval system or translated into any language or computer language in any form or by any means without the prior written permission of ADP Dealer Services UK Limited 352
138. html 153 Project Notes E8 3984 More than 3 POS deposits or cash allocations Release Notes Navigation Point of Sale gt Wip gt Action gt Payments Description This enhancement enables you to have more than three payments or deposits on a wip A new file called cashp has been introduced to hold all the payments entered as opposed to the wip header The Pay button on the Action form has been renamed Payment New users should be trained to use the re named Payment button to record all payments and deposits When a wip header is consolidated any payment records within the cashp file associated with that wip are also removed Manual conversion of data should take place to move any existing payments from the SO headr file to SO cashp Introduced from Rev8 35 9304E 01 Help file changes SO_ACTWIP html and SO_CASH html Installation and training information e Database change required 154 Project Notes E8 3968 Creation of multiple WIP lines for Vehicle appointments Benefits Description Multiple RTS codes can be added to a Repair Request by default when loading work into the workshop This enables more than one line to be added to the Repair Request catering for the recent demand to schedule and manage customer appointments to the dealership This provides a professional service and maximises additional sales opportunities Observation what differences are noticeable The existing Workshop loading paramet
139. ide greater deal accuracy and will prevent the need for invoices to be created and deals amended Measurement how the benefit is measured and assessed Administration users will not be required to credit and re invoice deals to resolve issues where these items have been included Furthermore inaccuracy with finance documentation causes delays with payment from the finance company Therefore this should assist with improved dealer cash flow Release Notes Navigation Franchise data gt Build Specification gt Dealer fitted option Description There is now a facility to allow a dealer to define which dealer options created within franchise data can be financed Introduced from Rev8 35 9304E 03 Help file changes DD_BSPEC SR_PURCHSUMM 291 Project Notes E8 4083 Able to keep accessories when changing vehicle in Showroom Benefits Description When changing a vehicle within a showroom enquiry Autoline will attempt to retain any vehicle options that have been added to the previous vehicle and apply them to the new one This information is displayed in a new form ensuring that the user is informed of any changes This saves the sales executive time and effort as the accessories do not need to be recreated Furthermore any retained items will automatically be re priced where applicable Observation what differences are noticeable When you change a vehicle within a showroom enquiry the system will attempt to retain vehicl
140. ing details of asset record amendments and postings to be exported to a third party system An initial record transfers export option is also available This exports all the asset header records either for setup purposes or to ensure alignment of the third party system to Autoline s Asset register AOI suppresses all daybook processing printing Introduced from Rev8 35 9304E 17 Help file changes MS_OOAI1 html Note Consultancy setup time is approximately two days for Import Export reports data files and parameter settings Third party setup is also significant and could take a few weeks for external mapping and import export files and so on Installation and training information e System setup required e User training required e Database change required e On site testing required e System restart required 20 Project Notes E8 4288 NL journal transactions for AOI version 3 Release Notes Navigation Nominal ledger gt AOI Options menu gt Insert NL journal entries Description This change provides additional functionality in the AOI Options menu by enabling you to create NL Journals by using the Insert NL journal entries option There is also a further entry to the AOI parameter settings form and daybook processing is suppressed for any NL Journals produced Introduced from Rev8 35 9304E 17 Help file changes MS_OOAI1 html Note Consultancy setup time approximately two days for Import Export report
141. ing information e System restart required 174 Project Notes E8 5728 Transfer of sublet line within script process Release Notes Navigation Contact management gt Home page gt Service call Description More and more dealerships are subcontracting MOT work but subcontract work could not be transferred from one POS location to another from within the scripted process This enhancement changes the way sublet lines are processed within the script to enable a sublet line on a wip to be transferred to another POS company should this be required Introduced from Rev8 35 9304E 26 Help file changes None Installation and training information e System restart required 175 Project Notes E8 5708 Load WSL diary within CCM global booking view Release Notes Navigation Contact management gt Home page gt Global booking Description The global booking view in the Contact Management home page only gave a basic view of availability This could only give the agent a guide to time availability within the workshop The changes made in this enhancement have given call centre agents the ability to drill into Workshop Loading so they now have a more accurate overview of time availability Introduced from Rev8 35 9304E 24 Help file changes CM_GLOBAL_BOOKING html Installation and training information e System restart required 176 Project Notes E8 5707 Make previous call comments more visible when m
142. ing the vehicle in POS Introduced from Rev8 35 9304E 01 Help file changes Help files are not displayed on PDA type applications Note 1 To access the functionality that this development introduces requires Full Autoline licenses and not just a PDA license 2 This application only represents the record process of the Vehicle health check as accessed from POS Tip If the Mobile Advisor menu option is not available then an Environmental variable relating to mobile company access may need to be set up for the POS company concerned for example MAD_COMPANIES 01 121 Project Notes E8 5335 VHC manage more than 3 condition codes and update entry form Release Notes Navigation Point of Sale gt Enter a vehicle onto the Wip gt Choose vehicle health check from the Links menu Description With this new functionality the number of columns can be increased from the standard three up to nine Columns when viewing the VHC Record Grid The Header rows can also now be personalised with a variety of different colours during setup Additionally there is a new column called Not checked This shows when items are not inspected By default a tick should be displayed in this column this will now be controlled by a Condition default setting that can be enabled on setup An extra feature has been added to the Upsell record creation called standard text This allows up to nine lines of text to be displayed during the record proc
143. inks gt Print VHC Description The additional benefits that this Enhancement includes are listed below 1 We are now able to add the multiple files created for the recording of tyre information to any additional VHC formats that are produced 2 Owing to the number of additional files that have to be opened for the accurate printing of tyre information it is necessary that Autoline opens these files before calling the format enabling the details to be easily added to the format 3 Improved VHC form layout to include the new Tyre information that now can be recorded as part of the VHC process Introduced from Rev8 35 9304E 21 Help file changes Not required Note During the development testing of this enhancement the new formats had not been written Any new formats will follow after this Enhancement has been signed off and therefore formats will need to be tested independently Installation and training information e System restart required 113 Project Notes E8 5422 VHC Service lost sales reporting Release Notes Navigation POS gt VHC Summary gt Set a line to delete this is also available from the reminder notice Description The benefits of this Development are shown below In Point of Sale when you are using the VHC Vehicle Health Check function you can set a line to delete when carrying out the VHC Summary An operator would do this if the customer declines to have the work done and will ne
144. integration to Purchase Control Benefits Description Outbound calls can be activated from Purchase control by clicking on the telephone icon saving users time manually dialling numbers Observation what differences are noticeable With Telephony installed you can activate an outbound call from Purchase Control Attribution who gains from the benefit The user and dealer gain from increased efficiency Measurement how the benefit is measured and assessed This results in improved customer relationships from Purchase Control Release Notes Navigation Purchase control gt New line gt Purchase Transaction gt Telephone icon Description This enhancement provides telephony integration to Purchase control for outbound calls to suppliers This is achieved by clicking the Telephone icon adjacent to the supplier account number on the form When clicked the phone number associated with the supplier is dialled Introduced from Rev8 35 9304E 01 Help file changes PC_P2 html Installation and training information e System setup required 87 Project Notes FS 1011 Telephony integration to Point of Sale Benefits Description Integrated telephony enables outbound customer calls to be initiated from point of sale by clicking on the telephone icon An inbound call will screen pop any associated repair order allowing the user to select and load the repair order and answer the call or to redirect it Staff efficienc
145. inting of VHC report sheet with Job card Release Notes Navigation POS gt Wip with a vehicle gt Carry out a VHC gt Action gt Print Jobcard gt Option to print a VHC form also Description When a vehicle exists on the Wip and a VHC type line has been added to the same Wip the option to print the VHC checklist when the Job card is printed is now available This also works with Batch print of jobcards Introduced from Rev8 35 9304E 24 Help file changes SO_ACTWIP html SO_PRTJB html Tip The option to print a VHC checklist from the POS Wip Action form will only ever be available from the Print Directly option print preview email or fax will not generate the prompt You will also be prompted to print the VHC Form from the Batch print jobcards from the Main POS menu if a VHC line exists on a Wip that has not had a jobcard printed previously 100 Project Notes E8 5719 Set condition and reset multiple lines on VHC PDA Release Notes Navigation POS gt Mobile advisor Description This development enables multiple lines to be updated when using a PDA Device or POS Mobile Advisor option to enter VHC details Currently every line must be individually entered and changed which is a lengthy process using a PDA Therefore a quicker method to update and reset multiple lines has been developed Introduced from Rev8 30 9304E 25 Help file changes N A Note This Development covers both the Mobile Advisor optio
146. ion Customer contact management gt home page gt service script gt work details form Description You can now access full service Point of Sale functionality directly from service scripts simplifying the process of creating a service script and allowing consistency of Point of Sale data Introduced from Rev8 35 9304E 03 Help file changes CM_WORK_DETAILS html Note The CM_WORK_DETAILS html help file is accessible from the CM_FORM_ATTRIBUTES html help file 198 Project Notes E8 3942 Enhanced customer identification process Benefits Description The customer identification process has been enhanced to simplify the business process and be more user friendly The enhanced visibility and easier selection of records improve user efficiency and reduce the probability of incorrect record selection Observation what differences are noticeable There are further cosmetic changes to the identification page Attribution who gains from the benefit The user benefits from enhanced visibility and selection of records Measurement how the benefit is measured and assessed There is improved user efficiency and reduced probability of incorrect record selection Release Notes Navigation Contact management gt Home Page gt Manual call tab Description The manual call tab has been updated to reflect the functionality available in Contact centre when agents are trying to identify a customer correctly Introduced
147. ion routine E8 3992 Supplier Details for 8273 direct purchases E8 3706 Provision of OEM order status within VS stock record E8 3511 Ability to allow posting by Sub Model code Project Notes Minimum Requirements Autoline Rev8 minimum requirements Please note Certain features may incur additional licensing and additional implementation costs Not all features may be installed as standard Connection Manager offering greater reliability and functionality over telnet is the only recommended connection method for systems running KCML6 Available server memory RAM should be 18 MB per user This increase from the prior recommendation of 16Mb is an incorporation of overall system overheads into a per user measure Windows 7 Windows Vista Windows XP SP2 and Windows 2000 SP4 are the only recommended operating systems for computers that run KClient There are issues with the extra security that Vista enforces that dictate that some products have to be installed with admin privileges See www kcml com vista html Microsoft Internet Explorer internet browser included with the recommended operating systems or another compatible web browser is required to display the online help HTML For optimal screen displays we suggest screen resolution be set to 1024 x 768 KClient version 6 20 66 17049 is used on Windows based PCs for testing issues on branches 9304E or newer KCML version 6 20 66 17049 is used on test serv
148. ired 79 Project Notes 80 Project Notes FS 1027 Workshop loading technician pictures Benefits Description Customer Benefits added Observation what differences are noticeable The ability to edit add technicians pictures within the Workshop loading resources option is now restricted to user of a priority of 8 or above The Picture button is no longer available to users below this priority Attribution who gains from the benefit This controls access to the technician pictures to high priority users preventing any misuse or deletion editing in error Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Workshop Loading gt Resources Description This Enhancement changes setup to hide the Picture button unless you have a priority of 8 or higher You can then edit or delete pictures in Workshop loading Resources The pictures are used on the Workshop Loading form Introduced from Rev8 35 9304E 01 81 Project Notes FS 1026 Printing Delivery Notes in Batch Print Documents Benefits Description Customer Benefits added Observation what differences are noticeable A new function is available in the Point of Sale option Batch print documents This function enables the user to print Delivery notes directly from this form If accounts are available to print delivery notes then this button is made available to the user and if
149. it of all the other fields The list of fields which are controlled by the external systems is derived from the import definition within AOI All fields imported are not available for editing Introduced from Rev8 35 9304E 23 Help file changes MS_OOAI1 html Note ACCOUNT NLCONTRL CURRENCY ACTYPE VATGROUP These fields will become non editable if the accounts have postings or history Installation and training information e System restart required 17 Project Notes E8 5309 Extra key field PL accts mastr for external account no Release Notes Navigation Purchase Ledger gt Display accounts Add modify accounts Master creditors file Description This change provides additional functionality in Accounts Open Interface and Purchase ledger by allowing the third party to import and store an external account code against supplier accounts within Autoline Introduced from Rev8 35 9304E 22 Help file changes MS_OOAI1 html Note It has been agreed with Colin Milton and David Hoare that the Ext ac field will be editable in Add modify accounts Master creditors file and when in Display accounts will appear in the header under the Short name Installation and training information e Database change required e System restart required 18 Project Notes E8 5273 Quick Cash improvements Release Notes Navigation Nominal Ledger gt Cash Book Menu gt Cash Book amp Process Bank Statement Descriptio
