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1. 5 ie Dealer master data VAT Enter the Name of the payment type in the corresponding field Select either Cash or Credit Click on Save to save your input Predefine default payment means and payment dates Information about predefining an automatic selection of payment means can be found under stand ard values gt 15 See also Client dependent default values gt 15 5 4 VAT The different VAT rates have been compiled in the master data to make dealing with VAT easier You have the option of entering an infinite number of VAT codes even with the same percentage rates in order to differentiate between input tax VAT sales tax and various other tax free items To allocate the correct VAT code during the automatic data entry one entry per percentage must be defined as the default value As is the case for tax treatment an invoice end text may be entered for each VAT code Such a code will automati cally be transferred to invoices 5 4 1 Set tax rates To create a new tax rate do as follows L O T ON Ta 10 Click on Dealer master data in the Maintenance menu and then on VAT to open the VAT list This window contains a list of existing VAT rates Click New to create a new VAT rate This will open the Mew VAT window Enter the VAT code in the corresponding field Enter the beginning date when the VAT rate is valid in the Valid from field Enter the VAT rate in the corresponding field Enter the
2. LS Delivery note booking Brand group Product type Supplier group Parts type Brand code OB Obsolete Brand group Product type Cost centre TR Parts return Brand group Product type Cost centre VA Sale of labour items Department Order type Combo code Cost centre VB Sale of calculation items Order type Calculation item type Combo code Cost centre Porsche Informatik GmbH 88 Accounting Transfer VD VE Sale of non stock items Sale of Spare parts Brand group Product type Order type Combo code Cost centre Brand group Product type Order type Combo code Cost centre VF VP VS Sale of external performances Sale of badges Scrapping Department Order type Combo code Cost centre Combo code Cost centre Product type Cost centre VV Sale of diverse charging Order type Charging type Combo code Cost centre WD Sales cost non stock item Brand group Product type Order type Cost centre WE Sales cost spare part Brand group Product type Order type Cost centre WF Sales cost external performance Department Order type Cost centre Porsche Informatik GmbH 89 Accounting Transfer WP Sales cost badge Cost centre wv Sales cost diverse charging Order type Charging type Combo code Cost centre 9 1 1 List of transfers To see a
3. 1 2 go CN OF Ol e o Click on Dealer master data in the Maintenance menu and then on Payment dates The List of payment dates will appear This window displays a list of payment dates that have already been created Click Details to change a payment date The Payment date window will open Enter the number of days in the Net payment date window Enter the number of days in the Pay date 1 field followed by the percentage in the minus field Enter the number of days in the Pay date 2 field followed by the percentage in the minus field Enter a name for the payment date in the Name field Click on Save to save your input Predefine default payment dates Information about predefining an automatic selection of payment dates can be found under stand ard values gt 15 See also Client dependent default values gt 15 5 3 Means of payment CROSS offers the possibility to define various means of payments The dealer specific means of payment e g cash till on invoice ATM etc are either defined as cash or credit payments To preset means of payment as a standard simply proceed as follows i 2 Click on Dealer master data in the Maintenance menu and then on Means of payment The List of means of payment window will appear and displays those means of payment that have already been created Click New to define a new payment means This will open the New means of payment window Porsche Informatik GmbH 17
4. UV payment date This field displays the payment dates for used vehicles The suggested entries are based on the previously selected means of payment 5 1 3 Work domain dependent default values This section allows you to assign a standard workshop to individual work domains in a dealership However a pre requisite for doing so is that the work domains must have already been created To assign a standard workshop to a work domain simply proceed as follows Porsche Informatik GmbH 16 Dealer master data Payment dates Click on Dealer master data in the Maintenance menu and then on Default values work domain depend ent The List of default values work domain dependent will open A list of work domains and their corresponding standard workshops will appear If the desired work domain does not yet exist in this list click New to create a new standard value The New default values window will open Select the desired work domain from the Work domain drop down menu Use the Standard workshops drop down menu to select the desired standard workshops Click Save to confirm your entries 5 2 Payment dates Standard predefined payment dates can be extremely useful as an effective warning The general conditions of the payment dates can be seen in the List of payment dates After the time limit has expired the due payments will be displayed in the List of open items To preset payment dates as a standard simply proceed as follows
5. als GI invoice This box should be activated if the tax treatment is valid for general importer invoices Intra community delivery This box should be activated if the tax treatment is valid for intra community deliv eries If this box is activated the phrase tax free intra community delivery will be printed on the outgoing invoice or for guaranty credit notes for dealer internal deliveries tax free dealer internal delivery Foreign delivery This box should be activated if the tax treatment is valid for foreign deliveries Valid VAT rates Clicking the New button in this area allows you to enter the VAT ID This will open the VAT assignment window in which the appropriate VAT rate may be selected Overmodulate VAT with This drop down menu allows you to define the percentage at which the tax should be calculated Purchase Sales Activate one of these buttons depending on whether this business case is a purchase or a sale Purchase tax treatment If this is a sale for which the purchase requires a certain tax treatment select the appropriate business case or tax treatment from the drop down menu Porsche Informatik GmbH 21 Dealer master data Customer groups Print texts This field allows you to enter a text to be printed on the invoice The text is automatically printed as end text at the bottom of the invoice VAT ID required The appropriate radio buttons should be activated in this fie
6. 5 Cent M nze 0 05 2 Cent M nze 0 02 1 Cent M nze 0 01 Delete Porsche Informatik GmbH 106 Authorisations 11 Authorisations For more information about adding new users authorisation roles password protected features etc see the Sys tem manual Porsche Informatik GmbH 107
7. In paid absence _ In absence check C In paid presence Jin illness C In unpaid absence ClOn holiday Code The three digit task code is comprised of numbers and or letters Various standard codes have been preset the code WCM with the description of workshop capacity minus for example is used to create time offset Name The name of the code can be freely defined 24 characters maximum Request mechanic Activating this checkbox means that adding the mechanic in question is required for clocking and for corrections as well Entering this activity code is not possible for either General clocking or General pre post clocking The predefined activity called workshop follow up for example is used for workshop services which are required due to faulty or insufficient previous repairs For clocking and for clocking corrections this task entering the re sponsible mechanic for the respective repairs is necessary to call him or her in Request order number Activating this checkbox for this activity requires clocking in or out for corrections as well entering the corre sponding order number since charging requires this number Entering this activity code is not possible for either General clocking or General pre post clocking For example this is the case if a vehicle is brought back to the workshop following a previous workshop visit be cause the order was not carried out properly or there was a mistake Th
8. Proceed according to the point Processing number ranges from point 3 to input further criteria See also Processing number ranges gt 97 9 5 General transfer The transfer of means of payment stock is displayed in this menu item The transfer of the daily cash receipts the means of payment and the cash desk stock are predefined as standard transfers and can not be changed by the user The preset criteria are displayed in the List of general transfers 9 5 1 Creating a general transfer When creating general transfers please bear in mind that only one function can be created per client otherwise there would be two transfer rate with the same attributes which is not allowed To create a general transfer do as follows 1 In the Maintenance menu click on Accounting and Gen acc transfer accounts to open the Criteria for gen acc transfer accounts window 2 Open the List gen transfers window as described in the point List of general transfers 3 Click New The Gen transfer new window opens Porsche Informatik GmbH 98 Accounting General transfer Select the desired function in the Function drop down menu Select if necessary the C ient number in the corresponding drop down menu Select if necessary the Cash desk code in the corresponding drop down menu Enter the account number to be booked in the Account number field CO Nn O gr ab Click Save to save your entries 9 5 2 Individual account for each mea
9. desired brand group from the Brand selection drop down menu 3 You can also copy the labour item to a different work domain To do so activate the Copy to a different work domain checkbox and use the Selection button to select the desired work domain 4 Click on OK to confirm your input 5 If you have chosen to copy to a different brand the following message will appear The first table space will always be input for all valid table spaces Confirm this pop up to continue 6 The following message will then appear Warning selecting this option may delete an ex isting labour item and replace it with the contents of the selected labour item Do you want to continue Click on Yes to complete the process 7 8 LI supplements Sending the labour item catalogue via the wholesaler is called a L supplement Labour item supplement The ta ble shows when the last labour item supplement was imported into the system and the number of the supplement Additionally you can check whether the import was executed correctly and completely Complete column To access the list of LI supplements labour item supplements do as follows 1 Click on WS master data in the Maintenance menu and then on LI supplement This opens the List of LI supplements window 2 Click on the Details button for more information about LI supplements Porsche Informatik GmbH 56 Workshop master data 7 LI charging rates 7 8 1 Window description LI supplements L
10. sequence i e every criterion is selected and calculated according to its specified sequence In case of overlapping criteria later execution can correct earlier overlaps To edit the sorting sequence do as follows Porsche Informatik GmbH 61 Workshop master data 7 Paint types Click on WS master data in the Maintenance menu and then on Calculate performance price to open the Calculate performance price listwindow In the sequence column you can see the existing sorting se quence of the calculations To change the sequence of a calculation select the relevant list entry and click on the Up or Down button Calculate performance price Volkswagen Audi Sequence LI no Table space Type group Deviation Decimal 1 0099 04 1 2 00 1 Recalculate 7 14 Paint types The Paint types control the sales price i e the price used for warranty payments and if necessary the time sur charge To input a new paint type do as follows i Click on WS master data in the Maintenance menu and then on Paint types This opens the Paint types window Click on New This opens the New paint type window Select the appropriate brand from the Brand drop down menu Input a code for the paint type in the Paint type field and the name or description of the paint type in the Name field Input the sales and warranty prices in the Sales price and Warranty price fields Input the surcharge in percent in the Calc time surcharge field
11. 4 90 price VATrate 20 1 wv PP per item 4 90 usable for Main supplier Porsche Konstruktiot Discount grp Prod type Originalteil M Oele Lampen Accessory type Special consumpt Ordering lock Free bees C Manual sched C Don t use part C Deletion code Use first part Use first kein v Spare part Substitute kein wv Identical part j Stock Turn Sub stock Stock transac Etik drucken Parts number The brand group and parts number are displayed in these fields Name The name is displayed here The name is automatically imported updated for changes As these names are not always meaningful enough or they are easily confused you can correct the name To retain names after an update activate the checkbox below Don t autom maintain name Don t autom maintain name If you activate this checkbox the name set by the dealer is not changed for a renewed data import Don t autom maintain master data If you activate this checkbox the master data set by the dealer is not changed for a renewed data import Don t autom maintain prices If you activate this checkbox the prices are not changed for a renewed da ta import Brand group In this drop down menu you can see the corresponding brand group Useable for The codes of the brands fo
12. 7 25 7 26 7 27 7 27 1 7 27 2 7 28 7 29 8 8 1 8 1 1 8 1 2 8 2 8 2 1 8 2 2 8 2 3 Porsche Informatik GmbH Window description LI supplements LI charging rates LI sales discounts Table space names Creating a table space Table space maintenance of house items Type codes for LI table spaces Perfomance price Calculate performance price Changing the sequence Paint types Various charging Window description Diverse charging Charging types Badge Packages Packages Conversion items Package stock version Scheduling item groups Scheduling items Labour items for quick access Warranty deviation limits SAGA deviation limits GWL Fremdleistungs APs Acceptance type Return types Workshop appointments General Excluding WS events from invitations Order printing Order forwarding configuration Time recording Tasks Creating internal tasks Window description Task Shift schedules Creating new shift schedules Modifying an existing shift schedule Deleting shift schedules Contents i 56 57 58 58 59 59 60 60 60 61 62 62 63 64 65 65 65 72 72 72 72 73 73 74 74 74 75 75 75 75 76 76 78 78 78 78 80 81 81 81 Contents a 8 3 Mechanic shift schedules 82 8 3 1 Schedule overview by mechanic 82 8 3 2 Create a new mechanic shift schedule 84 8 3 3 Altering an existing mechanic time model 84 8 3 4 Replace an existing mechanic
13. Discount group field in the future area If you do not know the discount group simply use the selection button This opens a list of dis count groups from which you can easily select the desired entry If only the new purchase price is known and you want to align the sales price enter the new purchase price in the PP per item field Click Calculate SP to automatically display the calculated sales price in the Sales price field Prerequisite for this is that the discount group is defined Porsche Informatik GmbH 41 Master data Store Substore Price changes selection from list To enter price changes for parts within particular categories you are offered the best overview by first displaying a list of the corresponding category Do as follows 1 In the Maintenance menu click on Part supplier price and List This opens the Supplier prices choice win dow 2 Enter the code Matchcode of the supplier in the Supplier field If this is not known use the Selection but ton This opens the Supplier criteria window in which you can search for the desired supplier using known criteria 3 In the Brand drop down menu select the desired brand group 4 Ifyou want to select the parts by main group enter the main group from to in Part by main group fields 5 If you want to select the parts by their parts number enter the numbers from to in the Parts number field This opens the Supplier price list window which contains a list of a
14. For Seat and Skoda you have to input the warranty paint material parts number in the Warr paint mat parts no field Save your input 7 15 Various charging This table allows you to define diverse charging items based on charging types The assignment of labour items or spare parts is fixed for codes In addition this table also allows you to set the current and future sales prices the purchase price and the warranty price for diverse charging items Porsche Informatik GmbH 62 Workshop master data Various charging Prerequisites The List of work domains must have been input The charging type must have been input The Charging brand table must have been input The VAT table must have been input To input a diverse charging item do as follows 1 In the Maintenance menu click on WS master data and then on Diverse charging This opens the Diverse charging window 2 Click on New This opens the Diverse charging window 3 Input the Charging number a Name and a descriptive Text Select a suitable Charging type 4 Save your input 7 15 1 Window description Diverse charging Diverse charging Charging number Name Text Charging type w Assign to Current sales price 0 00 alid since 26 06 2007 Future sales price 0 00 Valid From Purchase price oa External parts number Jj WARR system Parts no Name Warr price 0 00 without VAT lt blank g
15. allows you to add a badge to the package Calc calculation This button allows you to add a calculation item to the package e g paint material small and auxiliary material and disposal costs Conv Conversion item This button allows you to add a conversion item to the package Porsche Informatik GmbH 70 Workshop master data 7 Packages Tab 3 Restrictions Package maintenance 1 Package head 2 Lim Ttem lists 3 Restrictions Name or like Model code Engine no Chassis no all Plus minus Km status km Ikm First registration date Years Mon Name Input the name or description of the restriction in the Name field Model code from to or like Input the appropriate model codes for the restriction in the Model code from to or like fields Engine number from to or like Input the appropriate engine number for the restriction in the Engine num ber from to or like field Chassis no Chassis number The Chassis no field allows you to enter the appropriate chassis number for the limitation Km status from to all Kilometre status from to all Input the appropriate kilometre status for the restriction in the Km status from to all field Plus minus km Input the validity range for the kilometre status in the Plus minus km field First registration date from to all Input the appropriate first date or regi
16. and then on LI sales discount This opens the L sales discount window Click on New This opens the L sa es discount window Select the desired entries from the Charging brand Department and Purchaser group drop down menus Input the percentage for the amount of the assigned discount in the Sales discount rate field OV ao N Input the percentage for the amount of the assigned discount for paint material in the labour item in the Paint material discount rate field 6 Click on Save to save your input Porsche Informatik GmbH 58 Workshop master data 7 Table space names A table with valid groups for labour items is kept for each brand You may allocate as many table spaces to a la bour item as needed 7 11 Table space names Necessary prerequisites The List of work domains must have been input The Brand table must have been input The Charging rate table must have been input You must input a replacement charging rate code if a partner uses a different charging rate for a Replacement charging rate code particular model Type groups To get a better overview of the labour items you can assign LIs to a type group as an additional level of classifica tion The value for type groups can range from 0 to 9 The type groups can be used arbitrarily because there a no further definitions linked to them In the evaluation Turnovers by charging rates the type groups per charging brand are displayed 7 11 1 Cr
17. and then on SAGA deviation limits This opens the Devi ation limits for SAGA payments window 2 Input the application total of warranty repayments in the To application total Step 1 Step 2 etc fields 3 Input the order total of warranty repayments in the Deviation amount Step 1 Step 2 etc fields 4 Click on Save to save your input 7 24 GWL Fremdleistungs APs Jede Fremdleistungs Arbeitsposition die im Zuge eines Gewahrleistungsauftrages verwendet wird muss mit einer GWL Fremdleistungs Arbeitspositionsnummer gekennzeichnet werden damit das Werk ihm unbekannte APs trotzdem einer bestimmten Kategorie zuordnen kann Um eine neue Fremdleistungs AP f r die Gew hrleistung anzulegen gehen Sie bitte wie folgt vor 1 Klicken Sie im Men Wartung auf WS Stammdaten und auf GWL Fremdleistungs APs Es ffnet sich das Fenster Auswahl GWL Fremdleistungs APs 2 Wahlen Sie aus der Combobox Verrechnungsfabrikat den entsprechenden Eintrag aus und best tigen Sie mit OK Es ffnet sich das Fenster Liste GWL Fremdleistungs APs Click on New NO_MATCH berpr fen Sie ob das entsprechende Verrechnungsfabrikat ausgew hlt ist Geben Sie eine Fremdleistungsapnr ein Geben Sie eine Bezeichnung ein Pr OV oR Click on Save to save your input 7 25 Acceptance type You will need acceptance types for planning a vehicle To create an acceptance type simply proceed as follows 1 In the Maintenance menu click on WS mas
18. authorised as a Till staff and or as a Accounting staff by activating the corresponding checkboxes Click on Save to set the authorisation 10 4 Till printers For the output of till receipts a printer must be specified for the desired till Proceed as follows 1 o g og In the Maintenance menu click on auf Till und Till printers This opens the Ti criteria window Select the concerned client in the Client no drop down menu and click on OK This opens the List of till printers window Click on New to add a new till printers This opens the 7 printers window Select the desired till by selecting the desired entry from the Till code drop down menu Select the printer by selecting the desired printer from the Printer drop down menu Click on Save to save your input Porsche Informatik GmbH 105 Till maintenance Coins Notes 10 5 Coins Notes To maintain the coins and notes do as follows 1 In the Maintenance menu click on Till and then on Coins Notes This opens the List of coins notes window 2 This list contains all coins and notes of the relevant house currency with the corresponding value multiplier List coins notes Code Multiplier 500 Euro Schein 500 00 200 Euro Schein 200 00 100 Euro Schein 100 00 50 Euro Schein 50 00 20 Euro Schein 20 00 10 Euro Schein 10 00 5 Euro Schein 5 00 2 Euro M nze 2 00 1 Euro M nze 1 00 1 USD M nze 0 75 50 Cent M nze 0 50 20 Cent M nze 0 20 10 Cent M nze 0 10
