Work Instruction. How to Change Dealer Information Unit 2.01

Transcription

1 Title: How to Change Dealer Information How to Change Dealer Information Unit 2.01 Purpose Use this procedure to change dealer information. Trigger Perform this procedure when Service Entity information changes and you need to update the record. Prerequisites The Service Information Record has been created. Menu Path There is no menu path associated with this transaction. Transaction Code Unit 2.01 Helpful Hints None ~EWR_ALL_0201_PD_EN.DOC Unit: 2.01 Last Modified: 7/21/2008 9:53:00 AM Page 1 / 2

2 Title: How to Change Dealer Information Procedure You must contact your Central Distributor for any changes to Service Entity Information. Comments None ~EWR_ALL_0201_PD_EN.DOC Unit: 2.01 Last Modified: 7/21/2008 9:53:00 AM Page 2 / 2

3 Draft and Submit an SIR - Central Distributor Only Unit 2.02 Purpose Use this procedure to draft and submit a Service Information Record. Trigger Perform this procedure when setting up a new dealer or making changes to a dealer record. Prerequisites You are logged in to the Engine Warranty System. Menu Path There is no menu path associated with this transaction. Transaction Code Unit 2.02 Helpful Hints You may use the [Tab] key to move from field to field and to validate entries. Page 1 / 26

4 Procedure Home 1. Click in the left-hand menu or the SIRs folder. Page 2 / 26

5 SIRs Folder Name Purpose Draft Pending Review Approved Feedback Use to view unfinished SIRs and to add and submit SIRs into the system. Use to view SIRs awaiting approval from the factory. Use to view approved SIRs. Use to review and respond requests made from the factory. 2. Click the Draft folder to go to the SIRs List screen. Page 3 / 26

6 SIRs List 3. Click to open the Create SIR Wizard. Page 4 / 26

7 Create SIR Wizard 4. Click in the drop-down window to view a list of options. Page 5 / 26

8 Create SIR Wizard 5. Select the appropriate reason for submittal. Example: New Dealer Reason definitions: Data Change: Used to change dealer information. Ownership Change: Used to change information for a new owner. This requires the creation of a Service Information Record (SIR). Re-sign: Used for re-sign programs only. New Dealer: Used to sign a new dealer to the organization. Termination: Used to terminate dealers. 6. Click to go to the Service Information Record screen. Page 6 / 26

9 Service Information Record The header of the wizard contains links for each section of the SIR. You may scroll to successive sections or click the links in the header to go to the sections directly. Page 7 / 26

10 Any field with a red asterisk is a required field to submit the SIR. Fields labeled in red are required to save the draft. Complete all fields whenever possible. 7. In the Header section, complete the required fields. Field Name R/O/C Description Central Distributor/OEM Contact Service Outlet Contact R R The person filling out the SIR. The person providing information for the SIR. 8. Click in the header or scroll to the General section. Page 8 / 26

11 Service Information Record In the General section, the Name field refers to the name of the dealership. Page 9 / 26

12 9. Click in any of the fields to view available entries as shown below. Service Entities Business Types Page 10 / 26

13 Add a Technician At least one technician is required for the SIR to be submitted. 10. Click in the header or scroll to the Technicians section. Service Information Record 11. Click to enable the fields in the Technicians section. Page 11 / 26

14 Service Information Record You may use the calendar icons provided to complete date fields. 12. As required, complete/review all fields with a red asterisk. Field Name R/O/C Description Unique ID R Identification number assigned by Kohler Engines. The format is the birth date of the technician followed by his/her initials. Example: RGM First Name R Technician s first name Last Name R Technician s last name Kohler Certification Number R The number printed on the Certificate from Kohler Engines Page 12 / 26

15 Field Name R/O/C Description Kohler Certification Date R The date on the Certificate from Kohler Engines Level 1 O The date the technician attended Level One training. Level 2 O The date the technician attended Level Two training. Updates 1, 2, 3 and 4 O The dates the technician attended Service updates Add an Engine Line and Equipment 13. Click in the header or scroll to the Engine Lines section. Service Information Record 14. Click to activate the Engine Line field. Page 13 / 26

