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Tracking Service Requests for Vehicles

When you want to review, update, or create a service request for a vehicle, update the vehicle record or create the service request for the associated vehicle.

To track the service request for a vehicle

  1. Select the vehicle that you want to track.

    For more information on selecting vehicles, see Finding Records.

  2. On the Vehicle Detail page, scroll down and click New in the Service Request title bar.

    NOTE: When creating a service request, selecting a dealer allows the user to change from all contacts search to contacts for the related dealer. You can change the filter to run a query as you require.

  3. On the Service Request Edit page, fill in the information.

The following table describes some field information for service histories.

Field

Comments

Service Number

Oracle CRM On Demand generates this number.

Subject

The title or short description of this activity.

Priority

The priority of the service request, such as 1-ASAP, 2-High, or 3-Medium.

Status

The status of the service request, such as Opened, Pending, or Closed.

Opened Time

Indicates the time when the service request was opened. Oracle CRM On Demand generates this number.

Contact

The contact related to the service request.

Dealer

The dealer related to the service request.

Owner

The owner of the service request.

NOTE: When creating a service request, selecting a dealer changes all contacts to only those contacts who are associated with the dealer by default. The filter can be changed to query all contacts.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.