19. checkbox Invite 4 Save your entries 7 28 Order printing Via the Order printing menu item you can specify which order relevant data are to be printed in the item are of the order You can activate checkboxes to print these data on teh order You can additionally include an image on the order printout 7 29 Order forwarding configuration Dealer who are allowed to forward orders are defined in order forwarding configuration The system administrator can maintain this Values that are defined here are suggested when order forwarding is processed and can be changed by users To input entries do as follows 1 In the Maintenance menu click on WS master data and Order forwarding This opens the Order forwarding configuration window 2 Click on New This opens the Order forwarding configuration details window Porsche Informatik GmbH 76 Workshop master data 7 Order forwarding configuration Order forwarding configuration details Order Forwarding From internal charging Work domain KD 30200 30200 AUT Site 1 Standard Abbreviation Inv recipient Order forwarding to Work domain KD 30230 30200 AUT y Site 1 Standard Order specifications Order type i a v Order mode vl Import type v Save Close In the Order forwarding from area the dealer who can forward orders is defined 1 Use the Selection button to select the relevant Work domain
20. code for the processing of the warranty from the general importer in the Code f GI warr proc field Enter the code for the processing of parts from the general importer in the Code f GI parts proc field Enter the invoice end text in the Print texts field Select either Default or Taxable from the VAT code is area Click on Save to save your input 5 4 2 VAT ID Country overview Country Country code length Belgium BE 11 12 Bulgaria BG 11 12 Danmark DK 10 Porsche Informatik GmbH 18 Dealer master data Tax treatments Germany DE 11 England GB 7 11 or 14 Estonia EE 11 Finland FI 10 France FR 13 Greece EL 11 Ireland IE 10 Italy IT 13 Latvia LV 13 Lithuania LT 11 or 14 Luxembourg LU 10 Malta MT 10 Netherlands NL 14 Austria AT 11 Poland PL 12 Portugal PT 11 Romania RO 4 12 Sweden SE 14 Slovakia SK 11 12 Slovenia SI 10 Spain ES 11 Czech Republic CZ 10 12 Hungary HU 10 Cyprus CY 11 5 5 Tax treatments Different business cases require different tax treatments To be sure that taxes are applied correctly tax treat ments may be predefined A list of standard business cases with the tax treatment for each individual case can be found in the Maintenance menu under Tax treatment CROSS also gives you the option of entering an invoice end text that will automatically be transferred to the appropriate invoice Assigning a ta
21. consist of numbers and or letters in the Code field Fill out the Name field Enter the time at which work is begun in the Start field and the ending time in the End field You can enter up to three breaks in the Break from to field The calculated presence time will automatically conform to the new entries o NO aR w Finish off by clicking Save or by pressing the enfer key 8 2 2 Modifying an existing shift schedule If you would like to modify an existing shift schedule do as below 1 Click on Timekeeping found in the Maintenance menu and then on Shift schedules The Shift schedules for mechanics window opens which displays a list of the existing shift schedules 2 Selecting an entry and clicking Details opens the Shift schedules for mechanics window in which a new shift schedule may be created 3 Modify the appropriate criteria The Name Start Break from to and End fields are available 4 Finish off by clicking Save or by pressing the enter key Automatic adjustment e The calculated presence will automatically adjust according to the changes made Pre clockings will be automatically adjusted for the new shift schedule Porsche Informatik GmbH 81 Time recording Mechanic shift schedules 1 Click on Timekeeping found in the Maintenance menu and then on Shift schedules The Shift schedules for mechanics window opens which displays a list of the existing shift schedules 8 2 3 Deleting shift schedules You can delete
22. content from the Contra account field is sent as the Rev acc and therefore with VAT cod ing Datasets in the transfer table are automatically standard datasets This means that these datasets are changed during release imports Field name Content Information Work domain Client module combination Function Obligatory field Brand group If this field is empty the transfer is valid for all criteria Criteria input in Brand groups menu Maintenance SP master data Product type If this field is empty the transfer is valid for all criteria Product types are defined in the Mainte nance menu under SP master data Prod types and are only explicit in com bination with the brand group If no dif ferentiation between product types is needed in account location these can be summarised in Maintenance Ac counting Merge product types for trans fer to save space Porsche Informatik GmbH 94 Accounting Transfer Field name Content Information Combo code If this field is empty the transfer is valid The combocode describes the distribu for all criteria tion of the order into customer warranty and internal receipt Here only Ana gwl and intare possible Order type If this field is empty the transfer is valid Available order types are recorded un for all criteria der Maintenance gt WS master data gt Order types and are always connected to the ord
23. data 7 LI sales discounts 4 In the Maintenance menu click on WS master data and then on LI charging rate This opens the L charging rate window The Department table must have been input To specify an LI charging rate for a charging brand do as follows Click on New This opens the L charging rate window Select the desired entries from the Charging brand and the Department drop down menus Input the correct code in the Charging rate code field Input the correct charging rate in the Charging rate field oak oN Click on Save gt to confirm your entries Tip eo The arrow keys allow you to switch between individual charging rates without having to first change to the list box view 7 10 LI sales discounts The LI sales discount Labour item sales discount section control discount distribution for labour items certain combinations of charging brands departments und purchaser LI discount for employees The wholesaler does not offer any sort of payment for labour items Labour item employee discounts can be specified here The employee discount according to company rules should be input Prerequisites The List of work domains must have been input The Charging brand table must have been input The Department table must have been input The Customer group table must have been input To specify a LI sales discount for a labour item do as follows 1 In the Maintenance menu click on WS master data
24. entries in shift schedules by using the following steps 2 Selecting an entry and clicking Delete opens a popup which asks simply delete entry This should be confirmed by clicking Yes 8 3 Mechanic shift schedules A shift schedule has been reserved for each day of the week and for every mechanic in the mechanic shift sched ules Example A mechanic who works Monday to Thursday from 7 30 a m to 4 30 pm has the WOD weekday shift schedule On Fridays this mechanic only works from 7 30 a m to 3 00 p m and thus has the schedule WOF Friday for this day Since Saturday and Sunday are days off the shift schedule FRE free day is marked for the weekend The total of all calculated presence hours is calculated using the shift schedules and results in the calculated pres ence hours per week 8 3 1 Schedule overview by mechanic You can allocate a valid shift schedule to a mechanic at any time For this reason the period of validity should always be entered when creating a shift schedule To retain an overview of which shift schedule is valid for which mechanic which shift schedules were selected in the past and if necessary which ones have been selected for future use do as follows 1 Click on Timekeeping found in the Maintenance menu and then on Mechanic shift schedules This opens the Shift schedules for mechanics window 2 Enter the mechanic number in the Mechanic ID field If the mechanic number is not k
25. have no clockings yet or end the validity of the current mechanic time model and create a model at this time gt 84 see Creating a new mechanic time model gt 84 To change an existing time model which has no clockings in the past do as follows 1 Click on Timekeeping found in the Maintenance menu and then on Mechanic shift schedules This opens the Mechanic shift schedules window 2 Enter the mechanic number in the Mechanic ID field If the mechanic number is not known use the Selec tion button to open the List of mechanics window from which the appropriate mechanic can be selected clicked on and confirmed by clicking Apply 3 Confirm your choice by clicking OK which will then call up the Time models for mechanics window The entries in the list provide an overview of the various shift schedules which were valid for the mechanic in the past and will be so in the present 4 Click on Details to open the Mechanic shift schedule window 5 Highlight the entry which you would like to change and click Change The Mechanic time models window will open and will display a list of existing time models Select the appropriate time model and click Apply 6 Click on Add to add entries to the marked item and if necessary you can delete marked entries by clicking on Remove Porsche Informatik GmbH 84 Time recording Mechanic shift schedules 8 3 4 Replace an existing mechanic time model You have the option of replacing an entire m
26. internal tasks are predefined and begin with the letter U which is why these tasks are called U tasks Record tasks in detail Since created tasks are also an important part of various evaluations it is important to record tasks in as detailed a form as possible The basic premise here is that the more detailed the manner in which tasks are maintained the more meaningful the corresponding evaluations will be 8 1 1 Creating internal tasks If the predefined tasks prove not to be enough to satisfactorily create processes in the workshop it is possible to create other tasks as well To create internal tasks do as follows 1 Click on Timekeeping in the Maintenance menu and then on Tasks This will open the Task window which displays the list of internal tasks with task codes 2 Clicking New opens the 7ask window in which a new task can be created 3 Click on Save to finish and immediately view the newly created task code in the list of tasks Task window See also Window description Task gt 78 8 1 2 Window description Task This window allows you to create an activity or edit an existing activity s characteristics Porsche Informatik GmbH 78 Time recording Tasks Reduce W S capacity C Request mechanic Request order number Reduce WS capacity time offset Evaluation C Presence C In unpaid presence C In total hours L66 C In unprod presence C In unprod hours L88 C In attendance check C
27. it is used Single handling The Single handling radio button allows the package to be booked to an order for a certain vehicle once only Interval time months Activating the Interval time months radio button means that the package is displayed at intervals corresponding to the input number of months field next to the button Print control Print individual item Activate the Print individual items checkbox to print all items in the package on the in voice Price individual item Activating the Price individual item box means that all items in the package including the price per item are printed on the invoice Print package name Activating the Print package name box means that only the package name as input in the Order and invoice end text field is printed Contains info items Contains information items If an information text was input in the Info field in the 2 Res Item lists tab a Y Yes is displayed in the Contains info items field if not an N No is displayed Contains conv items Contains conversion items If a conversion item was selected via the Conv Conver sion item button in the 2 Res tem lists tab a Y Yes is displayed in the Contains conv items field other wise an N No is displayed Contains opt items Contains optional items If an optional item was selected via the Badge button in the 2 Res Item lists tab a Y Yes is displayed in the Contains opt items field if not an N No i
28. list of product types must be defined for every brand Product types classify spare parts and non stock parts In addition every product type can be allocated to an accessory analysis group 6 5 Product types 6 5 1 Creation of a product type To create a product type do as follows 1 In the Maintenance menu click on SP master data and Product types to open the Se ect product type win dow 2 Select a Brand group from the drop down menu and confirm this with OK 3 The Prod types list window opens 4 To create a new product type click New This opens the Prod type window 5 Enter the up to 2 digit code in the Prod type field 6 Enter a Name in the corresponding field 7 You can allocate the Product type to an analysis group For this click the Selection button select the corre sponding Accessory analysis group and confirm with Apply 8 For the product type to be taken into account for Autopart calculation not only for bulk orders activate the Autopart report checkbox 9 Activate the Acc type must be specified checkbox to automatically demand an accessory type input for creation of spare parts 10 Click Save The following window appears Query Copy transfers fora new product type from an existing product type 11 If you do not want a transfer from an existing product type click No to save the product type Otherwise see the Creating a transfer of an existing product type chapter 6 6 Product informat
29. note and workshop requirement Change have to be cleared with accounting Order types are part of transfers and if deviations occur must be checked with bookkeeping Prerequisites The List of work domains has to be input An order type mode provides information based on the combination of Order type and Order mode For example opening an order with an order mode Orderand an order type Shop sale the order type mode is a Shop sale Order mode types include e g Shop sale Warranty order Goodwill payment orders Normal workshop orders etc 7 1 1 Order type creation To input a new order type do as follows 1 Click on WS master data in the Maintenance menu and then on Order types This opens the Order type selection window 2 Select the appropriate order type mode from the Order type mode drop down menu and click on OK to open the Order type window This opens the Order types window Click on New This opens the Order type window Input an abbreviation that describes the order type in the Order type field e g N for normal order Input the name or description of the order type in the Name field The Order type mode drop down menu allows you to select the appropriate order type mode Om Ob eR w Use the Selection button to select an Invoice end text This opens the 7ext modules for invoices and offers window Select the desired invoice end text und click on Apply 8 Activating the Valid checkbox makes the order type a
30. number window Active the do not use own number range but following field Select the number range using the Selection button When you have selected a number range the Last number field is displayed in the lower part of the win dow Save your input If a receipt number range has been transferred an arrow gt is displayed in the columns Prefix and Last number of the Receipt number window The column forwarded to tells you to which number range has been transferred No double transferring It is not allowed to forward to a receipt number that has already itself been forwarded to another receipt number Porsche Informatik GmbH 12 Receipt numbers 3 Receipt number maintenance Order number e The order number is automatically continued from the highest migrated number and cannot be modified 3 3 Receipt number maintenance If the last number is overwritten by a lower number in the receipt number window the following query is displayed when saving Attention the new receipt number 800000 is lower than the one used until now 800114 Would you like to continue This query is to prevent different receipts with the same receipt number from being accidentally created For transfers to another number range a query is not displayed in the following cases if the receipt number is reduced and a transfer is entered if entering of a transfer results in a lower receipt number if an entered transfer is removed and this r
31. recommended retail price is displayed here If there is no recommended retail price for the part no imported supplier price list the sales price is displayed again in this field VAT rate This drop down menu contains the VAT rate Discount group The code and name of the discount group are displayed here Special consumption Activate this checkbox if you want the special consumption code to be automatically applied for the spare parts of the order Manual sched Marks spare parts that are manually scheduled Ordering lock If an order lock is noted then the part cannot be ordered Don t use part Activating this checkbox means that the part should not be used Thereby it also can not be ordered in CROSS Deletion code If a part is deleted from stock then a deletion code is displayed here Use first part Use first Displays the parts number which must be used up before a new part substitute may be ordered In the Use up right drop down menu the type of consumption must be selected Spare part Sub Displays the parts number which is replaced by the corresponding part In the Subs right drop down menu the type of substitute must be selected identical part If there is a part with exactly the same specification which is not sold by the parts distribution centre but by an external supplier it is called an identical part If there is an identical part to a corresponding part then the parts number
32. table allows you to assign internal business cases to guarantee the correct booking of internal order types For more information about creating order types see the Order types gt 49 chapter Prerequisites Order types must be defined The List of internal business cases must have been created To assign an order type to an internal business case do as follows 1 In the Maintenance menu click on WS master data and then on Order types Internal business cases This opens the Order types internal busniess cases window 2 Click on New This opens the further Order types internal business cases window 3 The Order type drop down menu allows you to select the desired order type 4 Click on the Selection button next to the Int BC field This opens the List of internal business cases Select the desired internal business case and click on Apply 5 Click on Save to save your input 7 4 Department Various departments can be defined for the workshop e g labour items mechanics etc can be assigned to these departments Each department belongs to one of the defined cost centres For further information about assigning departments to cost centres see the Cost centres gt 53 chapter Porsche Informatik GmbH 52 Workshop master data 7 Cost centres Prerequisites The List of work domains must have been created Valid Cost centres must be defined To input a new department do as follows 1 Click on WS ma
33. the time models They are the basis for calculating the hours of calculated presence the time offset balances and for various evaluations presence checks produc tivity analyses etc This time model is allocated to all other days for which the same working times are valid For example weekdays have the WOT time model If a mechanic only works on Fridays there is a separate time model for that too Depending on the exact shift schedule the mechanic shift schedules comprise one or several work weeks e g for shift operations for a mechanic A mechanic shift schedule is comprised of individual shift schedules which is de pendent on the number of covered work days This means that if a shift schedule covers two work weeks it is comprised of fourteen shift schedules this is because each workday has been allocated an individual shift sched ule For this reason only seven or a multiple of seven shift schedules can be allocated to a mechanic Max shift schedules per mechanic shift schedule shift schedule 8 2 1 Creating new shift schedules If you wish to create a new shift schedule do as follows 1 Click on Timekeeping found in the Maintenance menu and then on Shift schedules The Shift schedules for mechanics window opens which displays a list of the existing shift schedules 2 Clicking New opens the Shift schedule for mechanics window in which a new shift schedule may be cre ated Enter the three digit code which may
34. this drop down menu CalcItemType To limit the transfers by type of calculation item select the desired entry in this drop down menu Cust group To limit the transfers by customer group select the desired entry in this drop down menu Combo code To limit the transfers by the criteria Warranty nternalor Customer select the desired entry in this drop down menu Supplier grp To limit the transfers by supplier group select the desired entry in this drop down menu Parts type To limit the transfers by parts type select the desired entry in this drop down menu Brand code To limit the transfers by brand code select the desired entry in this drop down menu Porsche Informatik GmbH 91 Accounting Transfer Charg bra Co To limit the transfers by charging brand code select the desired entry in this drop down menu Rounding code To limit the transfers by rounding code select the desired entry in this drop down menu Window description List of SSP Transfers This list window displays the defined transfers The required criteria for accounting are displayed per business case List of KTS transfers Work domain Function Brandgrp PT Combocode OrdType Department Chargingtype Calc itmtype supplier group Partstype Brand code KD Yy knd T MYG Yy int T NLS KD vv knd T NLS Yy knd T SOL vy int T SOL KD Yy int if 505 KD vv knd T 505 vy int T SOT vy knd i SOT vy knd ij Sow vy int T sow Yy knd T FE Yy int T TC Yy
35. to must be input Confirm your input with OK This opens the List of abour items window Click on New This opens the Labour item window Select the desired entries from the Brand and Department drop down menus Input the LI no and LI name of the labour item oO SE amp If the labour item is an External performance labour item you can use the New button to input a charging brand and an external LI number 7 Ifthe labour item is used for processing warranty cases you can input a SAGA fixed price 8 If necessary activate the External performance and House item checkboxes 9 Input a text in the Text field to more specifically describe a labour item 10 To add table space related time units to the labour item click on New 11 Save your input See also Window description Table space time units gt 55 7 7 1 Inputting a labour item To input a new labour item do as follows 1 Click on WS master data in the Maintenance menu and then on Labour item This opens the Labour item selection window 2 In addition to the Brand either part of the LI name or LI number from to must be input Confirm your input with OK This opens the List of labour items window 3 Click on New This opens the Labour item window 4 Select the desired entries from the Brand and Department drop down menus 5 Input the LI no and LI name of the labour item Porsche Informatik GmbH 54 Workshop master data 7 Labour item 6 Ifthe
