Managing End of Lease and Remarketing Activities

This chapter provides information about using Siebel Automotive functionality to manage end of lease activities and remarketing of leased, repossessed and corporate vehicles. It includes the following topics:

About End of Lease and Vehicle Remarketing

Siebel Automotive and Siebel Dealer allow you to manage end of term and to remarket leased vehicles.

After a vehicle’s lease expires, the automotive company:

Schedules inspection of the vehicle at a dealer or at a third-party inspection vendor, and bills the leasee for any liability.
Schedules an appointment for the leasee to return the vehicle to a dealer.
Attempts to sell the returned vehicle to dealers.
Sells the vehicle at auction if no dealer buys it.

These tasks are performed by the automobile company using Siebel Automotive and by dealers using Siebel Dealer.

Scenario for Managing End of Lease and Vehicle Remarketing

This topic gives one example of managing end of lease and vehicle remarketing. You may do this differently, depending on your business model.

Contacting Customers Whose Leases Are Ending

When a customer’s lease on a car is about to end, Siebel Automotive automatically generates communications to the customer about the end-of-term process. If the customer does not respond favorably to these communications, a call center agent from the automobile company’s end-of-term department contacts the customer to try to convince the customer to buy a new car, buy the leased car, or extend the lease, possibly by offering promotions or other incentives.

Remarketing is necessary if the customer wants to end the lease, rather than buying the leased car or extending the lease. When the lease expires, the remarketing department will take possession of the leased car and resell it.

Scheduling Vehicle Inspection and Turn-In

If the customer decides to turn in the vehicle, rather than extending the lease or purchasing the vehicle, the agent uses this telephone call to schedule appointments for inspection in turn-in.

The remarketing agent schedules an inspection either with a dealer or with a third-party inspection vendor. At the end of the lease, the vehicle must be inspected to see if there is excessive wear and tear to the vehicle, which the customer is liable for.

The remarketing agent generally schedules a turn-in appointment with the dealer who leased the car to this customer.

Completing the Inspection

During the inspection, the inspection agency or dealer enters details about the condition of the vehicle.

If there are any outstanding charges as a result of the inspection, for example, charges to repair damage to the vehicle, the agent prepares a liability statement with the charges and the reason for each charge.

When the customer receives this liability statement, the customer may choose to have repairs done before returning the vehicle, rather than paying the amount on the liability statement to the automobile company. If so, the customer informs the remarketing agent, and the remarketing agent schedules a new inspection and new turn-in date after the repairs are complete.

In the most common case, the customer chooses to pay the bill on the liability statement, or there is no liability, so the customer can go to the scheduled turn-in appointment.

Returning the Vehicle

The customer usually returns the vehicle to the dealer where it was leased.

The dealer enters the vehicle return date, the odometer reading, and other information in the Siebel Dealer Portal. The dealer also makes sure the Odometer Disclosure Statement is completed, signed and returned to the automobile company.

If there are any remaining charges, for example because the odometer reading was greater than expected, the agent at the automobile company prepares a liability statement and mails it to the customer.

Selling Vehicles to Dealers

The remarketing department at the automobile company tries to sell the returned vehicle to dealers. The sales price to dealers is based on the automobile company’s internal pricing structure, guided by data from organizations such as NADA, Kelley Blue Book, and Black Book.

The vehicle is automatically offered to the turn-in dealer when it is returned. This dealer can use the Dealer Portal to purchase or to decline to purchase the vehicle.

If the turn-in dealer declines to purchase the vehicle or does not act within three days, then the vehicle is automatically offered to other dealers.

Auctioning the Vehicle

If the vehicle is not purchased by any dealer, it is sold by auction. The remarketing department at the automobile company plans for the auction sale and assigns the vehicle to the auction house that is expected to make the most profitable sale.