150. ithin CM booking e E8 5585 Fixed Price Upsell Record Maintenance e E8 5586 Upselling Records need to support multiple selection logic e E8 5588 Sequencing of SO Upsel to be user definable e E8 5595 Creating of CM users also needs to be for each SO co e E8 5596 Store rejection reasons on mk event for use in statistics e E8 5597 Provide hard coded view for upsell analysis e E8 5598 Access to My Desktop from within CM e E8 5616 CRM Aftersales events to record SO opers GBUSERID e E8 5617 CRM VHC stats to record certain VHC events through CM e E8 5623 CM make a call where tps or no numbers and no tps override e E8 5675 Relaunch telephony prompt in POS e E8 5680 Add the FAX field to the user maintenance screen e E8 5691 Commit of latest VHC2 formats e E8 5703 Record Upsells Invoiced in mk event file e E8 5704 Enable decimal shift time slots e E8 5707 Make previous call comments more visible when making a call e E8 5708 Load WSL diary within CCM global booking view e E8 5718 Warning for incomplete tyre details e E8 5719 Set condition and reset multiple lines on VHC PDA e E8 5720 Printing of VHC report sheet with Job card e E8 5721 Additional fields and keypaths for VHC reporting e E8 5722 VHC Record reset function e E8 5723 Display all 3 tyre tread readings in tyre summary form e E8 5724 IDC pop up to function from within CRM e E8 5727 History for seasonal equipment managemen
151. ject Notes FS 1317 Use of flat car image for Trade In appraisal Release Notes Navigation Showroom gt PDA Process Description Trade In appraisals are conducted outside of the Showroom and as such have to be re created from a manual process into Autoline This development enables a user to appraise a vehicle outside of the Showroom using Autoline on a windows based PDA To expand the use of Autoline and the PDA we have introduced the ability to assign damage to a trade in vehicle within the Showroom process This function currently exists for Demo Courtesy vehicles in CRM The PDA functionality also enables users to search vehicle stock information and arrange a Demo booking Introduced from Rev8 35 9304E 19 Help file changes Note The use of a PDA device is required along with some additional set up Tip For the full functionality the following MS products are required X8mob X4mob X3TIDAM Installation and training information e Database change required 322 Project Notes FS 1170 Maintain query parameters in SR Release Notes Navigation Showroom gt Quotations gt Stock number Description This enhancement has introduced the function to enable users to maintain the search results and cursor position when they return from viewing a stock vehicle in Showroom Introduced from Rev8 35 9304E 01 Help file changes None 323 Project Notes FS 1145 Check field in VSB Release Notes
152. k posting of PL documents Release Notes Navigation Purchase Ledger gt Batch Input of Documents Description A document posting date cannot be changed once it has been posted It is necessary to change the posting date within document sequence and date tolerance This development introduces the ability to change the document posting date provided it does not compromise the previous and subsequent document number dates This will be useful for support for Autoline in Italy and other Latin Accounting markets Introduced from Rev8 35 9304E 17 Tip This applies only when Latin Accounting is enabled The feature is parameter controlled PL System Parameters Batch Input Tab Edit posting date priority Installation and training information e Database change required e System restart required 22 Project Notes E8 4582 Master data alignment for AOI V 3 Release Notes Navigation Nominal ledger gt AOI Options menu gt Accounts Open Interface Description This change provides parameter activated and priority controlled functionality in the AOI Options menu to attach external mapping codes to Autoline tables for VAT codes Currencies AR AP Account types Terms of business and Journal codes Introduced from Rev8 35 9304E 17 Help file changes MS_OOAI1 html Note Consultancy setup time approximately two days for Import Export reports data files and parameter settings Third party setup is also significant an
153. language preference has been set up on the CRM record then the default format is used when running letters from the Credit chase menu Introduced from Rev8 35 9304E 03 Help file changes GB_EDIT_SL_lettr html Note This may need translation for the Belgian market Installation and training information e System setup required e User training required 29 Project Notes E8 4166 Ability to store suppliers SL account code Release Notes Navigation Purchase ledger gt Display accounts gt Other details Description This amendment introduces a field that is used to record the Accounts receivable Sales ledger account code used on the SUPPLIER S dealer management system An example would be that Smith s Motors deal with Jones Stationery for their photocopier paper supplier account S0001 on Autoline Purchase ledger Jones Stationery do not use Autoline as their dealer management system The account used for Smith s Motors on the receivables ledger on the system that Jones Stationery use is 3456 This is the account number that is entered in the Supplier s AR code field in the Autoline dealer management system Introduced from Rev8 35 9304E 03 Help file changes PL_DISP_OTHER html and GB_EDIT_PL_accts html DAT 1291 Installation and training information e Database change required 30 Project Notes E8 4163 Improved linking of SL amp PL accounts to CRM Release Notes Navigation Sales Purchase ledger
154. llows dealers to indicate which franchises are native Consequently there is no longer a need for every single non native franchise to have a posting table With this enhancement postings for such vehicles will be handled by the catch all posting table Resulting from this there is a reduction in setup or maintenance of posting tables Observation what differences are noticeable A new mapping table will be available that defines the vehicle stockbooks native franchise When a vehicle is under hand which is not defined in the mapping table any postings associated will be to the non native franchise posting table This means there is no requirement for every non native franchise to have its own posting table For all these vehicles the catch all posting table will be used Attribution who gains from the benefit For dealers with many vehicle stockbook companies and different franchises this functionality will reduce posting table setup and or maintenance considerably Measurement how the benefit is measured and assessed By measuring setup time of posting tables a dealer can save time money there is reduced need for support Release Notes Navigation Manufacturer systems gt X3 gt Native franchise menu Description This change introduces a mapping table that defines the vehicle stockbooks native franchise enabling you to post to a non native franchise posting table without having to create posting tables befo
155. m Rev8 35 9304E 17 Help file changes none 205 Project Notes FS 1014 Telephony Integration to My Desktop Benefits Description With telephony installed outbound customer calls from My Enquiries and My WIPs can be initiated For follow up and prospecting sessions this represents a considerable time saving and increased call contact rates as the user is not required to dial Observation what differences are noticeable With Telephony installed the user will be able to activate an outbound call to a customer from My Enquiries and My WIPs Attribution who gains from the benefit The user and dealer will gain from increased efficiency Measurement how the benefit is measured and assessed Customer relationships will improve by having relevant information available to the user when making the outbound call Release Notes Navigation CRM gt My desktop gt My CRM gt My enquiries amp My WIPS tabs Description This enhancement introduce Telephony Integration to My Desktop for the My enquiries and My WIPS tabs Introduced from Rev8 35 9304E 08 Help file changes GB_EDIT_ SU ctrls html GB_EDIT SU _terms html GB_EDIT GB_users html MK_MAINT_ENQUIRIES html MK_MAINT_WIPS html Note See Related Issue R8 48559 Tip Minimum CAS Client version required CAS 2 70 4000 Installation and training information e System setup required 206 Project Notes 207 Project Notes FS 993 Ability
156. mapping of manufacturer importer references Measurement how the benefit is measured and assessed By improved data integrity when managing vehicle stock and mapping to manufacturer importer records Release Notes Navigation CRM gt Stock Functions gt Book in vehicles Description This enhancement adds a field to input the commission number when doing a Book in of a vehicle when using MK vehicle stocking This information is stored on both the vehicle stock record MK vstok and the vehicle CRM record MK vehic Introduced from Rev8 35 9304E 01 Help file changes MK_BOOKIN html 210 Project Notes FS 981 Print service history Benefits Description Customer Benefits created Observation what differences are noticeable When the user accesses a vehicle record in CRM and is reviewing vehicle service history he or she can print service history information Attribution who gains from the benefit The user is now able to provide a hard copy of service history to the customer Measurement how the benefit is measured and assessed By improved customer relationships resulting from the providing of information to the customer when requested Release Notes Navigation CRM gt My Desktop gt Vehicle record gt Service History Description This enhancement adds a print button to the Service History tab which enables the printing of any filtered Service History as defined by the filter Introduced from
157. ment Manager Point of Sale gt Point of Sale gt Links gt Seasonal Equipment Manager Description Seasonal Equipment puts Tyres in a separate equipment class A new file has been created in CRM where Seasonal Equipment can be defined as Tyres Related RTS codes or Menu codes can also be pre defined per tyre type record Tyre details Manufacturer date of manufacture size type and tread can now be recorded in the seasonal equipment tyre record A new menu option on the main Point of Sale menu has been added for Seasonal Equipment Manager and new parameters have been added to the Point of Sale gt System maintenance gt System parameters gt Format Stationery to provide for definition of format stationery for receipts and labels New format K17 has been created which is for the printing of tyre details when a job card is produced for either the fitting or removal of Seasonal Equipment tyres This is inserted in the Receipt field on Format Stationery for Point of Sale Vehicle case file functionality has been enhanced for the selection of seasonal equipment records in Point of sale 63 Project Notes When someone is trying to sell vehicles through Vehicle Stockbooks that have Seasonal Equipment attached warnings are displayed to have them removed or transferred if a trade in is involved Introduced from Rev8 35 9304E 09 Help file changes GB_EDIT_SO_systm_print html SO MENU html GB_EDIT_SM_eqtyp html SM_SEMS html Note
158. ment is available for both VSB and VMK Installation and training information e User training required 342 Project Notes E8 3992 Supplier Details for 8273 direct purchases Release Notes Navigation CRM gt My desktop gt Load an MKV stocking vehicle gt Vehicle options form the top tool bar gt Vehicle stock Description This enhancement is for MKV stocking only and introduces ellipsis buttons that enable a search to be performed for the previous owner and supplier on the purchase tab Introduced from Rev8 35 9304E 01 Help file changes mk_vehicle no stock record form html 343 Project Notes E8 3706 Provision of OEM order status within VS stock record Release Notes Navigation Vehicles Stockbook vehicles administration New Vehicles Description Only for Opel Now a new file called Ored Status with valid values is available in Purchase brief Introduced from Rev8 35 9304E 01 Note Available only for Opel Installation and training information e Database change required 344 Project Notes E8 3511 Ability to allow posting by Sub Model code Benefits Description When the system is configured the option to post at sub model level provides an alternative to posting codes Posting codes are limited to single character alphanumeric values therefore there is a finite number available Posting at sub model level removes this restriction providing greater flexibility to the u
159. mine if this information exists Measurement how the benefit is measured and assessed Access to the right information at the right time contributes to the customer relationship Release Notes Navigation CRM gt company record gt tools gt case file Description This FS GENERIC enhancement has added the functionality of any Fleet Spread detail on a company record to be included in the case file Introduced from Rev8 35 9304E 01 216 Project Notes FS 962 Support for any one of four phone numbers as mandatory field Benefits Description Customer benefits created Observation what differences are noticeable When a dealer wants to mandate the capture of customer contact phone numbers a parameter determines whether a minimum of one of four phone numbers is required instead of specific mandated phone numbers Attribution who gains from the benefit This functionality improves the process for the user The dealer benefits from improved data capture routines for customer contact numbers Measurement how the benefit is measured and assessed This functionality improves user efficiency when creating or maintaining customer records This improves data integrity and customer contact processes by utilising accurate data Release Notes Navigation CRM gt Customer record Description This FS GENERIC enhancement has enabled the setting of which of the four telephone numbers on a customer record can be made ma
160. n Document selection has been improved to allow the selection of multiple documents at one time instead of just being able to select one document A Filter function button and a Search function button have also been added to assist with the selection of documents from accounts with many transactions Introduced from Rev8 35 9304E 21 Help file changes NL_CBMEN html NL_CBMEN_docum html New Note A Select All and Deselect All button have also been added to the form Installation and training information e User training required 19 Project Notes E8 4687 Correcting previously posted NL journals Release Notes Navigation Nominal Ledger gt Insert Journal Entries Description The current process for correcting a Nominal Ledger journal is not acceptable in most Latin accounting markets This enhancement enables a previously posted journal to be recalled and the contents changed after which the system automatically posts a reversing journal mirror image and then posts the corrected version This functionality will reduce ADP support work levels in Latin accounting markets such as Italy and will also increase the product appeal to users Introduced from Rev8 35 9304E 14 Tip Only brought into play when Latin Accounting is enabled Parameter controlled NL System Parameters Journals Tab Edit Journal Priority Installation and training information e Database change required e System restart required 20
