DEALER TRAINING KIT
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DEALER TRAINING KIT
This presentation contains the EDCS Portal related functionalities which a dealer can avail
The dealer has 3 login ids with specific authorizations to sales, service and spares
To view a specific report the user needs to login with that particular id which has authorization to the functionality
The login ids are in below format: ◦ Sales – V Code starting with ‘1V’ + “SALES” (Upper Case) ◦ Service – S Code starting with ‘1S’ + “SERVICE” (Upper case) ◦ Spares - S Code starting with ‘1S’ + “SPARES” (Upper case)
The data shown in reports are testing data and should not be referred for actual operations
Vehicle Reports Vehicle PO Status
Vehicle INS Status
Lead and Enquiry status
SERVICE ◦ Chassis Master ◦ Assign PDI Dealer
Warranty ◦ FPDA ◦ Reports Warranty Claim
Coupon Claim
SPARES ◦ Reports Spares Purchase
Receipt Issue Data Monthwise Order Status Order wise % Execution Order wise shortage
Inventory Inventory Variance Spares Inventory
Spares Sale Customer Group wise Sale Party Wise Sale Partywise Order Vs Supply Partywise Partwise Sale Partwise Partywise Order Received Vs Supply Linewise partywise execution Part Line wise Sale Partywise OAwise Linewise Execution
Login with Sales ID and Go to Transactions Vehicles Reports
Select “Vehicle PO status” and click on “Preview” button
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Data Filter section
Report tool bar which contains navigation, zoom, search, export, refresh and print buttons
Click on the numbers to view the details
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DA number wise details are displayed xyz motors
Select “Vehicle INS status” and click on “Preview” button
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Click on the numbers to view the details
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Detailed Invoice Vs INS report is displayed xyz motors
Select “Lead Status” and click on “Preview” button
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Click on the numbers to view the details
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Click on the numbers to view the details
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Login with service ID and Go to DCS Masters Common Chassis
Search the chassis and click here to view the details
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Expand this section to view general details
Expand this section to view SAP STN and INS receive details
Expand this section to view Warranty/ SA details
Coupon details are available here
Expand this section to view Aggregate details
Expand this section to view Tyre details
Service history is available here
Expand this section to view customer details
Installation details are available here
Below section is used to view parts issued in Float to customer
In case of direct customer, the vehicle can be inward into local EDCS of dealer through this screen
Go to Transactions Service Assign PDI Dealer
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Click “New” and search the chassis number, enter the dealer S code starting with ‘1S’. Then click on save and confirm
The chassis will be available for inward in local EDCS of dealer(as shown in image) after data transfer. The path to inward chassis for PDI is Purchase Invoice Purchase Vehicle ETB Receipts For Direct Customer Hence forth the chassis will be available for PDI
Go to Transactions Warranty FPDA
Click here to create new FPDA
Fill the details and click on ‘Select Warranty Claims’
The following screen opens. •Click on “New” button to create new FPDA •FPDA no and FPDA date are auto populated •Fill the fields like FPDA date, Transporter, No of boxes, LR No, LR date etc.
•Enter Credit Date From and Credit Date To to filter the warranty claims by clicking on ‘Select Warranty Claims’. By default period will be 1st of existing month to current date.
•Select the warranty claims from the following pop-up. 1.The warranty claims will be filtered depending on the Credit Date From and Credit Date To 2.Only the credited claims will be shown in the pop-up 3.Please note that Deselected claims, once the FPDA is confirmed will NOT be available for selection in next FPDA.
Failed dispatchable parts in selected Wty claims
1Enter the quantity 2Enter box number
The parts (dispatchable and non-dispatchable) in selected warranty claims will populate in the FPDA screen as shown below
Rejection remark is mandatory for unselected parts
•The dispatchable parts can be selected which are to be sent to VECV. Enter the quantity and box number of the selected parts. Deselected Parts from the FPDA also will NOT be available for selection in next FPDA
•Rejection remark is mandatory for unselected parts as they cannot be included in next FPDA claim
•‘Save’, ‘Confirm’ and ‘Print’ the FPDA ‘Save’, ‘Confirm’ and ‘Print’ FPDA
Scrap Register •The non-dispatchable in the selected warranty claims will be populated in Scrap Part list •Click on the ‘Print Scrap Register’ to print the scrap report
Note: Once FPDA claims are created for certain duration; no further Back dated claims will be allowed by the system For example: If the dealer creates the FPDA for the credit date range 1st Feb’13 to 28th Feb’13. Then he will not be able to create the FPDA for parts in wty claim credited in Jan’13. Hence it is mandatory for the dealer to create the FPDA for the prior dates and then the later dates.
Go to Transactions Warranty Reports
Select “Claim Status Summary” and click on “Preview” button
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Click on the numbers to view the details
Select “Coupon Claim Status” and click on “Preview” button
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Click on the numbers to view the details
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Select “Receipt Issue Data Monthwise” and click on “Preview” button
Login with Spares ID and Go to Transactions Spares Parts Reports Spare Purchase Receipt Issue Data Monthwise
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The details shown are SAP invoice no, SAP invoice date, invoice amt and GRR date (Receiving date in DMS)
Select “Order Status” and click on “Preview” button
Login with Spares ID and Go to Transactions Spares Parts Reports
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Click on dealer name to view the details
Select “Order wise % Execution” and click on “Preview” button
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Click here to view the details
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Select “Order wise Shortage” and click on “Preview” button
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Click here to view the details
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Select “Inventory Variance” and click on “Preview” button
Transactions Spares Parts Reports Inventory Inventory Variance
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Transactions Spares Parts Reports Inventory Inventory Variance
Stock displayed is the current stock available at the dealership
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Transactions Spares Parts Reports Inventory Inventory Variance
Stock Adjustment Report
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Select “Spares Inventory” and click on “Preview” button
Transactions Spares Parts Reports Inventory Spares Inventory
Adherence as per the stocking norms
Select “Spares Inventory” and click on “Preview” button
As per the stocking norms defined by company
Select “Customer Group wise Sale” and click on “Preview” button
Transactions Spares Parts Reports Spares Sale Customer Group wise Sale
Partline is number of parts
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Transactions Spares Parts Reports Spares Sale Party wise Sale
Select “Party wise Sale” and click on “Preview” button
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Transactions Spares Parts Reports Spares Sale Partywise Order Vs Supply
Select “Partywise Order Vs Supply” and click on “Preview” button
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Transactions Spares Parts Reports Spares Sale Partywise Partwise Sale
Select “Partywise Partwise Sale” and click on “Preview” button
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Transactions Spares Parts Reports Spares Sale Partwise Partywise Order Received Vs Supply
Select “Partwise Partywise Order Received Vs Supply” and click on “Preview” button
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Transactions Spares Parts Reports Spares Sale Linewise partywise execution
Select “Linewise partywise execution” and click on “Preview” button
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Transactions Spares Parts Reports Spares Sale Part Line wise Sale
Select “Part Line wise Sale” and click on “Preview” button
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Transactions Spares Parts Reports Spares Sale Partywise OAwise Linewise Execution
Select “Partywise OAwise Linewise Execution” and click on “Preview” button
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