Siebel Automotive Guide > Managing End of Lease and Remarketing Activities > Process of Managing End of Lease and Vehicle Remarketing >

Scheduling Inspection and Turn-In Appointments

If the customer does not want to renew the lease or buy the leased car, the remarketing agent schedules the inspection appointment at a dealer or a third-party inspection agency, to determine whether there is any damage to the vehicle that the customer is liable for. At the same time, the remarketing schedules a turn-in appointment at a dealer, usually at the same dealer where the customer leased the vehicle.

All inspection appointments scheduled are listed in the Batch Inspection view. The appointments in this list are sent to the inspection agencies every night.

After the remarketing agent adds this record to indicate that inspection is necessary, the dealer or inspection agency follows up with the customer to set the date and time of the inspection appointment.

This task is a step in Process of Managing End of Lease and Vehicle Remarketing.

To schedule the inspection appointment

1. Navigate to the Financial Accounts screen, then the Financial Account List view.
2. Drill down on the Account number for the vehicle.
3. Click the Asset Inspection view tab.
4. Create a new Asset Inspection Summary record and complete the necessary fields, described in the following table.

   Field	Description
   Ordered	Displays the current date and time.
   Status	Select Scheduled.
   Asset ID/VIN	Select the identification number for the vehicle.
   Company	Select the company that will perform the inspection. This may be either a dealer or a third-party inspection agency.

To view vehicles scheduled for the batch inspection run

• Navigate to the Financial Accounts screen, then the Vehicle Batch Order Inspection List view.

NOTE:  You can trigger the batch run by using the following procedure, or you can configure it to run regularly, as described in Configuring the Siebel Server to Run the Scheduling Job.

To run batch inspection

1. Navigate to the Financial Accounts screen, then the Vehicle Batch Order Inspection List view.
2. Click Schedule Inspection.

Scheduling Turn-In Appointments

During this telephone call, the remarketing agent also makes an appointment for the customer to turn in the vehicle. Usually, the vehicle is turned in at the same dealer where it was leased.

You share information with dealers using the Siebel Dealer Portal.

To schedule the Turn-in Appointment

1. Navigate to the Financial Accounts screen.
2. Drill down on the Account number for the vehicle.
3. Click the Asset Turn In view tab.
4. Create a new Asset Turn In record and complete the necessary fields, described in the following table.

   Field	Description
   Turn-In Date	Select the date and time of the appointment.
   Asset ID/VIN	Select the identification number for the vehicle.
   Turn-In Mileage	Enter the mileage at the time of turn in.
   Partner/Dealer	Select the dealer where the vehicle will be turned in.
   Status	Select Scheduled. Possible values are Scheduled, Confirmed, and Actual.

   .

Canceling an Inspection Appointment

If necessary, you can cancel an inspection appointment. For example, a customer may call and say that he or she has a conflicting appointment at that time.

To cancel a scheduled inspection

1. Navigate to the Financial Accounts screen, then the Financial Account List view.
2. Drill down on the Account number for the vehicle.
3. Click the Asset Inspection view tab.
4. In the record for the appropriate inspection appointment, in the Canceled field, select the current date and time.