36. treatment drop down menu Decide if a VAT ID is required in the VA7 D required area Click New in the Valid VAT sales tax rates area to open the VAT Sales tax assignments window Select the appropriate VAT rate from the VAT drop down menu Enter the VAT code for general importer used vehicle processing in the VAT code f GI warr proc field Click OK to apply this value Click on Save to save your input Window description New tax treatment The following entries are necessary for creating a new tax treatment Porsche Informatik GmbH 20 Dealer master data Tax treatments New tax treatment Name Internal cod Work domai belch Shae C Also for private individuals External New vehicle CIGI invoice Dealer internal C Used vehicle C Intra community delivery O PIA internal C Service C Foreign delivery Valid VAT rates C Override VAT with VAT rate VAT code VAT code GIUY O Purchase Sales Purchase tax treat Print texts VAT ID required O Yes No O For service by CN recip O Depend on amount Name Name of the tax treatment nternal code Affected area of validity External Dealer internal or PIA internal Work domain This area allows you to define those work domains that apply to the tax treatment Also for private individuals This box should be activated if the tax treatment is also valid for private individu
37. 0 6 1 3 Window description Spare parts maintenance 31 6 1 4 Parts list 39 6 1 5 Update of parts master data 40 6 1 6 Parts price changes 41 6 2 Substore 42 6 2 1 Creating a sub store 42 6 2 2 Changing the priority of a sub store 42 6 3 Equal part quality ratings 43 6 3 1 Create new equal part quality rating 43 6 3 2 Changing the value of brand groups 43 6 3 3 43 6 4 Discount groups 43 6 4 1 Discount types 44 6 4 2 Creating a discount group 44 6 4 3 Adding a Brand discount group 44 6 4 4 Discount control for customer groups 45 6 4 5 Parts prices recalculation 45 6 5 Product types 45 6 5 1 Creation of a product type 46 6 6 Product information texts 46 6 6 1 Inputting product information texts for shop sales 46 6 6 2 Inputting a product information text for a workshop order 47 6 7 Suppliers modes of shipping 47 6 8 Specifying a new case for automatic delivery note creation 48 7 Workshop master data 49 7 1 Order types 49 7 1 1 Order type creation 49 7 2 Order type purchaser groups 49 C2 Order calculation items 50 7 3 Order types internal business cases 52 7 4 Department 52 7 5 Cost centres 53 7 6 Mechanic groups 53 7 7 Labour item 54 TA Inputting a labour item 54 7 7 2 Copying labour items 55 7 8 LI supplements 56 Porsche Informatik GmbH 3 7 8 1 7 9 7 10 7 11 7 11 1 7 11 2 7 12 7 13 7 13 1 7 13 2 7 14 7 15 7 15 1 7 16 7 17 7 18 7 18 1 7 18 2 7 18 3 7 19 7 20 7 21 7 22 7 23 7 24
38. Accounting Send business partners to accounting Without CROSS Till module System settings You can use the BHBUCHUNGEN Rangename TAGESLOSUNG_JE_ZAHLUNGSMITTEL Neu tralkey system parameter to specify whether each means of payment is booked to its own account Y or whether the daily cash receipts are only booked to a single account N The system pa rameter can be changed by Rollout Support on request If the TAGESLOSUNG_JE_ZAHLUNGSMITTEL system parameter is set to Y at least one entry with no means of payments assignment must be added for the Means of payment function in the general transfer Booking of the daily cash receipts at the day end without CROSS Till book If TAGESLOSUNG_JE_ZAHLMITTEL Y then the account to be booked to per means of payment with criterion Means of payment is determined via the Means of payment general transfer function f not the account is determined as previously via the existing Daily cash receipts transfer function 9 6 Send business partners to accounting Changes in the business partner data are sent to accounting in end of day processing If necessary you can send the data during the day Do as follows 1 Click on Accounting in the Maintenance menu and then on Send business partner to accounting 2 Confirm the query Do you really want to send all changed customers suppliers to the ACC system with Yes Only changed or all business partners e You can also t
39. CROSS Maintainance for the Service and spare parts system Version 2 15 CROSS Maintainance Service and spare parts system Contents 2 1 2 1 1 2 1 2 3 1 3 2 3 3 5 1 5 1 1 5 1 2 5 1 3 5 2 5 3 5 4 5 4 1 5 4 2 5 5 5 5 1 5 6 5 7 5 7 1 5 8 5 8 1 5 9 5 10 5 10 1 5 11 5 12 5 13 Porsche Informatik GmbH Updating master data Dealer default settings Window description Dealer default settings Tab Dealer default settings 1 Tab Dealer default settings 2 Receipt numbers Creating a receipt number range Transferring a receipt number range Receipt number maintenance Resetting number ranges Dealer master data Default values General default values Client dependent default values Work domain dependent default values Payment dates Means of payment VAT Set tax rates VAT ID Country overview Tax treatments Create new tax treatment Customer groups Internal business cases Create internal business case Internal business cases NV UV Window description New business case Text blocks for customer documents Inputting standard texts for customer notification Create new customer notification Information category groups Information categories Predefined information texts Contents pa Contents RA 5 14 Preferred info category group 28 5 15 User groups 28 6 Master data Store 30 6 1 Parts master data 30 6 1 1 Create new part 30 6 1 2 Process parts master data 3
40. I supplement number 133 Brand E Supplement no 133 Supplement date 26 03 2009 Importing start 06 04 2009 13 29 14 Complete N Service LIs imported N Table spaces imported J LIs imported Version no Process code Brand Brand abbreviation code Supplement no Serial number of the labour item master data provided by the manufacturer Supplement date Date of the LI supplement Importing start Date and time when importing started Complete Y Yes means that the LI supplement was completely imported N No means that the LI supple ment was not completely imported Tsp imported J Yes means that the tables are completely imported N No means they are incomplete Lis imported J Yes means that the labour items have been imported Version no Version number of the LI master data Process code Processing code 7 9 LI charging rates Der LI charging rates Labour item charging rate controls the charging for a labour item Individual charging rate lists may be defined for different charging brands Labour price calculation e The labour price can be calculated using the labour item minus the charging rate times the time units divided by 100 Prerequisites The List of work domains must have been input The Charging brand table must have been input Porsche Informatik GmbH 57 Workshop master
41. The invoice recipient Inv recipient is automatically input This is determined from the data in the work domain The dealer who is authorised to receive orders for processing is defined in the Order forwarding to area 1 Select the Work domain of the order recipient In the Order specifications area you can define criteria that are applied by default when forwarding orders To do so do as follows Please note The acceptance type can be changed in arrears at any time A change takes effect at the next charging of the instructed order transfer of labour items For internal charging back you can define internal business cases that can be selected during forwarding Please note that these specifications can be changed by the instructed dealer To specify internal business cases for charging back do as follows 1 Activate the Internal charging checkbox 2 Click on New This opens the nferna business case window 3 Then use the Selection button to select an internal business case or input one in the Int bus case field 4 Save your input Porsche Informatik GmbH 77 Time recording K 8 Time recording 8 1 Tasks If a mechanic s task are not able to be explained by a customer s order it is because the task is an internal task Various tasks for which a mechanic can clock on or off are included in the master data Each internal task has been assigned a three digit code made up of numbers and or letters The most important
42. able for you at the bottom of this window Details Clicking this button opens the SSP 7ransfer details window which contains details about the concerned item New Clicking this button opens the SSP 7ransfer newwindow in which new transfers can be created Delete Marking a list entry and clicking on this button deletes the marked transfer The Query window opens An indi vidual transfer will be deleted the standard transfer will be used in future Really delete Clicking Yes deletes the transfer Criteria Clicking this button opens the SSP Transfer criteria window in which you can make a new selection of transfers Duplicate By clicking this button you can duplicate the transfer marked in the list The SSP 7ransfer newwindow opens with the entries of the marked transfer The criteria can be changed and amended Clicking Save creates the transfer newly again Actions By clicking this button you can make certain changes Change the cost centre in all entries of the list Change the account number in all entries of the list Change the contra account number in all entries of the list Set the status of the marked entry to confirmed Copy all rates of the list Delete all overwritten rates of the list Swap account number and contra account number of the marked transfer Porsche Informatik GmbH 93 9 1 2 Exporting transfers Accounting Transfer The export function can be used to export the transfers in a f
43. aintenance menu click on Accounting and Impersonal accounts The Criteria for impersonal ac counts window opens Click OK The List of impersonal accounts window opens Click New The New impersonal account window opens Enter the number of the new account in the Account number field Enter the name in the Name field Select the desired entry in the Cost distribution drop down menu Enter the desired amount in the Amount field oN Oa KR WD Click Save to create the account 9 4 Personal accounts The accounts of customers and suppliers are automatically created when a business partner is created The cus tomer number noted at order processing is decisive for further booking In most cases only viewing of the last allo cated account number is necessary and the processing of number ranges is only necessary in exceptional cases 9 4 1 Overview list of personal account number ranges You can call up the last allocated account numbers per client by doing as follows 1 In the Maintenance menu click on Accounting and Account numbers 2 The Account no list window opens which contains the last allocated customer account number and the last allocated supplier account number Porsche Informatik GmbH 97 Accounting General transfer The structure of number ranges is mostly according to a set schema Thereby processing is limited by certain specifications Basically you can change the name of number ranges the prefix the last allocate
44. ast months Sub Stock Clicking this button opens the Sub store stock list window which displays a list of stock and store locations of new used and obsolete parts per sub store Store transac Clicking this button opens the Se ection for store transactions window in which you enter the selection criteria for the query of store transactions After confirming with OK the ist of store transactions window opens which dis plays the store turnover matching the criteria Parts number To change the internal parts number and the parts number prepared for printing click this button A password is required as only store managers are authorised to do this The Change parts number window opens in which the change can be made Print labels With clicking on this button you are able to print spare parts stickers with a label printer connected You can choose the number the parts type and the substore Porsche Informatik GmbH 31 Master data Store Parts master data Tab Master data Spare part maintenance P 056115561G Olfilter Master Data Master Data2 List of suppl prices History PP Equivalent Parts WARRparts Info Parts no P 0561155616 Stor loc AB03G Name Olfilter Available stock 488 00 F Don t autom maintain name Minimum stock 0 00 C Don t autom maintain master data F Don t autom maintain prices Brand group V VYolkswagenarupe Sales price 4 90 recommended retail
45. ax treatment of purchases in the Purchase drop down menu and in the Sales drop down menu select the suggested value for the tax treatment of sales In the VAT line select the VAT rate for Purchases and the VAT rate for Sales 8 The data for setting up the till have now been input and can be fixed by clicking on Save 10 1 1 Window description New till You can add a new till using this window Porsche Informatik GmbH 101 Till maintenance 1 0 Adding a till New till Till code Name Client no C Del code Till book relevant data Last till book page Last receipt number Till level Accounting data ACC till code ACC dealer no Suggested values Revenues Outgoings Means of paym Purchase Sales Tax treatment VAT Save Cancel Till code Input an alphanumeric code of up to three characters in this field Name You can input the name of the till in this field Client no Client number This field displays the number of the client to whom the till is assigned Till book relevant data Last till book page This field displays die last till book page an Last receipt number This field displays die Last receipt number an Reset The Reset button opens the corresponding window in which Last till book page and Last receipt number fields can be maintained 0 is suggested for both fields This function is part
46. c ID field If the mechanic num ber is not known use the Selection button to open the List of mechanics window from which the appropriate mechanic can be selected clicked on and confirmed by clicking Apply 9 This opens the Mechanic shift schedule window with a list of the available shift schedules of the concerned mechanic Selected the desired entry and click on Apply 10 The entire time model for the mechanic will be displayed in the Shift schedule for mechanics window These entries can be recorded by clicking Save Porsche Informatik GmbH 85 Time recording Mechanic shift schedules This window allows you to create or edit a mechanic time model or simply display on greater detail Window description Mechanic time model Mechanic shift schedule Mechanic Evers Caro Number of models Valid From to Projected pres Start index 4y proj pres Index Day Code Name Proj pres Mechanic This field displays the mechanic s name and number Valid from to This field displays the period of validity start and end dates for the mechanic time model Start index The number of the weekday of the valid from date Monday 1 Tuesday 2 Wednesday 3 etc should be entered here Number of models This field displays how many time models in the mechanic time model have been selected However to save the mechanic time model at least seven or a multiple of seven time models mu
47. ccount cost centre If filled out the content is sent to the in terface Account no If filled out the content is sent to the in terface Contra acc no If filled out the content is sent to the in terface Account no 2 If necessary Contra acc no 2 If necessary Account no 3 If necessary Contra acc no 3 If necessary Account no 4 If necessary Contra acc no 4 If necessary Porsche Informatik GmbH 95 Accounting Merging product types for transfers Field name Content Information Account no 5 If necessary Contra acc no 5 If necessary 9 2 Merging product types for transfers Not all product types that are specified for handling reasons have to be booked to different accounts in accounting To reduce the amount of transfer definitions and thereby the associated maintenance product types that are booked in the same way can be merged into accounting product types for accounting Thereby transfer definitions need only be added for the accounting product types To merge product types and thereby add a new accounting product type do as follows 1 In the Maintenance menu click on Accounting and then on Merge product types for transfer Everyone au thorised for transfers can do this This opens the Criteria for product type assignment window Select a work domain and click on OK This opens the List of product type assignment window Click on New In th
48. ck on Save to save your input 7 18 3 Package stock version To display the package stock version per brand do as follows 1 Click on WS master data and on Packages in the Maintenance menu and then on Package stock version 2 This opens the Package stock version per brand window where you can view the last imported version number in the Version no column 7 19 Scheduling item groups Scheduling item groups logically compile scheduling items For more information about scheduling items see the Scheduling items gt 72 chapter Scheduling item groups input here can be viewed in tab 9 of the order window To create a new Scheduling item group do as follows 1 In the Maintenance menu click on WS master data and then on Scheduling item groups This opens the Scheduling item group window 2 Click on New This opens the Scheduling item group window 3 Input the name or description of the scheduling item group in the Name field 4 Activate the Open at entry into order window checkbox if you want the scheduling item group to be dis played when you open tab 9 of the order For more information about this topic see the Order processing chapter 5 Save your input Porsche Informatik GmbH 72 Workshop master data 7 Labour items for quick access 7 20 Scheduling items Scheduling items are predefined items i e customer details for which time units are saved You can also define a certain time for the selected scheduling t
49. ckage head gt 66 Tab 2 Res Item lists gt 68 Tab 3 Restrictions gt 70 ME ME Window description Package maintenance Porsche Informatik GmbH 66 Workshop master data 7 Packages Tab 1 Package head Package maintenance 1 Package head 2 Lim Item lists 3 Restrictions Package number F Cat name Pack price Name internal Valid From Order and invoice text Valid to Brand Warr info for binding actions Claim no Appl type Type of claim Repair code Manuf code Repeat after completion Print control Again and again Print individual item Contains info items Single handling Price individual item Contains cony items O Interval time months 9 Print package name Contains optional items SetPricePack _ Parts package For all branches Pos applicable chassis no 0 Save Cancel Package number The appropriate package number should be entered in the Package number field Cat name Category name The Cat name drop down menu allows you to select the appropriate category to which the package is to be assigned Pack price Package price The Pack price field displays the price of the package The price is comprised of individual package item prices from the list of package items Name The Name field allows you t
50. cking this button The 7ime models for mechanics window opens where another time model can be selected and added Remove You can remove an entry from the list by selecting the entry and clicking this button The highlighted item will be deleted and the following entry will move up one position in the list Copy from Clicking this button will apply a different mechanic s time model The Shift schedules for mechanics window opens where the desired mechanic can be selected Porsche Informatik GmbH 87 Accounting A 9 Accounting In CROSS the initial account adjustment for booking is created in an accounting program The data need for book ing with the account number and contra account number are input and summarised in a file for export to the ac counting system 9 1 Transfer The accounting processes are displayed in the transfer The functions describe the business cases that are booked in CROSS Certain criteria are necessary per business case function Each combination of these factors is described in an accounting process transfer During day end processing the collected business cases are pro cessed to booking rates and output in an export file The user can use this menu item for viewing If an error log is output then the list of transfers is often useful for identifying errors The function codes their names and the necessary criteria are displayed in the following list Function code Name Required criteria
51. ctive and available for selection when creating orders For more information about creating an order see the Order creation chapter 1 The New button takes you to the Order calculation item window which allows you to create the calculation items For more information see the Order calculation items gt 50 chapter 2 Click on Save to save your input 7 2 Order type purchaser groups Order types purchaser groups control the validity of used order types together with customer groups Porsche Informatik GmbH 49 Workshop master data 7 Order type purchaser groups Order types purchaser groups allow you to define the calculation key for small and paint material as well as for outlay surcharges Prerequisites The List of work domains must have been created Order types must be defined Purchaser groups must be defined When are surcharges allowed Surcharges for labour items and diverse chargings may only occur for order types M Outlay sur charge CS Surcharges are not allowed for spare parts except for external parts To create a order type purchaser group do as follows 1 Click on Dealer master data in the Maintenance menu and then on Order type purchaser groups This opens the Order type purchaser groups selection window 2 Select the order type from the Order type drop down menu and the purchaser group from the Purchaser group drop down menu and click on OK This opens the Order type custom
52. d customer ac count number the last allocated supplier account number and the client number of an existing number range Pro ceed as follows 9 4 2 Processing number ranges 1 In the Maintenance menu click on Accounting and Account numbers The Account no ist window opens which contains the last allocated customer account number and the last allocated supplier account number Mark the number range to be corrected and click Details The Account no details window opens To change the Name input this in the corresponding field To add a Prefix input this is the corresponding field To change the last allocated customer account number enter the corrected value in the Cust acc no field D o e LS N To change the last allocated supplier account number input the corrected value in the Supplier acc no field 7 You can allocate the values to an other client by clicking New by the Client field This opens the Account number details window in which you can select and save the client The new client number thereby appears in the field 8 Click Save to save the changes 9 4 3 Creating a new number range To create a new number range for personal accounts do as follows 1 In the Maintenance menu click on Accounting and Account numbers The Account no listwindow opens which contains the last allocated customer account number and the last allocated supplier account number 2 Click New The Account no details window opens 3
