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DBSi 5.0 Delta Training

DBSi 5.0 Delta Training. Service Work Order & Warranty. Warranty. Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A. Warranty. No changes in Warranty screens or functions

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DBSi 5.0 Delta Training

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  1. DBSi 5.0 Delta Training Service Work Order & Warranty

  2. Warranty • Warranty • RRS (Remove Retired Systems) • Service Advisor • Finance • Parts Global Pricing • New Work Order Main • Description Search • Quoting • Q & A

  3. Warranty • No changes in Warranty screens or functions • DBSi 5.0 Service Warranty application provides full integration to Finance related interfaces

  4. RRS (Remove Retired Systems) • Warranty • RRS (Remove Retired Systems) • Service Advisor • Finance • Parts Global Pricing • New Work Order Main • Description Search • Quoting • Q & A

  5. Remove Retired Systems • Seibel Field Service • Removal of all interfaces • Removal of Gatekeeper • SAP/Engine Project Management • Removal of all integration for: • Network Activity ID • Project ID

  6. Remove Retired Systems (SAP) • SAP/Purchasing • Removal of automatic creation of purchasing-related miscellaneous details record. • NOTE: 2.3.4 methodology for entering PO numbers in Work Order System will be used in 5.0. • Enter PO Numbers as Miscellaneous Detail Records that have Zero Cost & Zero Sell. • This will prevent the work order segment from closing until the cost & sell fields have been completed.

  7. Service Advisor • Warranty • RRS (Remove Retired Systems) • Service Advisor • Finance • Parts Global Pricing • New Work Order Main • Description Search • Quoting • Q & A

  8. Service Advisor • Service Advisor is NOT going away in DBSi 5.0! • Service Advisor functionality works with DBSi 5.0 • JACADA screens are still available for those functions called directly from Service Advisor. • Removal of all integration and fields for: • Network Activity ID • Project ID

  9. Finance • Warranty • RRS (Remove Retired Systems) • Service Advisor • Finance • Parts Global Pricing • New Work Order Main • Description Search • Quoting • Q & A

  10. Finance • Finance related changes • Internal program changes were made to interface with the • new CODA product or other Financial packages.

  11. Parts Global Pricing • Warranty • RRS (Remove Retired Systems) • Service Advisor • Finance • Parts Global Pricing • New Work Order Main • Description Search • Quoting • Q & A

  12. Parts Global Pricing • Parts Global Pricing • Sensitivity to Global Customers was added to parts pricing routines used in Work Order.

  13. New Work Order Main • Warranty • RRS (Remove Retired Systems) • Service Advisor • Finance • Parts Global Pricing • New Work Order Main • Description Search • Quoting • Q & A

  14. Work Order Main Summary • Drives navigation throughout entire life cycle of work orders • Reduces the need to memorize mnemonics • Provides easy access to work order functions from creation to invoice • Links to Service Information System (SIS) for parts planning

  15. Work Order Main Summary • Easier alerting and access for • Warranty • CSA • PIP/PSP • Invoice History • In-Shop Review • PM • Easily Personalized • How many work orders will display • The order and wording of options • Even the title of the Main Screen

  16. Work Order Main Screen - MNTWOMAIN First time entering work order main a user will not have any active work orders

  17. MNTWOMAIN –F6=Enter W/O Use F6 to enter a work order (note you have been given a work order to work with) Type in the work order number you were given to work with Work order now is now in your active list of work orders

  18. MNTWOMAIN – F7=Find W/O Enter in search options to help narrow your search results F7=Find W/O invokes DSPCIWIP Select a Work Order from the results list of Work Order Inquiry and it will be added to your list of active work orders on Work Order Main Work order now is now in your active list of work orders

  19. MNTWOMAIN – Add a work order from main screen F8 Fill in all the information and work thru the work order process, this work order will show up in your active list of work orders on the Work Order Main Screen F8=Add W/O invokes MNTWOHDR

  20. Work Order Main Options F23 again F23 shows more options from work order main F23 again F23 again All the options on work order main perform new or call existing functionality Options 1-22 now replace having to remember all those mnemonics

  21. Work Order Main Personalization System Defaults F24=More Keys displays more keys F9=Preferences will invoke preferences

  22. Work Order Main Personalization - Updating Screen heading has changed and Paging down only 25 work order will be display on users list Changing the sequence number to the side of the option changes the order in which that option will display Systems defaults Users can change the screen heading for WOMAIN and how many work orders will reside in their active list F5=Preview Options to preview changes F6=Restore Defaults Restores everything back to the default settings F7 to update changes F7=Update & Exit Use to commit changes Order of options has changed

  23. _Warranty _ CSA _PIP/PSP _Invoice History _In-Shop Review _PM • Do the same action for: • CSA • Invoice History • In-Shop Review • PM • Type S next to the highlighted item to review for an active work order: • Detailed Warranty • Type S next to the highlighted item to review for an active work order: • Product Programs Warranties associated with machine in active work order Product Programs

  24. Work Order Main Options Option 1 = Make Active Option 2 = Expand Option 3 = Collapse Option 4 = Hide W/O Option 5 = Add Option 6 = Edit Option 7 = Inquiry Option 8 = Delete Option 9 = WIP Inquiry Option 10 = Add Task Option 11 = Quote Option 12 = Open/Print Option 13 = Notes Option 14 = Add Labor Option 15 = Add Mult Lbr Option 16 = Add Misc Option 17 = Parts Hold Option 18 = Return Parts Option 19 = Order Parts Option 20 = SIMS Option 21 = Close W/O Option 22 = Invoice Req.

