Assigning Service Requests Using Dealer Assignment

Use this procedure to automatically assign a service request to a dealer or set up an appointment time with a dealer to deal with a service request.

To use Dealer Assignment to assign service requests

1. Navigate to the Service Requests screen, then the Service Requests List view.

2. Drill down on the SR # field link for a selected service request record.

3. Click the Dealer Assignment view tab and perform actions appropriate for your situation, as described in the following table:

   To...	Then...
   Assign the service request	Select one of the following options from the Automatically Assign Service Request to a Dealer drop-down list: Preferred Service Dealer Selling Dealer Note: For a service request to be assigned to either of the two values, they should have been set for the vehicle. For more information about setting values for a vehicle, see Editing a Vehicle Record.
   Manually pick the dealer to assign this service request	Select the dealer from the Pick a Dealer field.
   Set an appointment	Create a new record in the Appointment Time form and enter the time and date of the appointment.