53. d of validity in the Valid from to fields for the time in which the return type is valid Check the SA necessary checkbox if a SA is necessary for this return type Check the Deliverer necessary checkbox if a deliverer is necessary for this return type Co GA Oy OW Pe oe uN Click on Save to save your input Check at charging Adding a labour item or a diverse charging to a return type by clicking on LI or Div charg means that the order charging will automatically be checked to see if the item was entered into the order If the labour item or diverse charging was not created in the order it cannot be charged 7 27 Workshop appointments 7 27 1 General Workshop appointment types are defined and allocated by the importer 7 27 2 Excluding WS events from invitations You can exclude specified workshop events from the invitation function Do as follows 1 Open the Workshop events menu under Maintenance WS master data and Workshop appointments This opens the List of workshop events window 2 Select the desired entry and click on Details This opens the Workshop event window Porsche Informatik GmbH 75 Workshop master data 7 Order printing Internal name Service Reinvite possible C Start date editable Invitation name Service _ Del code Workshop event veh check Event type Service Char b Mod c Trigger Number Interval type Interval Save Close 3 Deactivate the
54. day would be displayed here The following buttons are also available Replace To create a different shift schedule for one of the periods of validity in the list click Replace This opens the Me chanic shift schedule window where a new shift schedule can be entered Move To change the period of validity of a mechanic shift schedule click Move The valid times for the previous and following shift schedules will correspondingly change Clockings This button opens the Clocking list window which displays a list of periods for clocking which were used in this shift schedule Details Marking a shift schedule from the list and clicking this button opens the Mechanic shift schedule window This win dow displays the appropriate mechanic shift schedule New Clicking this button opens the Mechanic shift schedule window where a new shift schedule can be created Porsche Informatik GmbH 83 Time recording Mechanic shift schedules This button opens the Mechanic shift schedule window which displays the selection criteria for the currently open window Additional mechanics for whom a shift schedule should be displayed may also be selected from this win dow Criteria 8 3 2 Create a new mechanic shift schedule To create the working hours for a mechanic proceed as follows 1 Click on Timekeeping found in the Maintenance menu and then on Mechanic shift schedules This opens the Shift schedules for mechanics window 2 Enter
55. e Calculation factor is based on this oN oO oO eS Oo Enter the desired percentage in the Vol margin of profit field This value does not affect the calculation factor Porsche Informatik GmbH 44 10 11 Master data Store Product types If there is to be a surcharge on the RRP value recommended retail price enter the percentage in the RRP surcharge field Enter the validity date in the Valid from field The current date is automatically suggested Click Save to confirm your entries 6 4 4 Discount control for customer groups Various profit margins can be defined per customer group within a discount group For creating discount control do as follows 1 In the Maintenance menu click on SP master data and Discount groups This opens the Discount groups selection window 2 In the Brand group drop down menu select the corresponding brand group and click OK This opens the Discount groups window which displays a list of noted discount groups 3 Mark the corresponding discount group and click Details This opens the Discount group window 4 Click New in the lower list field This opens the Discount type control window 5 In the Customer group drop down menu select the desired entry 6 In the Brand code drop down menu select the brand 1 Enter the Discount rate in the Current area 2 Enter the Validity date in the Valid from field The current date is automatically suggested 3 Click Save to save the d
56. e Product type assignment window select a Brand group from the drop down menu OS aN Input a code max 2 digits for Prod type ACC accounting Ensure that you use a different code for the accounting product types than for the CROSS product types 6 Use the selection button to select the Product type for which the same transfer is to apply as for product type accounting 7 Save your input 8 This opens the Copy Assign transfer for new product type window 9 Ifthe transfer for an existing product type is t be copied select the Brand group and Product type Then click on Execute 10 If you do not want to copy a transfer click on Cancel In this case the transfer must be added assigned in transfer maintenance and must be confirmed to make it active 9 3 Impersonal accounts 9 3 1 Call up of list of impersonal accounts In CROSS you can create and process impersonal accounts To call up a list of impersonal accounts do as fol lows 1 In the Maintenance menu click on Accounting and Impersonal accounts The Criteria for impersonal ac counts window opens 2 Select the desired client in the Client no drop down menu 3 Enter the desired number range in the Account number from to fields If you only enter a number in the Account number from field then all impersonal account numbers from the input number are displayed If you want to see an entire account group enter the first digits of the account group in the Account numb
57. e assigned Labour or Material In the Usable for area you can use the New button to specify for which order category this charging type can be used Porsche Informatik GmbH 64 Workshop master data 7 Badge 7 Save your input 7 17 Badge The range of validity for purchased badges is defined in this section to prevent incorrect badge numbers from ap pearing on an invoice Prerequisites The List of work domains must have been input The VAT table must be input To create a new badge range do as follows 1 Click on WS master data in the Maintenance menu and then on Badge This opens the Badge window Click on New This opens the Badge window 2 3 Input the relevant badge number in the Valid to and Valid from fields 4 Input a Name for the badge 5 Aktivieren Sie eines der Optionsfelder KAT weifse Plaketten Nicht KAT gr ne Plaketten oder LKW um anzugeben fur welche Fahrzeugart diese Plakette g ltig ist 6 Save your input 7 18 Packages A customer service package summarises labour items and spare parts package items for an order amendment When the package is applied to the order all items contained in the package are added to the order When specifying packages remember o Packages are predefined by the wholesaler but may be individually specified for each dealership The dealer can only create packages with beginning letters P Z All other packages are provided by the wholesaler The following
58. eating a table space To create a new table space name simply proceed as follows 1 In the Maintenance menu click on WS master data and then on Table space names The Table space names window opens Click New to open the New table space name window Select the desired entries from the Brand drop down menu Enter the number in the Tsp field Enter the name in the Tsp name field Enter the appropriate plant category number in the Plant category field Select if necessary the Type group in the corresponding drop down menu ON O OW eee a NS Click on Save to save your input Warr valid checkbox The valid for warranty checkbox cannot be maintained here This checkbox is only changed during the import of table spaces Before starting the import all table space names are set to invalid and during the import the relevant table spaces are set to Warr valid again 7 11 2 Table space maintenance of house items House items are LI which are created by the dealer for internal purposes To maintain the table spaces of house items do as follows fz In the Maintenance menu click on WS master data and then on Labour items The Labour items selection window opens Porsche Informatik GmbH 59 Workshop master data 7 Type codes for LI table spaces 2 The maintenance has to be carried out for each brand separately Select a Brand and enter 98000000 and 99999999 in the LI no from and to field confirm with OK 3 The List of labour
59. eatment drop down menu and select the appropriate tax rate from the Assoc VAT drop down menu Select the desired standard from the Purch tax treatm drop down menu and select the appropriate tax rate from the Assoc VAT drop down menu Click Save to confirm your entries 5 1 2 Client dependent default values To predefine client dependent standard values payment date payment means etc to be automatically be sug gested when a business partner or order is created simply proceed as follows i Oe No OVE w N i Q oOo 12 In the Maintenance menu click on Dealer master data and then on Default values client dependent The List of default values client dependent opens To create a new standard value click New This will open the New default values window Select the client from the Client drop down menu Enter the financial year in the Turnover period field Select the standard customer group from the Workshop drop down menu Select the means of payment from the Means of payment drop down menu Select the payment date from the Payment date drop down menu Select the desired consumer group from the New vehicle drop down menu Select the desired payment date from the NV payment date drop down menu Select the desired consumer group from the Used vehicle drop down menu Select the desired payment date from the UV payment date drop down menu Click Save to confirm your entries Window description Default values cl
60. echanic time model Several changes are only possible when the peri od of validity for the mechanic time model in question have yet to occur and no clockings have been made If pre clockings have been performed in the past which fall in the period of validity for the mechanic time model to be replaced each pre clocking will be noted that must be individually confirmed and fit in To replace a time model do as follows 1 Click on Timekeeping found in the Maintenance menu and then on Mechanic shift schedules This opens the Shift schedules for mechanics window 2 Enter the mechanic number in the Mechanic ID field If the mechanic number is not known use the Selec tion button to open the List of mechanics window from which the appropriate mechanic can be selected clicked on and confirmed by clicking Apply 3 Confirm your choice by clicking OK which will then call up the Time models for mechanics window The entries in the list provide an overview of the various time models which were valid for the mechanic in the past and will be so in the present 4 Highlight the entry which should be replaced and click Replace The Shift schedule for mechanics window will open 5 Click Add to create the time model The Mechanic time models window will open and will display a list of existing time models Select the appropriate time model and click Apply Repeat this step for each further weekday 6 As soon as atime model exists for each day of the
61. ect whether you want to process A transfers Only confirmed transfers or Only unconfirmed transfers Unconfirmed transfers are newly created copied transfer rates that are not yet effective For confirmation the Confirmed checkbox is activated in the K7S 7ransfer details Area Status Account number from to If transfers are to be processed that affect certain account numbers that are booked in debit then enter the from to numbers in these fields Contra acc No from to If only transfers are to be processed that concern certain contra account numbers that are booked to credit then enter the from to numbers in these fields Cost centre If only transfers for a certain cost centre are to be processed enter the desired cost centre here Function For further limiting select the desired entry in this drop down menu Brand group To process transfers for a certain brand group select the desired entry in this drop down menu Product type To process transfers of a certain product type enter the concerned code in this field Clicking the Selection button opens a list of Product types from which you can select the desired entry and apply it Order type To limit the transfers by order type select the desired entry in this drop down menu Department To limit the transfers by department select the desired entry in this drop down menu Charging type To limit the transfers by charging type select the desired entry in
62. ed workplace Display active Activate this checkbox if a display is connected to the above selected workplace and is to be used Till drawer active Activate this checkbox if a till drawer is connected to the above selected workplace and is to be used Sales slip printer active Activate this checkbox if a sales slip printer is connected to the above selected workplace and is to be used last sa sl ser no The serial number of the last sales slip of a till in use at the dealer is displayed here This number can not be changed If a new till is added to a dealer a number can be input here from which the serial numbering of the sales slips is to continue If e g 30 is input here then the first sales slip from the new till is numbered 31 Sale slip header1i 6 These fields can only be filled out if the sales slip printer is active For this input the name address telephone number homepage of your dealer 10 1 3 Starting up the till To immediately start using the till do as follows 1 Click on Starting up in the New tii window or 7i if the till has already been set up This opens the Start ing up window 2 Input the Last till book page in the corresponding field 3 Input the Last receipt number in the corresponding field Porsche Informatik GmbH 104 4 5 Till maintenance 1 0 Assigning a work domain Input the Till level in the corresponding field Click on Execute to finish starting up 10 2 As
63. eduled appointment by e mail or SMS text message Depending on the occasion the texts can be selected by function and do not need to be rewritten each time You can use variables to personalise the texts Using variables Variables allow you to customise texts for each customer or order E g the variable 01 stands for the license plate and CROSS replaces the variable automatically with the appropriate license plate The SMS text message maintenance system informs you about the length of text messages CAUTION SMS length Please note that the system only counts the length of variables For example only three char acters are set for variable 04 This variable may represent the text Dear Mr Smith which would be too long to be sent per SMS text message The Available variables window displays a list of all possible variables It should be noted that not all variables are available for each notification text 5 10 1 Create new customer notification To create a new text module do as follows 1 In the Maintenance menu click on Dealer Master data and then on Texts for customer notification This opens the Texts for customer notification window 2 Click on New This opens the Texts for customer notification window 3 In the Comm type line use the SMS and E mail radio buttons to select the desired type of communication 4 Select the desired notification from the Function drop down menu For notification types nvitation
64. er from to fields 4 To select an impersonal account by its Name enter the name of the impersonal account in the correspond ing field 5 Click OK to access the List of impersonal accounts Porsche Informatik GmbH 96 Accounting Personal accounts You can change the name and cost distribution for an existing impersonal account To do so select the imperso nal account 9 3 2 Processing impersonal accounts 1 In the Maintenance menu click on Accounting and Impersonal accounts The Criteria for impersonal ac counts window opens 2 Select the account to be changed by either inputting the account number to be changed in the Account number from and to fields of the Name of the account in the corresponding field Click OK The List of impersonal accounts window opens Select the list entry and click Details The mpersonal account details window opens You can change the Name by changing the entry in the corresponding field Do o ie o In the Cost distribution drop down menu you should select whether a cost distribution is to occur The fol lowing options are available set variable or no distribution 7 You can define whether the account is to handle a quantity unit or not The quantity unit is to be input in the Amount field if there is quantity handling e g pcs for pieces 8 Click Save to save your changes 9 3 3 Create new impersonal account To create a new impersonal account do as follows 1 In the M
65. er groups window 3 Click on New This opens the Order type purchaser group window 4 Input any outlay surcharges for Spare parts Labour items Diverse chargings Div charg for Paint materi al and for Set price packages SetPricePack in the Outlay surcharge area 5 Click on New to add a new order calculation item For more information see Order calculation items gt 50 6 Save your input See also Window description Order calculation items gt 51 7 2 1 Order calculation items Order calculation items are for the calculation of additional outlay in orders Frequent examples include small and auxiliary material paint material and disposal costs Order calculation items can be input in the Order types menu e g as calculation items for a shop sale normal order etc or in the Order type purchaser groups as a calculation item for a combination of order type customer group e g end customer normal order Double inputting of calculation items If a calculation item is defined on Order type and Purchaser group level it is applied twice to the order To allow easier checking as to what is defined at order type purchaser group level click on the Order types purchaser groups button Insurance cases If the concerned order is an insurance case then the purchaser group that is noted in the business partner data of the Customer is used Porsche Informatik GmbH 50 Workshop master data 7 Order type purc
66. er mode Department If this field is empty the transfer is valid The available departments are recorded for all criteria via Maintenance WS master data De partment Charging type For functions XV HV and LIV this field must be filled out A charging type must be assigned to ev ery diverse charging The charging types are defined in Charging type in the Main tenance menu under WS master data Calculation item type Currently not used Supplier group Currently not used Part type Currently not used Brand code Currently not used Supplier tax treat Is currently used to differentiate between internal and external external performan ces The possible tax treatments are input in the Tax treatments menu Maintenance Dealer master data Purchaser group Charging brand code If this field is empty the transfer is valid for all criteria The charging brand comes from the or der It is either the brand of the assigned vehicle or the default brand from cus tomizing The purchaser groups are defined in the Purchaser groups menu Maintainance gt Dealer master data Rounding code Currently not used Selection whether manual or automatic rounding only possible if the CROSS configuration supports different types of rounding Package code Currently not used Cost center If filled out the content is sent to the in terface Contra a
67. ested last SA C FISH connection available Automatically send service report at day end Settling of prepared parts allowed Feldaktionsabfrage Werk automatisch Backlog creation Part status after import into order of external systems NORA sales report Nora und Yerkaufsme On order credit nate vorgemerkt Parts replaced by 50 Feedback on order On appointment vorgemerkt v note O delete Save l Cancel Activate the following criteria if desired necessary Delivery note print with price Print time units on order Print transfer note s Print picker note Switch to requested last SA ETKA connection available Order from ETKA transfer ELSA connection available FISH connection available Automatically send service report at day end Settling of prepared parts allowed Porsche Informatik GmbH 10 Dealer default settings 2 Window description Dealer default settings Parts status after import into order of external systems Use the following drop down menus to define the parts status on orders after importing applying the parts from an external system On order credit note On appointment Parts replaced by SO confirmation on order Use the radio buttons to define if parts that have not been delivered within a special order but replaced by other parts should have status nofed or be deleted Porsche Informatik GmbH 11 Receipt numbers 3 Receipt numbers In
68. esults in a lower receipt number Porsche Informatik GmbH 13 Resetting number ranges 4 Resetting number ranges Please only execute this action if you are sure that you want ALL number ranges to be reset to 0 If the receipt number of only one number range needs to be maintained or reset see Receipt number maintenance gt 13 CAUTION Please remember A number range reset can not be undone To reset the receipt numbers of all number ranges do as follows 1 In the Maintenance menu click on Reset number range 2 If multiple sites are defined for your dealer this opens the Reset number range window in which you can specify for which Site the number ranges are to be reset 3 The following query popup is displayed Do you really want to reset the receipt numbers 4 Confirm with Yes Porsche Informatik GmbH 14 Dealer master data 5 Dealer master data 5 1 Default values This section allows you to predefine values that will be automatically suggested when a business partner or an order is newly created 5 1 1 General default values To predefine a VAT sales tax rate that should be automatically used when a business partner is newly created simply proceed as follows ie In the Maintenance menu click on Dealer master data and then on General default values The Default val ues window opens Select the VAT sales tax rate defined by default from the VAT drop down menu Select the desired standard from the Tax tr