161. n Available from a menu option in Point of Sale and with a handheld PDA type remote device 101 Project Notes E8 5718 Warning for incomplete tyre details Release Notes Navigation Point of Sale gt Links gt Vehicle Health Check gt Tyres Description If there is missing information with regards to Tyre Manufacturer model size and tread a warning message is displayed The Next button is available but at the end of the wizard the Finish button is not available All detail is required Introduced from Rev8 35 9304E 24 102 Project Notes E8 5691 Commit of latest VHC2 formats Release Notes Navigation Franchise data gt Franchise details gt VHC format stationery Description The VHC report formats have been updated to record tyre information this will provide the user and the customer with a written record of the tyre information Introduced from Rev8 35 9304E 24 Installation and training information e System restart required 103 Project Notes E8 5675 Relaunch telephony prompt in POS Release Notes Navigation POS gt Service Parts screen only when on a telephony based system Description When an inbound call is recognised by the POS system the user can receive the call and load a WIP However there is the possibility of multiple wips existing for the same customer In the event of the wrong one being selected the user was unable to return to the telephony function in order to s
162. n Workshop Loading System parameters to enable the user to define how many hours of unassigned work should be allocated to a single day when a lengthy repair is being left unassigned If switched on then a repair may be left unassigned spread across a number of days Previously if a job were left unassigned then all the time for this repair would be left against a single day Attribution who gains from the benefit All workshop staff since a better image is given of repairs going through the workshop and now a lengthy repair for example 40 hours can be spread across a number of days This more accurately displays the flow of work through the workshop allowing for better use of resources and equipment Measurement how the benefit is measured and assessed Improved display of repairs through the workshop which could lead to improved productive hours in the workshop This is because more accurate display will enable the users to load the workshop better increasing throughput Release Notes Navigation Workshop Loading gt System parameters gt Split unassigned hours Description This change introduces a system parameter called Split unassigned hours which controls the amount of unassigned hours to be loaded for each day When you load work to unassigned in Workshop Loading it loads only the hours set in the Split unassigned work parameter Any hours over this value are loaded to future days and the unassigned planned dates
163. n tab gt Franchise column Description You can use the ellipsis search when you select CRM gt My desktop gt vehicle gt Franchise column or VSB gt Miscellaneous Menu gt Detailed Posting Table gt Franchise column This enhancement enables you to search via the franchise data long code or franchise description easily where multi franchise dealers are using CAP franchise data or data for a large number of different franchises Introduced from Rev8 35 9304E 09 Installation and training information e System restart required 320 Project Notes FS 1318 Trade In appraisal using a PDA Release Notes Navigation Showroom gt PDA Process Description Trade in appraisals are conducted outside the Showroom and as such have to be re created from a manual process into Autoline This development enables a user to appraise a vehicle outside the Showroom using Autoline on a Windows based PDA To expand the use of Autoline and the PDA we have introduced the ability to assign damage to a trade in vehicle within the Showroom process This function currently exists for Demo Courtesy vehicles in CRM The PDA functionality also enables users to search vehicle stock information and arrange a Demo booking Introduced from Rev8 35 9304E 15 Note The use of a PDA device is required along with some additional set up Tip For the full functionality the following MS products are required X8mob X4mob X3TIDAM 321 Pro
164. ndatory This is set via a CRM parameter Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_MK_systm html 217 Project Notes FS 961 Search stock no comm no function vehicle in book in list Benefits Description Customer benefits created Observation what differences are noticeable When utilising MK vehicle stocking instead of the VSB module only you can search or filter using the stock or commission number when booking in a vehicle Attribution who gains from the benefit The user benefits from a more efficient process Measurement how the benefit is measured and assessed The user and the dealer benefit from increased efficiency when booking in vehicles Release Notes Navigation CRM gt Stock Functions gt Book in vehicles Description This FS GENERIC enhancement has added a filter to allow for the searching of vehicles awaiting book in by using the Stock Number and or the Commission Number Factory Reference Introduced from Rev8 35 9304E 01 Help file changes MK_BOOKIN html 218 Project Notes FS 960 Restrict access to turnover and profit info in CRM stats Benefits Description Customer benefits created Observation what differences are noticeable A new user control determines whether or not a user can access the Value and Profit options in CRM statistics Attribution who gains from the benefit The dealer benefits from increased protection of sensitive user perform
165. neral tab gt Dummy Customer number Description This enhancement enables you to have a dummy customer record when creating a showroom enquiry Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_SR_users html Installation and training information e Database change required 296 Project Notes E8 3980 Showroom recall quote exit routine Release Notes Navigation Found in Showroom gt Quotations gt Recall Enquiry gt Find Customer Enquiry Description In previous versions in the recall enquiry function in Showroom after the selection method and criteria are chosen a list of appropriate records is displayed from which you can select one When you have finished with the record and it is closed you are returned all the way back to the Showroom quotation main menu form If that is not the required record or in the event of wanting to view several records sequentially the search method and selection criteria must be re input on each occasion This enhancement returns you to the previous stage on each exit action either from the showroom offer selected to the list of matching records or from the list of matching records to the search method Introduced from Rev8 35 9304E 01 Help file changes SR_SELENQ html 297 Project Notes E8 3979 Multiple original vehicle document copies Release Notes Navigation Showroom gt System Maintenance gt System parameters gt Other tab Description There is
166. now been resolved and as soon as one field is selected the other one is cleared Attribution who gains from the benefit This removes confusion for the user when setting up Point of Sale operators Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Point of sale gt Miscellaneous options gt POS operators Description The two parameters CRM WIP update operator and Allow WIP creation on the Other controls tab of the Operator file now validate correctly when either of them is selected Introduced from Rev8 35 9304E 03 91 Project Notes FS 922 4294 Print Button not active in MS GM Warranty Claims Release Notes Navigation MS GM gt Warranty V2 gt Warranty Claims Description This new functionality helps the user with the printing of warranty claims You can now print claims from the Warranty claims form with the same print format that is possible from Channel 21 Introduced from Rev8 35 9304E 01 92 Project Notes FS 911 Split contribution doesnt display when grouping warranty Release Notes Navigation Point of sale gt Amend menu codes Description This enhancement allows the percentage split description from the labour or parts lines to be displayed in the Amend menu codes form so that the user can see which lines have been split when linking them to menu codes The percentage split description is also displayed in the
167. ns available to PDA users have been amended Users now have the ability to do the following Search for vehicles by branch in vehicle finder Reschedule a demonstrator booking Cancel a demonstrator booking Introduced from Rev8 35 9304E 01 Help file changes None Installation and training information e System restart required 311 Project Notes FS 1792 Create new Quick Start process back office only Release Notes Navigation Showroom gt Quotations gt Quick Start Description When you are using the quick start option from showroom or CRM once you have selected a vehicle the summary form and not the wizard is displayed Introduced from Rev8 35 9304E 14 Note This is available only in backoffice mode Installation and training information e On site testing required e System restart required 312 Project Notes FS 1783 Provide manual tool to show optimise benefits Release Notes Navigation Showroom gt Quotations gt Used Vehicles Description Provide a manual tool to show the optimised benefits of a Showroom enquiry Only available for used vehicles in back office mode Introduced from Rev8 35 9304E 15 Note Also see developments FS 1781 amp FS 1779 Installation and training information e Database change required e On site testing required e System restart required 313 Project Notes FS 1781 Improve costs display in revised deal optimisation screen Release Notes
168. nt how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Nominal ledger gt Transaction enquiry Description This upgrade improves the display of transactions so that a subtotal is now displayed per 100 transactions loaded Introduced from Rev8 35 9304E 01 44 Project Notes FS 988 Different periods for 3 valuation methods in Asset Register Benefits Description Customer Benefits added Observation what differences are noticeable There are three possible depreciation schedules attached to each asset and these are depicted in the tabs Valuation Tax and Management Each tab holds similar information but allows for the depreciation method to be different if required Before this enhancement the lifetime periods could not be different in each schedule Now you can introduce different lifetime periods in each schedule Attribution who gains from the benefit The accountant is able to use for example one schedule containing a lifetime period for the Management Account reporting and another schedule with a different lifetime for tax purposes Measurement how the benefit is measured and assessed This functionality will permit a better monitoring of Assets in its different dimensions financial depreciation process tax legal and management Release Notes Navigation Asset register gt Add modify assets Description This enhancement adds two ne
169. nt i e the tasks involved should always run on an Autoline system To indicate that a daemon is persistent a new field has been added to the Daemon parameters in Manufacturer systems named PERSDMN Should always run which should be set to Y When Start all backgrounds is run manually the Start MS daemons window appears and updates the grid as daemons are successfully started Introduced from Rev8 35 9304E 17 Help file changes SU_DEMON html GB_EDIT_00_MS_dmnpa html Note Daily timed operations to start the daemons automatically are still present and required when the Start MS daemons window is used Installation and training information e Database change required e System restart required 269 Project Notes FS 1508 4487 AP ref 82 A amp B Laser Automatic picking list amp Invoic Release Notes Navigation MS PS AP gt Point of Sale gt Service Box MS Cl gt Citro n Service Description This product has been developed to allow Service Box interface to create parts WIP from a Service Box xml record To answer a French specific request the release MS PSEPC 2 XX is depreciated and replaced by the release MS PSEPC 3 66 with all the dependencies products noted in the History update on September 2nd Introduced from Rev8 35 9304E 01 Installation and training information e Database change required e System restart required 270 Project Notes FS 1298 Update Event code in V
170. nt of hours required to be loaded into the workshop for that particular skill You can use the maximum hours setting on its own or it will work alongside the sales mix percentage Introduced from Rev8 30 9304E 23 Help file changes WL_SKILL html Installation and training information e Database change required e System restart required 111 Project Notes E8 5425 VHC lines compatible with Convert misc labour lines Release Notes Navigation POS gt Convert Miscellaneous labour lines when using VHC Description This enhancement has been designed to overcome a situation where VHC lines were being deleted from the SO vhcsv files if the POS option Convert Misc labour lines was utilised In the future these lines will still be written to the SO vhcsv file even when the Convert Miscellaneous labour lines option is taken On the conversion of the labour line s the vhcsv file is updated with status of E to indicate that the line has been converted if the line is a VHC line Also menu codes on all updated lines are automatically set to the VHC line menu code This added functionality will lead to more accurate data recording and subsequent reporting Introduced from Rev8 35 9304E 22 Help file changes SO_CONVERT_MISC html Installation and training information e Database change required e System restart required 112 Project Notes E8 5424 Open files for VHC print tyres Release Notes Navigation SO gt L
171. ntroduced from Rev8 35 9304E 09 Help file changes MK_EMENU html MK_CMPGN html 264 Project Notes E8 3975 Vehicle stock location transfers Release Notes Navigation Marketing gt Vehicle gt Vehicle stock gt General Description When the stock location is changed three new fields are populated These are Previous Location User ID of the user who changed the location and the date of the change Introduced from Rev8 35 9304E 01 Installation and training information e Database change required 265 Project Notes E8 3972 Actual and late cost control on MKV management Release Notes Navigation CRM gt MY Desktop gt Vehicle tab gt Vehicle Options gt Vehicle Stock Description In Point of Sale costs only the item is updated with the actual cost so that it can be used to post the cost of sale The scope of this enhancement covers Point of Sale costs only Outside Point of Sale costs the functionality remains unchanged The actual cost of vehicle accessories and preparation from either accounting batch input Point of Sale internal repair orders or external sub let orders is posted to the vehicle stock account in the general ledger only The standard or estimated cost of the item is always used for the cost of sale Introduced from Rev8 35 9304E 01 Help file changes SR_RECENQ html Installation and training information e Database change required 266 Project Notes Manufacturer Sy
172. oad in expanded form automatically This can then be switched to a minimised view within the casefile also Attribution who gains from the benefit The user benefits by having valid information presented at the right time in line with the dealer policy Measurement how the benefit is measured and assessed The user benefits from having the right information displayed in the correct format at the right time improving customer relationships Release Notes Navigation CRM gt Case file Description A new button on the bottom of the case file form enables you to either maximise or minimise all case file entries This is controlled by a new parameter setting under the Other Details tab Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_MK_systm html 213 Project Notes FS 965 Display of magic numbers in CRM searches Benefits Description Customer Benefits created Observation what differences are noticeable When you are searching for records in CRM a new parameter enables you to see the associated record number Attribution who gains from the benefit The user benefits from increased visibility when searching for records Measurement how the benefit is measured and assessed The record number will assist in identifying records so increasing efficiency Release Notes Navigation CRM gt My Desktop Description This FS GENERIC enhancement has added a new parameter under Other Details
