EDCS Portal - Dealer Training Kit_Karunesh Mathuur
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Transcript of EDCS Portal - Dealer Training Kit_Karunesh Mathuur
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DEALER TRAINING KIT
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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.
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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
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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
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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 Feb13 to 28th Feb13. Then he will not be able to create the FPDA for parts in wty claim credited in Jan13. Hence it is mandatory for the dealer to create the FPDA for the prior dates and then the later dates.
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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
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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)
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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
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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
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Adherence as per the stocking norms
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Select Spares Inventory and click on Preview button
As per the stocking norms defined by company
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Select Customer Group wise Sale and click on Preview button
Transactions Spares Parts Reports Spares Sale Customer Group wise Sale
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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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