The wizard enables you to quickly and easily create and change VSS orders. The order type determines which tab pages are displayed in the wizard.
The wizard guides you through all the order process steps and can be used throughout the life cycle of an order.
Structure
The wizard has tab pages with subscreens that you can show or hide. This section describes the data that is displayed for a service order on the tab pages and subscreens provided in the standard system. You can modify the tab pages and subscreens as well as show or hide them depending on the order types by making the appropriate settings in Customizing for Vehicle Sales and Service (VSS) under Order > User Interface Control > Wizard Layout. The wizard can display, for example, the following tab pages and data:
Note
Wizard Header Data
The header of the wizard provides an overview of the most important data, such as:
- Customer
- Counter reading
- Drop-off date/time and pick-up date/time
Note
- Start work date/time
- Finish work date/time
General Data
- The Order Header Data subscreen contains information such as:
- Counter reading
- Customer advisor
- Payment terms
- Document date
- Organizational data
You can access and change this data in this subscreen.
- On the Memo Pad subscreen, you see general information about the customer and vehicle, such as:
- General customer data
- Credit limit data
- Customer complaints
- Customer notes
- Warranties
- Vehicle service history (see Vehicle Service History)
- Vehicle texts
You can navigate to the customer complaints as well as to the jobs of the most recent service order.
Note
Related Docs
The system checks if any of the following documents exist for the service order and lists them here.
- Subscreen Quotations/Deferred Work
On this subscreen, you can reject jobs or copy them to the VSS order.
- Subscreen Recalls
On this subscreen, you can copy open recalls to the VSS order and set the recall status to done by 3rd party.
- Subscreen Contracts
On this subscreen, you can copy service contracts to the VSS order.
You can find more detailed information by navigating to the documents from these lists.
Service Advisor
On this tab page, you select a service advisor who receives the vehicle from the customer when they drop it off and a service advisor who returns the vehicle to the customer when they pick it up. You can choose an appropriate timeframe for each appointment. The system automatically adjusts the drop-off date/time and pick-up date/time in the header data of the wizard based on the availability of the service advisor. Once you have scheduled your entries, the system creates a demand.
Mobility
On this tab page, you can select a replacement vehicle for the required time frame. When you double-click the beginning and the end of the time frame, the selected time frame changes color. You can change the start and end times by double-clicking on the corresponding area to the right or left, thereby moving the times to an earlier or later slot. If you want to shift the start to a later date, you first have to delete the whole selection and then select again with the later date.
Summary
On this tab page, you see an overview of the appointments and of the VSS order. You confirm the appointments and the work to be done before you choose Schedule or Schedule & Exit.
When you schedule, the system saves the data on all the tab pages and sends it to MRS. MRS then reserves the capacity for all the demands.
Integration
- In the transactions Create Order (/DBE/ORDER01) or Order Processing (/DBE/ORDER), you can create a VSS order by choosing the Create Using Wizard pushbutton.
- In the transactions Change Order (/DBE/ORDER02) or Display Order (/DBE/ORDER03), you can call the wizard by choosing the Wizard pushbutton.
- In the VSS order, you can call the wizard by choosing Environment > Wizard from the menu or by choosing the Wizard pushbutton. You can return to the VSS order by choosing Continue to Order.