1. DBSi 5.0 Delta Training Service Work Order & Warranty

2. Dealer Distribution Systems 2 Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A

3. Dealer Distribution Systems 3 Warranty No changes in Warranty screens or functions DBSi 5.0 Service Warranty application provides full integration to Finance related interfaces

4. Dealer Distribution Systems 4 RRS (Remove Retired Systems) Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A

5. Dealer Distribution Systems 5 Remove Retired Systems Seibel Field Service Removal of all interfaces Removal of Gatekeeper SAP/Engine Project Management Removal of all integration for: Network Activity ID Project ID

6. Dealer Distribution Systems 6 Remove Retired Systems (SAP) SAP/Purchasing Removal of automatic creation of purchasing-related miscellaneous details record. NOTE: 2.3.4 methodology for entering PO numbers in Work Order System will be used in 5.0. Enter PO Numbers as Miscellaneous Detail Records that have Zero Cost & Zero Sell. This will prevent the work order segment from closing until the cost & sell fields have been completed.

7. Dealer Distribution Systems 7 Service Advisor Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A

8. Dealer Distribution Systems 8 Service Advisor Service Advisor is NOT going away in DBSi 5.0! Service Advisor functionality works with DBSi 5.0 JACADA screens are still available for those functions called directly from Service Advisor. Removal of all integration and fields for: Network Activity ID Project ID

9. Dealer Distribution Systems 9 Finance Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A

10. Dealer Distribution Systems 10 Finance Finance related changes Internal program changes were made to interface with the new CODA product or other Financial packages.

11. Dealer Distribution Systems 11 Parts Global Pricing Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A

12. Dealer Distribution Systems 12 Parts Global Pricing Sensitivity to Global Customers was added to parts pricing routines used in Work Order.

13. Dealer Distribution Systems 13 New Work Order Main Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A

14. Dealer Distribution Systems 14 Work Order Main Summary Drives navigation throughout entire life cycle of work orders Reduces the need to memorize mnemonics Provides easy access to work order functions from creation to invoice Links to Service Information System (SIS) for parts planning

15. Dealer Distribution Systems 15 Work Order Main Summary Easier alerting and access for Warranty CSA PIP/PSP Invoice History In-Shop Review PM Easily Personalized How many work orders will display The order and wording of options Even the title of the Main Screen

16. Dealer Distribution Systems 16 Work Order Main Screen - MNTWOMAIN First time entering work order main a user will not have any active work orders

17. Dealer Distribution Systems 17 MNTWOMAIN – F6=Enter W/O Use F6 to enter a work order (note you have been given a work order to work with) Type in the work order number you were given to work with Work order now is now in your active list of work orders

18. Dealer Distribution Systems 18 MNTWOMAIN – F7=Find W/O F7=Find W/O invokes DSPCIWIP Enter in search options to help narrow your search results Select a Work Order from the results list of Work Order Inquiry and it will be added to your list of active work orders on Work Order Main Work order now is now in your active list of work orders

19. Dealer Distribution Systems 19 MNTWOMAIN – Add a work order from main screen F8 F8=Add W/O invokes MNTWOHDR Fill in all the information and work thru the work order process, this work order will show up in your active list of work orders on the Work Order Main Screen

20. Dealer Distribution Systems 20 Work Order Main Options F23 shows more options from work order main All the options on work order main perform new or call existing functionality F23 again Options 1-22 now replace having to remember all those mnemonics

21. Dealer Distribution Systems 21 Work Order Main Personalization F24=More Keys displays more keys F9=Preferences will invoke preferences System Defaults

22. Dealer Distribution Systems 22 Work Order Main Personalization - Updating Users can change the screen heading for WOMAIN and how many work orders will reside in their active list F7=Update & Exit Use to commit changes Screen heading has changed and Paging down only 25 work order will be display on users list Changing the sequence number to the side of the option changes the order in which that option will display F5=Preview Options to preview changes F7 to update changes Order of options has changed F6=Restore Defaults Restores everything back to the default settings Systems defaults

