Workflows

This process is done on the Aftersales Backoffice Rolecenter.

The import of documents and data is triggered by incadea Connection, as soon as you have Enabled the Aftersales Integration in the Setup. You can see the number of imported transactions on the Role Center page in the Aftersales Activities section on the In Progress cues.

The cues represent the progress of the Aftersales Activities through the main stages of the Aftersales processes. When finalized, the activities are moved to Archived.

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Fig. 17: Aftersales Activities - In Progress

By clicking on a Cue the user can access the underlying Aftersales Activities list, where each Aftersales Activity represents end-to-end aftersales process, starting when the customer ask for an appointment or quotation for servicing a vehicle, and ending after the vehicle has been serviced and all administrative tasks including invoicing are fulfilled.

For each activity this page shows a combination of the essential Customer and Vehicle information useful to the user for quick identification; furthermore Cues allow quick link to the master data connected to the Aftersales Activity.

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Fig. 18: Aftersales List In Progress

The scope of the Aftersales Activity is defined in detail by means of one or more Aftersales Orders which are listing in detail parts and labor and misc. items needed to service the vehicle.

The user can access orders linked to an Aftersales Activity by clicking on the Aftersales Order action.

The structure of the Aftersales Order is very close to a Business Central standard document, however its structure is enhanced on three levels by introducing Aftersales Jobs as automotive industry standards require.

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Fig. 19: Aftersales Order

Each Aftersales Jobs is meant to describe a request or a complaint from the end customer and allows to clearly identify items, labor and misc. items required to restore the vehicle.

Structuring the aftersales orders scope using Aftersales Jobs is useful to facilitate workshops internal processes, but is also a good way to make the end customer understand the content of the repairs done on the vehicle and more important its pricing.

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Fig. 20: Sales Order: Selected Job and Connected Lines

This process is done on the Aftersales Backoffice Rolecenter.

On this step, the Aftersales Backoffice in BC controls the finalization of the aftersales process by releasing the invoices after being checked first.

When a document to be released is imported, a notification bar is shown on the Aftersales Backoffice Rolecenter.

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1.	. On the Aftersales Backoffice Rolecenter click on Open Pending Documents on the notification bar. ⇒ . Fig. 23: Notification Bar on pending documents on Rolecenter ⇒ The page opens, where all invoices with the status Pending are listed:   . Fig. 24: Aftersales Invoices to be Release List Page
2.	. Click on Document Type Invoice to open it for checking. ⇒ . Fig. 25: Open Pending Invoice for checking ⇒ The Aftersales Invoice opens:   . Fig. 26: Pending Aftersales Invoice Preview   This invoice preview includes the General FastTab, which displays the essential information about the Bill-to Customer and the Vehicle FastTab with the essential information on the vehicle, that has been serviced. On the Lines section you find the detailed content of the invoice, including parts, labor and misc.   The Taxes FastTab show the tax lines result of tax calculation on the lines above. On the Shipping and Invoicing FastTab additional categories used in posting and payments are displayed.
3.	. After checking all the information on the invoice, close this aftersales document and go back to the Aftersales Document List.
4.	. Select the invoice and release or reject it by clicking on the respective action on the menu: ⇒ . Fig. 27: Release pending Invoice ⇒ . Fig. 28: Reject pending Invoice ⇒ If you Reject an invoice a small window pops up, where you have to select a Reason Code for the rejection. Select a code and click OK.     The buttons Release and Reject are only available, if an invoice with status Pending is selected.
5.	. If you have set up, to automatically process released documents, no further action is required. The documents are scheduled automatically to be posted.
6.	. If you don't have enabled this function go back to the rolecenter and click Aftersales ➔ Aftersales Invoices on the main menu. ⇒ . Fig. 29: Aftersales Invoices on Rolecenter ⇒ A page opens, where all aftersales invoices are listed. Select the invoice in Status Released and click on Process Aftersales Document in the menu. It creates a sales invoice and the sales invoice card opens so you can overview the document and post it.   . Fig. 30: Created Sales Invoice     The button Process Aftersales Document is only available, if an invoice with status Released is selected.   . Fig. 31: Process Released Document

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Fig. 36: Role Center - Aftersales Manager

① Aftersales Navigation Menu

② Aftersales Navigation Bar

③ Aftersales Reports

④ Aftersales Headline

⑤ Aftersales Totals

⑥ Aftersales Activity Cues

The Aftersales Manager Rolecenter is showing KPIs and links to reports. The focus in this Rolecenter is on amounts.

On Reports you have access to Aftersales WIP and Aftersales Turnover:

For a detailed description of the reports, please see ⇘ Reports.