DMS DEMO - JOB CARD FLOW

DMS DEMO – JOB CARD FLOW

1. JOB CARD OPENING …………….[Service]

2. CSI CARD GENERATE & PRINT...[Service]

3. PARTS REQUISTION ……………..[Spares]

4. WORKSHOP ISSUES ……………..[Spares]

5. JOB CARD CLOSING ……………..[Service]

6. JOB CARD BILLING ……………....[Service]

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JOB CARD OPENING1Prepared By Sasi

1. Enter Transaction Date and Time

2. Registration Number

3. KM Reading

4. Service Type

5. Select Service Advisor Name

6. Select Group Code

7. Delivery Date & Time

8. Inventory (if any Body Damages)

9. Enter Estimate amount for Labor & Parts

10. Enter Demanded Repairs Code

11. Save (Alt + S)

The Following entries are required for open a new Job card

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JOB CARD OPENING

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Path : Service Transactions Job Card Opening

Enter Transaction Date and Time

Enter Registration NumberEnter Odometer (KM)

ReadingSelect Service Type

Enter Vehicle delivery date and time

Enter Estimated amount for LabourEnter Estimated amount for

Parts

Click Inventory for enter Car Inventory and Body damages

in Remarks

Click demanded repairs for enter demanded repair code then press Alt + O for back

Click here to Save (Alt + S)

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CSI GENERATION2Prepared By Sasi

1. Task: Generate / Generate & Print / Print / Re-Print

2. Service Type: Regular / Body Repair

3. Version: 20 Points / 34 Points

4. From Job Card Number

5. To Job Card Number

6. Generate

The Following entries are required to generate CSI Card

1. From Job Card Date

2. To Job Card Date

Optional Field

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CSI CARD GENERATE & PRINT

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Path : Service Transactions Customer Satisfaction Index Generate

Select Task for the Following1. Generate2. Generate and Print3. Print4. Re-Print

Select Service Type1. Regular2. Body Repair

Select Version1. 20 Points2. 34 Points

Enter From Job Card Number Enter To Job Card Number Click Generate to View or

Print

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PARTS REQUISITION3Prepared By Sasi

1. Enter Job Card Number

2. Enter Part Number

3. Enter Requested Part Quantity

4. Select Billable type: • Customer• Dealer FOC• Extended Warranty• Insurance• MUL Good Will• N to N• PDI Claim• Technical Campaign• Technical Campaign claim• Transit Damage Claim• True Value Goodwill• True Value Warranty• Warranty

The Following entries are required for Parts Requisition

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PARTS REQUISITIONS

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Path : Common Transactions Parts Requisition

Enter Job Card NumberEnter Part Number Enter Requested Part

Quantity

Select Billable type: • Customer• Dealer FOC• Extended Warranty• Insurance• MUL Good Will• N to N• PDI Claim• Technical Campaign• Technical Campaign claim• Transit Damage Claim• True Value Goodwill• True Value Warranty• Warranty

Click here to Save (Alt+S)

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WORKSHOP ISSUES4Prepared By Sasi

1. Select Store Name

2. Enter Job Card Number

3. Select Requisition Number

4. If any changes in Billable / issue Type (modification available)

5. If any change in Issue Quantity (modification available)

6. Save (Alt + S)

The Following entries are required for Workshop Issues

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Workshop Issues

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Path : Parts Transactions Workshop Issues

Select Store NameEnter Job Card Number. After

entered job number then customer details will download

automatically

Select Requisition Number

Any changes in Issue type here we can modify

Any changes in Issue Quantity here we can modify

Prepared By Sasi

Click here to Save (Alt+S)

JOB CARD CLOSING5Prepared By Sasi

1. Enter Job Number

2. Select Service Advisor

3. Select Group Name

4. Select Mechanic Name

5. Select Demanded Repairs for Attended Y/N

6. Check Parts Issued or not

7. Enter Labour code and amount

8. Check Technical Campaign is applicable

9. Generate Pre-Invoice

10. Close Job Card

The Following entries are required for Job card closing screen

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JOB CARD CLOSING

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Path : Service Transactions Job Card Closing

Enter Job Number

Press Ctrl+L to Select Service Advisor NamePress Ctrl+L to Select Group

NamePress Ctrl+L to Select Technician Name

Click Demanded Repairs for Attending Y / N

Click Parts for issued or not issuedClick Labour for enter labour

code and amount

Click here and check applicable for Technical Campaign

Click for generate final bill value (Pre-Invoice)Click here to close job card

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JOB CARD BILLING6Prepared By Sasi

1. Enter Job Number

2. Select Cash / Credit

3. Select Sale Type

4. Enter Discount % for Parts

5. Enter Discount % for Labour

6. Select Discount Authorised Name

7. Click Calculate Bill for Final Amount

8. Reason : If any Variation with Estimated and Actual amount

9. Save (Alt + S)

The Following entries are required to Generate Job Card Bill

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JOB CARD BILLING

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Path : Service Transactions Job Card Billing Generate

Enter Job NumberSelect Cash / Credit

Select Sale Type Select Service Advisor Name (who is delivering the vehicle)

Enter Discount % for PartsEnter Discount % for Labours

Select Discount Authorised Name

Click Calculate Bill for Final Amount

Any variation with Estimated and Actual amount then select reason

Click here to Save (Alt+S)

Prepared By Sasi