23. Dealer Distribution Systems 23 _Warranty _ CSA _PIP/PSP _Invoice History _In-Shop Review _PM Type S next to the highlighted item to review for an active work order: Detailed Warranty Warranties associated with machine in active work order Type S next to the highlighted item to review for an active work order: Product Programs Do the same action for: CSA Invoice History In-Shop Review PM

24. Dealer Distribution Systems 24 Work Order Main Options Option 1 = Make Active Option 2 = Expand Option 3 = Collapse Option 4 = Hide W/O Option 5 = Add Option 6 = Edit Option 7 = Inquiry Option 8 = Delete Option 9 = WIP Inquiry Option 10 = Add Task Option 11 = Quote Option 12 = Open/Print Option 13 = Notes Option 14 = Add Labor Option 15 = Add Mult Lbr Option 16 = Add Misc Option 17 = Parts Hold Option 18 = Return Parts Option 19 = Order Parts Option 20 = SIMS Option 21 = Close W/O Option 22 = Invoice Req.

25. Dealer Distribution Systems 25 Option 1=Make Active Use 1 to make a work order the active work order Notice the Active W/O: area Now the work order is at the top of the list and will be expanded to show segments or operations Notice the Active W/O: area

26. Dealer Distribution Systems 26 Option 2=Expand Use 2 to expand a work order and show segments & operations Expanded Use 2 to expand segments to view operations Expanded

27. Dealer Distribution Systems 27 Option 3=Collapse Use 3 to collapse to not show operations Collapsed Use 3 to collapse to not show segments Collapsed

28. Dealer Distribution Systems 28 Option 4=Hide W/O Use 4 to remove from active work order list Work order has been removed from users list and the active work order gets expanded if not already expanded

29. Dealer Distribution Systems 29 Option 5=Add Segment or Operation Use 5 to add a segment Type in segment number and press enter Complete segment information Segment has been added Use 5 to add an operation to a segment Type in the operation information and hit enter Complete operation information Operation added

30. Dealer Distribution Systems 30 Option 6=Edit Header, Segments, Operations Use 6 to edit header information Change the necessary information Use 6 to edit segment information Change or add the necessary information Use 6 to edit operation information Change or add the necessary information

31. Dealer Distribution Systems 31 Option 7=Inquiry Header, Segments, Operations Use 7 to display header MNTWOHDR F5=Inquiry functionality Inquiry only Use 7 to display segment MNTWOSEG F5=Inquiry functionality Inquiry only Use 7 to display operation MNTWOOPR F5=Inquiry functionality Inquiry only

32. Dealer Distribution Systems 32 Option 8=Delete Use 8 to delete an operation Press F8 to continue deleting One more confirmation Operation has been deleted Use 8 to delete an segment Press F8 to continue deleting Another confirmation Segment has been deleted Use 8 to delete a work order Press F8 to continue deleting Work order has been deleted

33. Dealer Distribution Systems 33 Option 9=WIP Work In Progress Inquiry by W/O Use 9 to display work in progress at any level; work order, segment or operation Select a level to review

34. Dealer Distribution Systems 34 Option 10=Add Task Use 10 to add an operation as a task to click schedule Complete necessary information and use F6 to have added to click schedule Use 10 to add a segment as a task in click schedule Complete necessary information and use F6 to have added to click schedule Notice adding task for segment or operation brings in number Use 10 to add a work order as a task in click schedule Complete necessary information and use F6 to have added to click schedule

35. Dealer Distribution Systems 35 Add Task from Other Screens Use T to add Task from Work Order Inquiry User T to Add Task from WIP Inquiry Screen

36. Dealer Distribution Systems 36 Option 11=Quote Use 11 to invoke quote summary Use 9 to generate a version of the quote Generating a quote puts the work order quote into preparation status and we will be covering all of quoting later in the training We will get more into quoting later on in the training. Any level of the work order can be quoted: work order, segment, or operation by using 11 & 9

