ETKA7.3

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Introduction to ETK A 7 .3 New F eatures

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Transcript of ETKA7.3

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    Introduction to ETKA 7.3 New Features

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    Introduction

    New Administrative Features

    New Graphic Navigation And Expanded FI Features

    Extended Search Function

    Increased Access To Information

    Intelligent Parts Suggestions

    The Order Form Opportunity

    Ability To Make Use Of Nora

    DMS-ETKA Interface Potential

    Possible Future Features

    New Buttons And Displays

    Additional ETKA 7.3 Resources

    Table of Contents

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    ETKA 7.3 New Feature

    The new features available with ETKA 7.3 will help you:

    Increase part selection/ordering efficiency Optimize parts processes

    Increase your spare parts sale volume.

    INTRODUCTION

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    ETKA 7.3 New Features

    ETKA 7.3 includes three new administrative features to help you to work more efficiently and

    have your work in ETKA be more effective.

    Updates happen while you work!

    Continue to use ETKA 7.3even performing searcheswhile the system completesupdates. This optimized updating feature considerably reduces the time you need to

    spend on data updates.

    When the update gets underway, you will see a small pop-up window appear in the upp

    left corner of your monitor. You can move this window to a more convenient location,

    if necessary, by positioning your cursor on the blue bar at the top of the window and

    holding down a left-click of your mouse while you drag the pop-up window to a new

    location.

    You may notice a brief interruption when this updating process is going on and you are

    working in other software programs.

    Add attachments to your notes

    Now when you create your own note related to a part/part number, you can attach

    pictures and/or documents directly to the note.

    NEW ADMINISTRATIVE FEATURES

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    ETKA 7.3 New Feature

    Networked users can access any note another user has created Beginning with notes made in 7.3, if you choose, your notes can be centrally stored for

    your network, making them available to all users of your choosing, at all times. In this

    way, each user can have access to the same information. Photos and other documents

    can be attached to notes. (Note: You can also choose to move or copy older notes fromyour C drive to your shared file, so that those notes, too, will be available.)

    To take advantage of this feature:

    From ETKA 7.3s homepage lick on MAINTENANCE

    Click on INI - EDITOR

    1. Under UNIVERSALLY, click on Remarks

    2. Click on the checkbox in front of Path

    3. Click on the SEARCH button to browse locations, selecting a path to get to

    destination file

    4. Optional: If access to the path to the central location where you choose to store

    your ETKA 7.3 notes requires using a username and password, you can enter an

    store them at this point in the set-up, so you wont have to enter them every time

    you want to access your notes.

    5. Click on the TEST PATH button to test that youve selected the intended path

    6. Click on the STORE button to save.

    NEW ADMINISTRATIVE FEATURES (cont.)

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    ETKA 7.3 New Features

    The panel previewin two display modesis now available, in a variety of situations, to help

    you see everything you need at a glance:

    1. In searches from the subgroup overview:

    Select your preferred panel preview display mode by clicking on the Display

    individual figures or Display miniature images buttons.

    You can easily go back and forth between the two display modes:

    Display of miniaturie images Display of individual figures

    = Fade in

    to individual illustration figures

    = Fade out

    to multiple miniature images

    2. In the picture-text view, the panel preview allows you to fade miniature images of the

    main group in or out.

    3. When you search for a part via a Word Search or for part number via a PAL (formerly,

    ATP) Search, the search results are now shown in a panel preview. When your

    search for a part results in multiple pages, and you select one of the search hits to

    view, the other results will be shown along the bottom of your screen in a panelpreview. This allows you to select another hit to view by just clicking on the panel

    preview of it, instead of having to back up, remember the other pages, or redo the

    search in order to access the other search results you might need to look at in orde

    to find the part you need:

    NEW GRAPHIC NAVIGATION AND EXPANDED FI FEATURES

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    ETKA 7.3 New Feature

    4. After an FI search:

    Either panel preview display mode is available for the subgroup panel preview as well (a

    long as there is an illustration for the part suggested).

    At the Word search screen, be sure to click on the box in front of Illustration overview

    to check it:

    Note: Changes made to the Illustration overview checkbox are automatically saved.

    NEW GRAPHIC NAVIGATION AND EXPANDED FI FEATURES (cont.)

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    ETKA 7.3 New Features

    The panels that contain FI suggestions have the illustration numbers in black in both the

    subgroup overview and the panel preview. Note that all other illustration numbers are

    grayed out, except for the one (circled here in red) that is the FI suggestion:

    Using the new Compress FI display and Decompress FI display buttons, you can now

    determine what results you see in the panel preview:

    Compress FI display: Decompress DI display:

    NEW GRAPHIC NAVIGATION AND EXPANDED FI FEATURES (cont.)