Setup Tasks for End of Lease and Remarketing

Before you can use Siebel Automotive to manage end of lease and vehicle remarketing, you must:

Set up the Siebel Dealer Portal and dealers’ access to it, as described in Siebel Dealer Administration Guide.
Integrate with external information sources to share data with third-party inspection vendors, to import fair market value data, and to share data with auction houses. For more information, see Web Service Reference for Vehicle Remarketing.
Perform the following additional set-up tasks:

Activating Workflow Processes for End of Leaseand Remarketing

Some of the end of lease and remarketing functionality is driven by workflow processes, which you must activate.

Activate all the workflow processes listed in Web Service Reference for Vehicle Remarketing.

For more information about how to activate workflow processes, see Siebel Business Process Framework: Workflow Guide.

Configuring the Siebel Server to Run the Scheduling Job

When the automotive company schedules inspections with dealers and third-party inspection agencies, all the inspections are listed in the Financial Accounts screen, Vehicle Batch Order Inspection List view.

You can trigger the batch run to schedule all the listed inspections manually, as described in Scheduling Inspection and Turn-In Appointments. However, it is recommended that you configure the Siebel server to run the scheduling job regularly, for example, every night. You can do this by setting up a component request. For more information on scheduling jobs, see Siebel Applications Administration Guide.

To set up a component request to run the batch scheduling job

Navigate to the Administration - Server Configuration screen, Enterprises, then Component Definitions view.
In the Component Request form, Query for the component Workflow Process Batch Manager.

If the component does not already exist, create it by adding new record to the Component Definitions list and completing the necessary fields.

Some fields are described in the following table:

Field	Description
Component	Enter Workflow Process Batch Manager
Alias	WfProcBatchMgr
Component Type	Select Workflow Process Manager with Batch as the runtime mode.
Component Group	Workflow Management

Navigate to the Administration - Server screen then the Jobs view.

Add a new record to the Jobs list and complete the necessary fields.

Some fields are described in the following table:

Field	Description
Component/Job	Select Workflow Process Batch Manager.
Repeating?	Select this check box.
Repeating Info	In the Repeating Info form, enter values in the Repeat Interval, Repeat Unit and Scheduled Start fields to determine when the job runs.

In the Job Parameters list, add new records with the following values in the fields.

Name Field	Value Field
Search Specification	[Account Type] = 'Asset Finance' AND [Account Status] = 'Open' AND ([Maturity Date Diff] = 180 OR [Maturity Date Diff] = 90 OR [Maturity Date Diff] = 30)
Workflow Process Name	eAuto CF Lease End Communication Workflow
User Name	Enter the user name.
Password	Enter the password.

Submit the job.
The status becomes Active, and the job runs at the repeat interval specified.

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

Navigate to the Administration - Data screen, then the LOV Explorer view.
In the List Of Values - Type list, query for APPLICATION_TYPE.
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.

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

Navigate to the Administration - Document screen, then the Proposal Field Mapping view.

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

Double-click the Business Components folder, add a new record to the Business Components list, and as the business component, select eAuto Vehicle Return.
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

Navigate to the Administration - Document screen, Proposal Templates view.

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.

Setting Up the Fair Market Values

The Fair Market Values Reference Data is used to store the fair market values (FMV) of vehicle products. This is used for reference, and it may be used in different ways depending on your business model.

Typically, these values are imported into the Siebel application from data created by NADA, Kelley Blue Book, Black Book, or similar organizations using the Vehicle Market Value Web service. See Vehicle Market Value Web Service.

This data appears in the Administration - Application screen, Fair Market Values Reference Data view.

Setting Up the FMV Auction Values

Use this table to store the fair market auction values of vehicle products. This is used for reference, and it may be used in different ways depending on your business model.

The data may be imported from an external source such as Kelley Blue book, or it may be created by your own sales division.

After being entered or imported, this data appears in the Administration - Application screen, FMV Auction Values Reference Data view.

Setting Up Auction Events and Pricing

To sell vehicles at auction, you must do the basic work of setting up auction events, such as entering information about the auction houses that you work with.

For more information about setting up auction events, see Siebel Events Management Guide.

In addition, you must set up pricing for automotive auction events.

