Siebel Automotive Guide > Managing End of Lease and Remarketing Activities > Setup Tasks for End of Lease and Remarketing >

Setting Up the Return Receipt (Odometer Disclosure Statement)


When the vehicle is returned, the dealer gives the customer a return receipt.

To set up the return receipt, perform the following steps:

Creating a Return Receipt Category for Proposals

Add the value Vehicle Return Proposal as one of the proposal template types. This allows you to choose Vehicle Return Proposal from the Category list of values when you create the proposal template.

To add a value for this document to the list of values

  1. Navigate to the Administration - Data screen, then the LOV Explorer view.
  2. In the List Of Values - Type list, query for APPLICATION_TYPE.
  3. Click the Show More icon next to the APPLICATION_TYPE folder, then the Values folder, then the MS_Word folder, then the Child List of Values folder.
  4. In the Child List of Values list, add a new record and complete the necessary fields, described in the following table.
    Field
    Description

    Type

    PROPOSAL_TEMPLATE_TYPE

    Name

    Vehicle Return Proposal

Creating the Proposal Template for the Vehicle Return Receipt

Use Microsoft Word to create the proposal template used for the vehicle return receipt. Give the document the name, Vehicle Return Receipt.

Map the bookmarks in the Word document to the fields in the eAuto Vehicle Return business object, eAuto Vehicle Return business component that you want to display in the return receipt. Give the mapping the name, eAuto Vehicle Return Receipt Proposal.

For more information about creating proposal templates and mapping them to fields, see Siebel Correspondence, Proposals, and Presentations Guide.

To create the mapping

  1. Navigate to the Administration - Document screen, then the Proposal Field Mapping view.
  2. In the Business Objects list, add a new record and complete the necessary fields, described in the following table.
    Field
    Value

    Mapping Name

    eAuto Vehicle Return Receipt Proposal

    Business Object

    eAuto Vehicle Return

    .
  3. Double-click the Business Components folder, add a new record to the Business Components list, and as the business component, select eAuto Vehicle Return.
  4. Double-click the Business Component Fields folder, add new records to the Business Component Fields list, and use these records to map the business component field to the bookmark for every bookmark you added to the Word document.

Adding the Proposal Template to the Siebel Business Application

Finally, make the proposal template available in the Siebel Business Application.

To add the proposal template to the application

  1. Navigate to the Administration - Document screen, Proposal Templates view.
  2. In the Templates list, add a new record and complete the necessary fields, described in the following table.
    Field
    Description

    Name

    Enter Vehicle Return Receipt.

    Category

    Select Vehicle Return Proposal.

    Mapping

    Select eAuto Vehicle Return Receipt Proposal.

    Template

    Select the Word document where you created the template.

    .
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