37. Dealer Distribution Systems 37 Option 12=Open/Print a Work Order Use 12 to open & print a quote after any approval processes at your dealership Select or fill in correct information Work order is now open

38. Dealer Distribution Systems 38 Option 13=Notes Use 13 to add operation notes Complete the operation notes Use 13 to add segment notes Complete the segment notes Use 13 to add header notes Complete the header notes

39. Dealer Distribution Systems 39 Option 14=Add Labor Use 14 to add labor entry If 14 is entered at that segment level the segment information will be populated here otherwise type it in User would fill in the charge code information to continue with entering a single labor entry

40. Dealer Distribution Systems 40 Option 15=Add Mult (multiple) Labor Use 15 to add multiple labor entries Depending on where the 15 is placed on the precious screen determines what information is brought into the Multiple Labor Detail Add screen Fill in all necessary information to complete the labor entry process

41. Dealer Distribution Systems 41 Option 16=Add Misc Use 16 To add miscellaneous detail entries to a work order Fill in necessary information to continue adding miscellaneous detail

42. Dealer Distribution Systems 42 Option 17=Parts Hold (Parts Hold Maintenance) Use 17 to enter into parts hold maintenance and build a parts hold file Use F6 to add parts and miscellaneous Enter in parts manually line by line Can use F7 to invoke SIS Web Using F7 a user must have a SIS Web session open Select the appropriate option and fill in necessary information and process the parts list in SIS to be added to the parts hold file Use F8 to choose from an existing parts list in DBSi Select appropriate list to be transferred to the parts hold file Now the parts hold file can be used

43. Dealer Distribution Systems 43 Option 18=Order Parts Use 18 to order parts F5 will continue the ordering process

44. Dealer Distribution Systems 44 Option 19=Parts Return Use 19 to return parts Fill in the correct information to continue the return process

45. Dealer Distribution Systems 45 Option 20=SIMS Use 20 to record sims Choose your option and continue the SIMS process

46. Dealer Distribution Systems 46 Option 21=Close W/O Use 21 to close w/o, segments or operations Pressing enter will continue the closing process

47. Dealer Distribution Systems 47 Option 22=Invoice Req. Use 22 to invoice work order Choose your option and continue the invoicing process

48. Dealer Distribution Systems 48 Description Search Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A

49. Dealer Distribution Systems 49 Search Job Code Description Activate Search Type in the complete or partial description & select from the returned list Wildcard Searching is also available To find the above Job Code a user could type in the Job Description: field *REM This would return the all descriptions that have “Rem” in the description

50. Dealer Distribution Systems 50 Search Component Code Description Activates Search Type in a complete or partial description & select from the returned list Wildcards can be used here also

51. Dealer Distribution Systems 51 Search Modifier Code Description Activate Search Type in a complete or partial description in the description & select from the returned list Wildcards can be used here also

52. Dealer Distribution Systems 52 Quoting Warranty RRS (Remove Retired Systems) Service Advisor Finance Parts Global Pricing New Work Order Main Description Search Quoting Q & A

53. Dealer Distribution Systems Quoting Summary 53 Creation of a quote for both estimated work orders and those that are already opened (example: additional segment). Versions of a quote may be created, with the earlier versions captured in quote history. Pricing for planned parts is available. Standard quote comments can be added or changed. Quote status governs the capability to maintain the quote. Quote approval (internal and customer) steps can be implemented. Quotes may be viewed, printed, and saved as documents.