69. haser groups 1 Click on WS master data in the Maintenance menu and then on Purchaser groups This opens the Order type purchaser groups window Creating order calculation items To create a new order calculation item do as follows Select an Order type using the Selection button Select the Purchaser group in the corresponding drop down menu Click on OK This opens the Order type purchaser groups window OV oe Oe Click on Details to view the valid settings for the order type purchaser groups combination This opens the Order type purchaser group window D Use the New button to add a new calculation item This opens the Order calculation item window 7 Input the necessary data and click on Save to save your input See also Window description Order calculation items gt 51 Window description Order calculation items Order calculation item Type Labour Material Name Min amount Percentage 0 00 Max amount VAT Calculation item type Manual amount Calculation basis Cancel Type Specify whether the order calculation item is Labour or Material by selecting the corresponding radio button Name Input the name or a description for the calculation item here e g smal material Percentage Input a percentage here that is to be the surcharge for the concerned calculation item e g small auxiliary material as the basis for calculations The Percentage f
70. hat is used for workshop load calculation This time may be changed at any time in order selection scheduling To create a new scheduling item do as follows i In the Maintenance menu click on WS master data and then on Scheduling items This opens the Select scheduling item group window Select the Scheduling item group from the drop down menu and click on OK This opens the Scheduling item window Click on New This opens the Scheduling item window Input the concerned time units in the Time units field and the name or description of the scheduling in the Labour description field Select the concerned labour from the Labour name drop down menu For more information about this topic see the Labour in the Preplanning chapter Activate the C repair box to automatically generate a complaint when using this item in an order Save your input 7 21 Labour items for quick access In the Labour items for quick access menu you can define commonly used labour items for quick access in tab 8 of the order To create a labour item for quick access do as follows i In the Maintenance menu click on WS master data and then on Labour items for quick access The Prede fined labour items window opens For more information see the Predefined labour items window descrip tion Click on New to open the Predefined labour items window Input the concerned brand code and labour item number in the LI no field You can use the Selection butto
71. he Supplier field If you do not know the matchcode simply use the Selec tion button This opens a further window in which you can search for the desired supplier using known cri teria Enter an up to 12 digit Code for the mode of shipping in the Value field Enter a name for the mode of shipping in the Name field You can enter a comment on the mode of shipping in the Info field In the BO SO code drop down menu select whether the mode of shipping is for bulk orders or special or ders To allow the addition Urgent activate the corresponding Checkbox Click Save to save your entries 6 8 Specifying a new case for automatic delivery note creation Top specify a new case for which a delivery note should automatically be generated do as follows 1 oak wo N Click on New This opens the Delivery note automatically for window In the triggering order form area use the selection button to choose an Invoice recipient Select an Order type and an Internal business case In the Recipient area you can also specify a Work domain using the selection button Save your input Porsche Informatik GmbH 48 Workshop master data 7 Workshop master data 7 1 Order types These tables allow you to input all required order types e g warranty goodwill payment etc it should be noted possible order type modes have been predefined Multiple order types can be assigned to a certain order mode e g appointment offer order credit
72. here Last turnover new part The date of the last turnover New part category is displayed here Last access used part The date of the last access Used part category is displayed here Last turnover used part The date of the last turnover Used part category is displayed here Porsche Informatik GmbH 36 Master data Store 6 Parts master data Lowest PP The lowest purchase price is displayed here Highest PP The highest purchase price is displayed here Last PP The current purchase price is displayed here Average PP The average purchase price is displayed here Change Clicking this button triggers a password query Then the Parts master data PP nfos window opens in which the purchase price data can be changed Tab Equivalent parts Spare par maintenance Y 056115561G OELFILTER Master Data Master Data2 List of suppl prices History PP Equivalent Parts WARRparts Info B Parts no Name y 056 115 561 G OELFILTER P 056 1155616 OELFILTER E 056 115 561 G OELFILTER 5 056 115 561 G OELFILTER Stock Turn Sub stock Stock transac Existing equivalent parts are displayed here Brand group Parts number Name Porsche Informatik GmbH 37 Master data Store Parts master data In this tab you can define for the brands VW and Skoda warranty part numbers for external parts Tab Warranty parts Spare par maintenance Y 056115561G OELFILTER Ma
73. icularly interesting if till book pages and receipt numbers are to start at 1 on the 1 1 Porsche Informatik GmbH 102 Till maintenance 1 0 Adding a till e Authorisation necessary Only staff authorised to maintain the till can reset the till book page and receipt numbers Till level This field displays the till level Accounting data ACC till code Accounting till code Input a till code for accounting here ACC dealer no Accounting dealer number Input the accounting dealer number here Suggested values Means of payment Revenues Outgoings Use this drop down menu to set the means of payment allowed for this till for revenues and outgoings Tax treatment Purchase Sales Use this drop down menu to set the tax treatment for purchases and sales VAT Purchase Sales Use this drop down menu to set the VAT for purchases and sales Starting up Use this button to start operating the till See also Window description Connected till gt 103 Porsche Informatik GmbH 103 Till maintenance 1 0 Adding a till 10 1 2 Window description Connected till Connected till workplace ATBGHTO025 Test Display active Till drawer active Sale slip printer active letzte Bon Lfdnr Sale slip header1 Sale slip header2 Sale slip header3 Sale slip header4 Sale slip headerS Sale slip header Workplace Here you can select the desir
74. ield allows you to input the percent age according to the price of the labour item e g small material is calculated VAT From this drop down menu select the VAT rate for the concerned calculation item Porsche Informatik GmbH 51 Workshop master data 7 Order types internal business cases Manual amount If a set fixed price is to be used for the calculation item instead percentage this price can be input in this field Min amount Max amount Minimum amount Maximum amount Input the values here that the calculation item must be below above Minimum and maximum amounts for calculation items If e g the calculated value of small material for labour is so low that it lies below the minimum amount it is not included in the small material calculation item Input the maximum amount into the Max amount field because the specified rounding or revenue stamp amount could be reduced to the maximal value Calculation item type Select the type of calculation item from this drop down menu e g small or auxiliary material Calculation basis Select the type of calculation basis from this checkboxes Paint material Labour items Non stock items Badge LI Labour items without paint Spare parts External performances Div charg Diverse chargings Use partner Select the type of use partner from this checkboxes Customer Intern Internal Warr Warranty 7 3 Order types internal business cases This
75. ient dependent The following entries are necessary to create a new client dependent standard value Porsche Informatik GmbH 15 Dealer master data Default values New default values Client Turnover period WS specific Workshop Means of paym Pay date NY UV specific New vehicle NY paym date Used vehicle UY paym date Save Cancel Client Dealer code one client per balance Turnover period Definition of the financial year The first entry indicates the month in which the financial year starts and the second entry is added automatically For example 4 3 for a financial year from April to March WS specific Workshop Customer group definitions for the workshop e g internal customers Means of paym Means of payment The term means of payment defines how the customer pays for goods or services e g cash or credit card Payment date The payment date is the date by which the customer must pay for goods or services The sug gested entries are based on the previously selected means of payment NW UV specific New vehicle Customer group definitions for new vehicles e g bulk purchaser NV payment date This field displays the payment dates for new vehicles The suggested entries are based on the previously selected means of payment Used vehicle Customer group definitions for new vehicles e g final user
76. ile for the entire selected work domain To carry out an export do as follows 1 In the Maintenance menu click on Accounting and on Transfer The CSSP transfer criteria window opens O01 Re 1 NS Click on OK to export the data as a text file In the Work domain field specify for which work domain you want to export the transfers After inputting the desired criteria click on OK The List of NV UV transfers opens Clicking the Export button opens the NWWUV Transfer Export window Use the selection button by the Output file field to define the location for saving Please note e The export can only be carried out for the whole work domain All transfers of the selected work domain will be exported 9 1 3 Transfer functions Available functions business cases 9 1 4 Fields in the customer service transfer Basically the transfer is similar in structure to a booking dataset For outgoing invoices the Account number and Cost centre fields remain blank the Contra account number and Contra account cost centre are filled out Sales cost bookings require all of the fields the Account number and Cost centre fields must be filled out with the data of the Sales cost account and the Contra account number and the Contra account cost centre must be filled out with the data of the Stock account Also the content of the Account field is sent to the interface as a cost account stock account and is therefore sent with pretax coding the
77. ion texts You can input individual product information for non company parts As texts for product information are different for workshop and shop sale invoices the Product information workshop order and Product information Shop sale in Maintenance SP master data menu items have been added Please note o After information texts have been input the use of the information text must be specified in the master data of the concerned spare part Spare part maintenance window Master2 tab 6 6 1 Inputting product information texts for shop sales Do as follows to input an individual product information text for shop sale invoices 1 In the Maintenance menu click on SP master data and Product information shop sale This opens the Prod uct information maintenance Shop sale window where the input information texts are listed 2 Click on New This opens the Product information Shop sale window Porsche Informatik GmbH 46 Master data Store Suppliers modes of shipping Product information Shop sale Brand group F Fremdfabrikate Product information code QualityParts Short text For invoice o1 Product information Input product information Save Close Select the Brand group Select the Product information code 3 4 5 Input a short text or code up to 4 characters in the Short text for invoice field 6 Input the information text in the Product information field 7 Save You
78. is entry requires the original order number because the performance should be charged for using this order Reduce WS workshop capacity time offset In clocking this task the performance capacity of the workshop is reduced by activating this criterion Claiming compensatory time off for example a mechanic would clock the task at minus workshop capacity WCM Evaluation A number of criteria can be found in the 7ask window that have an effect on different evaluations You can read more about diverse evaluations analyses and logs under evaluations Porsche Informatik GmbH 79 Time recording Shift schedules The presence field has to do with the job position If the respective task requires physical presence the checkbox should be activated If for example the task has to do with a substitution this checkbox should be deactivated because the mechanic is only present for the position which needs to temporarily be filled Presence In total hours LO66 The sum of productive hours and the sum of all unproductive hours with the allocation to wage type L066 is en tered for the evaluation of the total hours according to LO66 This checkbox should be activated for the respective tasks In unprod hours L88 This checkbox should be activated for the respective tasks in order to be entered into the evaluation of unproduc tive hours according to wage type 088 In paid absence Diverse external training courses paid holidays s
79. is noted here Porsche Informatik GmbH 33 Master data Store Parts master data Tab Master Data 2 Spare part maintenance P056115561G Olfilter Master Data Master Data2 List of suppl prices History PP Equivalent Parts WARRparts Info Measur unit St ck v Packing unit 1 Obsolete value 1 00 SP used 0 00 Proof obligation Exchange parts type Kein Tause Exchange parts points Stock durability Danger goods Sub store default settings For ordering incoming and order i Stock Turn Sub stock Stock transac Print labels Measur unit The units of measurement are to be selected in this drop down menu Packing unit Here you can see how many units are combined to a packing Obsolete value If there is obsolete stock for a part then the value per unit is to be entered here SP used If there are used parts available for sale then the sales price is to be entered here Proof obligation Code for parts at risk of theft e g keys or controls which can only be purchased with proof Exchange parts type If this is an exchange part the type is displayed here or you can select the type here Exchange parts points If this is an exchange part the number of points is displayed here Unlimited storable Select from the drop down menu if the part is unlimited storable Yes or not No Danger goods This checkbox is activated if the current part i
80. iscount control 4 Ifyou want the validity date to be in the future enter the Discount rate and Valid from date in the Future area 6 4 5 Parts prices recalculation To execute a parts prices recalculation do as follows dy In the Maintenance menu click on SP master data and Discount groups This opens the Discount groups selection window In the Brand group drop down menu select the corresponding brand group and click OK This opens the Discount groups window which displays a list of noted discount groups Click Recalculate prices This opens the Newly calculate parts prices window In the Discount groups to be newly calculated area set whether all discount groups or only Selected ones are updated To select individual discount groups click Add This opens the Se ect discount groups win dow which displays a list of all discount groups Select the desired list entry and click Apply Thereby the discount group is applied in the list To apply fur ther discount groups repeat this process In the For the following supplier prices area select whether all or only selected suppliers are included in the recalculation Clicking Add opens the Add supplier window for entering suppliers Click Calculate to start the process When CROSS has finished updating an Information window appears which says Recalculation of parts prices is complete Porsche Informatik GmbH 45 Master data Store Product information texts A
81. items opens Mark an entry and click on Details 4 Check if all listed table spaces have the same values and write down the four values for time units charg ing rate code LI price and paint material unit 5 After writing down the values click Change validity This deletes the table spaces 6 Confirm the following query with Yes Existing entries for the table spaces will be de leted Do you wish to continue 7 Inthe line Valid for you will now see the entry all table spaces 8 Click on New Enter the four values in the respective fields 9 Save your input From this moment on the values are valid for all table spaces and do not have to be maintained if new table spaces appear 7 12 Type codes for LI table spaces The Type codes for LI table spaces section allows you to assign model codes for each plant table spaces Prerequisites The List of work domains must have been input The Brand table must have been input The Table space table must have been input To assign a type code model code to a table space do as follows 1 Click on WS master data in the Maintenance menu and then on Type codes for LI table spaces This opens the L table space types window which allows you to make a selection based on various criteria e g the selection of table spaces via the drop down menu After you have made your selection click on OK This opens the L fable space types window Click on New This opens the L fab
82. ity rating window 2 In the Brand group drop down menu select the brand group and click OK This opens the Equal part quality rating window which displays a list of possible brand groups for equal parts per selected brand group 3 Mark the list entry to be changed and move up or down in the ranking by clicking Up or Down 6 3 3 6 4 Discount groups Discount groups control discount awarding and profit margins for spare parts The prices are automatically impor ted by the parts distribution centre The profit margin saved in the discount group is used by the system for calcu lating the purchase price The dealer decides whether he wants to charge a Surcharge on the recommended retail price The sales price and any surcharges produce the RRP value Porsche Informatik GmbH 43 Master data Store Discount groups If the noted discount group is a Net discount group then the calculation of the profit margin is based on the pur chase price Different discount conditions can be defined for Brand groups and for Customer groups within a discount group Please note e Because Equal part quality rating affects the use of profit margins the brands are displayed ranked by their values See also Equal part quality ratings gt 43 6 4 1 Discount types The following discount types are distinguished Basic discount automatic discount Discount correction respectively definition of deviations manual discount Special disc
83. knd T TRE Yy knd T VIN Yy int T VIN KD vv knd uj Was KD vv int T WAS Yy int W GBT Ka Brandcode Supplier tax treat Cust group Ch br code Rounding code Cost centre Account no Contra acc no Last change User 354100 26 06 200 support 023000 994384 08 01 200 023000 438230 26 06 200 support 031000 438300 08 01 200 031000 994385 08 01 200 994383 11 05 200 438220 11 05 200 041000 994374 08 01 200 041000 438400 08 01 200 021000 438200 08 01 200 021000 994382 08 01 200 021000 428700 01 01 200 021000 994287 01 01 200 021000 438200 08 01 200 031000 437200 08 01 200 031000 994372 08 01 200 041000 438401 11 05 200 041000 994386 11 05 200 012000 994170 08 01 200 One business case is displayed per line All possible criteria are displayed in the columns Entries are only in the columns that are necessary for the concerned business case The following criteria are displayed in the columns Work domain Function Porsche Informatik GmbH 92 Accounting 9 Transfer Brand grp brand group P Product group Combo code combination code cust customer int internal business case warr warranty OrdType Order type displayed Department Department Cust group Customer group Charg bra co Charging brand code Cost centre Account no Contra Acc No Last change User The following buttons are avail
84. l code Interface Attribute Ext system Identification ext business case Save Cancel Abbreviation Abbreviation for the new NV UV internal business case The abbreviation allows you to select the internal business case in the order heading Serial number A serial number which is shown here is attributed to each business case and cannot be al tered Name Input a clear name for the NV UV internal business case Purpose Select the desired purpose from the drop down menu Booking You can select Expense without cost of sales transfer in this case the internal business case is only booked once with the outgoing invoice or Poo and cost of sales booking in this case the internal busi ness case is booked with the ingoing invoice as well as with the outgoing invoice Performance type This area is only shown if booking display or credit note is selected as purpose If you activate Performance by recipient the recipient has to be a supplier in CROSS and an external invoice num ber is required Porsche Informatik GmbH 24 Dealer master data Text blocks for customer documents Book This checkbox is activated by default Deactivate this checkbox if the business case shall not be booked Calculated No real money is involved for a calculated business case The booking is carried out when the vehicle is sold UV repair The business case will be included for a projected actua
85. l comparison of UV repairs if this check box is activated Affects statistics Only one business case for each file can affect statistics e g business case Purchase or business case Imputed purchase If you count all business cases which affect statistics you know how many vehicles have been sold or purchased Influences purchase price Activate this checkbox if the business case influences the purchase price e g purchase correction Result effective Select if the business case affects the gross profit sales price minus purchase price or the contribution margin gross profit minus sales costs or is not result effective Type of vehicle Select the type of vehicle new or used vehicle Purchase or Sales Select if the tax treatment for purchase or for sales affects this business case Valid for Work domain Here you can define for which NV UV work domain this business case is to be valid You can also define which business case of another module is equivalent with this business case This is impor tant for the transfer of internal vehicles For example you can assign the business case 1 of the NV module to the business case 5 of the UV module Interface Use the New button to define in which evaluation interface respectively in which evaluation criterion attribute the business case shall be included External system Use the New button to define to which external system this business case is to be at
86. labour item is an External performance labour item you can use the New button to input a charging brand and an external LI number 7 Ifthe labour item is used for processing warranty cases you can input a SAGA fixed price 8 If necessary activate the External performance and House item checkboxes 9 Input a text in the Text field to more specifically describe a labour item 10 To add table space related time units to the labour item click on New 11 Save your input See also Window description Table space time units gt 55 Window description Table space time units Table space time units Table space names Time units Charging rate code Labour items price GI labour item price Paint material units Table space names A table containing groups of labour items is created for each brand These labour items can have an infinite number of table spaces assigned to them The Table space names drop down menu al lows you to select the desired table space name Time units The Time units field allows you to enter the amount of time spent on the respective labour item Charging rate code The Charging rate code field allows you to input the charging rate code for the con cerned labour item This code always has precedence over the traditional calculation of charging rates over charging brand department and charging rate code If the charging rate code is not defined for an LI
