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Wizard

Wizard

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

 You can also create your own order types with a customer-specific layout and subscreens.


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

These dates are automatically proposed in any Pre-delivery Inspection Orders that you create for your VSS order. 
  • Start work date/time
  • Finish work date/time

Memo Pad

The Memo Pad screen, contains information 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

You define which customer notes and vehicle texts are displayed in the memo pad (see Memo Pad) in Customizing for Vehicle Sales and Service (VSS) under Text Control > Control Memo Pad.

Quotations

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.

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.

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