54. Dealer Distribution Systems 54 Quotes Start as Estimate Work Orders Use F8 to add Estimated Work Order Fill out necessary information needed for header and segments of the service work being requested

55. Dealer Distribution Systems 55 Quote Option 11=Quote & 9=Generate Use Option 11 to invoke Quote Summary Option 9 starts the Quote process by Generating a Quote

56. Dealer Distribution Systems MNTWOQUO from WOMENU 56 Type in function name or select from the menu Type in a work order number you would like to quote and hit enter Using MNTWOQUO is another way to get access to quote summary screen and the quoting options

57. Dealer Distribution Systems 57 Quote Summary Options 2 & 3 Option 2 & 3 work just like Option 2 & 3 in Work Order Main Expand to see more detail & Collapse to hide detail Expand Option 3 Collapse

58. Dealer Distribution Systems 58 Quote Summary Option 6=Edit (Header) Use 6 to Invoke Quote Header Maintenance Options From Quote Header Maintenance a user can access Comments, Print Options, Preview & Print Quote Also the dealer & customer approvals area for quote

59. Dealer Distribution Systems 59 Quote Header Maintenance Option 5=Comments In Quote Header Maintenance entering the number of the option here will invoke access to that option, entering 5 for access to comments Enter 1 for Opening, 2 for Closing, 3 for Terms & Conditions, 4 for Exclusions, and 5 for Attachments Use F6 to access a list of standard comments Use: V for Viewing a comment A to append a comment to existing comments R to replace a comment with a selected comment Use F7 to save manually entered comments Note: 2 nd level security on this function exist Users can save as the default comment that appears and give that comment a name That saved comment now appears on the list Comments can also be copied to work order notes using I-internal, E-external, or B- both feature The selected comments will be copied when the user hits enter Notice the source

60. Dealer Distribution Systems 60 Quote Comments Opening Comments, printed at the opening of a quote used to personalize the presentation to the customer. Closing Comments, printed at the bottom of a quote to provide an opportunity to thank the customer and provide information on next steps, contact info., etc. Terms & Conditions Comments, used to tell the customer terms and conditions of the quote Exclusions Comments, tell a customer other possible service situations that have not been included in the scope of work covered by the quote. For example if there is damage to cases, housings, etc. there will be an additional charge. Attachments Comments, usually a note included with the quote that some other document is being provided. This could be a photo showing some damage, an inspection report, etc. The actual providing the attachment will be an additional step. Comment categories provide an opportunity to set a default comment that applies to all quotes generated by anyone within the dealership. Also the opportunity to have standard quote comments associated by an individual (or a cost center) that can be selected and applied in the appropriate area of the quote. Typical use of a closing comment is for including contact information of the person preparing the quote to make it easier for customers to respond.

61. Dealer Distribution Systems 61 Quote Header Maintenance Option 6=Print Options Use 6 to invoke Print Options for a work order quote Left column selects what will be printed on a Quote and an invoiced service work order The Right column is for additional print options that will be printed on a Quote F4 allows access to Quote contact information Enter will update the print options chosen and contact information entered

62. Dealer Distribution Systems 62 Quote Header Maintenance Option 7=Preview & Option 8=Print Quote Enter 7 to preview a quote From preview a user can print or save as, save as will be covered later in the training Enter 8 to invoke printing Enter in a printer, number of copies, and hit enter Quote will be printed

63. Dealer Distribution Systems 63 Quote Summary Option 6=Edit Segment Maintenance Use Option 6 to access Quote Segment Maintenance Labor, Parts, Misc or All can be Estimated here for quick quoting of common service work The information in Quote Segment Maintenance is information from MNTWOSEG along with new Planned selections If a segment is not to be included on the quote, a reason must be selected Select a reason Reason for exclusion Excluded

64. Dealer Distribution Systems 64 Quote Segment Planned Labor Planned labor hours come from job standards Labor rates come from the charge code initially but may be overridden If overtime is planned, the rate becomes blended with the overtime rate, based on the Overtime percentage Activate overtime entering O in Time: field then enter a percentage, notice the Rate: change

65. Dealer Distribution Systems 65 Quote Segment Parts Planning Use 1 to invoke Parts Hold Maintenance For more accurate planned parts we can add parts or use existing parts hold file Parts can be added manually When accessing SIS Web a user must be logged into SIS Web Processing the list will send it to the parts hold file Order Qty is for Open Work Orders so the detail will be ordered Quote Qty is used for including planned detail on a Quote