Key fields that affect pricing include:

Odometer. Entered in Vehicles screen, More Info view. This is the current mileage of the vehicle, which is useful for calculating mileage adjustments.
Damage Extent. Entered in Vehicles screen, More Info view. This is the damage that has occurred to the vehicle, which is useful for calculating the damage adjustments based on the value of the Damage Benchmark field, which is specific to each product.
Damage Adjustment Amount. Entered in Administration - Product screen, More Info, More Info view.
Damage Benchmark Amount. Entered in Administration - Product screen, More Info, More Info view.
Excess Mileage Factor. Entered in Administration - Product screen, More Info, More Info view. This is the decimal value that is multiplied with the Excess Mileage, with the result deducted from Vehicle Price. It is specific to each product.

Process of Setting Up Pricing for Auction Events

This topic describes how to set up pricing for auction events.

To set up pricing for auction events, perform the following tasks:

Setting Up the Price Vehicle and Price All Vehicles Buttons

You must create signals and variable maps to set up the Price Vehicle and Price All Vehicles buttons in the Events screen, Auction Events, Vehicles view.

This task is a step in Process of Setting Up Pricing for Auction Events

For more information about signals and variable maps, see Siebel Order Management Infrastructure Guide.

Note: The following steps describe how to set up the buttons as they are already set up in the product. If you want to keep the behavior of these buttons without any changes, you do not have to set up these buttons. If you want to change the behavior of these buttons, you can modify and adjust the following steps to meet your own requirements.

Creating Signals for the buttons

The steps for creating the signals are similar for the two buttons.

To create or modify the signal

Navigate to Administration - Order Management screen, then the Signals view.
In the Signals list applet, create a new signal record with name, PriceAuctionVehicle, and enter a description of the signal.

Note: For the Price All Vehicles, button, create a new signal record with the name, PriceAllAuctionVehicles, and enter a description of the signal.
Save the record.
Lock the signal by selecting the Locked Flag check box.
In the Versions list, click the Work Space link.

In the Actions list, create a new record, or select an existing record, and complete the necessary fields, described in the following table:

Field	Value
Sequence	1
Service Type	Workflow
Service Name	PSP Driver Workflow Process
Service Method	RunProcess
Mode	Auto Vehicle
Instance Type	Line Item

In the Parameters list applet, enter input arguments for the action. As an example, parameters for the PriceAuctionVehicle signal are listed in the following table:

Input Argument	Value
CPScope	Whole
RowScope	For the PriceAuctionVehicle signal: Selected For the PriceAllVehicles signal: All
SubPSPWFName	Auto CF Asset Pricing Procedure
Variable Map - Context	Price Auction Vehicle - Context
Variable Map - Row Set	Price Auction Vehicle - Row Set

Optionally, to specify a CanInvoke check, complete the fields in the Properties list, as described in the following table:

Field	Value
Name	CanInvoke
Value	Any [$CanUpdate]='Y'

Navigate back to the Signals list.
Click the Release New Version button to release the new version of the signal.

Note: After releasing a new version, you must start a new user session by logging out and logging in again, before you can test the new version.

Creating Variable Maps for Context and Row Set

To set up these buttons, you must also create or modify variable maps.

To create a new variable map

Navigate to the Administration - Order Management screen, then the Variable Maps view.
In the Variable Maps list, add a new record and enter a name.
Lock the variable map by selecting the Locked Flag check box.
In the Versions list, click the Work Space hyperlink to drill down on the version of the new variable map.
Click the Modes tab, and in the Modes list, define the modes for this variable map.
- For Price Auction Vehicle - Context, enter Any as the mode and Header as the object name.
- For Price Auction Vehicle - Row Set, enter Any as the mode and Line Item as the object name.
Click the Details tab.
In the Variable Definitions list, create variable definitions. Variable definitions are the same for the Price Vehicle button and the Price All Vehicles button.