87. ld depending on whether enter ing a VAT ID is required or not 5 6 Customer groups Every business partner is allocated to a customer group Allocations to a customer group allow you to assign charging options such as discounts by default Deviations from the standard should be cleared with bookkeeping since a customer group is a part Q A change has to be cleared with accounting of the connection To create a new customer group do follows 1 Click on Dealer master data in the Maintenance menu and then on Customer groups The List of customer groups window will appear To create a new customer group click New This will open the New customer group window Enter the consumer group s abbreviation in the Cust grp field Enter the name of the new customer group in the Name field Enter the appropriate work domain from the Valid for drop down menu AO OV oe ee ON Click on Save to save your input 5 7 Internal business cases The impersonal account to which costs are booked is defined for bookkeeping in internal business cases In addi tion consumer groups and tax treatments are recorded and if a vehicle is required An internal business case may be selected in the order heading by using the abbreviation 5 7 1 Create internal business case To create a new internal business case do as follows N In the Maintenance menu click on Dealer master data and then on Internal business cases The List of in ternal business cases
88. le space types window Select the relevant brand and table space from the Brand and Table space drop down menus respectively Input the Model code and Name in the corresponding fields oO OVP amp Activate the Dealer definition checkbox if the labour item is only valid for the current dealer and not for other dealers in the dealer network 7 Click on Save to save your input 7 13 Perfomance price The prices provided by the importer are the basis for the performance price calculation Generally the calculations are automatically executed after each LI import In the Calculate performance price menu deviations from the pri ces specified by the importer fixed prices can be specified To allow calculation as often as desired the price imported from the importer is stored and is used for every calcu lation Porsche Informatik GmbH 60 Workshop master data 7 Perfomance price 7 13 1 Calculate performance price To change the price of a particular labour item do as follows 1 In the Maintenance menu click on WS master data and Calculate performance price This opens the Ca cu late performance price window 2 Select the brand group from the Brand drop down menu and click on OK This opens the Calculate per formance price window which displays a list of calculations 3 Click on New This opens the Calculate performance price window in which you can select labour items that are to be recalculated 4 To restrict the res
89. list of transfers do as follows E 2 3 Window description KTS Transfer Criteria In the Maintenance menu click on Accounting and on Transfer The KTS Transfer criteria window opens Here define the selection criteria for the transfers that you want to see in the List of Transfers Click OK to access the List of Transfers See also Window description List of SSP Transfers gt 92 In this window the transfers to be processed are selected and limiting criteria are defined If there is no further limitation then you can access to the List of KTS Transfers by clicking OK KTS transfer criteria Work domain Status All transfers only confirmed transfers Only unconfirmed transfers Function Brand group Prod type Order type Department Charging type Calc itm type Cust group Work domain Account no Contra acc no Cost centre xj i L J x x v j v v Combo code Supplier grp Parts type Brand code Suppl tax treat Chara bra co v Rounding code The work domain code is preset in this field If the work domain is to be changed clicking the Selection button opens a list of available work domains from which you can select the desired entry Porsche Informatik GmbH 90 Accounting Transfer By activating an options field sel
90. ll parts matching the criteria 6 For further processing select a desired list entry and click Details This opens the Supplier price window in which you can enter data for changing the price 7 For further processing proceed as for Parts price changes gt 41 See also Creating price changes gt 41 6 2 Substore Multiple stores known as sub stores can be defined to allow easier management of store in smaller sections By default three sub stores are defined in CROSS Main store serves as a normal sub store Preparation intended as a store for prepared parts Parts return used for storing parts that are taken back during return actions by the resupply system 6 2 1 Creating a sub store To create a new Sub store do as follows 1 In the Maintenance menu click on SP master data and Sub store This opens the List of sub stores window 2 Click New This opens the New sub store window 3 Enter a serial number in the Sub store number field 4 Enter the a name for the sub store in the Name field 5 To set the Use activate one of these fields the Normal sub store Prepared parts or return parts Special processing Sub stores marked prepared parts and return parts have special processing For further details see the system user manual 6 Click Save to save your entries Porsche Informatik GmbH 42 Master data Store Equal part quality ratings To change the priority of a sub store a priority is assumed auto
91. matically at creation do as follows 6 2 2 Changing the priority of a sub store 1 In the Maintenance menu click on SP master data and Sub store This opens the List of sub stores win dow 2 Mark the sub store to be changed and either click Up or Down to increase or reduce the priority One click changes the priority by one step 3 Click Save to save the change 6 3 Equal part quality ratings Because many parts of the Volkswagen company are equivalent parts i e they are used for multiple models of various brands multiple brands can be allocated to each part In addition the importance of the brand must be evaluated 6 3 1 Create new equal part quality rating To create equal part quality ratings do as follows 1 In the Maintenance menu click on SP master data and Equivalent parts values This opens the Se ect equal part quality rating window 2 In the Brand group drop down menu select the brand group and click OK This opens the Equal part quality rating window which displays a list of possible brand groups for equal parts per selected brand group 3 To create a new brand group click New This opens the New part equality window 4 In the Brand drop down menu select the brand group and click Save 6 3 2 Changing the value of brand groups To change the value of the entries do as follows 1 In the Maintenance menu click on SP master data and Equivalent parts values This opens the Se ect equal part qual
92. n menu Request agent Acitvate this checkbox if an agent is to be assigned to the order when this diverse charging item is booked External parts number If the charging item is assigned to the spare parts you can click on New to store ex ternal parts numbers for various warranty processes various WARR systems Click on Details to display the details of the selected entry External labour item If the charging item is assigned to the labour items you can click on New to store exter nal labour items for various warranty processes various WARR systems Click on Details to display the de tails of the selected entry 7 16 Charging types Charging types are the basis for the assignment of diverse charging items For further information about diverse charging items see the Diverse charging gt 62 chapter o Check new input with accounting A transfer must be established in the accounting system when a new charging type is input To input a new charging type do as follows L Click on WS Master Data in the Maintenance menu and then on Charging types This opens the List of charging types window Click on New This opens the New charging type window Input a code for the charging type in the Charging type field and the name or description of the charging type in the Name field Select a Department to which the charging items of this charging type are to be booked Activate the radio button to which the charging type should b
93. n to search for the desired labour item This opens the Labour item window where you can make a selection based on various criteria After you have made your selection click on OK Click on Save to save your input 7 22 Warranty deviation limits The Warranty deviation limits menu allows you to specify the maximum order amount that a business partner will accept for warranty reimbursements via the wholesaler If the payment is within these deviation limits the order is deleted from warranty records To specify warranty deviation limits do as follows f In the Maintenance menu click on WS master data and then on Warranty deviation limits This opens the Deviation limits for warranty payments window Input the order total of warranty payments in the To application total Step 1 Step 2 etc fields Input the order total of warranty payments in the Deviation amount Step 1 Step 2 etc fields Click on Save to save your input Porsche Informatik GmbH 73 Workshop master data 7 SAGA deviation limits 7 23 SAGA deviation limits The SAGA deviation limits menu allows you to specify the maximum order amount and deviation that a business partner will accept for warranty repayments by the wholesaler If the repayment is within these divergence borders the order is considered as fully paid and deleted from warran ty records To specify SAGA deviation limits do as follows 1 In the Maintenance menu click on WS master data
94. ng department Arbeitsposition Customer Intern Warr Small parts limit 0 30 0 30 0 00 Order text line Save Cancel Reports to GI Start type of accessory analysis This option allows you to specify certain dates for notifications to the gener al importer e g Never Daily Monthly Quarterly or Yearly Period end last accessory analysis report the date of the last accessory analysis notification will automatical ly be displayed here Last external parts analysis The date of the last external parts analysis is displayed here External parts anal participation This checkbox should be activated if the dealer is taking part in an external parts analysis Print payment slip Bank code Please enter the bank code here to print it on the payment slip Account no Please enter the account number here if you want it to be printed on the payment slip Small parts limit The small parts limit is the amount under which material items in the order are not charged this is not valid for cash sales Porsche Informatik GmbH 8 Dealer default settings Window description Dealer default settings The default values for customer and internal are at 0 30 Euros and at 0 00 Euros for warranty These items will automatically be booked at purchase price to the material costs for small and help material at the time of booking Each charging item must appear on warranty applica
95. nown use the Selec tion button This opens the List of mechanics window from which the appropriate mechanic can be selec ted clicked on and confirmed by clicking Apply 3 Confirm your choice by clicking OK which will then call up the Time models for mechanics window The entries in the list provide an overview of the various shift schedules which were valid for the mechanic in the past and will be so in the present Window description Mechanic shift schedules This window displays the shift schedule s that has have been created for a mechanic Since only one shift sched ule can be valid at any given time each model is listed with its period of validity Porsche Informatik GmbH 82 Time recording Mechanic shift schedules Mechanic shift schedules Mechanic 107 Evers Caro Valid From Valid to Start index 02 08 2004 31 12 9999 8 Move Clockings Mechanic This field displays the mechanic s name and number Valid from This field displays the starting date from which the mechanic shift schedule is valid Valid to This field displays the ending date to which the mechanic shift schedule is valid Start index The start index stands for the day on which the mechanic shift schedule starts or started e g valid from Decem ber 3 2001 which is a Monday means that the start index 1 Monday is displayed If this mechanic shift sched ule became valid on December 4 the start index 2 Tues
96. ns of payment As payments for credit card and cash card requests occur at different times coordination of payments is difficult if everything is booked to a single account Therefore each means of payment e g cash Cash card credit card can be booked to a separate account In the general transfer definitions you can define multiple entries for the Means of payment function A particular means of payment can also be added for the Means of payment function which is booked to its own account Gen transfer account new Function Zahlungsmittel Client no 10 w Means of paym Card Account no 100201 Account type i Cancel Using the CROSS Till module Booking of the till per means of payment First there is a check as to whether there is a precise definition of the concerned means of payment in general transfer If yes then its account number is used If not then the definition without a means of payment is used If this is not available the process is aborted Example Function Means of payment Account Means of payment empty 100200 Means of payment Visa 100201 Means of payment American 100202 A Visa payment is booked to account 100201 A MasterCard payment is booked to account 100200 as this account is the default account for the Means of pay ment function and there is no separate account defined for MasterCard payments Porsche Informatik GmbH 99
97. ntenance menu and on Recalculate parts prices The Newly calculate parts prices win dow opens 2 Inthe Discount groups to be newly calculated area select whether all or only selected discount groups are to be updated To select individual discount groups click add The Se ect discount groups window opens which displays a list of all discount groups Porsche Informatik GmbH 40 6 1 Master data Store Parts master data Select the desired list entry and click Apply Thereby the discount group is applied in the list If further dis count groups are to be applied repeat the process In the for the following supplier prices area select whether all or only selected suppliers are included in the recalculation Clicking add opens the Add supplier window enter the supplier here and click OK to include in the recalculation Click Calculate to start the process When CROSS has finished updating an Information window appears which says Recalculation of parts prices complete 6 Parts price changes Price changes of suppliers with remote data transmission Parts distribution centre AutoZ are automatically im ported into CROSS Price changes of the remaining suppliers need to be executed manually When importing new price information the current prices in the parts master data are updated and recalculated e Disable the automatical update of parts master data To disable the automatical update of parts master data yo
98. o input the name or description of the package Valid from to The Valid from to fields allow you to input the period of time when the package is to be valid Order and invoice text The Order and invoice text field allows you to enter the name or description of the package as it should appear on the order or invoice Brand The Brand drop down menu displays the concerned brand The brand is selected in the Packages menu in the Package selection window accessible via the Brand drop down menu Warr info for binding actions Warranty information for binding actions Please note e Fields in the Warr info for binding actions area should only be filled out if the package in question is a warranty package Porsche Informatik GmbH 67 Workshop master data 7 Packages Claim no Claim number Input the code for the parts provided by the manufacturer in the Claim number field Appl type Application type The Appl type drop down menu allows you to select the type of warranty appli cation Type of claim Input the manufacturer s code for the type of damage in the Type of claim field Repair code The Repair code drop down menu allows you to select the type of warranty repair Manuf code Manufacturer code Input the spare parts code as provided by the manufacturer in the Manuf code field Repeat after completion Always The Always radio button determines that the package is displayed in the order regardless of how often
99. ount discounting during order processing 6 4 2 Creating a discount group When creating a discount group a brand group is defined first To create a new discount group please proceed as follows 1 In the Maintenance menu click on SP master data and Discount groups This opens the Discount groups selection window 2 In the Brand group drop down menu select the corresponding brand group and click OK This opens the Discount groups window which displays a list of noted discount groups 3 Click New to open the Discount group window 4 Enter an up to 2 digit code in the Discount group field 5 Enter the name of the new discount group in the Name field and click OK to save the discount group 6 4 3 Adding a Brand discount group The profit margins per brand are defined within a discount group To create add a brand discount group do as follows iz In the Maintenance menu click on SP master data and Discount groups This opens the Discount groups selection window 2 In the Brand group drop down menu select the corresponding brand group and click OK This opens the Select discount groups window Mark the corresponding discount group and click Details This opens the Discount group window Click New in the upper list field This opens the Brand discount groups window In the Brand code drop down menu select the brand Enter the desired values in the Current area Enter the desired percentage in the Profit margin field Th
100. oups Each mechanic can be assigned to a mechanic group Mechanic groups may be defined in any way and are espe cially useful for evaluating mechanic data To add a new mechanic group do as follows 1 Click on WS Master Data in the Maintenance menu and then on Mechanic groups This opens the List of mechanic groups window 2 Click on New This opens the New mechanic group window Porsche Informatik GmbH 53 Workshop master data 7 Labour item 4 Inthe SA field input the name of the responsible service advisor or use the Selection button to select him 3 Input a Name for the mechanic group 5 Save your input 7 7 Labour item Labour items are provided by the importer per make brand and automatically imported at the end of the day A particular table space is intended for each labour item Table spaces are arranged based on model codes as signed to labour items Each labour item contains certain criteria e g name brand group time units material units etc The Labour items menu allows you to change or create individual labour items In addition items in the Table space time units list such as time units charging rates table spaces etc can be edited Inputting a labour item To input a new labour item do as follows 1 Click on WS master data in the Maintenance menu and then on Labour item This opens the Labour item selection window 2 In addition to the Brand either part of the LI name or LI number from
101. parts number is not known use the Selection button This opens the Criteria for parts number overview window in which you can search for the desired parts number according to certain criteria 5 The code Matchcode of the main supplier is to be entered in the Main supplier field If this is unknown use the Selection button This opens the Suppliers criteria window in which you can use various criteria to search for the desired supplier 6 Further limiting options are the Invalid PP Sales price invalid and also display deletion marked parts fields Porsche Informatik GmbH 39 Master data Store Parts master data 7 Clicking on OK opens the Farts ist window which contains a list of all parts matching the selection criteria On the right next to the list field the following buttons are available for accessing additional information Stock Turn This button opens the Parts master data stock window in which detailed stock data is displayed PP Infos This button opens the Parts master data PP nfo in which the RRP and details about the purchase price are displayed Equivalent parts This button opens a list which contains the noted equivalent parts 6 1 5 Update of parts master data Generally the parts master data is automatically sent and imported electronically Additionally part master data can be manually updated at any time Update of common part quality ratings prices in parts master data To execute an update of e
102. pecial leave etc fall under this criteria The mechanic is not present at the workplace but still receives wage compensation In paid presence Unproductive hours which are incorporated into the calculation of actual hours and thus in the wage compensation meet this criterion Example Task code W11 substitution of a cost centre the Presence checkbox is deactivated because the employee is present at a different position The task is however still decisive for the payment and inclusion in the actual times thus the In paid presence checkbox must be activated In unpaid absence The mechanic is still a company employee but is absent for a longer period of time and does not receive payment in that time e g W09 compulsory military service In unpaid presence For unpaid activities In unprod presence E g W02 idle hours In attendance check This checkbox must be activated for working hours which are to be included in the evaluation of workshop efficien cy In absence check This checkbox should be activated for activities which logically require absence with them e g W08 paid absence and which must be negatively included in workshop efficiency In illness To record illnesses doctor s visits etc On holiday To record holidays special holidays etc Porsche Informatik GmbH 80 Time recording Shift schedules 8 2 Shift schedules The combination of working hours and breaks is displayed in