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    ETKA 7.3 New Feature

    FI suggestions are additionally identified with a greenmarking. Original Parts marked in

    orangehave multiple uses; these parts require further information before making a

    selection (e.g., items for installation on the left or right side). Color identification is

    available through either graphic navigation or through the conventional parts search:

    NEW GRAPHIC NAVIGATION AND EXPANDED FI FEATURES (cont.)

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    ETKA 7.3 New Features

    Several new search features help speed up your searches:

    You can now search for PR NUMBERS using their description

    Find the PR code youre looking for with the help of the corresponding description ofthe vehicle feature/option. The search narrows down the resulting choices after each

    additional letter of the description is entered in the Input field.

    For example, if youre interested in checking out the PR code for tires, typing a t int

    the Input field begins narrowing down your search results, and with each additional lette

    your search becomes more targeted to the resulting tire entries:

    EXTENDED SEARCH FUNCTION

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    ETKA 7.3 New Feature

    You are reminded of a part number when you perform a PR Number search:

    If you have just completed a part search and want to perform a search for a PR code, as

    helpful reminder, the part number you found is displayed on the header of the Car Data

    window.

    Once youve completed your Parts search:

    . . . use the right-click menu to initiate a

    seconda PR-Numbersearch:

    . . . notice that in ETKA 7.3, the part

    number you found in your just completed

    search is displayed in the header of the Ca

    Data window:

    . . while the PR codes are displayed as

    theyve always been in the main part of the

    search window.

    You will experience improved SDC search results

    The hit accuracy in searches using the Service Diagnosis Code (SDC) has been

    enhanced as a result of improved logic functions taking place in the background.

    EXTENDED SEARCH FUNCTION (cont.)

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    ETKA 7.3 New Features

    Access to the Chemical Materials catalog from your FI searches

    After an FI search, the Chemical Materials Catalog can be opened from the Car

    Identification pop-up window by just clicking the new Open information on special pa

    jobs icon to get you to the paint listing for that VIN, whether it involves a standard orspecial color.

    For our market, the paint ordering process will remain the same, but the name and last

    three-digits of the paint code shown will be the same as you will need to order in Exceld

    INCREASED ACCESS TO INFORMATION

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    ETKA 7.3 New Feature

    Access to additional information on a VIN

    This feature allows you to easily access any additional information that is available for th

    VIN of the vehicle youre looking for parts for.

    INCREASED ACCESS TO INFORMATION (cont.)

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    ETKA 7.3 New Features

    Clicking on the Additional Information icon results in the documents pertinent to the VIN

    being brought up in the Search tab in Infoline:

    Remember, the new technical document visibility feature in InfolineETKAs informatio

    warehouse for original spare partsmay provide you with more information during you

    parts searches, allowing you to make more informed decisions.

    A technical document posted on Infoline may be found one of three ways:

    1) Part Information screen linked to a specific part

    2) Search function user defined search criteria

    3) View list of documents

    Option #1) Accessing Infoline Documents via ETKA

    From within ETKA, you search for a part as usual, by clicking on the Display Function

    List icon and then searching by Part Number or PAL.

    INCREASED ACCESS TO INFORMATION (cont.)

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    ETKA 7.3 New Feature

    After clicking on the icon, the Infoline website will open showing only the document(s) linked t

    that part number.

    In order to open a specific document, click on the arrow next to the document name:

    INCREASED ACCESS TO INFORMATION (cont.)

    Option #1 (cont.)

    When there is an Infoline document linked to a part number in ETKA, the Open technic

    information icon will be visible in the Additional Info box section of the PartInformation window:

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    ETKA 7.3 New Features

    Option #2) Search Function

    From this Infoline Search tab, you can search for any other document by entering sear

    parameters in any of the fields shown above the Search button:

    Once the search is complete, open the item you are interested in by clicking on the arrow

    to the left of the item.

    Option #3) Viewing the List of Documents

    You may also open and explore the list of all technical documents loaded on Infoline by

    clicking on the Technology tab.

    On the Technology tab, there are links to GP Bulletins and to EP Bulletins:

    GP Bulletins bulletins relatd to original parts

    EP Bulletins bulletins related to exchange parts

    INCREASED ACCESS TO INFORMATION (cont.)

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    ETKA 7.3 New Feature

    To open any document, simply click on the arrow to the left of the document title.