173. ocument Introduced from Rev8 35 9304E 01 Help file changes Changes will need to be made to SL and PL Cash Posting amp Allocation also Nominal Ledger Cash Book menu Cash Book and Process Bank Statements Note This development has been designed as an X product Installation and training information e System setup required e User training required e System restart required 39 Project Notes FS 1015 TFL Terms of Business Release Notes Navigation Nominal Ledger gt Miscellaneous options gt Terms of business Description This functionality will enable the due date to be updated to provide the logic required for a specific TFL date requirement The document date of all Invoices and adjustment transactions generated from ALL modules within the current NL period start and end dates inclusive fall due on the end date of the following period The P period type will use the offset indicator Introduced from Rev8 35 9304E 01 40 Project Notes FS 1012 Telephony integration to Accounts Benefits Description Outbound customer calls can be initiated from sales and purchase ledger accounts by clicking on the telephone icon An inbound call will screen pop any matched sales or purchase ledger accounts allowing the user to select the relevant account and answer the call or to redirect it This increases staff efficiency when making and receiving customer or supplier calls Observation what differenc
174. oduced from Rev8 35 9304E 01 230 Project Notes CS 4138 CRM Multi make and model Management Release Notes Navigation CRM gt Vehicles gt Non franchise vehicles Description Based on a generic franchised setting in franchise data it is now possible to create non franchise vehicle records in CRM and populate a locator grid for more precise information Introduced from Rev8 35 9304E 26 Note Searching the MK vehicle file can now be done by using and populating the locator grid Installation and training information e System setup required e User training required e Database change required 231 Project Notes Country Specifics Project Notes BS Italy 233 Project Notes Franchise Data E8 3974 Vehicle driver s side annotation Release Notes Navigation MK gt Vehicle Description When you are entering vehicle detail Franchise Model Variant a new field for Driver s side is displayed It is populated with the corresponding data from Franchise Data If what is supplied by default from DD is not correct a drop down list is available for selection of the correct information Introduced from Rev8 35 9304E 01 Installation and training information e User training required e Database change required 234 Project Notes Daily Rentals 235 Project Notes Environment FS 1866 Licence controls for PDA applications Release Notes Navigation System lic txt licence file
175. om the benefit Previously the discount manager could be applied only once to a line on a Wip If users wished to change the discount using the discount manager again they had first to go back into the individual line and reset the fixed flag This new development enables the user to reset the fixed flag on multiple lines and then re apply a new discount if necessary all from within the discount manager option Measurement how the benefit is measured and assessed Improvement to process as multiple lines can now be reset and a new discount applied Release Notes Navigation Point of Sale gt Wip gt Tools gt Discount Manager Description A facility has been provided which allows multiple setting changing and resetting of discount by way of flags on individual multiple or all lines on a wip whether labour or parts Introduced from Rev8 35 9304E 01 Help file changes SO_DISCOUNT html Installation and training information e System setup required 84 Project Notes FS 1023 Link customer arrival time to meet amp greet appointment start Benefits Description Customer Benefits added Observation what differences are noticeable When users complete the process of loading a repair order through workshop loading and are returned to the main Point of Sale form the workshop tab is displayed and the cursor is placed on the customer date in field This reminds users to complete the customer date and time in out a
176. otes FS 1245 Selecting multiple RTS codes Menus from a single search Release Notes Navigation Point of sale gt Point of sale Description This enhancement introduces the ability to select multiple RTS or menu codes from Labour and Menus searches using a new search form You can then load multiple records to the grid section Methods available to search for RTS and Menu codes Short name or Word search remain unaltered Introduced from Rev8 35 9304E 09 Help file changes MS_00_SO_APPS_SJC html MS_00_SO_APPS_SMP html Note Environmental variables MS_MULTI_RTSCO_SELECTION and MS_MULTI_MENUS_ SELECTION should be set to TRUE to activate the new search form in Point of Sale 273 Project Notes FS 1190 AP ref 37 IVOIRE interface new specifications Release Notes Navigation The new Ivoire branch will have the following product dependencies APDATAIMPO APSIR APBASEVS APAFILE Introduced from Rev8 35 9304E 01 274 Project Notes FS 1147 Posting basic vehicle actual costs through PL batch input Release Notes Navigation PL gt Batch input of documents Description This enhancement allows purchase invoices for the prime of actual cost of vehicle to be processed through the Purchase Ledger with onward posting through to VSB Introduced from Rev8 35 9304E 14 Installation and training information e Database change required 275 Project Notes FS 1146 Creation of supplier
177. otes Navigation Vehicle Stockbooks gt Vehicle Administration Description A menu shortcut is added to launch VS reports Setup is required at either user or module level Five default reports can be setup in Vehicle Stockbooks gt System Maintenance gt Stockbook permissions per individual user or Vehicle Stockbooks gt System Maintenance gt System Parameters which default for all stockbook users Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_VS_SECUR html GB_EDIT_VS_SYSTM html 333 Project Notes FS 958 Provide sub total of goods value on specification screen Release Notes Navigation Vehicle Stockbooks gt Vehicle Administration gt Specification Description This FS GENERIC enhancement has added a calculation to the specification summary to include Net price excluding VAT Introduced from Rev8 35 9304E 01 334 Project Notes FS 957 Tacho check amp recalibration frequency visible on Variant Release Notes Navigation Franchise Data gt Model Variants gt Service Warranty Description This FS GENERIC enhancement adds two new fields to record Tacho Recalibration Frequency and Tacho check Frequency in months Data entered into these fields update the relevant CRM fields Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_DD_varia html 335 Project Notes E8 5544 Split deposit allowing allocation across multiple vehicles Release Notes Navigation SR
178. ou can now search by Reconciled reference in NL Display account details and Transaction enquiry This enables you to filter out the transactions that relate to reconciled items Such as bank reconciliation very easily using a masking facility if needs be The reconciled reference field has also been added to the Display account details and Transaction enquiry results grid so that users can see their search results easily This functionality also extends to the archive and previous year searches within the aforementioned menu options Introduced from Rev8 35 9304E 03 Help file changes NL DISP html and NL DTRN html 28 Project Notes E8 4167 Multi lingual credit chase function Release Notes Navigation Sales ledger gt Credit chase menu gt Edit overdue debt terms Description New functionality has been added to cater for multi lingual formats When setting up the overdue debt terms it is now possible to click the format button and enter a different format per language Languages which have been set up in GB langs and SU systm will be available for selection Please note that the spelling of the languages must be the same in both of these files and they must be in the same order Selection of the relevant format is done by the system reading the CRM record attached to the relevant Sales Ledger account in CRM gt Customer gt Additional details The customer s language preference can be selected from a drop down list If no
179. owroom E8 3994 Multiple Franchise Model Sub model Variant advanced search E8 3993 Multiple early settlements for trade ins E8 3986 Deleting valid offers for nominated customer E8 3981 Offers for unidentified customers E8 3980 Showroom recall quote exit routine E8 3979 Multiple original vehicle document copies E8 3977 Addition of Customer Order Date and Order Number E8 3973 Option to Recall quotes by specific users E8 3921 Provide generic colour and trim options on trade in records E8 3920 Multiple sort criteria in vehicle listings E8 3919 Default location option in vehicle search E8 3918 Tree Structure Option for vehicle selection E8 3917 Line by line summary display of a vehicle enquiry E8 3725 Filtering non current models amp variants in SR stock search E8 3718 Prevent sales exec access to profit statistics in SR enquiry E8 3709 Consistent view of vehicle stock in Showroom 6 Project Notes E8 3705 Facility to convert SR price list order to stock based order e Vehicle Sales FS 14990 Additional requirements for vehicle search and demo bookings FS 1792 Create new Quick Start process back office only FS 1783 Provide manual tool to show optimise benefits e FS 1781 Improve costs display in revised deal optimisation screen e FS 1779 Provide clear and accurate profit analysis of a SR deal e FS 1713 Create Exec prompt when starting in back office mode FS 171
180. p file changes SR_SELENQ html SR_RECENQ html 300 Project Notes E8 3921 Provide generic colour and trim options on trade in records Benefits Description Two new fields have been added to enable you to select a generic colour and a generic trim from the main trade in creation form This improves the user s work flow when recording information as well as the data quality of trade in records by simplifying the creation process Observation what differences are noticeable On the primary trade in creation form you see two additional drop down lists enabling selection of a generic colour and generic trim Attribution who gains from the benefit This improves the time taken to create a trade in record as the information is entered on the first form and does not require the user to search through a large number of colour specific and trim specific codes Measurement how the benefit is measured and assessed Improved data entry when the trade in record is created will enhance the process and improve the data quality received into the vehicle stockbooks module Release Notes Navigation Showroom gt Create trade in gt Generic colour and trim Description There are two new options when you create a trade in enable you to select Colour and Trim These are read from the generic colour and trim files in Franchise Data When the trade in details are created in VSB with acceptance of the order the two options are copied to the V
181. pdated helpfiles GB_EDIT_DD_MMENU htn1l GB_EDIT_DD_franc_form html 165 Project Notes Note As part of this development no standard suite of reports has been developed Reporting will follow as a separate development The print operation is optional as users may prefer to use Manufacturers own pre printed checklist Set up may be required to replicate pre printed lists This is actioned by utilising the layered Up sell program available from Point of Sale Set up must be completed via two new menu options 1 POS gt Misc Options gt Up sell records gt Create records 2 Franchise Data gt Misc Options gt Vehicle Health Check Levels gt Create Levels Because of the complexity of the correct parts selection for a vehicle parts lines may need to be added manually rather than through the VHC process although generic parts can be added in the process if required Tip A vehicle must exist on a Wip before the VHC option becomes enabled from the Links menu bar If a vehicle franchise does not exist in the DD vhclv file from Franchise Data gt Misc Options a checklist will not be generated An option for All franchises is available which once set up will ensure that a default check list is always generated 166 Project Notes CS 4125 POS workshop loading time to load Release Notes Description Benelux specific SO Point of Sale Planning time is being displayed distributed over the different skills
182. r VS Vehicle Introduced from Rev8 35 9304E EX 03 14 Project Notes E8 5331 PL Batch Post amp Pay Release Notes Navigation PL Batch Input Document Description With this new development it is now possible when you use SL or PL batch input function to select the payment directly from there so when you finish and register the document the system automatically loads SL or PL cash function and permits you to pay the document already registered Introduced from Rev8 35 9304E 26 Rev8 35 9304E EX 03 15 Project Notes E8 5312 Visibility of SL PL accts EXTCODE in word searches Release Notes Navigation PL SL SO VS SR SM Description This change provides additional functionality for Accounts Open Interface by allowing the external account code to be displayed when using word search within Autoline These modules include Purchase ledger Sales ledger and Point of sale Vehicle stockbooks Showroom Stock management CRM Introduced from Rev8 35 9304E 22 Help file changes MS_OOAI1 html Installation and training information e System restart required 16 Project Notes E8 5310 Allow edit of SL PL accts with AOI Release Notes Navigation Sales Ledger Purchase Ledger gt Add modify accounts Description This change provides additional functionality for Accounts Open Interface in the Sales ledger and Purchase ledger by blocking fields controlled by the external system and allows the ed
183. r in the Date out field If you click No you are returned to the WIP no field in the Batch Input Time sheets form with the line number removed Introduced from Rev8 35 9304E 19 Help file changes WL_BATCH html 139 Project Notes E8 4461 Special overlay file not loaded in POS reports Release Notes Navigation Stock Management Purchase Control and Point of Sale shortcut menus buttons gt reports Description When reports were run via their respective shortcuts in Point of Sale Purchase control or Stock management as opposed to via the main Reports amp enquiries menu options any special overlays against the reports would not be loaded CRM has been able to handle this for some time The CRM programs are now available globally Therefore the SO PC and SM modules can use them to load and execute special overlays as expected Introduced from Rev8 35 9304E 19 Help file changes None required expected functionality has been made available 140 Project Notes E8 4460 Service intervals months and miles through Point of Sale Release Notes Navigation Point of Sale gt Add a new Vehicle to a WIP gt Create a new Vehicle record Description When a vehicle is created in CRM firstly the franchise data is checked for service interval details initially the variant records then the model record This is now replicated when a vehicle is created in Point of Sale and ensures that the correct service interval
184. re added Introduced from Rev8 35 9304E 05 Help file changes SO_POS html 145 Project Notes E8 4095 Control daily percent of sales mix to be loaded Benefits Description The mix as well as the volume of work loaded to the workshop needs to be controlled To cater for this a new field called Sales mix percentage has been added to the Workshop Loading skills record This allows users to define the maximum percentage value that they want to load of a particular skill in any one day User permissions can be set to enable the percentage sales mix to be overridden If a user attempts to load work above the set percentage sales mix a warning appears If users do not have sufficient priority then they are unable to load this work This facility gives improved control for the Workshop manager controller over the mix of work loaded into the workshop Observation what differences are noticeable A new field has been added to the Workshop Loading skills file to enable users to define the maximum percentage value that they would wish to load of this skill in a day A new parameter in POS parameters has been added to set what priority a user needs to have in order to override the percentage sales mix If users attempts to load work above the set percentage sales mix a warning that this will load above the set percentage is displayed If users do not have sufficient priority then they are unable to load this work If they have the priority to