103. pens Click New to create a new category group The nfo category group window opens Enter the new group name in the Name field Click Save to confirm your entries Deletion of an info category group Info category groups that are needed no longer can be marked as deleted and thus are no longer available when inputting a new info To mark an info category group as deleted activate the Dele tion code checkbox in the Details window Deletion marked info category groups are still available for selections and evaluations 5 12 Information categories Here you can define individual Info categories for the previously created Info category groups The info categories are meant to classify the info category groups in more detail i e the info category birthday letter could be assigned to the info category group marketing activities To create a new info category do as follows 1 2 Cor A o o o o Click on Dealer master data in the Maintenance menu and then on Info categories The Select info category groups window opens Select the appropriate Category group from the drop down menu for which you would like to create the information category This opens the nfo category window Click on New Enter a clear Name for the information category group in the corresponding field Activate the additional field Varia checkbox if it shall possible to enter an additional attribute If you want to enter a subcategory click New in the subcategory a
104. plicate button allows you to create a duplicate when inputting a new restriction description Package restrictions All restrictions defined in tab 3 Restrictions are displayed in the List of package restrictions List of package items Item Displays the type of item e g labour item spare part etc Porsche Informatik GmbH 69 Workshop master data 7 Packages Brand concerned brand code No number of the labour item or spare part number Name item name Opt optional item Trigger Trigger Price booking price Amount amount of spare parts in the diverse charging or conversion item Details The Details button takes you to the detailed description for the added package items Duplicate The Duplicate button creates a duplicate when assigning a new package item Up Down The Up and Down buttons allow you to change the sequence of package items Package items All items contained in the package and which may be printed on the invoice if so desired are dis played in the List of package items Add LI Labour item This button allows you to add a labour item to the package SP Spare part This button allows you to add a spare part to the package Info Information This button allows you to add an info item to the package Text This button allows you to add a text item to the package Div chrg Diverse charging This button allows you to add a diverse charging to the package Badge This button
105. qual part quality ratings and prices do as follows 1 Click Part and Update of common part quality ratings prices in parts master data in the Maintenance menu The Select brand group for offer window opens 2 Select the desired entry in the Brand group drop down menu and click OK 3 Then the Query window opens Long running time expected Continue Click OK to start the process 4 When CROSS has finished updating an Information window appears which says that the process is com plete Price list adjustment To execute a price list adjustment do as follows 1 Click Part and Price list adjustment in the Maintenance menu The Price list adjustment window opens 2 In the Price list selection area select whether the adjustment is for a price lists or only special price lists for a particular brand group 3 In the Size selection area select whether the adjustment is for total price list or only for imported changes since an import date to be specified 4 If multiple branch dealers are connected in the system you can activate the execute for all dealers check box 5 Click Carry out to start the process 6 Then the Query window opens Long running time expected Continue Click on OK to start the process 7 When CROSS has finished updating an Information window opens which says Price list alignment executed Parts prices recalculation To recalculate the parts prices do as follows 1 Click Part in the Mai
106. r input 6 6 2 Inputting a product information text for a workshop order To input a product information text for a parts item for workshop invoices do as follows 1 In the Maintenance menu click on SP master data and Product information workshop order This opens the Product information maintenance window where the information texts are listed 2 Click on New This opens the Product information workshop order window Product information Workshop order Charging brand 4 Audi Product information code QualityParts Short text For invoice o1 Product information input product information Save Close Select the Charging brand Select the Product information code 3 4 5 Input an up to 4 digit code in the Short text for invoice field 6 Input the information text in the Product information field 7 Save Your input Porsche Informatik GmbH 47 Master data Store Specifying a new case for automatic delivery note creation 6 7 Suppliers modes of shipping To create or change the mode of shipping of a supplier do as follows if Oo NOOO 10 In the Maintenance menu click on SP master data and Suppliers modes of shipping This opens the Modes of shipping window To create a new mode of shipping click New To process a mode of shipping mark the corresponding list entry and click Details This opens the Modes of shipping window Enter the code of the supplier in t
107. r which this part can be used are displayed here Main supplier The code Matchcode for the main supplier is displayed and can be changed here Use the Selection button you can to search for the suppliers using various criteria The field on the right displays the name of the main supplier Porsche Informatik GmbH 32 Master data Store Parts master data Product type The code of the product type is displayed in this field Use the Selection button to open the Product types window which contains a list of all product types corresponding to the brand group in question For a change you only need to select the entry and click Apply Accessory type In this field the Code of the accessory type is displayed Use the Selection button to open the Accessory types window which contains a list of all accessory types For a change you only need to se lect the entry and click Apply Free text In this field a comment can be entered for the spare part which is printed on the invoice Stor Loc The store location is entered in this field Available Stock The available store stock is displayed in this field excluding reservations Minimum stock If a part is intended for minimum stock then it either manually entered here or automatically set by parts selection PP price per item The purchase price per piece is displayed here Sales price The sales price per piece is displayed here recommended retail price The
108. ransfer all business partners to do so activate the Send all customers suppliers not only changed checkbox Do you really want to send all changed customers suppliers to the ACC system C Send all customers suppliers not only changed Porsche Informatik GmbH 100 Till maintenance 10 Till maintenance 10 1 Adding a till To add a new till do as follows 1 Inthe Maintenance menu click on Till and Tills This opens the Til criteria window 2 Select the number of the client in the Client no drop down menu and click on OK This opens the 7 list window in which all tills stored for the selected client are listed Click on New to add a new till This opens the New till window Input an alphanumeric code of up to 3 characters in the Till code field Input a Name in the corresponding field O O EP 9 In the Accounting data area input the data necessary for the till to be identified in accounting The following fields are provided ACC Till code Accounting till code ACC Dealer number Accounting dealer number 7 Inthe Suggested values area you can select values that are thereby automatically suggested when pro cessing till transactions In the Means of payment line in the Revenues drop down menu select the suggested value for till in coming and in the Outgoings drop down menu select the suggested value for till outgoings In the Tax treatment Tax treatment line select the suggested value for the t
109. re Process booked parts This field shows whether reserved parts via a delivery note should be immediately is sued at the time of booking The following two options are available 1 Issued defined as a default If the spare part is given to the mechanic at the time it comes into stock the reservation status is issued This means that the part will immediately be booked to the order 2 Prepared When parts are prepared for a certain order and only then given to a mechanic This especially makes sense when order labour is known during a customer s pre registration The part is then listed as prepared in reservations Furthermore the part will automatically be rebooked to the preparation store Vorbereitungslager The part appears on the picker note with the status prepared Booking department Describes how the proceeds from labour items should be booked 1 Mechanic defined as a default Proceed booking according to mechanic department 2 Labour item Proceed booking according to labour item department Porsche Informatik GmbH 9 Dealer default settings 2 Window description Dealer default settings 2 1 2 Tab Dealer default settings 2 Dealer default settings LLLL LLL EEy_ EEE Dealer default settings 1 Dealer default settings 2 Delivery note print with price _ ETKA connection available Print transfer note s Order From ETKA transfer Print picker note ELSA connection available Switch to requ
110. rea Input the name of the subcategory in the Name field To save the info category group and to end the process click on Save Additional field Varia You should use the additional field Varia only for information that is not likely to become irrelevant after a while e g a BP s hobby or the radio code of vehicle Porsche Informatik GmbH 27 Dealer master data Preferred info category group Predefined info texts are used to save uniformly formulated information relating to business partners or vehicles This makes working with CROSS easier because you create those texts once and later you can select them from a drop down menu 5 13 Predefined information texts To create a new predefined information text do as follows 1 In the Maintenance menu click on Dealer master data and then on Predefined info texts This opens the Predefined info texts window 2 Click on New This opens the New info text window 3 Enter the desired information text in the Text field 4 Inthe Only for use with info connection with area select those categories for which the information text is to be used 5 Click on Save to save your input 5 14 Preferred info category group To make the creation of activities easier you can set a preferred info category group for each user If a new activi ty is generated during the maintenance of a business partner vehicle NV UV file order or spare part the nfo cat egory window is opened in addition
111. rom PP offer to purchase price offer to Text Porsche Informatik GmbH 35 Master data Store Parts master data Clicking this button opens the Supplier price window in which price information can be changed Details Current sales price In this area the current Sales price and the date of validity start Valid since are displayed If the displayed price information is invalid then the invalid PP and or Sales price invalid checkboxes are activated Future sales price In this area the future Sales price is displayed The time period is displayed in the Valid and Action to fields Tab History PP Spare par maintenance Y 056115561G OELFILTER Master Data Master Data2 List of suppl prices History PP Equivalent Parts WARRparts Info GI acceptance date 14 05 1976 Partner acceptance date 17 03 1985 Last incoming new part 03 07 2006 Last turnover new part 17 07 2008 Last incoming used part Last turnover used part New parts Used parts Lowest PP 0 00 Highest PP 0 00 Last PP 0 00 Average PP 0 00 Stock Turn Sub stock Stock transac GI acceptance date The date of the entry of the part in the general importer is displayed here Partner acceptance date The date of the entry of the part in the dealer is displayed here Last access new part The date of the last access New part category is displayed
112. s dangerous or requires careful handling Substore default settings for ordering intake and order Here you can define one exclusive substore for the specific spare part This substore will then be proposed when issuing spare parts or creating purchase order requests Porsche Informatik GmbH 34 Master data Store Parts master data Product information Activate this checkbox when a product information should be displayed for this spare part Product information code Here you can enter the product information code Original parts economy parts or quality parts Tab List of supplier prices Spare parts maintenance V056115561G OELFILTER Master Data Master Data2 List of sup prices History PP Equivalent Parts WARRparts Info Supplier File PP File return Cur warr price Future purchase price Fut RG PP valid TYZ 2 12 M lt Current sales price Invalid PP ice 4 70 id since 03 04 2006 Sales price m valid since 03 04 2006 Sales price invalid Future sales price Sales price valid Action to Stock Turn Sub stock Stock transac Possible suppliers and their prices are displayed here Supplier The supplier match code is displayed here File PP current purchase price File return current discount group Cur warr price current warranty price Future purchase price Fut DG future discount group PP valid from purchase price valid f
113. s displayed FixPricePack Fixed package price Activate the FixPricePack checkbox for packages with fixed prices that cannot be changed Individual prices are then manually input for the individual package items Parts package Activate the Parts package checkbox for packages comprised only of spare parts For all branches Activate the For all branches checkbox for packages that are valid for the entire dealer net work Pos applicable chassis no Positively applicable chassis no The Pos applicable chassis no field shows for which chassis number the package restriction is valid Porsche Informatik GmbH 68 Workshop master data 7 Packages Tab 2 Res Item lists Package maintenance 1 Package head 2 Lim Item lists 3 Restrictions List of package restrictions Name From mod code To mod code Like mod code Engine no List of package items Item 6B No Opt Cause Price Amount Details Delete Duplicate In r VOWN List of package restrictions Name Name of the package restriction From mod code Model code beginning at which a restriction was set To mod code Model code up to which a restriction was set Like mod code Restriction like the selected model code Engine number concerned engine number Details New The Details or New buttons take you to the third tab Restrictions in which package restrictions can be changed or created Duplicate The Du
114. signing a work domain A till can be used for one or more work domains To define the work domains for a till do as follows 1 2 In the Maintenance menu click on Till and Till work domain assignment This opens the Til criteria window Select the concerned client in the C ient no drop down menu and click on OK This opens the List of till work domain assignments window which displays a list of tills per work domain To input a new assignment click on New This opens the New till work domain assignment window Input the Work domain in the corresponding field If this is not known you can select and apply one from a list using the Selection button Select the desired till in the Till code drop down menu Click on Save to fix the work domain assignment 10 3 Till authorisation You can specify users who are authorised to use a till by doing as follows f 2 In the Maintenance menu click on Till and on Till authorisation This opens the 7 criteria window Select the concerned client in the Client no drop down menu and click on OK This opens the List of till authorisations window To set authorisation for a user click on New This opens the 7 authorisation window In the Till code drop down menu select the concerned till Input the User in the corresponding field If the username is unknown you can use the Selection button to select and apply the desired user from a list You can specify whether the user is
115. ssor To create a new user group do as follows 1 In the Maintenance menu click on Dealer master data and then on User groups The User groups window opens 2 Click on New A new User group window will open 3 Enter the name of the user group in the Name field Porsche Informatik GmbH 28 Dealer master data User groups 4 Use the New button to define the users in the User group user allocation area 5 Click on Save to save your entries Porsche Informatik GmbH 29 Master data Store 6 6 Master data Store Smooth running of store function requires complete entry of master data Most of the parts and price information is automatically imported via interfaces In addition CROSS offers a range of options for matching data to dealers individual needs 6 1 Parts master data The parts master data and prices are automatically imported by the parts distribution centre This update is auto matically sent in the evening and contains all changes to master data and prices carried out at the supplier on the concerned The parts update is then automatically imported at night by CROSS The options for manually processing the parts master data are described in the following points Create new part Process parts master data Call up parts list See also mg Create new part gt 30 mg Process parts master data gt 30 mg Parts list gt 39 6 1 1 Create new part E ON To create a ne
116. st be selected Proj presence The projected presence that has been calculated based on the sum of the entered time models is displayed here Average proj pres The average projected presence time is displayed here List This list displays the weekdays with the corresponding time models Index The number of the weekday for the respective entry is displayed here Monday 1 Tuesday 2 Wednesday 3 Monday of the second week 8 etc Day The name of the weekday is displayed here Code The three digit code for the time model is displayed here Name The name of the time model is displayed here Porsche Informatik GmbH 86 Time recording Mechanic shift schedules Proj pres The projected presence for the respective day calculated by using the time model is displayed here The following buttons are available Copy to Clicking this button allows you to select the time model for the mechanic even for a different mechanic Change You can change a selected time model by highlighting a list item and clicking this button The Time models for mechanics window opens from which a different time model can be selected Add Clicking this button opens the 7ime models for mechanics window from which a further time model can be selec ted and added This entry will be displayed as the last item in the list Insert You can insert a labour model into the workweek by clicking on the desired weekday on the list and cli
117. starting characters should be noted when creating packages 0 9 For recall actions A For special recall actions For marketing packages H For maintenance packages L For packages from PASS P Z For individually defined packages This helps to avoid overlapping package numbers and means that a selection of special package areas is at all possible 7 18 1 Packages To input a new package do as follows Porsche Informatik GmbH 65 Workshop master data 7 Packages 1 In the Maintenance menu click on WS master data and then on Packages Select the Packages sub menu The Package selection window opens where you can use multiple criteria to make your selection After making your selection click on OK to open the List of Packages window Click on New to open the Package maintenance window Input all data that describes the package and input the warranty information in tab 1 OV E E Use the New button in tab 2 to input Package restrictions You can add package items by clicking on the LI SP Info Text Div chrg Badges and Conv buttons 6 Use the fields in tab 3 to define package restrictions To do so click on New Package and restriction items A customer service package is only valid if package items and restriction items are specified A package without restriction items is not displayed if it is integrated into the order 7 Click on Save to save your input See also ME Tab 1 Pa
118. ster Data Master Data2 List of suppl prices History PP Equivalent Parts WARRparts Info Warr system Name Ext parts no Stock Turn Sub stock Stock transac The following criteria are displayed in the list Warranty system Name of the warranty system where the warranty part number comes from Name Name of the parts group Ext parts no Number of the external part Porsche Informatik GmbH 38 Master data Store Parts master data Tab Info Spare par maintenance Y 056115561G OELFILTER Master Data Master Data2 List of suppl prices History PP Equivalent Parts WARRparts Info Display notifications and open activities Display memos Display add field Varia Note Activity Dealer Creation date Category description lt gt Stock Turn Sub stock Stock transac 6 1 4 Parts list For a better overview of the parts you can query a list of parts of a category to do further processing from there Do as follows 1 Click Part and then Parts list in the Maintenance menu The Parts list selection window opens Enter at least one selection criterion 2 Select a brand group in the Brand drop down menu 3 Enter the number of the main group from to in the Parts by main group fields The main group starts with the fourth digit of the parts number 4 The parts number s from to are to be entered in the Parts number fields If the
119. ster data in the Maintenance menu and then on Department to open the List of depart ments window Click on New This opens the New department window Input the department number in the Department field Input the name of the department in the Name field Select the appropriate cost centre from the Cost centre drop down menu Input the average performance price in the Av performance price field NO oO R WN Select the appropriate departments from the SA report dep t drop down menu and the MIC department drop down menu 1 The Paint dep t Small material calc and Ext service dep t checkboxes allow you to select which calcula tion items are added to the department 2 Click on Save to save your input 7 5 Cost centres In the maintenance section of the workshop master data you can input and change cost centre names In addition you can assign individual departments to the appropriate cost centres According to accounting only workshop cost centres should be created Prerequisites The List of work domains must have been created Valid Cost centres must be defined To add a new cost center do as follows 1 Click on WS master data in the Maintenance menu and then on Cost centers This opens the List of cost centers window Click on New This opens the New cost center window Input an up to 6 digit code in the Cost center field Input a Name for the cost center oP oN Save your input 7 6 Mechanic gr