    Note: You can click on the News tab to find current information posted by Germany.

    Notes to all users:

    Be aware that only documents containing a part number that is linked to the parts catal

    will appear in the Infoline list; it is not intended as a comprehensive list of all technical

    documents. Please continue to refer to ServiceNet and ElsaWeb for technical informatio

    as needed.

    Please make sure to refer to vehicle application information contained within the

    document, as some parts appear in multiple catalogs. The bulletin may not apply to all

    vehicles in which the part is used.

    For more information, consult the ETKA: Infoline User Guide(September 2, 2010).

    INCREASED ACCESS TO INFORMATION (cont.)

    Option 3 (cont.)

    To make locating a specific type of file easier,local naming convention begins document name

    with the document type (see underlined documents in the screenshot):

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    ETKA 7.3 New Features

    Take advantage of intelligent parts suggestions with the new Fitting Parts features to

    help you get everything you need the rst time.

    Intelligent parts suggestions help you order items that belong together, suggesting manyof the parts you may need for a repair. This feature is currently available in all Volkswag

    FI-activecatalogs, and is a feature Audi users will be able to take advantage of soon.

    The parts that should also be replaced when a repair is made are shown in the picture-te

    view and on the Parts Information screen:

    INTELLIGENT PARTS SUGGESTIONS

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    ETKA 7.3 New Feature

    On the Parts Information screen, as well as receiving the also use message, you now have th

    opportunity to click on the Open Fitting Parts button:

    INTELLIGENT PARTS SUGGESTIONS (cont.)

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    . . . Which brings up the Fitting Parts screen, allowing you to approve adding the additional

    needed part(s), by clicking on the ASSUME button, or to uncheck the additional part(s) before

    approving the original part be added to your ETKA order form (by clicking on the ASSUME

    button):

    Note: The additional parts recommendations provided through the Fitting Parts feature are

    suggestions only. You are responsible for verifying you have all the necessary and correct part

    required for the repair. If you discover any missing or incorrect information via the Fitting Part

    feature, please submit a Web Support ticket.

    INTELLIGENT PARTS SUGGESTIONS (cont.)

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    ETKA 7.3 New Feature

    The ETKA Order Form can now assist you in building your parts orders.

    In our market, at this time, you will continue to order parts through Parts On Command

    your DMS, as you have in the past. However, you may find that the ETKA Order form csave you time and increase the accuracy of your orders.

    The order form serves as a helpful tool in collecting all the necessary parts in one list th

    you want to order for a repair, particularly for large repair orders. Once you have the list

    you can print it out and have it available to help you place your parts order.

    To use the ETKA Order Form for listing the parts you intend to order in POC:

    1. Choose which of two ways you will use to create the order form:

    Select Order Form (or press F10) from the Display Function List:

    THE ORDER FORM OPPORTUNITY

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    ETKA 7.3 New Features

    . . . which will take you to your most recent order, from which you can click on the

    OVERVIEW button to start a new order or add to an existing one:

    OR...

    THE ORDER FORM OPPORTUNITY (cont.)

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    ETKA 7.3 New Feature

    Once you have double-clicked on the part number you want on the Catalog pag

    THE ORDER FORM OPPORTUNITY (cont.)

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    . . . And, if receiving this message, have clicked on the OK button . . .

    THE ORDER FORM OPPORTUNITY (cont.)

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    ETKA 7.3 New Feature

    . . . Landing you on the Part Information screen (see below), where you click o

    the Open Fitting Parts button . .

    THE ORDER FORM OPPORTUNITY(cont.)

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    ETKA 7.3 New Features

    . . . to get to the Fitting Parts screen and see the additional parts that are recommended,

    unchecking the checkboxes preceding any part you dont want by clicking on the checkbox(es

    before clicking on the ORDER FORMS button:

    THE ORDER FORM OPPORTUNITY (cont.)

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    ETKA 7.3 New Feature

    . . . EITHER WAY, YOULL END UP ON THE ORDER FORM . . .

    2. A) In the Create field, enter an identifying title for the order, such as your Custome

    last name (Note: The identifier you enter in the Create field can have no spaces in

    it). OrB) choose to add your chosen parts to an already-started Order Form.

    A new feature of ETKA 7.3 version isfor those who have used Order Forms in th

    pastthat now the order you are looking for can be found directly by means of the

    customer name or another identifier, whatever name youve created for the order

    form.

    3. Click OK.

    THE ORDER FORM OPPORTUNITY (cont.)

