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In the To-Do Basket the User can create a new SRS - Order (e.g. new Appointment).
Create new SRS-Order (e.g. Appointment)
After pressing the Button button “Create” (red marked) the search screen is called. In this search screen the User user can search for customer- and vehicle-related criteria like:
- Phone (the search is done on all telephone numbers, also including mobile number)
- First Name
- Last Name
- Street and House Number
- Postal code
- Make Code
- Model Code
- VIN-Number
- License Plate
- Veh. Vehicle Number
The only exception is License Plate, because you can search it only when you type * All fields allow partial searches - the exception being License Plate which requires using asterisk ( * ) at the beginning and ending of your data /or end of the input for a partial search, e.g. * DWR1234*.
The Search search can be manipulated in the using a BAdI (Enhancement Spot /DBME/CMA_VEH_CUST_SEARCH) in the method search. This method is also used in the MSA Area.
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Search screen - results
The meaning of the icons/ colors is followingresult list shows different symbols based on the status of the vehicle and customer:
Data stored in SAP SAP Business Partner dataexists with the shown customer number
Data stored in SAP SAP Business Partner dataexists. Empty customer number means that role “customer” “Customer” was not created for this BP. 
Data stored in SAP SAP vehicle master data exists with the shown VIN number.
Data stored in the OAS OAS user profile exists with the shown VIN number.
Vehicle data number assigned to OAS profile. Green colour color means that vehicle data saved in OAS profile and SAP vehicle master are the same.
Customer number assigned to OAS profile. Red colour color means that customer data saved in OAS profile and in SAP customer master are different.
Selecting a line from the search result list takes over the master data to the order creation main screen.
Selection of Services
With the search results The main screen of the SRS - Order (e.g. Appointment) can be created by selecting the relevant line of the search results. In the Details the Services and Demands can be selectedAppointment) features three segments of information: Vehicle data, customer data and order data. Based on customizing, certain fields might be mandatory, optional or not visible at all.
The lower part of the screen shows services that the user can select.
Selection of Services
The screen Sequence availability and sequence of screens can be configured in the SRS Customizing. Depending on the screen sequence screens can be defined as following:
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Screens may contain data from
a. Estimation Catalogs - radio button (single select), checkbox (multiple select) or decision tree
b. BAdI implementation (/DBME/WMA_SERVICE_SCREEN
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; Enhancement Spot /DBME/WMA)
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The selected demands are shown in the summary screen. In this screen the Demands can be deleted or a new manual demand can be added.
Summary Screen
Add manual Demand and delete Demand
Information Screen
It is possible to define a screen with information only. The information can be read in the BAdI (/DBME/WMA_SERVICE_SCREEN /Enhancement Spot /DBME/WMA)- fill services in a similar way as estimation catalogs or provide information only
Summary Screen
The selected demands are shown in the summary screen . In this screen the Demands can be deleted or a new manual demand can be added. The amount of the selected work is displayed near to the icon.including their demand type and planned duration. A number next to the summary icon indicates the number of selected items.
Summary Screen
Counter
Required starting start date and required end date can be changed for each selected Demanddemand to restrict the planning.
Change Required Starting and Ending date
Preferred resource can be chosen from the list. It can be a specific worker or bay. Thanks to this option for example an exact service advisor may be chosen for the client. For each demand a preferred resource (service advisor, mechanic, ...) may be selected. For example, this allows the customer to always meet with the same service advisor.
Preferred Resource
Preferred Resource- selecting
It is also possible to manage the The summary screen allows managing demands in the summary screen. Following functions are availablefollowing ways:
- Create demand - new demand can be added to the order
- Delete/Cancel demand – - demand can be canceled removed from the list
- Copy demand - copy a demand in the summary tab of the IAS to make it easier and faster for the user. One or more rows have to be selected and can be copied.
Add manual demand and delete demand
To-Do Basket - Demand copy
Location Screen
In On the location screen in the location can one or multiple target workshop locations may be selected work should be doneto be considered for appointments.
Location Screen
It is possible to search the locationfor locations by starting to type a part of the name or address:
Location- searching
Which locations are displayed are controlled by available for the user to choose from depends on the assignment of the user to the an SRS hierarchy.
Setting the
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hierarchy for a
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user
Hierarchy IDs that represent workshops must be marked in the hierarchy master with flag “Is Workshop” to allow planning and to show up in the location list. If no location is selected, the location screen icon remains red and it is not possible to save the order.
In addition to that the locations can be filtered with the BAdI /DBME/WMA_OAS_HIERARCHY_ID of the (enhancement spot /DBME/WMA) allows further filtering of the location list.
Date Screen
In the The date screen the relevant data are selected for the planningallows the user to call the DBM|E SRS Planning Engine to find available appointment slots. Parameters which influence the planning (e.g. customer is waiting or customer requests a replacement car) may be selected or deselected before requesting proposals.
The DBM|E SRS Planning Engine then identifies resource roles required for the appointment, finds available resources in the selected workshops and builds a configurable number of proposals which are presented to the user.
Date Screen
The relevant parameters are selected determined by the Parameter parameter group of assigned to the relevant selected hierarchy ID (location).
Parameter Group of the Hierarchy
The parameter group can be defined as master data in the Customizing of the SRS customizing.
Definition of the
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parameter group in the
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DBM|E SRS
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Customizing
In the DBM|E - SRS menu the parameters can be assigned (Lean Condition) to the parameter group using lean condition depending on the following data:
- Hierarchy – ID
- Parameter Group
- User Role
- Make Code
The access is Condition tables as well as access sequence are defined in the following menu customizing tree of DBM|E - SRS:
Finding the Parameters via Lean Condition
The System is doing the planning depending on the parameters set for the planning
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The parameters are only displayed in on the date screen only in case a demand type is assigned to the parameter (and a few exceptions as part of the standard).
Assigning a demand type to the parameter
Parameter Screen
In On this screen all determined parameters are displayed. Only Parameters not relevant for planning are displayed, means the demand type not assigned. Only Parameters (without a demand type and exceptions provided in standard) can be set activated or unsetdeactivated.
Parameter Screen
Agreement Screen
In the The agreement screen the relevant agreements can be displayed. Depending the agreement is obligatory the user must set the flagshows customized agreements which may be mandatory (marked by an asterisk * ) for the user to select before the appointment can be saved.
Agreement Screen
The relevant agreements are selected determined by the agreement group of group assigned to the relevant selected hierarchy ID (location).
Agreement Group of the Hierarchy
The parameter agreement group can be defined as master data in the Customizing of the SRS.
Definition of the Agreement Group in the DBME|SRS-Customizing
In the DBM|E-SRS menu the parameters agreements can be assigned (Lean Condition) to the parameter agreement group using Lean Condition depending on the following data:
- Hierarchy – ID
- Parameter Agreement Group
- User Role
- Make Code
The access is Condition tables as well as access sequence are defined in the following menu customizing tree of DBM|E - SRS:
Finding the Agreements via Lean Condition
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Notes Screen
In the notice screen additional information can be entered by the userThe notes screen allows the user to enter additional information. The notes are saved as order-related standard text of text object /DBME/W_OR.
Entering additional information in the notes screen
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