16 Service Information Record 15. Click in the Engine Line field and select the appropriate engine line. You must select, at minimum, Kohler Diesel or Kohler Gasoline. 16. Click to add the selected engine line to the SIR. - Closes each field and saves information. If fields are closed, this button will open the field to make changes. - Click button to delete the associated line item. 17. As necessary, repeat steps 15 and 16 to add more engine lines. Page 14 / 26

17 Service Information Record 18. Click to activate the Equipment Line field. Page 15 / 26

18 Service Information Record 19. Click in the Equipment Lines field and select the appropriate equipment line. 20. Click to add the selected equipment line to the SIR. 21. As necessary, repeat steps 19 and 20 to add more equipment lines Page 16 / 26

19 Service Information Record In the Comments field of the Facilities section, Central Distributors enter comments on the Service Entities facilities. 22. Click in the header or scroll to the Master Manual Requirements section. Page 17 / 26

20 Service Information Record 23. Enter a quantity in the field associated with the appropriate master manual. 24. Click next to the Parts and Service Bulletins disclaimer. 25. Click in the header or scroll to the Tools section. Page 18 / 26

21 Service Information Record 26. Review the tool list and note if the tools are On Hand or On Order. If the tool is on order, provide the purchase order number. 27. When all required fields are completed, scroll to the bottom of the form and select. Footer information is completed by Kohler Engines. 28. Click to save the SIR, else go to step 31. Page 19 / 26

22 SIRs List The SIRs List section shows the newly added Service Information Record. 29. Highlight the appropriate SIR from the list. 30. Click to open the SIR. Page 20 / 26

23 Service Information Record 31. After all fields are completed, click to view possible actions. Page 21 / 26

24 Service Information Record 32. Click. Page 22 / 26

25 Service Information Record The system prompts you to complete required fields which have not been populated. 33. Complete the fields identified by the system. 34. Redo steps 31 and 32. Page 23 / 26

26 Service Information Record 35. Scroll down to the end of the record. Page 24 / 26

27 Service Information Record 36. Select. 37. Click to view possible actions. 38. Click. Page 25 / 26

28 SIRs List When the SIR is submitted, it is removed from the SIRs List screen. Result You have completed this transaction. You have drafted and submitted a Service Information Record. Comments None Page 26 / 26

29 Title: View a Pending or Approved SIR - Central Distributor Only View a Pending or Approved SIR - Central Distributor Only Unit 2.03 Purpose Use this procedure to view service information records in various stages. Trigger Perform this procedure when you need to determine status of a Service Information Record. Prerequisites You are logged in to the Engine Warranty System. Menu Path There is no menu path associated with this transaction. Transaction Code Unit 2.03 Helpful Hints None ~EWR_ALL_0203_PD_EN.DOC Unit: 2.03 Last Modified: 7/21/2008 9:56:00 AM Page 1 / 6

30 Title: View a Pending or Approved SIR - Central Distributor Only Procedure Warranty Home 1. Click SIRs in the left-hand menu or click the SIRs folder open the SIRs screen. ~EWR_ALL_0203_PD_EN.DOC Unit: 2.03 Last Modified: 7/21/2008 9:56:00 AM Page 2 / 6

31 Title: View a Pending or Approved SIR - Central Distributor Only SIRs 2. Click the Pending Review folder to view a list of SIRs which have been submitted and are being reviewed. ~EWR_ALL_0203_PD_EN.DOC Unit: 2.03 Last Modified: 7/21/2008 9:56:00 AM Page 3 / 6

32 Title: View a Pending or Approved SIR - Central Distributor Only SIRs List 3. To view an approved SIR, highlight it and click. ~EWR_ALL_0203_PD_EN.DOC Unit: 2.03 Last Modified: 7/21/2008 9:56:00 AM Page 4 / 6

33 Title: View a Pending or Approved SIR - Central Distributor Only Service Information Record Result You have completed this transaction. You have viewed service information records in various stages. Comments None ~EWR_ALL_0203_PD_EN.DOC Unit: 2.03 Last Modified: 7/21/2008 9:56:00 AM Page 5 / 6

34 Title: View a Pending or Approved SIR - Central Distributor Only This page is intentionally left blank. ~EWR_ALL_0203_PD_EN.DOC Unit: 2.03 Last Modified: 7/21/2008 9:56:00 AM Page 6 / 6