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    ETKA 7.3 New Features

    4. Click on the ASSUME button to indicate the order form contents are what you

    intended. The ASSUME button serves the function of what an OK button

    usually does:

    Notice also, that on this screen, you can find the Order Form identifying name, th

    quantity, the VIN.

    Note: It is no longer possible to accidentally add a basic part number to an Ord

    Form. If you select a part without the color codeby double clicking on itthe

    ASSUME button will be grayed out in the Part Information window, so it is not

    possible to add this incomplete part number to an Order Form.

    THE ORDER FORM OPPORTUNITY (cont.)

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    ETKA 7.3 New Feature

    5. Once a part has been added to your order, a shopping cart symbol appears in front of

    the part number on the catalog page:

    6. If you hover your cursor over the shopping cart in front of the part number, the quanti

    of that item on your order form will be displayed:

    7. At any time, from any place in the Catalog, clicking on the Shopping Cart icon on the

    vertical tool bar at the top of the screen will open your current order:

    Note: The feature indicated by the Multiple Shopping Cart icon, located above the

    single Shopping Cart icon, does notapply to our market.

    THE ORDER FORM OPPORTUNITY (cont.)

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    ETKA 7.3 New Features

    8. OPTIONAL: Adjust how the ETKA Order Form will print out to accommodate your

    needs:

    THE ORDER FORM OPPORTUNITY (cont.)

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    ETKA 7.3 New Feature

    9. Click on PRINTOUT SETTINGS button and select your preferences by clicking on

    checkboxes:

    Note: In the translated print-out settings pop-up window (below), the word over isused in place of out; the phrase should read Take out.

    Notice that you have the opportunity to remove the date, the time, the prices and/or

    the part number(s) from the order form printout. You may select these changes for th

    current order form or set them permanently for all order forms that you print out in the

    future.

    Note: You are also able to change your print-out preferences by clicking on

    MAINTENANCE on the ETKA homepage and then selecting INI-EDITOR. Chose Orde

    Form, under UNIVERSALLY, to have the screen above appear.

    THE ORDER FORM OPPORTUNITY (cont.)

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    ETKA 7.3 New Features

    ABILITY TO MAKE USE OF NORA

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    ETKA 7.3 New Feature

    Note: If the NORA Order Forms button in your ETKA header appears grayed out, go

    through Maintenance on the ETKA homepage to the INI-Editor, under

    COMMUNICATION, select the NORA Order Form Configuration, click on the checkbox

    preceding Edit NORA Order Form to check it, and click on the STORE button:

    Note: You must perform this step independently for each brand in order to activate the

    NORA Order Forms button.

    ABILITY TO MAKE USE OF NORA (cont.)

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    ETKA 7.3 New Features

    Take advantage of the benefits of partslink24, the web-based catalog service LexCom

    offers to independent repair facilities (IRF). As an authorized dealer, partslink24 allows

    you to e-mail illustrations and receive NORA orders from IRFs. Send your NORA

    customers an e-mail with a link that allows them to open the corresponding picture-textpage via partslink24. This allows your NORA customers to conduct their own searches

    and order the required Genuine Part directly from you via partslink24.

    partslink24 for you:

    Access for dealers to partslink24 is free

    Having a dealership account allows an IRF to select you as an authorized dealer to fil

    their parts order

    Click on Contact on the partslink24 website to send a request to LexCom for your

    dealership account to be set up:

    ABILITY TO MAKE USE OF NORA (cont.)

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    ETKA 7.3 New Feature

    partslink24 for your IRFs There is a small monthly fee for IRF users; access is available for different durations of

    time

    IRF users click on Register Now in the upper right corner of the partslink24 website tregister

    Once registered with partslink24, an IRF user has unlimited access to the information in

    partslink24 and is able to submit orders to authorized dealers

    An IRF user must set up a www.partslink24.com account for ongoing access, but no

    account is required to use the e-mail function only

    Without an account, an IRF user will have 24 hours to access a specific catalog page th

    you have e-mailed to them

    IRF users can send you a Shopping Cart with the part(s) they wish to order based on th

    exploration of the ETKA catalog page link you have provided.

    The NORA Order Form function

    Once your dealership partslink 24 account has been set up, you will be notified by e-maiL

    when you receive a new NORA order from an IRF through partslink 24.

    By clicking on the NORA icon in the ETKA header:

    ABILITY TO MAKE USE OF NORA (cont.)

