Edcs Portal - Dealer Training Kit_karunesh Mathuur 2g1c5u

DEALER TRAINING KIT

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This presentation contains the EDCS Portal related functionalities which a dealer can avail The dealer has 3 ids with specific authorizations to sales, service and spares To view a specific report the needs to with that particular id which has authorization to the functionality The 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)

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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

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SERVICE

◦ Chassis Master ◦ Assign PDI Dealer

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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

with Sales ID and Go to Transactions Vehicles Reports xyz motors

Select “Vehicle PO status” and click on “Preview” button

Data Filter section xyz motors

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

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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

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Select “Lead Status” and click on “Preview” button

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Click on the numbers to view the details xyz motors

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Click on the numbers to view the details xyz motors

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with service ID and Go to DCS Masters Common Chassis Welcome xyz motors

Search the chassis and click here to view the details

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

Below section is used to view parts issued in Float to customer

Expand this section to view customer details

Installation details are available here

Go to  Transactions  Service  Assign PDI Dealer

In case of direct customer, the vehicle can be inward into local EDCS of dealer through this screen

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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

Fill the details and click The following screen opens. on ‘Select Warranty •Click on “New” button to create new FPDA Claims’ •FPDA no and FPDA date are auto populated •Fill the fields like FPDA date, Transporter, No of boxes, LR No, LR date etc. Click here to create new FPDA

•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 •The non-dispatchable in the selected warranty claims will be populated in Scrap Part list •Click on the ‘Print Scrap ’ 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 1 st 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

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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 xyz motors

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with Spares ID and Go to  Transactions  Spares Parts Reports  Spare Purchase  Receipt Issue Data Monthwise

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Select “Receipt Issue Data Monthwise” and click on “Preview” button

The details shown are SAP invoice no, SAP invoice date, invoice amt and GRR date (Receiving date in DMS)

with Spares ID and Go to  Transactions  Spares Parts Reports Welcome xyz motors

Select “Order Status” and click on “Preview” button

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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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Transactions  Spares Parts Reports Inventory Inventory Variance

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Select “Inventory Variance” and click on “Preview” button

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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Transactions  Spares Parts Reports Inventory Spares Inventory

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Select “Spares Inventory” and click on “Preview” button

Adherence as per the stocking norms

As per the stocking norms defined by company

Select “Spares Inventory” and click on “Preview” button

Transactions  Spares Parts Reports Spares Sale Customer Group wise Sale Select “Customer Group wise Sale” and click on “Preview” button

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Partline is number of parts

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 xyz

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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 Welcome xyz motors

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Transactions  Spares Parts Reports Spares Sale Linewise partywise execution Select “Linewise partywise execution” and click on “Preview” button Welcome xyz motors

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Transactions  Spares Parts Reports Spares Sale Part Line wise Sale

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Select “Part Line wise Sale” and click on “Preview” button

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Transactions  Spares Parts Reports Spares Sale Partywise OAwise Linewise Execution

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Select “Partywise OAwise Linewise Execution” and click on “Preview” button

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