1. Automotive Guide
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18Setting Up and Using Siebel Automotive Tools

Setting Up and Using Siebel Automotive Tools

This chapter covers how to set up and use Oracle’s Siebel Automotive tools for end users—Dealer Locator, Vehicle Inventory Search, and Financial Calculator. It consists of the following topics:

Process of Locating a Dealer

To locate a dealer, perform the following tasks:

  1. Setting Up the Dealer Locator (Administrators)

  2. Locating a Dealer (End Users)

Setting Up the Dealer Locator (Administrators)

Administrators use the following procedure to control the settings for the Dealer Locator, which is used to find dealers near various end users. Dealer Locator needs to be set up before inventory search can work.

This task is a step in Process of Locating a Dealer.

Caution: Only one location should be added for each dealer. If there are multiple locations for one dealer, the inventory search may not function properly, because a vehicle is tied to a dealer, not to a dealer location.

To set up a dealer location

  1. Navigate to the Administration - Application screen, then the Dealer Location Administration view.

  2. In the Dealer Locations list, add, edit, or delete records.

  3. Complete the fields as necessary.

Locating a Dealer (End Users)

End users use this procedure to locate dealers by the contact information for the dealer.

This task is a step in Process of Locating a Dealer.

To locate a dealer

  • Navigate to the Automotive Tools screen, then the Dealer Locator view.

Tip: You can also use the wildcard character (*) to enter partial City names and ZIP Codes to increase the number of dealers that the locator finds. For example, typing Fern* in the City field matches all cities with names that begin with Fern. Typing 9461* in the ZIP Code field matches all ZIP Codes that begin with 9461.

Process of Searching for a Vehicle

To search for a vehicle, end users perform the following tasks:

  1. Setting Up Vehicle Search

  2. Searching for a Vehicle

Setting Up Vehicle Search

Use this procedure to set up a vehicle in order for it to display in the inventory. As long as the Owned By, Account Name, and Status fields have been completed, the vehicle displays in the inventory. The vehicle can then be found using the Inventory Search feature.

This task is a step in Process of Searching for a Vehicle.

Note: The Dealer Locator must be set up before Inventory Search can function.

To set up vehicle search

  1. Navigate to the Administration - Vehicle screen.

  2. Select a VIN record.

  3. In the Vehicles form applet, complete the following fields, along with any other fields as necessary.

    Field Description

    Owned By

    Type of owner should be Dealer.

    Account

    Select the name of the dealer from the dialog box.

    Status

    The status should be Available.

Searching for a Vehicle

Use this procedure to search for a vehicle by entering the city and state or ZIP Code.

This task is a step in Process of Searching for a Vehicle.

To search for a vehicle in inventory

  1. Navigate to the Automotive Tools screen, then the Vehicle Inventory Search view.

  2. Enter city and state or ZIP Code.

  3. Click Search.

    A list of vehicles matching the search criteria appears.

    Note: Click Reset to start a new search.

Calculating Loans and Leases

A loan and a lease can be calculated simultaneously from the same information. Use this procedure to calculate the monthly payment for a lease or loan, allowing a contact to compare leases with purchases, and loans of varying terms with each other. Much of the same information is required to calculate a lease or a loan. After that information has been entered, multiple calculations for leases and loans can be generated by changing the terms.

To calculate the lease and loan prices of a vehicle

  1. Navigate to the Automotive Tools screen, then the Financial Calculator view.

  2. Enter values in the fields, and click Calculate.