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    ETKA 7.3 New Features

    Additional information about an order maybe indicated by the appearance of one or tw

    icons on the order line:

    - indicates that there is a message included with the order

    - indicates that the customers delivery address is different from the billing

    address

    An individual order can be opened by clicking on the order line. Within the order scree

    changes can be made to the order such as adding or removing an item or changing the

    quantity. The dealer can also do a PAL (formerly, ATP) search of a part from the order

    view the catalog page and verify the application.

    Note: See the ETKA: partslink24 User Guide for additional information regarding

    e-mailing an ETKA catalog page to an IRF in partslink24.

    . . . you can open the entire list of orders you have received from IRFs:

    ABILITY TO MAKE USE OF NORA (cont.)

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    ETKA 7.3 New Feature

    Once your DMS has decided to create the interface with ETKA, even more new features will b

    available to you!

    A DMS-ETKA interface consists of bi-directional communication between the DMS and the ETCatalog to allow customer repair orders (ROs) to be opened in the Catalog, the necessary parts

    selected and transferred back to the DMS, with the goal of reducing the need to re-type or cop

    and paste VIN and part numbers, thereby reducing the possibility of manual-data-entry-related

    errors.

    If your DMS provider has made the move to interface with ETKA . . . you will be able to

    search for a repair order (RO) using a customers name or license number. Via such a

    DMS interface, ETKA is able to access the ROs youve created through your DMS syste

    so instead of looking up all of the parts for a repair in ETKA and then manually entering

    them on the RO, you can open ETKA to access the RO. Once youve searched bycustomer name (or license number), the VIN will automatically populate, you can procee

    to select the necessary parts, add them to the quote and save it. When you return to

    your DMS system, you can open the quote and save it to the RO.

    If your DMS provider has made the move to interface with ETKA . . . the Optimized

    Warehousing feature may prove beneficial for multiple-location dealers. When you make

    an inventory inquiry, ETKA will take the storage location of your multiple-locations into

    consideration and display inventory available per dealership location via Parts informatio

    [NOTE TO ADP USERS: For more information about the ADP interface with ETKA, see your

    ADP-ETKA Catalog Interface User Guide.]

    DMS-ETKA INTERFACE POTENTIAL

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    ETKA 7.3 New Features

    In the future, our market may be able to take advantage of or decide to adopt these additional

    ETKA 7.3 features:

    Photos will be available in the Color Combination tab of the V pages: Volkswagen andAudi plan to add photos at this location in the future to help you visualize the available

    color combinations for a model at a glance by clicking on the camera icon.

    Best before date iconindicates which parts from Germany (e.g., engine oil) ha

    an expiration date. Look for this display icon in the far right of the Additional Info portio

    toward the bottom of the Part Information screen. Theres no need to click on this icon

    just is an indicator that the part has an expiration date, not what that date is.

    Service key display:In 2012, we expect to roll out this feature, which will provide you

    with information related to customer data and vehicle maintenance history.

    Depot availability display: We are currently investigating the functionality of this feature

    for our markets multi-tiered warehouse system.

    POSSIBLE FUTURE FEATURES

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    ETKA 7.3 New Feature

    Part is in shopping cart

    (Note: This is a display icon only; the icon is not clickable although when preceding a

    order part in the Catalog, can be hovered over to display the quantity ordered.)

    On Parts Information screen: Open additional technical information

    Car Identification screen: Open additional technical information on VIN

    Open information on special paint jobs

    Compress FI Display

    Decompress FI Display

    Display miniature images

    Display individual figures

    Open fitting parts

    Note Best before date

    (Note: This is a display icon only, indicating that an expiration date exists for the part;

    the icon is not clickable and does not provide the date.)

    NORA message at parts number level indicates that there is a message

    included with the order

    (Note: This is a display icon only; the icon is not clickable and does not open the

    message.)

    Delivery address is not billing address indicates that the customers

    delivery address is different from the billing address

    (Note: This is a display icon only; the icon is not clickable and does not open either

    address.)

    NEW BUTTONS AND DISPLAYS

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    ETKA 7.3 New Features

    Retrieve multiple warehouse display

    (Note: This is an active icon only for multiple-location dealers that have a DMS interface

    Open marketing information

    Icons related to features not for our market at this time:

    NEW BUTTONS AND DISPLAYS (cont.)

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    ETKA 7.3 New Feature

    To help you optimize your use of ETKA 7.3, consult the additional support materials and trainin

    ETKA: Infoline User Guide

    ETKA: partslink24 User Guide ETKA 7.3 Self-Study Program(available the 2nd quarter of 2011)

    ETKA 7.3 Instructor-Led Course(available in the 3rd quarter of 2011)

    ADDITIONAL ETKA 7.3 RESOURCES