185. record gt Additional details Description When an invoice is generated from a specific department the corresponding CRM customer record is updated That process converts the associated department Customer Status from the current status to the next status However in previous versions that process does not take into account any credits raised from the different departments and leaves the customer status unchanged Indeed this is further complicated if after a credit another invoice is generated The status is then effectively advanced twice potentially from Prospect to Repeat Customer This happens even though only one transaction has taken place This development introduces a Previous Status into the appropriate CRM dictionary to enable any credits raised to reset the Current Status back to its previous value Introduced from Rev8 35 9304E 01 Help file changes MK_target_cost_centre_details html 229 Project Notes E8 3976 Breaking Vehicle to Customer Links Release Notes Navigation CRM gt My Desktop gt Load a customer with a vehicle attached gt Associated vehicle gt Remove the customer Sales Aftersales and Driver link Description This enhancement displays the Other links form after deletion of the three customer links on a vehicle record If other links exist then the Other Links form is displayed to enable you to delete these links If no other links exist then the Other Links form is not displayed Intr
186. rehand Introduced from Rev8 35 9304E 09 Help file changes MS_X3MEN html MS_X3NAF html GB_EDIT_X3_MS_natfr html GB_EDIT_X3_MS_nasys html Installation and training information e Database change required e System restart required 319 Project Notes FS 1483 Provide DD long code search in short code fields Benefits Description This enhancement allows users to search for specific franchises by using the franchise data long code rather than the default short code This is to ensure that the correct franchise is found more efficiently Observation what differences are noticeable An ellipse button to search for long franchise code to replace the dropdown of single franchise code as available on the following screens VS gt Vehicle Administration VS gt Detailed Posting Tables CRM gt My Desktop SR gt Quotations gt Stock search Attribution who gains from the benefit Easier for users to find specific franchises where because of the large amount of franchises at the dealer the single letter franchise code does not reflect a logical letter for the franchise e g code amp for franchise BMW Measurement how the benefit is measured and assessed Users in Vehicle Administration Showroom and CRM will benefit in reduced search time whilst looking for the correct franchise code when creating amending a vehicle Release Notes Navigation Vehicle stockbooks gt Vehicle administration gt Definitio
187. required consolidated delivery notes can be actioned Attribution who gains from the benefit There is an improvement to process for the operator as delivery notes including consolidated can be printed directly from the batch print documents form saving the user from having to go into main point of sale form to print Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Point of Sale gt Batch print documents Description This enhancement provides the additional function of being able to batch print delivery notes Introduced from Rev8 35 9304E 01 Help file changes SO_PRTDO html Installation and training information e System setup required 82 Project Notes FS 1025 Batch print documents order types Benefits Description Customer Benefits added Observation what differences are noticeable A new parameter has been created within the Point of Sale Miscellaneous option Discount Categories It enables the user to define the sequence by which Autoline clears backorders in the Batch print documents facility The new parameter is a numeric field and the order type with the lowest number is cleared first with the clear backorders function Attribution who gains from the benefit The Operator can now define the sequence to clear backorders Previously this would have been done manually by the operator with the Batch print documents form
188. resented to the customer in a clear and precise format Release Notes Navigation Showroom gt Quotations gt With an Enquiry loaded select options gt Specification summary gt Accessories and options gt Change line order Description The option to change the specification line order has always been available in Showroom This enhancement enables you to exclude text lines from the displayed enquiry and the printed quote or order Introduced from Rev8 35 9304E 03 Help file changes SR_SUMMxX html 287 Project Notes E8 4086 Availability of other locations stock based on age Benefits Description New parameters are available to control visibility and access to vehicle stock in other locations This allows the dealer to control the minimum number of days in stock before a vehicle is visible to other locations This ensures that used vehicle stock is controlled and prevents sales people cherry picking the most profitable vehicles Observation what differences are noticeable From a user s perspective this development will not be noticeable However users may see fewer vehicles in the used vehicle search than were expected This is due to the settings applied to other locations stock configured by the system administrator Attribution who gains from the benefit The business should gain from this development as it prevents sales executives from choosing the most profitable vehicle for them to sell rather than
189. ription The benefits of this enhancement are listed below 1 The line in the CRM reminder file is not removed but flagged as being deleted enabling accurate reporting on follow up work 2 The line will be flagged as deleted When deleted by the user the option to enter a lost sale reason will be offered see separate enhancement This value will also be saved against the line 3 This enhancement provides improved recording of the outcome of reminders as deleted lines and this can now be analysed and lost sale reasons recorded providing an improved level of reporting 4 A purge function has been added to the MK remin file This setting in days can be set up in CRM gt System maintenance Introduced from Rev8 35 9304E 22 Help file changes GB_EDIT_MK_systm html Tip The CRM reminder file is named MK remin Installation and training information e Database change required e System restart required 115 Project Notes E8 5420 Creation of VHC event definitions for CRM Statistics Release Notes Navigation CRM gt My Desktop gt CRM Statistics tab gt Vehicle Health Check Description The benefits of this Development are listed below 1 CRM statistic events can now be created and updated every time certain actions within the VHC process occur 2 These events will then be available to be presented as CRM statistics providing the user with a fully integrated analysis tool for VHC 3 To create required
190. rmation e Database change required e System restart required 261 Project Notes E8 4433 CRM Company search enquiry Release Notes Navigation CRM gt System Maintenance gt User access Control gt Miscellaneous tab gt My Customers Companies Description Added a new user access control switch to determine what list of My Customers is presented You can now view My Customers or My Companies driven by the exec on the records Introduced from Rev8 35 9304E 20 Note Please note this is ONLY going to be visible for France as this has been hidden by Marc Shearer Installation and training information e Database change required e System restart required 262 Project Notes E8 4106 Customer disability information capture in CRM Release Notes Navigation My CRM gt My Desktop gt Customer Records gt Additional Details Description Autoline already holds the disabled reference number on the customer record MOTAB in MK targt In some markets there is a mandatory requirement to capture additional information regarding the issue of the motability certificate These fields are the Authority district the provider of the certificate and the date of the certificate These new fields add to the functionality of CRM for all markets They provide dealers with a further data breakdown This facilitates positive marketing to disabled customers Introduced from Rev8 35 9304E 15 Help file changes Changes to M
191. rocal Trading enhancements Ref Italy 137 E8 3726 NL Account Code lookup E8 3522 Different periods for 3 valuation methods in Asset Register E8 3500 Provide Menu option for K11 report 1 Project Notes E8 3456 Unposted allocation reset programs E8 3455 Failed daybook reconciler program E8 3452 Program to rebuild NL OTRAN files e Accounts FS 1672 Real time accounting payment desk ES 1015 TEL Terms of Business e FS 1012 Telephony integration to Accounts FS 990 VAT in invoice register FS 989 Totalling on NL enquiry routines FS 988 Different periods for 3 valuation methods in Asset Register FS 987 Option to post VAT period close journal automatically e Aftersales R8 50900 RTS Code Switch issue in Point of Sale FS 14758 POS planning enter the customer date and time FS 14756 POS workshop loading easily reload a WIP e FS 14755 POS workshop loading able to enter a planning time e FS 1421 Depreciation of Parts FS 1341 Transfer of stock using PDA e FS 1340 Stock checking using a PDA e FS 1339 Picking of stock using a PDA FS 1338 Receipt of stock using a PDA FS 1229 Option to display Workshop Load capacity hours e FS 1194 Update Wip functionality option by POS operator FS 1183 Commercial vehicles need to be invoiced at a lower mileage e FS 1181 All departments Default option in WIP Search FS 1144 Saving of estimated cost on
192. s E8 5417 VHC menu codes process to control edit E8 5416 VHC lines deleted via WIP to update vhcsv file E8 5336 VHC PDA Functionality for PC E8 5335 VHC manage more than 3 condition codes and update entry form E8 5334 VHC Recording of tyre information E8 5327 32 Dating of stock check adjustments and postings E8 5266 Create unique key for SO vhcsv file E8 5254 VAT Code for POS rounding posting paramterized E8 5253 Link from WIP header to SL tranactions created from this WIP E8 5252 Warn of outstanding loan vehicle before invoicing a WIP E8 5237 Seasonal equipment redesign E8 5231 POS rounding in payments E8 5221 Standard VHC reports for POS E8 5217 Addition of dedicated VHC Reports menu option E8 5188 Seasonal Equipment Print labels Register Wheel nuts E8 4825 Consolidated credit notes for consolidated invoices E8 4638 Automatic labour line status change E8 4502 Serial element of VIN searching in POS E8 4465 Clocking to WIP s that have been invoiced E8 4461 Special overlay file not loaded in POS reports E8 4460 Service intervals months and miles through Point of Sale E8 4457 Account Specific Service Invoice Format E8 4164 Ability to print supplier documents by language E8 4100 Split line by Warranty or menu code E8 4099 Grouping lines when adding parts 3 Project Notes E8 4095 Control daily percent of sales mix to be loaded
193. s data files and parameter settings Third party setup is also significant and could take a few weeks for external mapping and import export files and so on Installation and training information e System setup required e Database change required 26 Project Notes E8 4287 Transaction data changes to AP for AOI version 3 Release Notes Navigation Nominal ledger gt AOI Options menu Accounts Open Interface Purchase ledger Description This change provides additional functionality in Accounts Open Interface and Purchase ledger by allowing supplier documents to be entered thought the purchase ledger module and notifying the third party when transactions have been released for payment Postings transactions are also exported to the third party system AOI suppresses all daybook processing printing Introduced from Rev8 35 9304E 16 Help file changes MS_OOAI1 html Note Consultancy setup time approx two days for Import Export reports data files and parameter settings Third party setup is also significant and could take a few weeks for external mapping and import export files etc Installation and training information e System setup required e User training required e Database change required e System restart required 27 Project Notes E8 4168 Filter NL transactions by reconciled reference Release Notes Navigation Nominal ledger gt Display account details amp Transaction enquiry Description Y
194. s aimed primarily at ADP support not end users 37 Project Notes E8 3452 Program to rebuild NL OTRAN files Release Notes Navigation Nominal Ledger gt Advanced System Admin Menu gt Rebuild NL Atran files Description Because Otran files store financial information and are a legal requirement this enhancement introduces an extra safety measure It rebuilds OTRAN files from daily files Previously this information was downloaded to a spreadsheet from daily files and re imported This program automates the process and is envisaged purely as a support tool and is NOT available to end users Introduced from Rev8 35 9304E 01 Note Be aware that these release notes are for internal use only as the development itself is aimed primarily at ADP support not end users 38 Project Notes Accounts FS 1672 Real time accounting payment desk Release Notes Navigation Nominal Ledger gt Cash Book Menu gt Cash Book and Process Bank Statement also SL amp PL Cash Posting amp Allocations Description This functionality allows for the allocation of cash posting to documents that have not yet been through the daybook processing and are therefore just un posted documents in the Nominal Ledger Invoice buffer The facility is available from SL and PL Cash Posting amp Allocation and also from Nominal Ledger Cash Book menu Cash Book and Process Bank Statements All normal Cash Posting facilities are available to pay a d
195. s alongside the existing parameter Warning before required time which defines a length of time prior to the completion time to warn the operator that this job nears completion The new parameter enables the user to define a percentage of time to display a warning This means that for longer jobs it is now possible to be given additional warning prior to completion Attribution who gains from the benefit Workshop foremen or managers are now given greater flexibility to receive warning when a job nears completion time enabling them to confirm that the job will be completed on time and prepare for any extension Measurement how the benefit is measured and assessed Improved customer service as there is better monitoring of work through workshop enabling the controller to contact the customer at an earlier stage if there are any problems Release Notes Navigation Workshop Loading gt System Maintenance gt System Parameters Description This enhancement creates a new system parameter of a percentage field to work in conjunction with the parameter Warning before required time The greater of the two values time in minutes and time as percentage is used If this percentage field is set to zero then the percentage calculation is not used and the system uses the Required field only Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_WL_systm html Installation and training information e System setup requ
196. s exist then these take precedence over System Parameters Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_SR_users html GB_EDIT_SR_systm html Installation and training information e Database change required 289 Project Notes E8 4085 Showroom New supplementary order facility Benefits Description A supplementary order can be created after the primary order has been invoiced attaching the additional specification lines against an existing vehicle record This will reduce the workload on the vehicle administration department as the Sales executives will no longer require the original deal to be credited unaccepted or amended and the whole invoice process completed again Observation what differences are noticeable Sales executives will be able to create a supplementary order after the primary order has been invoiced Attribution who gains from the benefit Sales executives will no longer need to request that the original deal is credited unaccepted amended and the whole invoice process completed again This facility allows them to create quickly an order for any additional items a customer may purchase Measurement how the benefit is measured and assessed This will reduce the workload on the vehicle administration department as additional items sold can quickly be accepted to the already invoiced record and a supplementary order can be invoiced Release Notes Navigation SR gt System par