  25. Option 1=Make Active Notice the Active W/O: area Notice the Active W/O: area Use 1 to make a work order the active work order Now the work order is at the top of the list and will be expanded to show segments or operations

  26. Option 2=Expand Use 2 to expand a work order and show segments & operations Use 2 to expand segments to view operations Expanded Expanded

  27. Option 3=Collapse Use 3 to collapse to not show segments Use 3 to collapse to not show operations Collapsed Collapsed

  28. Option 4=Hide W/O Use 4 to remove from active work order list Work order has been removed from users list and the active work order gets expanded if not already expanded

  29. Option 5=Add Segment or Operation Complete operation information Complete segment information Type in the operation information and hit enter Type in segment number and press enter Use 5 to add an operation to a segment Use 5 to add a segment Segment has been added Operation added

  30. Option 6=Edit Header, Segments, Operations Change the necessary information Use 6 to edit header information Use 6 to edit operation information Change or add the necessary information Use 6 to edit segment information Change or add the necessary information

  31. Option 7=Inquiry Header, Segments, Operations Inquiry only Inquiry only Inquiry only Use 7 to display header MNTWOHDR F5=Inquiry functionality Use 7 to display segment MNTWOSEG F5=Inquiry functionality Use 7 to display operation MNTWOOPR F5=Inquiry functionality

  32. Option 8=Delete One more confirmation Work order has been deleted Use 8 to delete an segment Press F8 to continue deleting Another confirmation Use 8 to delete a work order Use 8 to delete an operation Press F8 to continue deleting Segment has been deleted Press F8 to continue deleting Operation has been deleted

  33. Option 9=WIP Work In Progress Inquiry by W/O Select a level to review Use 9 to display work in progress at any level; work order, segment or operation

  34. Option 10=Add Task Complete necessary information and use F6 to have added to click schedule Complete necessary information and use F6 to have added to click schedule Use 10 to add a segment as a task in click schedule Complete necessary information and use F6 to have added to click schedule Use 10 to add a work order as a task in click schedule Use 10 to add an operation as a task to click schedule Notice adding task for segment or operation brings in number

  35. Add Task from Other Screens Use T to add Task from Work Order Inquiry User T to Add Task from WIP Inquiry Screen

  36. Option 11=Quote We will get more into quoting later on in the training. Any level of the work order can be quoted: work order, segment, or operation by using 11 & 9 Generating a quote puts the work order quote into preparation status and we will be covering all of quoting later in the training Use 9 to generate a version of the quote Use 11 to invoke quote summary

  37. Option 12=Open/Print a Work Order Select or fill in correct information Use 12 to open & print a quote after any approval processes at your dealership Work order is now open

  38. Option 13=Notes Complete the segment notes Complete the header notes Use 13 to add header notes Complete the operation notes Use 13 to add segment notes Use 13 to add operation notes

  39. Option 14=Add Labor If 14 is entered at that segment level the segment information will be populated here otherwise type it in User would fill in the charge code information to continue with entering a single labor entry Use 14 to add labor entry

  40. Option 15=Add Mult (multiple) Labor Fill in all necessary information to complete the labor entry process Depending on where the 15 is placed on the precious screen determines what information is brought into the Multiple Labor Detail Add screen Use 15 to add multiple labor entries

  41. Option 16=Add Misc Fill in necessary information to continue adding miscellaneous detail Use 16 To add miscellaneous detail entries to a work order

  42. Option 17=Parts Hold (Parts Hold Maintenance) Using F7 a user must have a SIS Web session open Select the appropriate option and fill in necessary information and process the parts list in SIS to be added to the parts hold file Now the parts hold file can be used Select appropriate list to be transferred to the parts hold file Enter in parts manually line by line Can use F7 to invoke SIS Web Use F8 to choose from an existing parts list in DBSi Use F6 to add parts and miscellaneous Use 17 to enter into parts hold maintenance and build a parts hold file

  43. Option 18=Order Parts F5 will continue the ordering process Use 18 to order parts

  44. Option 19=Parts Return Fill in the correct information to continue the return process Use 19 to return parts

  45. Option 20=SIMS Choose your option and continue the SIMS process Use 20 to record sims

  46. Option 21=Close W/O Pressing enter will continue the closing process Use 21 to close w/o, segments or operations

  47. Option 22=Invoice Req. Choose your option and continue the invoicing process Use 22 to invoice work order

  48. Description Search • Warranty • RRS (Remove Retired Systems) • Service Advisor • Finance • Parts Global Pricing • New Work Order Main • Description Search • Quoting • Q & A

  49. Search Job Code Description Activate Search Type in the complete or partial description & select from the returned list Wildcard Searching is also available To find the above Job Code a user could type in the Job Description: field *REM This would return the all descriptions that have “Rem” in the description

  50. Search Component Code Description Activates Search Type in a complete or partial description & select from the returned list Wildcards can be used here also

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