Variable definitions for the variable map Price Auction Vehicle - Context are listed in the following table:

Sequence	Variable Name	In/Out	Type	On Null
1	Price List Id (The Id of the Price List selected for this auction in the Events screen, Auction Events view.)	In	ID	Ignore
2	Header Id	In	ID	Ignore

Variable definitions for the variable map Price Auction Vehicle - Row Set are listed in the following table:

Sequence	Variable Name	In/Out	Type	On Null
1	Product Id (The Id of the Product that the vehicle is based on.)	In	ID	Ignore
2	Id	In	ID	Ignore
3	Geographic Location (As entered in the Vehicle screen, More Info view, State field.)	In	Text	Ignore
4	Purchase Price (This field is updated with the calculated price of the vehicle, which is displayed in the Events screen, Auction Events, Vehicles view, Resale Price field.	In/Out	Currency	Ignore
5	Damage	In	Number	Ignore
6	Mileage	In	Number	Ignore
7	Currency Code (Defaulted to the local currency.)	In	Text	Ignore
8	Exchange Date (Defaulted to the current date.)	In	Date	Ignore
9	Exterior Color (Taken from the vehicle attribute in the Vehicles screen.)	In	Text	Ignore
10	Engine (Taken from the vehicle attribute in the Vehicles screen.)	In	Text	Ignore
11	Transmission (Taken from the vehicle attribute in the Vehicles screen.)	In	Text	Ignore
12	Damage Benchmark	In	Number	Ignore
13	Multiplicative Factor	In	Number	Ignore
14	Damage Adjustment Amount	in	Number	Ignore

In the Variable Sources list, define the source of the variable for each mode. The same fields are used for the Price Vehicle and Price All Vehicles buttons.

Variable sources for the variable map Price Auction Vehicle - Context are listed in the following table:

Mode	Path	Source Type
Auto Vehicle	$Current/Header/Auction Price List Id	In
Auto Vehicle	$Current/Header/Event Row Id	In

Variable sources for the variable map Price Auction Vehicle - Row Set are listed in the following table:

Mode	Path	Source Type
Auto Vehicle	$Current/Line Item/Product Id	In
Auto Vehicle	$Current/Line Item/Asset Id	In
Auto Vehicle	$Current/Line Item/Geographic Location	In
Auto Vehicle	$Current/Line Item/Purchase Price	In/Out
Auto Vehicle	$Current/Line Item/Damage	In
Auto Vehicle	$Current/Line Item/Mileage	In
Auto Vehicle	$Current/Line Item/Currency Code	In
Auto Vehicle	$Current/Line Item/Exchange Date	In
Auto Vehicle	$Current/Line Item/Exterior Color	In
Auto Vehicle	$Current/Line Item/Engine	In
Auto Vehicle	$Current/Line Item/Transmission	In
Auto Vehicle	$Current/Line Item/Damage Benchmark	In
Auto Vehicle	$Current/Line Item/Multiplicative Factor	In
Auto Vehicle	$Current/Line Item/Damage Adjustment Amount	In

Define child variable maps, as necessary.
Navigate back to the Variable Maps list applet and click the Release New Version button to release the variable map version.

Creating Adjustments for Geographic and Vehicle Attributes

When you create a price list, you will adjust the list price for each vehicle based on attributes that represent its geographic location and its customizable features. In this step, you create these attribute adjustments.

The attributes are visible in the Administration - Product screen, More Info, More Info view. The list price in the price list is the base line price for these vehicles, and the price is adjusted based on the value of these attributes: for example, the price might be higher if a vehicle has a more powerful engine.

This task is a step in Process of Setting Up Pricing for Auction Events

To create adjustments for Geographic and Vehicle Attributes

Navigate to the Administration - Pricing screen, then the Attribute Adjustments view.

In the Attribute Adjustments list, add a new record and complete the necessary fields, as described in the following table:

Field	Value
Name	Auto CF Asset Pricing Adjustments
Class	The Product Class of the Product
Type	Single Dimension
Effective From	Enter the start date of the time period when this attribute adjustment is active
Effective To	Enter the end date of the time period when this attribute adjustment is active

Specify Dimensions and Domains for the attributes you created:

In the Attribute Adjustments list, select the attribute adjustment whose dimensions you are specifying.
In the More Info view, click Create Result Dimensions.
Click the Dimensions view tab.