197. s on or off regardless of what the system parameter is set to Introduced from Rev8 35 9304E 01 Help file changes WL_LOAD htm GB_EDIT_WL_system html Note This enhancement revises FS 707 which introduced the Capacity hours to workshop loading on the Load form Installation and training information e Database change required 56 Project Notes 57 Project Notes FS 1194 Update Wip functionality option by POS operator Benefits Description Customer Benefits added Observation what differences are noticeable When a user accesses point of sale via CRM My Desktop using the Update WIP shortcut and the operator is set to CRM WIP update operator the operator is at present only able to enter a Wip number and not able to change any Wip header details When the Wip is saved the operator is returned to My Desktop in CRM If this X1 product is installed the user is given greater flexibility when entering Point of Sale via My Desktop Update Wip The user is now able to update header details and when a Wip is saved the user remains in Point of Sale until the exit icon is selected Attribution who gains from the benefit Improved flexibility for the users so that Autoline can accommodate the company s working practice Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation CRM gt My shortcuts gt Update WIP Description The Update WIP option
198. s or registered trademarks of Adobe Systems Incorporated in the United States and or other countries ABBYY Scan is a registered trademark of the ABBYY Group of companies P O Box 54 Moscow Russia 129301 and or other countries Microcat is a registered trademark of Infomedia Ltd 357 373 Warringah Road Frenchs Forest NSW 2086 Australia PDA System Requirements Windows Mobile 5 based device must have at least 128Mb ROM 64Mb memory RAM Wi Fi CERTIFIED e g Support for LAN 802 11b g and WPA2 encryption GPRS only required for Mobile Mechanic product Ruggedized hardware Keyboard Minimum of 2 8 inch screen and QVGA 240 x 320 colour Telephony Integration with CAS minimum requirements The use of the integrated IP telephony products in Autoline requires the CAS client minimum version 2 70 3000 build 1001 to be installed on every computer Project Notes Accounts E8 5431 Positioning of field EXTCODE SL accts in SL display amend Release Notes Navigation Sales Ledger gt Display accounts Add modify accounts Master debtors file Description This change provides additional functionality in Accounts Open Interface and Sales ledger by allowing the third party to import and store an external account code against customer accounts within Autoline Introduced from Rev8 35 9304E 23 Rev8 35 9304E EX 01 Help file changes MS_OOAI1 html Note It has been agreed with Colin Milton and David
199. s part of this Core development Considerable set up is required in the CRM data files especially with regard to tyre makes models and 129 Project Notes sizes These must be entered manually Installation and training information e System setup required e User training required e Database change required 130 Project Notes E8 5231 POS rounding in payments Release Notes Navigation Point of Sale gt Point of Sale Description Historically it was not possible to pay off a document in Point of Sale with an underpayment also known in some contexts as a rounding such as a document for 100 03 where the 0 03 was rounded written off because the customer was allowed to underpay This development permits these roundings write offs For example if there is an invoice with total 100 05 it will be permitted to settle it with a payment of 100 00 providing the Point of Sale operator has priority to write off this amount set in SU User Details Automatic write off variance The underpayment will automatically post to a rounding account which is set up in SL System Parameters A similar request has been already developed to automate write offs in Sales Ledger Cash Posting amp Allocation E8 4832 therefore this development improves consistency within Autoline Introduced from Rev8 35 9304E 19 Help file changes GB_EDIT_GB _users html Installation and training information e System setup required 131 Proje
200. s supplied separately to the main price file Introduced from Rev8 35 9304E 01 279 Project Notes FS 634 4176 GM Opel Veh order acknowledgements changes for Italy Release Notes Navigation MS gt GM gt Vehicle acknowledgements menu Description This new functionality enables to the user to manage the Vehicle acknowledgements GM with Exchange 1 1 Introduced from Rev8 35 9304E 01 280 Project Notes FS 624 4170 GM Opel franchise data for Italy Release Notes Navigation MS gt GM gt Franchise Data menu gt Update Franchise Data Description ADP Italy currently supply franchise data to their dealers via two spreadsheets The data content of these are basic but enough to enable us to develop an Autoline franchise data import The data supply will be from ADP Italy and not direct from GM Opel Italy Introduced from Rev8 35 9304E 01 281 Project Notes FS 623 4169 Minor changes to GM interfaces for Italy Release Notes Description Nearly all existing interface file require small changes for the Italian market This project will handle these changes Parts stock order Parts acknowledgements RIM daily extracts Warranty There is also a requirement to update the Trade Club software so that it uses the Renault account mapping tables Introduced from Rev8 35 9304E 01 282 Project Notes Other R8 43139 Ability to view PDF documents in Document Archive Benefits Description PD
201. ser and enhancing the ability to analyse performance Observation what differences are noticeable The user should not see any difference with regards to the day to day system functionality However when the system is configured the option to post at sub model level provides an alternative to posting codes Attribution who gains from the benefit Posting codes are limited to single character alohanumeric values therefore there is finite number available Posting at sub model level removes this restriction Measurement how the benefit is measured and assessed Posting at sub model level allows greater flexibility to the user enhancing the ability to analyse performance Release Notes Navigation Vehicle Stockbooks gt Miscellaneous options gt Detailed Posting Tables Description The facility to post at Sub Model level is now available Introduced from Rev8 35 9304E 01 Help file changes VS_PTEDT html GB_EDIT_VS_SYSTM html Installation and training information e System setup required e User training required 345 Project Notes Index e CS 4097 Handling of VAT only charging on gifts in POS e CS 4105 Budgets controlled by department e CS 4125 POS workshop loading time to load e CS 4138 CRM Multi make and model Management e E8 3440 Vehicle Health Check e E8 3452 Program to rebuild NL OTRAN files e E8 3455 Failed daybook reconciler program e E8 3456 Unposted allocation reset pro
202. sociated cost while still offering the level of customer service required Measurement how the benefit is measured and assessed By greater efficiency of the Collect and Deliver process This will increase customer service whilst managing costs Release Notes Navigation Workshop loading gt Load form gt Collect and Deliver Description Two new column headings called Collect and Deliver have been added to the Workshop loading Load form at the bottom of the of the Loan vehicles and Collections grid to enable you to book collection and deliveries when loading work The grid displays the Collect and Deliver capacities set up in the Collection and Deliveries option in CRM for that Point of Sale Company You can book a Collection and Delivery together or individually and when the booking is made the WIP is updated with the description text Collection Delivery booking displayed under the New product field This enhancement also changes the following The Courtesy car grid description on the Workshop loading Load form has been renamed to Loan Vehicle and Collections The description text Courtesy car booked has been changed to Loan vehicle booked and the registration number of the loan vehicle has been added to the description text on the WIP under the New product field The Courtesy car description has also been renamed to be Loan vehicle for the Loan vehicle diary icon and on the Workshop and Codes tab on the WIP The Ch
203. split unassigned work over several days e E8 4040 Integrated work processes within template scripts e E8 4074 Archiving of Contact and Service History e E8 4078 Setting of re order categories in SM EOP e E8 4080 Easier call list creation e E8 4083 Able to keep accessories when changing vehicle in Showroom e E8 4084 Non financeable dealer options flag icon e E8 4085 Showroom New supplementary order facility e E8 4086 Availability of other locations stock based on age e E8 4095 Control daily percent of sales mix to be loaded e E8 4099 Grouping lines when adding parts e E8 4100 Split line by Warranty or menu code e E8 4105 Generic stock depreciation routine e E8 4106 Customer disability information capture in CRM e E8 4111 Agent distribution and re allocation e E8 4118 Customising Vehicle Orders e E8 4120 Option to pass deal to a sales manager for additional input e E8 4126 Collection and Delivery Bookings e E8 4128 Statistics for Contact Management e E8 4151 Provide print option for multiple vehicle order e E8 4163 Improved linking of SL amp PL accounts to CRM e E8 4164 Ability to print supplier documents by language e E8 4166 Ability to store suppliers SL account code e E8 4167 Multi lingual credit chase function e E8 4168 Filter NL transactions by reconciled reference e E8 4287 Transaction data changes to AP for AOI version 3 e E8 4288 NL journal transactions for AOI version
204. stems FS 15821 PDA Unable to partially receive a picking slip Release Notes Navigation POS gt Mobile Parts Description Currently when picking parts via the PDA the user must either abandon the order and pick nothing or confirm the order and pick everything An option is required to enable the user to pick selected lines It must be possible to confirm some lines and leave others awaiting requisition Introduced from 9304E 267 Project Notes FS 15054 Fastfit functionality conflict to VHC load mode in Summary Release Notes Navigation POS gt Attached a Vehicle gt Links gt Record a VHC gt Links gt VHC Summary gt Set a line to Complete gt Fastfit Labour Line Creation form is generated Description When a Fastfit Department exists and Fast fit is marked as Active this development allows the completion of VHC Summary lines using Fastfit functionality Introduced from Rev8 35 9304E 25 Help file changes MS_OOFFR_LLC html Tip Fastfit is normally used in conjunction with MS gt Ford Installation and training information e System restart required 268 Project Notes FS 1683 Start all Franchise daemons Release Notes Navigation System utilities gt 00 company gt Start all backgrounds gt Start all daemons or Start all spoolers button Description The Start all backgrounds option has been enhanced to include franchise specific daemons which are marked as being persiste
205. sublet line FS 1143 Record technician against parts issue e FS 1126 Seasonal Equipment Manager improvements FS 1073 Assigned and Actual mechanic time facility for labour repair e FS 1072 Parts and labour status displayed in the repair order headin FS 1071 Meet and Greet owner for service appointments e FS 1070 Visibility of outstanding ICT and ISO in point of sale FS 1036 Batch print documents free stock logic e FS 1035 Customer account code mismatch in back order FS 1034 GRN no on movement history FS 1033 Priority control create stock file record in SO PC FS 1032 Show possible under run on activity grid FS 1031 Confirm picking slip only to check Allow negative qty FS 1030 Batch Print Documents first come first serve process order FS 1028 Warning before require time e FS 1027 Workshop loading technician pictures FS 1026 Printing Delivery Notes in Batch Print Documents FS 1025 Batch print documents order types e FS 1024 Provide an option to undo fixed prices using the standard FS 1023 Link customer arrival time to meet amp greet appointment start FS 1021 Typecode dropdown in labour details screen FS 1013 Telephony integration to Purchase Control e FS 1011 Telephony integration to Point of Sale FS 970 Indicate estimate printed in POS order tab FS 944 Improved Point Of Sale operator setup FS 922 4294 Print Button not active in MS GM Warranty Claims
206. t This is particularly beneficial to commercial dealers as a commercial vehicle may visit the workshop a number of times in a short space of time and on occasion the Wips may be invoiced out of sequence These new parameters allow the Wips to be invoiced at the correct mileage Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Introduced from Rev8 35 9304E 01 59 Project Notes FS 1181 All departments Default option in WIP Search Benefits Description All departments has been made the default option when searching for an order using the WIP search in Point of Sale This ensures that all departments are searched and enables users to select a specific department if required Observation what differences are noticeable When the Wip search option is selected from the main Point of Sale form the criteria selection for department now defaults to All departments rather than the current terminal department Attribution who gains from the benefit The default of All departments means that when users are searching for an order all Wips are checked Previously to check all departments the user had first to change the selection criteria Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Point of Sale gt Point of Sale gt Parts or Service Description WIP Search in Point of Sale on th
207. t e E8 5728 Transfer of sublet line within script process e E8 5739 WIP preview when presented with open wips in CM e E8 5740 If C amp D is required there are no means of entering dates e E8 5771 Provide status line in CM for labour detail form e E8 5819 Limited labour details in CM module e FS 623 4169 Minor changes to GM interfaces for Italy e FS 624 4170 GM Opel franchise data for Italy e FS 634 4176 GM Opel Veh order acknowledgements changes for Italy e FS 638 4178 Parts price file for GM Opel Italy e FS 659 4189 GM Opel Italy Docket Card extract e FS 911 Split contribution doesnt display when grouping warranty e FS 922 4294 Print Button not active in MS GM Warranty Claims 349 Project Notes e FS 944 Improved Point Of Sale operator setup e FS 957 Tacho check amp recalibration frequency visible on Variant e FS 958 Provide sub total of goods value on specification screen e FS 959 Shortcut to reports in Vehicle administration e FS 960 Restrict access to turnover and profit info in CRM stats e FS 961 Search stock no comm no function vehicle in book in list e FS 962 Support for any one of four phone numbers as mandatory field e FS 963 Include presence of Fleet spread record in case file e FS 964 Include presence of Extra details record in case file e FS 965 Display of magic numbers in CRM searches e FS 966 Auto expansion of case file e FS 970 Indicate estimate printed in P
208. t Home page Description When you change the location in the diary and then right click on a day it will now display the technicians in the workshop loading Day form for that location Introduced from Rev8 35 9304E 25 Installation and training information e System restart required 186 Project Notes E8 5457 Identify location before diary booking in CM Release Notes Navigation Contact management gt Home page gt Manual call gt Review Description It is possible to reselect the POS company where customers want to book their vehicles in from the diary form in the scripted process However there is the requirement for some call centres to be able to confirm the customer s preferred location before the scripted process begins To facilitate this the ability to swap SO companies has now been added to the Review screen Introduced from Rev8 35 9304E 20 Help file changes CM_CCHOM_INBOUND html review Installation and training information e On site testing required e System restart required 187 Project Notes E8 4818 CM Closure page amendments Release Notes Navigation Contact management gt Home page gt Service call scripts Description In order for a call centre agent to close a service call effectively and give the customer accurate information regarding their booking the booking information displayed in the closure template form has been updated Introduced from Rev8 35 9304E 15
