Siebel Dealer Administration Guide > Managing Captive Finance and End of Lease (Dealer) > About Using Siebel Dealer for End-of-Lease Activities >

Entering Inspection Information


When a lease ends, the dealer can inspect the vehicle and can use Siebel Dealer to enter details about the condition of the vehicle. After it is entered, the automobile company can view the information through Siebel Automotive.

To enter details about the condition of the vehicle

  1. In Siebel Dealer, navigate to the Financial Accounts screen, then the Financial Accounts list view.
  2. In the Financial Accounts list, click the account number of the financial account you want to work with.
  3. Click the Assets/Vehicles view tab to confirm that the vehicle you are inspecting is on the assets/vehicles list for this financial account.

    NOTE:  If the vehicle is not on the list, click New and add it to the list.

  4. Click the Asset Inspection view tab.
  5. Add a new record to the Asset Inspection list and complete the necessary fields, described in the following table.
    Field
    Comments

    Ordered

    Enter the date the inspection was ordered. Default is the current date.

    Asset ID/VIN #

    Select the vehicle. The dialog box allows you to select from the vehicles that are listed in the Assets/Vehicles view for this financial account.

    Canceled

    If the inspection was canceled, enter the cancellation date.

    Received

    Enter the date the vehicle was received.

    Inspected

    Enter the date of inspection.

    Odometer Current

    Enter the odometer reading determined during the inspection.

    Customer Available

    Select a value indicating the customer's availability during the inspection. Options are: Not Present, Present, Signed Inspection.

    Company

    Select the name of the inspecting company.

  6. In the Body Assessment form, complete the necessary fields, described in the following table.
    Field
    Comments

    Number

    Enter the number of small dings, dents and scratches found during inspection.

    Charges

    Enter the charge for each small ding, dent, or scratch.

    Total

    Displays the total charge for small dings, dents, and scratches.

    Number

    Enter the number of large dings, dents and scratches found during inspection.

    Charges

    Enter the charge for each large ding, dent, or scratch.

    Total

    Displays the total charge for large dings, dents, and scratches.

    Total Assessment

    Displays the total charge for small and large dings, dents, and scratches.

  7. In the Excess Usage form, fields are either filled in by default or calculated, as described in the following table.
    Field
    Comments

    Odometer Current

    Displays the current mileage. This is filled in by default based on the odometer reading entered in the vehicle inspection record.

    At Contract Signing

    Displays the mileage when the contract was signed. This is filled in by default based on information entered when the contract was signed.

    Used

    Displays the mileage driven. Calculated as Current - At Contract Signing.

    Contracted

    Displays the mileage the user was allowed to drive without an extra fee. This is filled in by default based on information entered when the contract was signed.

    Excess

    Displays the excess mileage driven. Calculated as Driven - Contracted.

    Per Mileage Charge

    Displays the charge for each mile that is above the limit. This is filled in by default based on information entered when the contract was signed.

    Total

    Displays the total charge for excess mileage. Calculated as Excess multiplied by Per Mileage Charge.

  8. In the Other Charges list, add a record for each additional charge, such as the disposition fee or charges for parts, and complete the necessary fields, described in the following table.
    Field
    Comments

    Type

    Select the type of charge. Options are: Disposition Fee, Broken Odometer, Bad Tire.

    Comments

    Enter comments about the damage.

    Amount

    Enter the amount charged for the damage.

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