In the Dimensions list, add a record for each dimension that affects the price and complete the necessary fields, as described in the following table:

Dimension Type	Name	Op	Var Map Type	Var Name	Data Type	Domain Type	Bounded	LOV	Sort Order	Sort Method
Condition	Geographic Location	=	Row	Geographic Location	Text	LOV	Y	STATE_ABBREV	1	Asc
Condition	Transmission	=	Row	Transmission	Text	LOV	Y	AUTO_TRANSMISSION_TYPE	1	Asc
Condition	Engine	=	Row	Engine	Text	LOV	Y	AUTO_ENGINE_TYPE	1	Asc
Condition	Exterior Color	=	Row	Exterior Color	Text	LOV	Y	AUTO_EXTERIOR	1	Asc

Add conditions, which are the rules that state the result of the adjustment for each combination of condition dimensions:
1. In the Attribute Adjustments list, select the attribute adjustment whose rules you are specifying.
2. Click the Conditions view tab.
3. The conditions list appears, with a Name column for the name of each condition.
4. If all domain values of each dimension impact price, you can generate rules as follows:
  - In the Attribute Adjustment form, click Generate Rules. Records are added to the Rules list with every possible combination of domain values of the condition dimensions domains.
  - In the Rules list, enter the Adjustment Type and Adjustment Value for each record.
  - In the Conditions form, enter the rules.
Associate variable maps with these pricing adjustments:
1. Navigate to the Administration - Pricing screen, Attribute Adjustments, then the Variable Map view.
2. Select the appropriate row set and context variable maps from the pick lists.

Creating Adjustments for Mileage

You create a discount matrix to adjust the prices for mileage.

This task is a step in Process of Setting Up Pricing for Auction Events

To create adjustments for mileage

Navigate to the Administration - Pricing screen, then the Discount Matrices View.

Add a new record to the Discount Matrices list and complete the necessary fields, as described in the following table:

Field	Value
Name	Auto CF Mileage Adjustments
Discount Matrix Type	Product-Based Adjustment

In the Discount Criteria list, add records for all the criteria dimensions that you want made available in the discount matrix.
The criteria dimensions that you can add depend on the value selected in the Discount Matrix Type field in the previous step.
After all the necessary criteria dimensions are added (Mileage Lower Bound, Mileage Upper Bound, Product), click Complete Definition in the Discount Matrix list.
Clicking this button freezes the definition of the discount matrix. After this step, you cannot change the discount matrix type or the criteria dimensions.

Creating a Price List for the Auction

To create a price list

Now that you have created adjustments, you can create a price list for the auction which adjusts prices of vehicles based on their list price and on those adjustments.

This price list can apply to many auctions, and you link it specific auctions in the Events screen.

For more information about creating price lists, see Siebel Pricing Administration Guide.

This task is a step in Process of Setting Up Pricing for Auction Events

Navigate to the Administration - Pricing screen, then the Price List view.
In the Price List list, add a new record and complete the necessary fields.
Drill down on the Name field of the price list.

Add a line item for each product and complete the necessary fields. Some fields are described in the following table:

Field	Value
Product	Select the product.
Attribute Adjustment	Select the adjustment for this product.

Link the price list to a specific auction:
1. Navigate to the Events screen, then the Auction Events view.
2. In the Auction Events list, select the desired auction.
3. In the Price List field, select the desired price list.

Adding Vehicles to be Auctioned

Now, you can add the vehicles to be auctioned at a given auction. For each auction, add the vehicles and select the appropriate adjustment used for each vehicle.

This task is a step in Process of Setting Up Pricing for Auction Events

To add the vehicles to be auctioned

Navigate to the Events screen, the Auction Events, and then the Vehicles view.
For each vehicle to be auctioned, add a record to the Vehicles list and complete the necessary fields.

Process of Managing End of Lease and Vehicle Remarketing

To manage end of lease and vehicle remarketing, perform the following tasks:

Contacting Customers Whose Leases Are Ending

Siebel Automotive automatically contacts customers whose leases will end soon to convince them to buy or lease a new vehicle, to buy the leased vehicle, or to extend the lease. Communications are generated by the workflow process eAuto CF Lease End Communications Workflow Process.