209. t calls amongst agent and teams has been updated to include the ability to cut and paste and apportion calls using agents efficiencies Introduced from Rev8 35 9304E 14 Help file changes CM_LIST_ADMIN html CM_MENU5 html CM_LIST_REDISTRIBUTE html GB_EDIT_CM_users html Installation and training information e Database change required e System restart required 193 Project Notes E8 4080 Easier call list creation Benefits Description Call lists can be created using both the Campaigns process in CRM and Report Generator The campaigns function from within CRM is more straightforward to use enabling a greater number of users to generate call lists User efficiency is improved by reducing the time it takes to generate a call list With more effective targeting of customer segments through this option campaign response rate can be increased Observation what differences are noticeable When you generate a call list you can utilise Ad hoc enquiries as well as using Report Generator Attribution who gains from the benefit The user benefits through increased efficiency by using a less complex tool for identifying customers to be contacted The dealer benefits from improved customer relationships as a result of differentiated marketing campaigns Measurement how the benefit is measured and assessed This increases user efficiency by reducing the time it takes to generate a call list It also makes CM acceptable to a
210. t the point of booking Attribution who gains from the benefit This improvement to process will remind users to complete the customer dates and times ensuring that complete details are recorded against the Wip This allows for more accurate reporting and processing of repair orders Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation Point of Sale gt Load Vehicle and customer with the Wip into Workshop loading grid gt Return to the Wip The cursor is now on the Arrival date from the Workshop tab ready to enter a date Description This enhancement enables you to amend the customer arrival date and time after exiting Workshop Loading On exit for a job where the customer waiting flag has not been set the cursor returns to the Workshop Tab on the wip header to enable you to edit Introduced from Rev8 35 9304E 01 Help file changes SO_POS html workshop1 85 Project Notes FS 1021 Typecode dropdown in labour details screen Release Notes Navigation Manufacturer systems gt Standard RTS codes gt Labour rates Description This enhancement extends the SO_LA_LABRATES field from 26 to 52 characters This allows all the Labour rate codes set in the RTS code to be displayed in the Labour type code field drop down menu on the Labour details form in Point of sale Introduced from Rev8 35 9304E 01 86 Project Notes FS 1013 Telephony
211. te scripts will be dramatically reduced Using templates will also provide a more integrated process to other areas of Autoline providing continuity of the process regardless of the department or user Better scripts which reflect the business process will be possible This will impact positively on the scripts used in customer calls Release Notes Navigation Customer Contact Management gt Scripts gt Editor gt New Open gt Forms gt Form definitions grid gt Add gt New Form attributes Description In previous versions of the Customer contact management module there was no facility to use existing system functionality Users were forced to try and replicate this using the script writing tools available to them This enhancement provides the basis for being able to link existing functionality for example service bookings seamlessly into a script This means that while the look and feel of the functions remains consistent with the rest of the script script writers can use actual secondary module functionality Introduced from Rev8 35 9304E 01 Help file changes CM_FORM_ATTRIBUTES Note This development only creates the overlay to enable template forms to be used New templates have been created under other enhancements E8 3943 which includes the creation of the Work details wip 195 Project Notes creation template 196 Project Notes E8 3944 Booking Diary function in Contact Management Release Notes Navig
212. the benefit is measured and assessed This procedure will save time and money in documentation management Release Notes Navigation Sales Ledger gt Display accounts gt Transactions gt document Description The facility to retrieve and process documents using document archive has been available for a while However until now users have not been able to email copies of documents This enhancement extends the output options within document archive to include email However you will be able to send by email only documents which have been produced using eform type format stationery via Kprint printer Introduced from Rev8 35 9304E 01 Help file changes AK_SRCH1_bodyform html and AK_SRCH1_form html 239 Project Notes Environment E8 5680 Add the FAX field to the user maintenance screen Release Notes Navigation System maintenance gt Management menu gt User details Description The Fax Number field is available in the User Details file but it cannot be edited because it is not on the maintenance screen This change puts the field on the Personal tab so that it can be accessed Introduced from Rev8 35 9304E 25 240 Project Notes E8 5361 Improved access to the spooler and documents Release Notes Navigation POS VSB SR and CRM gt File gt Spool Control Description Now it is possible to access to the spoolers from within the main programs POS VSB SR and CRM and to improve the document r
213. the management of order processing and stock control Observation what differences are noticeable When a Point of Sale company has outstanding Inter company transfers ICT or Inter company stock orders ISO a new message is displayed on parts terminals warning the user that these orders are outstanding Attribution who gains from the benefit Parts operators are warned when outstanding orders are waiting to be processed Measurement how the benefit is measured and assessed Improved order handling as users are warned when orders are outstanding orders should be processed more quickly Release Notes Navigation Point of Sale Parts terminals gt WIP form Description A new message is displayed when ISO or ICT orders are outstanding on the system This is displayed on the main Point of Sale form The same message is displayed in parts Point of Sale similar in style and presentation to that of the vehicle prep message in Service Point of Sale When all ICT orders have been dealt with if ISO orders exist the message displayed changes to reflect this Only when all ICT and ISO orders have been dealt with does the message cease to be displayed Introduced from Rev8 35 9304E 01 Help file changes SO_POS html Installation and training information e System setup required 71 Project Notes FS 1036 Batch print documents free stock logic Benefits Description Benefits statements added to issue Obser
214. the vehicle that benefits the business Measurement how the benefit is measured and assessed This should provide better stock management and assist in controlling and preventing used vehicles from becoming over age Release Notes Navigation CRM Showroom gt System Utilities gt Salesperson Settings Description A new tab has been created titled Locations This serves to define individual user settings as to what VS companies are available to them in conjunction with availability of Used vehicle stock dependant on age for quotation and sale The first column defines the default VS company and any subsequent VS companies The second column defines the age of stock available if no other locations are defined Default location as per User details has no age limitation Exceptions can be listed by location and age of the stock Locations can be selected which are VS company specific If locations are not VS company specific they are available for selection from any VS company CRM Showroom gt System Utilities gt System Parameters New parameters are applicable only if MKV is not in use The default VS company and other available VS companies selection has been moved from the Vehicle tab to a new tab titled Other Set up is exactly the same as per Salesperson Settings setups 288 Project Notes Should no Salesperson Settings setup be defined then System Parameter settings will be applicable If Salesperson Settings setup
215. tion and training information e System setup required 132 Project Notes e User training required 133 Project Notes E8 5217 Addition of dedicated VHC Reports menu option Benefits Description Benefits added to E8 5217 Observation what differences are noticeable A new standard menu option in POS reports called VHC Reports Attribution who gains from the benefit Service managers predominantly to access user defined VHC reports instead of going through repgen Measurement how the benefit is measured and assessed No measurement improvement to process Release Notes Navigation POS gt Reports and Enquiries Description This Development will provide a useful repository for any VHC reports that customers want to include on a menu for their own purpose without having to search for them every time in repgen Introduced from 8 35 9304E 23 Help file changes Not required Tip The menu option will not appear until the System Utilities compile option is run 134 Project Notes E8 5188 Seasonal Equipment Print labels Register Wheel nuts Release Notes Navigation Point of Sale gt Seasonal Equipment Manager gt Create a new record Description 1 It should also be possible to print both a receipt and a label for seasonal equipment booked in using the Seasonal Equipment Manager A new field to define a separate format for the labels print has been created and an additional prompt from the
216. tions created from this WIP Release Notes Navigation Sales Ledger gt Display Sales Ledger Account Description Provide a new Links function from the WIP to list all invoices and credit notes that have been generated from that WIP and on selection of one of these link to the SL account display and the associated transaction Introduced from Rev8 35 9304E 20 127 Project Notes E8 5252 Warn of outstanding loan vehicle before invoicing a WIP Release Notes Navigation Point of sale gt Action gt Print Description Currently a user can invoice a WIP with the courtesy car still booked out without any warning from the software A new message has been introduced to warn users that they are about to invoice the WIP with a courtesy car still booked out Introduced from Rev8 35 9304E 20 128 Project Notes E8 5237 Seasonal equipment redesign Release Notes Navigation 1 CRM gt Seasonal Equipment Manager 2 CRM gt My desktop gt Vehicles gt Vehicle Options gt Seasonal Equipment Manager 3 POS WIP gt Links gt Seasonal Equipment Manager 4 POS gt Seasonal Equipment Manager Description The benefits to this redesigned Seasonal Equipment function which enables Autoline users to manage storage of their customers seasonal equipment such as Winter tyres hard soft tops and so on are as follows 1 When the Seasonal Equipment Management form is opened the form has been made more user friendly Th
217. to be reset Secondly to reset multiple lines Action Right click the section header bar and all lines in that section will be reset Thirdly to reset all lines back to the default condition Action Right click the VHC Record Grid Header All lines in the Record grid are reset If clockings are attached to the VHC labour lines the reset function will be aborted with a warning message to the user Introduced from Rev8 35 9304E 26 Help file changes SO_VHC_Entry html Note The Reset function is only available from the VHC record grid and not the VHC Summary grid Parts and Labour lines have to be at a correct status to allow the Reset function Lines on the Wip and in the So vhcsv file will be deleted Tip If Menus are attached to a VHC labourline all attached lines Parts and Labour must again be at the correct status 98 Project Notes E8 5721 Additional fields and keypaths for VHC reporting Release Notes Navigation Point of Sale gt Links gt Vehicle health checks Description Additional fields have been supplied to record the updated date and time on tyre details Additional keypaths have been added to the Vehicle health check data save file to improve reporting Additional fields have been added to SO vhcsv to include CRM magic numbers for Company Target and Vehicle Introduced from Rev8 35 9304E 24 Installation and training information e Database change required 99 Project Notes E8 5720 Pr
218. trol on MKV management e Manufacturer Systems e FS 15821 PDA Unable to partially receive a picking slip FS 15054 Fastfit functionality conflict to VHC load mode in Summary e FS 1683 Start all Franchise daemons FS 1508 4487 AP ref 82 A amp B Laser Automatic picking list amp Invoic FS 1298 Update Event code in VSB FS 1246 POS Company Specific Menus FS 1245 Selecting multiple RTS codes Menus from a single search FS 1190 AP ref 37 IVOIRE interface new specifications FS 1147 Posting basic vehicle actual costs through PL batch input FS 1146 Creation of supplier accounts within VSB FS 1136 GME Exchange integration for OVE320 and IVE230 FS 659 4189 GM Opel Italy Docket Card extract FS 638 4178 Parts price file for GM Opel Italy FS 634 4176 GM Opel Veh order acknowledgements changes for Italy FS 624 4170 GM Opel franchise data for Italy e FS 623 4169 Minor changes to GM interfaces for Italy e Other R8 43139 Ability to view PDF documents in Document Archive e Sales and Receivables E8 4151 Provide print option for multiple vehicle order E8 4120 Option to pass deal to a sales manager for additional input E8 4118 Customising Vehicle Orders E8 4086 Availability of other locations stock based on age E8 4085 Showroom New supplementary order facility E8 4084 Non financeable dealer options flag icon E8 4083 Able to keep accessories when changing vehicle in Sh
219. ts can be directly amended via this program Installation and training information e System setup required e User training required e Database change required 51 Project Notes FS 1341 Transfer of stock using PDA Release Notes Navigation PDA Parts menu gt Transfer SO Description This development provides the functionality to transfer stock from one location to another on the system wirelessly by means of a PDA device You can enter parts numbers by scanning the barcode or typing the part number in directly Users can select the bin to transfer from and to with full visibility to the stock available in each location Introduced from Rev8 35 9304E 15 Note A wireless network is required in combination with a suitable and compatible mobile PDA device 52 Project Notes FS 1340 Stock checking using a PDA Release Notes Navigation PDA Parts menu gt Stock check SC Description This development provides the functionality to input the stock check count wirelessly by means of a PDA device You can choose to enter by Page number Part number or Bin Location The parts are then displayed in the order they have been selected in as they appear on the stock sheets On completion of count quantity for the selected range the system is updated with the counted quantities input Rough sheet entry is also provided Introduced from Rev8 35 9304E 01 Note A wireless network is required in combination with a s
