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Siebel Automotive Guide
What's New in This Release
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Siebel Automotive Overview
About Siebel Automotive
Product Modules and Options
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Associating Vehicles with Accounts
Accounts Defined
Scenarios for Working with Automotive Accounts
Accounts Process Workflow
Account Setup Using Siebel Automotive
Process of Using Automotive for Account Management
Associating a Vehicle with an Account
Associating a Vehicle with an Account by Relationship
Associating a Vehicle Using the Summary View
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Managing Contacts
Contacts Defined
Scenario for Working with Automotive Contacts
Contacts Process
Contact Record Relationships
Process of Using Automotive to Work with Contacts
Managing Relationships Between Contacts
Associating a Vehicle with a Contact
Viewing Service History and Sales History for a Contact
Managing Service History Information
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Managing Dealers
About Automotive Dealers
Scenario for Working with Automotive Dealers
Dealer Process Workflow
Process of Using Automotive for Dealer Management
Establishing Categories
Defining Dealer Profiles
Tracking Dealer Sales and Service Information
Managing Vehicle Make Information
Listing Days and Hours for a Dealer
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Managing Lease and Loan Accounts
Scenario for Working with Lease and Loan Accounts
Lease and Loan Accounts Process Workflow
Process of Administering Financial Accounts
About Financial Accounts
Creating a Financial Product
About Adding Financial Accounts
Adding a Financial Account
Process of Viewing Asset Finance Information
Viewing Account Information
Viewing Contacts
Viewing Contact Address Information
Viewing Contracts
Viewing Vehicles Associated with a Financial Account
Viewing Manufacturer and Dealer Options
Viewing Originating Dealer Information
Viewing Partner and Dealer Employees
Process of Working with Title Information
Viewing Title Information
Viewing Title Detail Information for a Vehicle
Querying for Delinquent Titles
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Managing End of Lease and Remarketing Activities
About End of Lease and Vehicle Remarketing
Scenario for Managing End of Lease and Vehicle Remarketing
Setup Tasks for End of Lease and Remarketing
Activating Workflow Processes for End of Lease and Remarketing
Configuring the Siebel Server to Run the Scheduling Job
Setting Up the Return Receipt (Odometer Disclosure Statement)
Setting Up the Fair Market Values
Setting Up the FMV Auction Values
Setting Up Auction Events and Pricing
Process of Managing End of Lease and Vehicle Remarketing
Contacting Customers Whose Leases Are Ending
Scheduling Inspection and Turn-In Appointments
Entering Inspection Information (Dealer or Third-Party)
Viewing Inspection Information and Generating Charges
Receiving Returned Vehicles (Dealer)
Selling Returned Vehicles to Dealers
Auctioning Returned Vehicles
Workflow Process Reference for Vehicle Remarketing
Auto CF EOT Account States Vehicle Turn In Workflow Process
Auto CF EOT Account States Vehicle Inspection Workflow Process
Auto CF Schedule Inspection Workflow Process
Auto Generate Charges Workflow Process
eAuto CF Lease End Communications Workflow Process
eAuto CF Lease End Comm1 XML Generation Workflow Process
eAuto CF Lease End Comm2 XML Generation Workflow Process
eAuto CF Lease End Comm3 XML Generation Workflow Process
eAuto Vehicle Return Workflow Process
Auto CF Activity Attachment Workflow Process
Auto Dealer Vehicle Purchase Workflow Process
Auto CF EOT Account States Vehicle Dealer Turn In Workflow Process
Auto VehiclePublishForPurchaseORAuction Workflow Process
Auto CF Auction Vehicle List Workflow Process
eAuto Vehicle Return Inspection Report Workflow Process
eAuto Vehicle Go To Vehicle Attachments View Workflow Process
Auto CF Asset Pricing Procedure Workflow Process
Web Service Reference for Vehicle Remarketing
Inspection Request Web Service
Inspection Report Web Service
Vehicle Market Value Web Service
Vehicle Residual Value Web Service
Auction List Web Service
Pre Term Campaign Vehicle List Web Service
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Managing Collections
About Administering Collections
Scenario for Administering Collections
Administering Collection Tasks
Activating Siebel Automotive Workflow Processes
Creating Assignment Rules for Collection Assignments
Using Assignment Rules
Managing Collections Preferences
Managing Collection Correspondence Administration
Automating the Cure Process
End-User Procedures for Collections
Reviewing Account Summary and Related Account Information
Managing Collection Reassignments
Executing Collection Tasks
Capturing Promise-to-Pay Records
Managing the Cure Process
Managing the Repossession Process
Managing Skip Trace and Impound Service Requests
Managing Insurance Information
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Managing Vehicles
Vehicles in Siebel Automotive
Scenario for Working with Vehicles
Vehicles Process Workflow
Entering Vehicle Records
Process of Managing Vehicle Records
Editing a Vehicle Record
Changing Vehicle Status
Deleting a Vehicle
Updating Vehicle Service History
Managing Vehicle Financial Details
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Managing Products
Types of Products
About the List of Valid Vehicle Options
Scenario for Working with Automotive Products
Products Process Workflow
Process of Managing Products
Managing a Product's Information
Associating Valid Options with a Product
Adding Product Features and Specifications
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Associating Vehicles with Opportunities
Opportunity Defined
Associating a Vehicle with an Opportunity
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Setting Up Households
Households Defined
Scenario for Working with Households
Process of Working with Households
Viewing Vehicles Associated with a Household
Associating Team Members with a Household
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Managing Quotes
About Quotes
Scenario for Working with Automotive Quotes
Quotes Process Workflow
Process of Creating Quotes
Setting the Price List for Quotes
Creating Quotes
Copying or Revising a Quote
Using Copy Record to Copy or Revise a Quote
Using Revise to Copy or Revise a Quote
Allocating Vehicles to a Quote
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Managing Service Requests
Service Requests Defined
About Service Request Channels
Scenario for Working with Automotive Service Requests
Process of Working with Service Requests
Automotive Captive Finance Service Request Types
Creating a Service Request
Assigning the Service Request
Providing Details of Services to Be Performed
Researching and Resolving a Service Request
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Tracking Service History
Overview of Tracking Services and Repairs
Scenario for Tracking Automotive Service History Scenario
Process of Tracking Service History
Creating a New Service History Record
Managing Services Performed
Managing Manufacturer and Customer Pay
Working with Service History
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Tracking Sales History
About Tracking Sales History
Scenario for Tracking Automotive Sales History
Process of Tracking Sales History
Creating a New Sales History Record
Viewing Sales History
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Setting Up Preventive Maintenance
Scenarios for Working with Automotive Preventive Maintenance
Process of Setting Up Preventive Maintenance
Setting a Trigger for a PM Plan
Associating a PM Plan with a Product
Associating a PM Plan with Vehicles
Process of Tracking Preventive Maintenance
Viewing PM History for a Vehicle
Working with PM Plans for a Vehicle
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Setting Up and Using Siebel Automotive Tools
Process of Locating a Dealer
Setting Up the Dealer Locator (Administrators)
Locating a Dealer (End Users)
Process of Searching for a Vehicle
Setting Up Vehicle Search
Searching for a Vehicle
Calculating Loans and Leases
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