It is not easy to understand from eAutomate who all your Ship Outs are and what, if any, business you get back from those dealers (Ship Ins).
This app will identify Ship Outs (equipment another dealer is servicing for you/dealers as vendors) and Ship Ins (equipment you service for dealer who placed equipment in your territory/dealers as customer) so you can see how many devices you are sharing between other dealers.
App will also identify issues with Equipment Records configured for ID890 ITT Sync.
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We suggest a few Best Practices in eAuto to identify:
1. Use Equipment Condition of ShipOut and another Condition of ShipIn
2. Set Customer Records who are another dealer with Customer Type of Dealer
3. Set Vendor Records who are another dealer with Custom Property identifying as Dealer Vendor (Some dealers may want to have additional types to identify their preferred choice, perhaps Preferred Dealer or CDA Dealer as well as Dealer.)
Details on this set up in eAuto HERE
See THIS LINK for SSRS Report ID318 ITT Revenue Allocations to help determine how your ITT business is doing.
Dealers have many different ways they identify ShipIns and ShipOuts and we have to allow for all. Hence there are A LOT of variables. However you only need to use the variables that apply to you. We also give you a date range so you can see who serviced what, for any time period. If you update the variables on the alert we will auto populate those fields on the app.
[For ShipOuts this report looks at all vendor vouchers linked to a contract (with or without a machine linked). Also, you have the option to filter these vendor invoices (ShipOuts) to only those where the equipmentid was not left blank AND where the equipment condition / territory / status / billcode matches the selected parameters (which would mean that it would ignore any vendor invoices linked to the contract but not a specific machine. If you apply the filter then the report would be returning only dealers/vendors where the equipment records were configured to your standards.]
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App Login Credentials:
Login: user
Password: ceojuice
App Filters:
Filters tie back to your Variables on your subscription to ID945 (see more details below):
Filter indicators for Ship In and Ship Out based on Equipment Record:
Filter indicators based on Customer and Vendor settings to identify:
Note many of the drop down filters have option to select/de-select ALL and can select more than one:
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App provides summary header (in blue).
(1) hyperlink to see details of Equipment Record and update eAuto live with new coding
(2) if equipment configured for ID890 ITT Sync, then will indicate any errors with syncing
Equipment Details - changes here will update eAuto immediately:
For users of ID890 ITT Sync:
Issues at top of menu bar will identify
(1) Dealers / Customer Records set with ZCJ_InitDate but missing ZCJ_DealerNumber
Should look like this:
(2) Equipment configured as both a ShipIn and ShipOut will cause ID890 ITT Sync to NOT work. Equipment can only be set with Dealers Tech Record (ShipOut) OR with Dealers Bill To Customer Record (NOT BOTH):
OR
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Variables:
All variables are only required if you're using the matching code (conditioncodes, statuscodes, billcodes, territrycodes, etc.). Most dealerships will use just one of the codes, but some might mix.
The custom property variables are not required, but if you want run the app for 'only dealerships', then we need the customertypes and the vendor custom property to filter to only customers/vendors flagged as a dealership.
By populating the variables on your ID945 subscription, the app will automatically populate with those filter indicators:
Variable1: ShipOut Condition Code(s) - If you use the equipment condition code to identify equipment shipped out of your territory and is being service by another dealer, then indicate the condition code(s) you use here. (Separate list with commas)
Variable2: ShipOut Status(s) - If you use the equipment status code to identify equipment shipped out of your territory and is being service by another dealer, then indicate those status code(s) you use here. (Separate list with commas)
Variable3: ShipOut BillCode(s) - If you use the equipment billcode to identify equipment shipped out of your territory and is being service by another dealer, then indicate those billcode(s) you use here. (Separate list with commas)
Variable4: ShipOut Territory(s) - If you use the equipment territory to identify equipment shipped out of your territory and is being service by another dealer, then indicate those territory(s) you use here. (Separate list with commas)
Variable5: ShipIn Status(s) - If you use the equipment status to identify equipment shipped-in to your dealership you are servicing for another dealer, then indicate those status(s) you use here. (Separate list with commas)
Variable6: ShipIn ConditionCode(s) - If you use the equipment condition to identify equipment shipped-in to your dealership you are servicing for another dealer, then indicate those conditioncode(s) you use here. (Separate list with commas)
Variable7: VendorCustomerLink - We suggest that you create a custom property (an attribute that has a datatype of 'Lookup' and for the 'Lookup type:' and from the the drop down...select 'Customers (Number)'...and the lookuptype will be stored as 'AR_CUSTOMER_NUMBER' ) . You would assign this attribute to your Configuration (custom properties) that is associated to the Vendor table.
This is the only way we can truly determine that a dealer you are servicing equipment for (typically setup as customers for you to bill the dealer) may also be servicing equipment for you (where they are a vendor).
Of course, you might be shipping equipment out to a dealership who does not have any equipment shipped in for you to service, but the missing 'link' helps us identify to you who you are spending money with and they might not be sending you business.
Variable8: Dealer CustomerType(s) - This is where you tell the alert what customertype you use to assign to Dealers so that we can advise you of any vendors/customers you are doing shipin/shipout business with are not set correctly.
Some clients have 2 dealertypes...one for 'Dealer' and another for 'PreferredDealer' so their staff knows which dealers are first choice for shipouts.
Variable9: VendorAttributeName for Type - If you have created a custom property attribute associate a vendor 'type' (like we have for customers) , please provide us the name of the custom property you have setup.
This would be used to tag a vendor as a 'Dealer' for example, when you didn't have a reciprocating relationship where they shipped equipment in for you to service (meaning you don't have a corresponding 'customer' record created for this vendor)
VariableW: ShipOut Territory Begins With - If you created a territory for every shipout dealer, you might have hundreds of territories that indicate a shipout. If you coded your shipout territories to start with a the same characters ('OTT' for example), then input the 'begins with' characters here (separate list with comma).
VariableX: ShipIn Territory(s) begins with - If you created a territory for every shipin dealer, you might have hundreds of territories that indicate a shipin. If you coded your shipinterritories to start with a the same characters ('ITT' for example), then input the 'begins with' characters here (separate list with comma).
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For those still using the SSRS Report version (all variable info above still corresponds):
The 1st page shows you your ShipIn and ShipOut dealers and the # of equipment and # of contracts for each, sorted alphabetically. The 2nd page is sorted with the highest # of Equipment at the top so you can see who you do the most business with. The 3rd page shows it by Customer and then Contract. Perhaps you are renewing a contract and need to talk to all dealers who service equipment on that contract, use page 3 for this.
Sample Report:
Shows qualifying vendors that match your filter settings. Also shows you if this Vendor set for ID890/ITT Sync:
Drill down detail under vendor, shows customer information:
Last page of report shows Vendor Linked Contract Record details:
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