66. Dealer Distribution Systems 66 Quote Segment Option 5=Comments Use 5 to access comments F6 to access standard comments Segment comments work like Header comments Select from a standard list or type in comments Comments can also be saved

67. Dealer Distribution Systems 67 Quote Segment Option 6=Pricing Options Use 6 to access pricing options Escalation Percent can be entered here Pricing Options provide a list of alternative pricing: (Bill of Materials, Standard Jobs, roll-ups from Operations, etc.) These can be selected for use as the Segment Estimate orFlat Rate amounts New prices will now be used on quote after pressing F10 to update New prices have been moved up after pressing F7 to apply New price option changes are updated on the segment

68. Dealer Distribution Systems 68 Quote Segment Option 7=Preview / F5=Save As Use 7 to preview quote Use default file name or change Pressing F5 allows a user to enter a filename and document type so the quote can be saved to a mapped network drive on their computer, after choosing a filename and document type press F5 again to save Enter document type for the saved quote Document was saved to mapped drive Access the file from a explorer window, this drive will need to be mapped to the users directory on the AS400 Now a user can save this document to another LAN drive or to a local hard disk on the computer This document is a word document that can be modified as needed

69. Dealer Distribution Systems 69 Quote Option 8=Print Use 8 to Print a Quote Choose a printer and number of copies

70. Dealer Distribution Systems 70 Quote Option 9=Generate Use 9 to Generate a new version of a quote when changes need to be entered Previous versions will be retained in quote history and can be previewed or printed

71. Dealer Distribution Systems 71 Quote Option 10=Reprice Use 10 to reprice when price changes occur Reprice was successful

72. Dealer Distribution Systems 72 Dealer Approved Status & Customer Won Status for Quote From quote header maintenance use an S to access dealer approval status list Select a status of approved An approved by must be filled in Now that the dealership has approved this quote we need to get customer approval Enter S to access customer approval Select an approval status of won Customer approval status also needs an approved by name Also has an area for entering the customers PO number All these steps can be done for the entire work order or at the segment and operation level Your dealerships policies & procedures will vary on the use of this area

73. Dealer Distribution Systems 73 Dealer Rejected Status & Customer Lost Status for Quote Select a status of rejected A reason code for the rejection is required to continue the process, S to access the reasons Select the reason code that applies to this quote, price not acceptable Now lets say the dealership has approved the quote and however the customer has reject or we lost the quote Select the lost status requires a reason just like the rejected status at the dealer level, select a reason code of price not acceptable A quote that is lost needs to be Generated to create a new version to allow making the necessary changes to win the customers business for the service defined

74. Dealer Distribution Systems 74 Other Dealer Quote Status’s Preparation = Quote build is in process Dealer Use = Status need identified by the dealer Manager Review = Management at the Dealership is looking over the quote for completeness Financial Review = Assurance that the Quote is financially sound and the Customer has appropriate credit for Service work defined. Your Internal processes will determine how many approvals need to occur before final dealer approval

75. Dealer Distribution Systems Preparations for Service Work Order & Warranty 5.0 Make sure your dealership: Review processes, policies and materials at your dealership Review Training Materials Existing Users New Users Use Change Management For implementation of changed or new service processes & policies 75 What are the effects of: Removing Seibel Field Service Gatekeeper Interfaces Removing SAP/Engine Project Management Removal of all integration and fields for Network Activity ID Project ID Removing SAP/Purchasing Removal of automatic creation of purchasing-related miscellaneous details record.

76. Dealer Distribution Systems 76 Questions: Please contact the ADMS Support Center with any other questions related to Service Work Order & Warranty support.adms@accenture.com support.adms@accenture.com 309-675-4000

77. Dealer Distribution Systems Where to Get More Information ADMS Website –https://www.acndms.comhttps://www.acndms.com 77