If the customers do not respond to these automatic communications, the remarketing agent contacts them and attempts to convince them to buy or lease a new vehicle, to buy the leased vehicle, or to extend the lease. If the customer does not buy the leased vehicle or renew the lease, the agent schedules inspection and turn-in of the leased vehicle and enters information about the leased vehicle.

Remarketing agents usually have their Siebel Automotive application set up so the customers whose leases will end soon are displayed on their home page when they log in. If not, they can find these customers by using the following procedure.

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

To contact customers whose leases are ending

Navigate to the Financial Accounts screen, then the Financial Account List view.
Query to find all records where the value in the Type field is Asset Finance and the value in the Status field is not Closed.
Sort the records based on the value in the Maturity Date field, so leases that will expire soon are at the start of the list.
For leases that will expire soon, drill down on the account number to see more information, and review the account to see correspondence from the customer, possible delinquency activities, and other information.
Click the Activities view tab to view correspondence that was sent to the customer.
Check whether the customer has decided to turn in the vehicle:
If the value in the Account States field in the Financial Account form is Turn In, the customer has decided to turn in the vehicle.
If the customer has not decided whether to turn in the vehicle, telephone or write the customer to see whether they want to renew the lease or buy the vehicle.

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

Navigate to the Financial Accounts screen, then the Financial Account List view.
Drill down on the Account number for the vehicle.
Click the Asset Inspection view tab.

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

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

Navigate to the Financial Accounts screen.
Drill down on the Account number for the vehicle.
Click the Asset Turn In view tab.

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

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

Entering Inspection Information (Dealer or Third-Party)

Either a third-party inspection vendor or a dealer may perform the inspection.

After it sees that the automobile company has added an asset inspection record, it contacts the customer to set the date and time of the inspection appointment.

If a third-party vendor performs the inspection, the inspection information is usually entered in the vendor’s own application. You can obtain the inspection information by integrating Siebel Automotive with the third party vendor’s application using Web services.

If a dealer performs the inspection, she can enter the inspection information in the Dealer Portal. For more information, see Siebel Dealer Administration Guide.

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

Viewing Inspection Information and Generating Charges

After the inspection, the agent receives information from the inspection agency which appears in the Asset Inspection, Inspection Assessment Summary view of Siebel Automotive. This includes the following forms:

Body Assessment form. The inspection agency entered the number of small and large dings, dents, and scratches and the cost of repairing them.
Excess Usage form. The inspection agency entered the actual odometer reading at the time of inspection. The area also displays the initial odometer reading, the mileage allowed by contract, and the per mile charge for excess mileage beyond what is allowed by contract.

The remarketing agent calculates the charges to the customer based on the information entered by the inspection agency. These charges appear in the Asset Inspection, Inspection Assessment Details view.

The agent generates an invoice and mails it to the customer.

The customer may want to do some of the repairs and take the car for inspection again after the repairs are complete, or the customer may decide to pay the charge. If a second inspection is needed, the agent schedules a new inspection appointment and turn-in appointment, as described in Scheduling Inspection and Turn-In Appointments.

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

To view inspection information and generate charges

Navigate to the Financial Accounts screen.
Drill down on the Account number for the vehicle.
Click the Asset Inspection view tab.
Select the appropriate Asset Inspection Summary record.
The Inspected field of the Asset Inspection Summary record tells you when the vehicle was inspected.
Scroll down, and click Generate Charges.
Click the Inspection Assessment Details link to view the details of the charges, which were inserted here when you clicked Generate Charges.
Click Generate Invoice, print the invoice, and mail the invoice to the customer.

Receiving Returned Vehicles (Dealer)

At the time of the turn-in appointment, the dealer receives the returned vehicle and logs into the Dealer Portal to complete information such as the actual return date and the actual return mileage.

For more information, see Siebel Dealer Administration Guide.

