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. It is especially useful for scheduling appointments for service orders . This includes planning the work scope, scheduling the appointment for the workshop and service advisor, and reserving a replacement car if needed.

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:

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

• 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.

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.

Work Scope

On this tab, you enter the work that needs to be done on the vehicle.

• On the Appointment subscreen, you can enter data such as:
  • When the customer will drop the vehicle off at the workshop and when they will pick it up again
  • Whether the customer needs a replacement vehicle
  • Whether the customer is waiting at the workshop during the appointment
  • Whether a service advisor needs to meet with the customer when they drop off or pick up their vehicle

If you select the checkboxes for the service advisor and replacement vehicle, the status of the tab pages Service Advisor and Mobility change to open and the service advisor's data is taken into account by Multi-Resource Planning (MRS).

• On the Work Scope subscreen, you specify the jobs and tasks required for the appointment by selecting job IDs (see Job ID) from a job catalog or by manually entering a job description and the estimated time.

Appointment

On this tab page, you decide when the work should be scheduled.

• The table on this tab is structured as follows:
  • The column Organizational Unit/Task contains the tasks you have created, grouped by labor value group (for example, mechanical or electronics department) and the required tools.
  • The column Status shows the status of each task.
  • The column Duration shows the amount of time required for the task (estimated time).
  • The first row of each department (labor value group) shows the department's available capacity per time interval, as provided by MRS. You can define time intervals in Customizing for SAP Multiresource Scheduling under Appointment Booking > Appointment Booking at Resource Planning Node Level > Create Time Intervals. The capacity is displayed in hours, but you can define a different time unit in Customizing for Vehicle Sales and Service (VSS) under Service > Workshop Scheduling > Appointment > Define Time Unit for Available Capacity The row with the tools shows the availability of the tools.
  • In the Assigned column, the system shows how much time you have already scheduled for each task. Non-working days are colored in.

You assign the task durations to the time intervals with available capacity either by entering the time manually or by using drag and drop.

The system generates one task schedule line for each task you scheduled.

• You can use the pushbuttons to perform functions such as:
  • Propose Times

You can have the system propose when to schedule the available capacity for each task. The system tries to distribute the estimated times of the tasks across the time intervals with available capacity so that all tasks can be completed during the same time interval.

• • Change Department

By choosing this pushbutton you can assign the tasks to a different department (labor value group).

• • Update Header Dates

After you have scheduled the times, the system automatically sets the Start Work and Finish Work dates and times to match the times scheduled for the workshop. Choose this pushbutton if you want to adjust the fields Drop-Off Date/Time and Pick-Up Date/Time in the wizard header to match the Start Work and Finish Work dates and times.

After you have distributed the available capacity for all tasks, the system changes the status of the Appointment tab to completed. Once you save, the system decreases the available capacity by the amount of time that you have scheduled.

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.