220. uitable and compatible mobile PDA device 53 Project Notes FS 1339 Picking of stock using a PDA Release Notes Navigation PDA Parts menu gt Pick SO Description This development provides the functionality to pick goods confirm picking slips via Point of Sale wirelessly by means of a PDA device You can select picking slips requiring confirmation by selection from a list or direct entry of the picking slip number or the WIP number to which it relates Scanning of parts by barcode or direct typing of part numbers are both possible via the PDA device The normal picking process is followed entering the confirmed quantity via the PDA device and updating the system when complete Introduced from Rev8 35 9304E 15 Note A wireless network is required in combination with a suitable and compatible mobile PDA device Installation and training information e Database change required 54 Project Notes FS 1338 Receipt of stock using a PDA Release Notes Navigation PDA Parts menu gt Receive PC Description This development provides the functionality to receive goods into Purchase Control by means of a PDA device wirelessly You can select Purchase Control orders requiring receipt by order number or part number Scanning of parts by barcode or by direct typing of part number are both possible via the PDA device The normal receipting process is followed entering of the GRN and quantity under or over as required
221. ured and assessed This facility saves time to the accounting people who usually produce this posting and as itis an automatic procedure it will reduce the possibility of errors Release Notes Navigation Nominal ledger gt Vat options gt Advance VAT period Description You can automatically clear the VAT input and output accounts and post the values to a VAT clearing account with a NL journal when advancing the VAT period This is controlled by adding two new fields to the NL System Parameter EOD Period tab whereby the VAT clearing account expense code and the journal type can be entered If these are left blank then the automatic journal posting will not take place Introduced from Rev8 35 9304E 01 Help file changes GB_EDIT_NL_systm html nl12_smenu_12_17_7 Installation and training information e System setup required 46 Project Notes Aftersales R8 50900 RTS Code Switch issue in Point of Sale Release Notes Navigation Point of Sale gt WIP gt RTS Company Description The benefit of this development is that it enables you to process multiple franchises within a single company and always selects the correct RTS Company for each vehicle automatically Previously whenever a customer and vehicle were loaded in Point of Sale the terminal or company defaults were used for the RTS Company Following this enhancement when a vehicle is loaded onto a WIP the RTS Company is loaded from the CRM vehicle re
222. uring the CM script process as a CRM statistic However when those upsells were invoiced nothing was recorded so there was no way of comparing the number of upsells sold with the number invoiced This enhancement gives users the ability to include within their statistics view the number of parts and labour upsells which have been invoiced Introduced from Rev8 35 9304E 24 Help file changes None Installation and training information e Database change required e System restart required 221 Project Notes E8 5623 CM make a call where tps or no numbers and no tps override Release Notes Navigation Contact management gt Home page gt call list call Description The changes made in this enhancement mean that the TPS flag on the CRM record can be overridden when the override flag has not been selected during the call list creation process Introduced from Rev8 35 9304E 24 Help file changes CM_CCHOM_CALL_ACTIVITY html GB_EDIT_CM_reasn html GB_EDIT_CM_systm html Installation and training information e Database change required e System restart required 222 Project Notes E8 5617 CRM VHC stats to record certain VHC events through CM Release Notes Navigation CRM gt My Desktop gt Statistics gt VHC Views Description This enhancement sees the introduction of functionality from Point of Sale CRM and Contact management to creation and display VHC statistics events VHCRP VHCRL VHCAL VHCAP VH
223. use the showroom stock search form the additional fields Commission number Engine number and Production month are displayed Attribution who gains from the benefit This enables you to make an informed decision as to whether the vehicle displayed is the correct one for the customer Measurement how the benefit is measured and assessed Enabling a user to make an informed decision leads to better stock utilisation Release Notes Navigation Showroom gt Quotations gt Vehicle Confirm form Description This enhancement adds the Production Month Commission Number and Engine number to the Confirm Vehicle Selection page The relevant information is taken from the vehicle CRM record This is only valid if the MK Vehicle Stocking is used Introduced from Rev8 35 9304E 01 Help file changes SR_VEHSEL html SR_CONFM html 332 Project Notes FS 959 Shortcut to reports in Vehicle administration Benefits Description Customer benefits added Observation what differences are noticeable This facility enables you to access up to five pre configured reports from vehicle administration Attribution who gains from the benefit This enhancement enables users to access data quickly and efficiently without the need to leave the form they are working on Measurement how the benefit is measured and assessed This enables users to manage their workflow improving utilisation of time and hence improving efficiency Release N
224. ustomer has been booked in the service advisor becomes the Owning operator of the job Observation what differences are noticeable A new field is available within the Operators tab called Owning operator This field displays the name of the operator responsible for this repair order The operator responsible is decided when appointment based servicing is used An appointment to receive and hand over the customer vehicle can now be set in Point of Sale and Workshop Loading The receptionist who receives the customer and vehicle is set as the owning operator This operator s name is then displayed in the Workshop Loading jobs form and also in CRM gt My Wips where the jobs can be filtered by owning operator Attribution who gains from the benefit Service receptionists and managers all benefit as now a greater responsibility is placed on operators to own the job and see it smoothly through the workshop The name of the owner can be displayed and filtered within My Wips in CRM to allow easy display of all jobs assigned against an operator Also in Workshop Loading the owner s name is now displayed in the jobs form once again enabling users to see easily who is responsible for the repair Measurement how the benefit is measured and assessed With an assigned owner to the repair the customer has a single point of contact and users are made responsible for the repair Therefore they should manage the repair in more detail than before Improv
225. vation what differences are noticeable This enhancement ensures that the same free stock calculation is now used in the back order clearance option with Batch Print Documents as is being currently used for free stock within Point of Sale Attribution who gains from the benefit Users now have consistent calculation for free stock whether in Point of Sale or Batch Print Documents Release Notes Navigation Point of Sale gt Batch Print Documents Description An enhancement to Free stock calculation in Batch Print Documents backorder clearance has the effect that when the system is calculating free stock it adds back into the free stock calculation those order quantities that are identified as having a back to back order status Introduced from Rev8 35 9304E 01 Tip E8 1527 was developed for the changes to free stock calculation in Point of Sale Installation and training information e System setup required 72 Project Notes FS 1035 Customer account code mismatch in back order Benefits Description Customer benefits added Observation what differences are noticeable When a part is ordered and then the account code changed all Point of Sale files are not updated with this change The parts line file is updated however the parts log file is not This enhancement ensures that both files are always updated when the account code is changed on an ordered part Attribution who gains from the benefit As all
226. ve had to go into CRM in order to view statistics relating to contact management calls The changes included in this enhancement enable users to access CRM statistics from within the CM homepage Introduced from Rev8 35 9304E 23 Help file changes CM_CCHOM_ACTION_LIST html Installation and training information e Database change required e System restart required 179 Project Notes E8 5596 Store rejection reasons on mk event for use in statistics Release Notes Navigation CRM gt My desktop gt Statistics gt CRV view Description As call centre agents are making bookings the customer can refuse to have the work done for a variety of reasons The reasons stated by the customer can provide valuable information for the dealer on how their business can be improved It is therefore essential that the rejection reasons are stored and the information recalled easily To achieve this a new CRM statistics view called CRV has been created to provide an overview of the reasons why customers are refusing service related bookings The view provides a drill down and the ability to export the information Introduced from Rev8 35 9304E 24 Help file changes None Installation and training information e Database change required e System restart required 180 Project Notes E8 5595 Creating of CM users also needs to be for each SO co Release Notes Navigation Contact Management gt Miscellaneous Options gt Us
227. ver need it done as they want to take their vehicle elsewhere to have the work carried out This is classed as a Lost sale Previously there was no provision in this routine to report such activity but now a Lost sale reason code is required before a user can finish the VHC Summary report This is parameterized and can therefore be switched on or off depending on the dealership s needs to record lost sales against labour lines It is also possible to access the delete option from a reminder notice if on a subsequent visit the customer advises that the work has been done elsewhere Also in this case there is now a provision to record any lost sales activity With a lost sales function for both of these scenarios powerful reporting could be made possible which would provide indications to Management as to what sales are being lost and why This can also be included in the newly developed CRM statistics option Introduced from Rev8 35 9304E 23 Note This new functionality will be shown only if the new POS parameter to record labour lost sales is switched on Tip It is advisable to set up specific new VHC lost sales reason codes in the SO Iscod file during the setup stage Installation and training information e Database change required e System restart required 114 Project Notes E8 5421 Saved deleted reminders on MK remin Release Notes Navigation POS gt Links gt VHC Summary gt Creating deleting reminders Desc
228. w lifetime periods fields to the Asset record one on the Tax tab and one on the Management Tab These allow for different calculations to take place for both Tax and Management from the Valuation tab If one asset has a value entered into any of the two new fields then the balance of any assets in the register must have a value entered into these fields even if it is zero 0 and cannot be left blank The two new fields are for calculation purposes only and do not generate any financial postings Introduced from Rev8 35 9304E 01 Help file changes AR_PRE html Tax AR_PRE html Management Installation and training information e Database change required 45 Project Notes FS 987 Option to post VAT period close journal automatically Benefits Description Customer Benefits added Observation what differences are noticeable Two new GL parameters have been created to store the clearing VAT account and Journal type for this posting Autoline will automatically balance the VAT accounts when advancing VAT periods Attribution who gains from the benefit Before this enhancement every month the Accounts department after reconciling the VAT manually journalised the accumulate VAT Input Output to a clearing account Now this posting will be produced automatically by the system The functionality is a set and forget one There is no maintenance or extra work that should be done by the user Measurement how the benefit is meas
229. w production of partial and supplementary invoices so that if users don t have that priority partial invoicing in VSB can be prevented This is a generic FSX3 Generic Vehicle Add Ons development Introduced from Rev8 35 9304E 01 329 Project Notes FS 1103 Memo Notes DD option type Release Notes Description In the vehicle invoice phase in VSB functionality it is not possible to write manually some descriptive notes with more than one line or to capture them from a predefined table Frequently used texts need to be supported by a new option type text lines only that allows standard text line creation in Franchise data Build specification and then those texts can be selected in VS or SR inserted into a vehicle specification and printed on any documentation if required This is a generic FSX3 Generic Vehicle Add Ons development Introduced from Rev8 35 9304E 01 330 Project Notes FS 1004 Search for stock vehicle by colour and trim Release Notes Navigation Showroom gt Quotations gt Stock number Description This enhancement has introduced the function to search on colour and trims in a vehicle stock search within showroom enquires Introduced from Rev8 35 9304E 01 Help file changes SR_STNO1 html 331 Project Notes FS 979 Display commission no engine no amp production month in SR Benefits Description Customer benefits added Observation what differences are noticeable When you
230. wider customer base by lessening the skill set required to generate a call list Better targeting of customer segments through this option creates better customer relationships for the dealer Release Notes Navigation CRM gt Reports and enquiries gt Campaigns Description Customer contact manager call lists can now be created using the campaign process in CRM An additional option has been added to the Tools menu to facilitate this Once the option is taken you are given the appropriate options to create a call list successfully using CM functionality Introduced from Rev8 35 9304E 04 Help file changes MK_CMPGN 194 Project Notes E8 4040 Integrated work processes within template scripts Benefits Description Templates enable existing processes from other modules to be simplified for the call centre and widen the scope of call centre operations The templates increase speed efficiency and continuity of business processes providing consistency of service delivered to customers reducing administration cost and increasing user efficiency Observation what differences are noticeable The user will be able to utilise a series of templates within a form and therefore a script which will reflect functions that exist elsewhere within Autoline Attribution who gains from the benefit When creating scripts this will increase user efficiency Measurement how the benefit is measured and assessed The time taken to crea
231. y is increased when making and receiving customer calls resulting in improved customer service as staff have instant access to the customer information and do not have to keep them on hold or pass them from department to department to answer their enquiries Observation what differences are noticeable With Telephony installed you can activate an outbound call to a customer from POS Inbound calls will also pop to the user any associated WIPs and provide options as to whether the call is answered or not Attribution who gains from the benefit The user and dealer gain from increased efficiency for inbound and outbound calls in POS Measurement how the benefit is measured and assessed This will result in improved customer relationships knowing who is calling inbound and having all relevant information for both inbound and outbound calls Release Notes Navigation Point of Sale gt WIP gt Telephone Icon Description This enhancement provides telephony integration to Point of Sale for both Inbound and Outbound calls Outbound calls Calls can be made to the selected or entered telephone number Inbound calls When a telephone call is received while you are in Point of Sale calls may be answered using a new user interface Dependent upon department loaded Parts or Service if the telephone number is recognised and there are WIPs that match the telephone number SL account CRM record or WIP header these are displayed in a list

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