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

Selling Returned Vehicles to Dealers

After the dealer has received the returned vehicle, the automobile company tries to sell the vehicle to dealers.

When the dealer receives the vehicle, it is automatically posted for sale to the receiving dealer on the Dealer Portal.

The sales price is automatically based on the residual value of the vehicle, which appears in the Current Residual field of the Financial Accounts screen, Assets/Vehicles view.

Initially, the vehicle is only visible to the dealer who leased it and the dealer who received it, who have the exclusive right to purchase the vehicle. If these dealers decline to purchase the vehicle, or if they do not act within three days, the vehicle automatically becomes visible and available to all the dealers in the same territory as this dealer. The territory is a geographical area that is associated with every dealer. If no dealer purchase the vehicle within ten days, it is removed from the vehicle purchase list and is no longer available for sale.

In the Dealer Portal, dealers can purchase or decline to purchase the vehicle. For more information, see Siebel Dealer Administration Guide.

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

Auctioning Returned Vehicles

If no dealers buys the product, the account manager works with an auction house to plan the event where this vehicle will be auctioned.

When the information about the auction event is available, the account manager enters the information about the event and about all the cars that will be auctioned at that event in Siebel Automotive, and sends this information to the auction house by email.

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

Entering Information About an Auction Event

After planning of an auction event is complete, the account manager enters information about the auction event.

To enter information about the auction event

Navigate to the Events screen, then the Auction Event List view.

Add a new record and complete the necessary fields, described in the following table:

Field	Description
Event ID	Displays an identification number for the event.
Event Type	Select the type of auction. Options are Open, Close, Online, Employee Sale.
Event Sub Type	Select the sub-type of the auction.
Event Status	Displays the status of the event. The field is populated as follows: In Planning. Set automatically when the Event record is created. Scheduled. After you have entered all the necessary data about the auction, select Scheduled manually in the Status field to cancel the event. Closed. Select this value after the auction has closed. Cancelled. Select Cancelled manually in the Status field to cancel the event. No Sale. Select No Sale manually in the status field if no vehicles are sold at the event.
Event Date	Enter the date of the event.
Event Price List	Select the price list for the auction. This list specifies the base price, the minimum price accepted for each vehicle.
Auction ID	Select the auction house.
Auction House	Displays the name of the auction house after you select the house in the Auction ID field.
Cancel Date	Displays the date when the auction was cancelled. If you select Cancelled in the Status field, this field is automatically populated with the current date.
Team	Displays the team at the automotive company that deals with this auction house. This is populated automatically when you select the house in the Auction ID field.
Created By	Displays the user ID of the employee who created this record.
Event Volume	Displays the sum of all volume that the remarketing department wants to include in this event. This is a forecast for the event.

Adding Vehicles to an Auction Event

You can add vehicles to an auction event when you create the Auction Event record or at a later time.

To add vehicles to the auction event

Navigate to the Events screen, then the Auction Event List view.
Drill down on the Event ID field for the auction you want to add the vehicle to.
The Auction Event form and Vehicles list appears.
Add a new record to the Vehicles list.
In the VIN field of the new record, select the vehicle.
Other fields of the Vehicles record, such as make, model, and year are automatically populated.
Enter the base price of vehicles in one of two ways:
1. Select vehicles and click Price Vehicle to price the selected vehicles
2. Click Price All to price all vehicles.
The price of each vehicle is displayed in the Resale Price field, based on the price list and on the attributes of the vehicle.
If you want to see the details of how this price was determined, you can click the Resale Price field to display a pricing waterfall.
For more information about pricing waterfalls, see Siebel Pricing Administration Guide.

Sending Info to the Auction House

After you have defined the auction event and added vehicles to it, you transmit this information to the auction house using the Auction List Web service. For more information, see Auction List Web Service.

Workflow Process Reference for Vehicle Remarketing

End of lease and remarketing uses the following workflow processes:

Auto CF EOT Account States Vehicle Turn In Workflow Process

This workflow process inserts account states for the financial account, based on the turn-in status of the vehicle. It is triggered when a new record is saved in the Asset Turn In view.