Contents
- Title and Copyright Information
- Preface
- 1 What’s New in This Release
- 2 Siebel Automotive Overview
- 3 Associating Vehicles with Accounts
- Associating Vehicles with Accounts
- About Accounts
- 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
- 4 Managing Contacts
- Managing Contacts
- About Contacts
- Scenario for Working with Automotive Contacts
- Contacts Process Workflow
- 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
- 5 Managing Dealers
- 6 Managing Lease and Loan Accounts
- 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
- 7 Managing End of Lease and Remarketing Activities
- 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)
- Creating a Return Receipt Category for Proposals
- Creating the Proposal Template for the Vehicle Return Receipt
- Setting Up the Fair Market Values
- Setting Up the FMV Auction Values
- Setting Up Auction Events and Pricing
- Process of Setting Up Pricing for Auction Events
- Setting Up the Price Vehicle and Price All Vehicles Buttons
- Creating Signals for the buttons
- Creating Variable Maps for Context and Row Set
- Creating Adjustments for Geographic and Vehicle Attributes
- Creating Adjustments for Mileage
- Creating a Price List for the Auction
- Adding Vehicles to be Auctioned
- 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
- 8 Managing Collections
- Managing Collections
- About Collections
- Scenario for Collections
- Administering Collection Tasks
- Activating Siebel Automotive Workflows
- 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
- 9 Managing Vehicles
- 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
- 10 Managing Products
- 11 Associating Vehicles with Opportunities
- 12 Setting Up Households
- 13 Managing Quotes
- 14 Managing Service Requests
- Managing Service Requests
- About Service Requests
- 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
- 15 Tracking Service History
- 16 Tracking Sales History
- 17 Setting Up Preventive Maintenance
- Setting Up Preventive Maintenance
- Scenarios for Working with Automotive Preventive Maintenance
- Process of Setting Up Preventive Maintenance
- Setting a Trigger for a Preventive Maintenance Plan
- Associating a Preventive Maintenance Plan with a Product
- Associating a Preventive Maintenance Plan with Vehicles
- Process of Tracking Preventive Maintenance
- Viewing Preventive Maintenance History for a Vehicle
- Working with Preventive Maintenance Plans for a Vehicle
- 18 Setting Up and Using Siebel Automotive Tools
- 19 Managing Warranties
- Managing Warranties
- About Warranty Products
- Roadmap for Creating a Warranty Product
- Structuring Warranty Products
- Managing Policies and Coverage
- Managing Supplier Warranty Policies
- About Rules
- Implementing Recall Campaigns
- Approving a Prewarranty Authorization
- Approving a Warranty Claim
- Administering Payments for Warranty Claims
- Administering Payments for Supplier Claims
- Managing Supplier Recovery Claims