120. stration for the restriction in the First registration date from to all field Plus minus Mon Input the validity range in months following the initial registration date in the Plus minus Mon field New The New button allows you to input a new restriction Porsche Informatik GmbH 71 Workshop master data 7 Scheduling item groups The Duplicate button means that a duplicate of the restriction item is made when a new name is created Duplicate 7 18 2 Conversion items Conversion items allow you to use oils and lubricants for packages defined by the importer Please note Qa If your dealership does not differentiate between petrol and diesel the same oils should be input for both codes To create a new conversion item do as follows 1 Click on WS master data in the Maintenance menu and then click on Packages Then select the Conver sion items submenu This opens the Conversion items criteria window where you can make your selection using the Conv item type Conversion item type drop down menu 2 After you have made your selection click on OK This opens the Conversion items for conversion item window 3 Click on New This opens the Conversion item for Conversion item window 4 input the relevant spare parts number in the Parts number field or select the number via the Selection but ton The Details button takes you to spare parts maintenance For more information see the Store master data chapter 5 Cli
121. t O with VAT C Request agent External labour items WARR system LIno Charging number Input a code here for the diverse charging item Name Input a name or description for the diverse charging item here Text If necessary an additional description of the diverse charging item can be input in this field Porsche Informatik GmbH 63 Workshop master data 7 Charging types Charging type This drop down menu allows you to select the charging type to which the diverse charging item are to be assigned Assign to This field shows whether the charging type concerns a labour item or a spare part This field is automatically filled out after selection of the charging type Current sales price Input the current sales price here Valid since Input the date since which the current sales price has been valid here The current date is auto matically suggested for new creation Future sales price Here you can input a future sales price for the diverse charging item Valid from Here you can input a date from which the future sales price is to be valid Purchase price Input the purchase price for the diverse charging item here Warr price Warranty price Input the warranty price that you receive from the wholesaler here With Without VAT Specify whether the diverse charging item is to be charged with or without VAT If you select With VAT then you can select the relevant VAT rate from a drop dow
122. table space the charging rate is calculated as usual Labour item price The Labour items price field allows you to input a fixed price with the combination of the charging rate code 6 for the concerned labour item A 0 should be entered for all other charging rate codes Paint material units If paint material is required for the labour item the required time units should be input for Paint material units 7 7 2 Copying labour items To copy labour items you need special administrator rights Labour items can either be copied singly or all items selected in the Labour item list can be copied at once Porsche Informatik GmbH 55 Workshop master data 7 LI supplements To copy one or more labour items to a different brand or to a different work domain do as follows 1 Click on WS Master Data in the Maintenance menu and then on Labour items This opens the Labour item selection window where you can select labour items based on different criteria e g input part of the labour item description text 2 After you have made your selection click on OK This opens the List of labour items window which dis plays the selected labour items 3 Select the labour item to be copied in the list and click on Copy To copy all labour items in the list click on Copy list 1 This opens the Copy labour items window 2 To copy the labour item to a different brand activate the Copy to a different brand checkbox and select the
123. ter data and then on Acceptance types The Acceptance types window opens Click on New The Acceptance types window opens Enter a three digit abbreviation in the Acceptance type code field e g DIR for direct Enter the name or description of the acceptance type in the Name field Enter the period of validity in the Valid from to fields for the time in which the acceptance type is valid Ol oe Ie Check the SA necessary checkbox if a SA is necessary for this acceptance type Porsche Informatik GmbH 74 Workshop master data 7 Return types 7 Check the Collector necessary checkbox if a Collector is necessary for this acceptance type 8 Click on Save to save your input Check at charging Adding a labour item or a diverse charging to an acceptance type by clicking on LI or Div charg means that the order charging will automatically be checked to see if the item was entered into the order If the labour item or diverse charging was not created in the order it cannot be charged 7 26 Return types In this menu you can create return types that are needed for planning a vehicle To create a return type simply proceed as follows 1 In the Maintenance menu click on WS master data and then on Return types The Return types window opens Click on New The Return types window opens Enter a three digit abbreviation in the Return type code field Enter the name or description of the return type in the Name field Enter the perio
124. ter data has been successfully updated with OK Porsche Informatik GmbH 6 Dealer default settings 2 Dealer default settings In this window you can modify the default settings for the CROSS replacement parts workshop module To open the settings click Dealer default settings in the Master data menu Changes affect the whole dealer Any modifications to the dealer default settings will affect all dealer details Requirements The List of dealer areas has to be registered 2 1 Window description Dealer default settings Porsche Informatik GmbH 7 Dealer default settings 2 Window description Dealer default settings 2 1 1 Tab Dealer default settings 1 Dealer default settings Dealer default settings 1 Dealer default settings 2_ Reports to GI Start type of accessory analysis v Number of store employees see end of last accessory analysis 39 06 2006 Number of unproductive staff report Last external parts analysis Product type For small goods use x C External parts anal participation Last day wage time period 31 Print payment slip Auto 2 direct debit bonus in 5 00 Bank code Roadworth label price 1 45 Account no 012345678910 VAT badge lt blank gt N v Last service report dayend start 03 07 2006 Time of appointment reminder Process booked parts Ausfassen Booki
125. the mechanic number in the Mechanic ID field If the mechanic number is not known use the Selec tion button to open the List of mechanics window from which the appropriate mechanic can be selected clicked on and confirmed by clicking Apply 3 Confirm your choice by clicking OK which will then call up the Time models for mechanics window The entries in the list provide an overview of the various shift schedules which were valid for the mechanic in the past and will be so in the present 4 Click on New to open the Mechanic shift schedule window 5 Enter the period of validity in the Valid from to fields 6 Enter the weekday number displayed in the field on the right on which the time model should begin in the Start index field 7 Click Add The Shift schedules for mechanics window opens which displays a list of the existing shift sched ules Select the appropriate time model and click Apply Repeat this step for each further weekday 8 You can correct by clicking Change add by clicking Add and delete by clicking Delete the entries 9 As soon as atime model exists for each day of the week confirm your entries by clicking Save 8 3 3 Altering an existing mechanic time model To change the labour times of a mechanic time model first ensure that the changes to the time model do not affect clockings in the past To change an existing mechanic time model it must either concern only newly created mechanic time models which
126. this window the number ranges for receipts are maintained in the CROSS customer service and parts system All invoice numbers and prefixes are presented in a list and can be modified by clicking the Details button 3 1 Creating a receipt number range To set up new receipt numbers or a new receipt number range do as follows i 2 In the Maintenance menu click on Receipt numbers This opens the Receipt numbers criteria window Input the desired criteria The also display missing receipt types checkbox is activated by default After con firming your input with OK the Receipt numbers window for the concerned work domain opens Click on New This opens the New receipt number window Use the Selection button to select the desired Receipt type Input a 3 digit prefix in the Prefix field Input a value in the Last number field For the numbering to begin at 1 input 0 as the last number Save your input 3 2 Transferring a receipt number range To transfer a receipt number range to a different receipt number range do as follows 1 O O ee 7 In the Maintenance menu click on Receipt numbers This opens the Receipt numbers criteria window Input the desired criteria The also display missing receipt types checkbox is activated by default After con firming your input with OK the Receipt numbers window for the concerned work domain opens Select the desired receipt type in the list and click on Details This opens the Receipt
127. time model 84 8 3 5 Copy an existing mechanic time model 85 9 Accounting 88 9 1 Transfer 88 9 1 1 List of transfers 90 9 1 2 Exporting transfers 93 9 1 3 Transfer functions 94 9 1 4 Fields in the customer service transfer 94 9 2 Merging product types for transfers 96 9 3 Impersonal accounts 96 9 3 1 Call up of list of impersonal accounts 96 9 3 2 Processing impersonal accounts 96 9 3 3 Create new impersonal account 97 9 4 Personal accounts 97 9 4 1 Overview list of personal account number ranges 97 9 4 2 Processing number ranges 97 9 4 3 Creating a new number range 98 9 5 General transfer 98 9 5 1 Creating a general transfer 98 9 5 2 Individual account for each means of payment 99 9 6 Send business partners to accounting 100 10 Till maintenance 101 10 1 Adding a till 101 10 1 1 Window description New till 101 10 1 2 Window description Connected till 103 10 1 3 Starting up the till 104 10 2 Assigning a work domain 105 10 3 Till authorisation 105 10 4 Till printers 105 10 5 Coins Notes 105 11 Authorisations 107 Porsche Informatik GmbH 5 Updating master data 1 Updating master data In CROSS you can update master data after making changes without needing to close and restart the application However the master data can only be updated if all windows within CROSS have been closed To update the master data do as follows 1 In the Maintenance menu click on Update master data 2 Confirm the following information pop up All mas
128. tion The warranty field must be set to a default value of 0 00 Euros because small and help material flat rates are not considered for warranty orders Each charging item must therefore appear on the warranty application Number of store employees This information is required for different evaluations e g turnovers by store em ployee Number of unproductive staff This information is required for different evaluations Product type for small goods use The product type for goods that fall under the small part limit will automati cally be changed to the product type entered here and booked to the material costs for small and help materi al The product type X is set as the default Last day wage time period This field is for input the dealer specific wage time period Normally this is the last day of the month Auto Z direct debit bonus The Auto Z direct debit bonus for the company should be entered here in percent age This value is needed for saving the correct purchase price for spare parts by Auto Z Qa Time of maintenance Please update settings before transferring them to the master data Roadworth label price The set badge price in Euros is displayed here VAT badge Here you can select the VAT tax rate for roadworthiness label Last service report dayend start The date of the last service report is displayed here Time of appointment reminder The reminder time for the appointment is shown he
129. to the Infowindow and the preferred info category group of the users is sug gested As the preferred info category group is only a general setting you should always check whether Q Info category should still be checked the preferred info category group is really suitable for the particular activity when you are creating Preferred info category groups can normally only be input for your own account There are however users author ised to maintain info category groups e g customer service management These can input preferred info catego ry groups for every user To define a new preferred info category group do as follows 1 In the Maintenance menu click on Dealer master data and then on Preferred info category group This opens the List of preferred info categories for activities window 2 Click on New This opens the Preferred info category group window opens 3 In the Preferred info category group for activity area you can define for which types of activities you want to define preferred info category groups To do so select the relevant group from the drop down menu 5 15 User groups CROSS allows you to define so called user groups User groups e g Audi service advisor VW salesperson are used in the CROSS nfo Activity tab when there is no clear user but when the activity should be transferred to a certain group of people The person who finally takes the activity on can then enter him herself as the concrete proce
130. to workshop appointment and Re invitation to workshop appointment you can restrict the text to a particular charging brand To do so select the desired charging brand that is to apply for the text from the Charg brand drop down menu If no charging brand is selected the text is used for all charging brands If a separate text is created for a charging brand then the text only applies for that charging brand The general text for which no charging brand has been selected is used for all other brands 5 Geben Sie bei E Mail Texten einen Betreff ein 6 Input the desired Text in the field Porsche Informatik GmbH 26 7 8 Dealer master data Information category groups In the E mail sender field input the desired sender address Customer notifications that can not be deliv ered are returned to their sender e mail address Click on Save to save the text and end the process 5 11 Information category groups CROSS offers you the option of creating so called information categories to facilitate a structured work environ ment You can allocate information about topics such as business partners vehicles etc to an information catego ry when you create or save it You can also perform analyses and selections according to these categories To create a new information category group simply proceed as follows i In the Maintenance menu click on Dealer master data and then on Info category groups The nfo category groups window o
131. tributed 5 9 Text blocks for customer documents In CROSS you can define text blocks that automatically appear of customer documents customer delivery notes orders offers and invoices etc The following example demonstrates the creation of a new end text for a custom er document Creating end texts for cusotmer documents N In the Maintenance menu click on Dealer master data and then on Text blocks for invoices and offers This opens the Customer document selection window 2 Select Order as the Document type For nvoice Offer type a category must also be selected Confirm with OK This opens the Text modules for order window 3 Click on New This opens the New text block for order window 4 Input the desired Text in the field Porsche Informatik GmbH 25 Dealer master data Inputting standard texts for customer notification 9 Save Your input This takes you back to the Text blocks for order window Multiple order text lines can be defined at once You can specify the sequence by selecting a text block and moving it to the desired posi tion using the Up and Down buttons Invoice end texts e If line breaks are included when invoice end texts are created the text is automatically divided into multiple text blocks at these points 5 10 Inputting standard texts for customer notification Standard notification texts may be predefined to inform customers about a repair that has been finished or to re mind them about a sch
132. u can check the following boxes in the parts maintenance menu Maintenance menu and Part Spare parts maintenance window Master Data tab a Don t automatically maintain name b Don t automatically maintain master data c Don t automatically maintain prices The update can be checked with the Log of sales price or discount changes in the parts maintenance found in the Evaluations menu under Logs Creating price changes To create price changes for parts do as follows iL In the Maintenance menu click on Part supplier price and Single This opens the Supplier price choice win dow Enter the number of the part in the Parts number field If you do not know the number simply use the Se lection button This opens the Criteria for parts numbers overview window in which you can search for the desired part using known criteria Enter the code Matchcode of the supplier in the Supplier field If this is not known use the Selection but ton This opens the Supplier criteria window in which you can search for the desired supplier using known criteria Click OK This opens the Supplier price window in which you can enter price changes If the new sales price is known but not the purchase price enter the new sales price in the Sales price fielding the future area and click Calculate PP Prerequisite for this is that the discount group is defined For a change of purchase prices enter the corresponding discount group in the
133. ult by type group select an entry from the Type group drop down menu 5 To recalculate the performance prices of a particular table space select the corresponding entry from the Table space drop down menu 6 To calculate the labour items of a particular number group input the relevant number in the LI no starting with field T Input the percentage by which the importer s fixed price is to be changed in the Deviation field Price in crease positive value Price reduction negative value 8 Select the decimal places to be rounded from the Rounding drop down menu 9 Click on Save to save your input 10 To start a manual recalculation click on Recalculate An automatic recalculation of the performance prices is executed at each LI import House items House items are no longer included for the calculation of dealer individual LI performance prices Here you can assume that the dealer inputs the performance prices for the house items for which it wants to charge Calculate performance price Volkswagen Audi amp Criteria Type group Table space LI no starting with Settings Deviation 20 Rounding 1 decimal places Save Cancel 7 13 2 Changing the sequence There may be overlaps when multiple calculations are input These are generally not checked by the program In put of a sorting allows you to specify which criteria are decisive in case of overlaps Calculation is via a sorting
134. w part Click Part and Part in the Maintenance menu The Part selection window opens Click New to open the Create new part window Select the corresponding brand group in the Brand drop down menu Enter the Parts number and click OK The Spare parts maintenance window opens into which master data is entered See also Window description Spare parts maintenance gt 31 6 1 2 Process parts master data To call up or maintain master data for a particular part do as follows i 2 Click Part and then Part in the Maintenance menu The Fart se ection window opens Enter the number of the part in the Parts number field If this is not known use the selection button This opens the Criteria for parts number overview window opens in which you can search for the desired parts number using various criteria Clicking on OK opens the Spare parts maintenance window in which the master data of the desired part is displayed and changes can be made Porsche Informatik GmbH 30 Master data Store Parts master data Window description Spare parts maintenance gt 31 See also 6 1 3 Window description Spare parts maintenance In this window all master data which concerns a part can be created changed or displayed The following buttons are available for you at the bottom of this window Stock Turn Clicking this button opens the Parts master data stock window This displays all store stock and turnover num bers of the l
135. week confirm your entries by clicking Save 8 3 5 Copy an existing mechanic time model Since most mechanics have the same time model it is quite convenient to simply copy another mechanic s time model instead of creating a new one The process by which this can be completed is described in the following steps 1 Click on Timekeeping found in the Maintenance menu and then on Mechanic shift schedules This opens the Shift schedules for mechanics window 2 Enter the mechanic number in the Mechanic ID field If the mechanic number is not known use the Selec tion button to open the List of mechanics window from which the appropriate mechanic can be selected clicked on and confirmed by clicking Apply 3 Confirm your choice by clicking OK which opens the 7ime models for mechanics window The entries in the list provide an overview of the various time models which were valid for the mechanic in the past and will be so in the present 4 Click on New to open the Shift schedule for mechanics window 5 Enter the period of validity in the Valid from to fields 6 Enter the weekday number in the Start index field which can be seen in the right hand field for the begin ning date 1 for Monday 2 for Tuesday 3 for Wednesday 4 for Thursday 5 for Friday 6 for Saturday and 7 for Sunday 7 Click on Copy from which opens the Shift schedule for mechanics window 8 Enter the number of the mechanic time model to be copied in the Mechani
136. window 3 Enter an Abbreviation and a Name for the new business case NV UV 4 Choose an entry from the Purpose list box If you have chosen the purpose Booking output or Credit note a separate area Performance type will be displayed on the right There you have to choose between Perform ance by recipient or Own performance 5 Choose an entry from the Booking list box 6 The Book check box is activated by default If necessary you can also check the Calculated UV repair Affects statistics or Affects PP boxes 7 Choose an appropriate entry from the Affects result list box 8 Choose an entry from the Type of vehicle list box 9 Define the business case s validity Purchase or Sales 10 By clicking on one of the New buttons in the Va id for area you can define the Work domains Interfaces and External systems the business case is valid for 11 Click Save to confirm your entries Porsche Informatik GmbH 23 Dealer master data Internal business cases NV UV 5 8 1 Window description New business case New business case Abbreviation Serial no Mame Performance type Performance by recipient Booking v own performance Book C Affects statistics C Calculated Affects PP JU repair Purpose Buchungsanzeige v Affects result Type of vehicle Purchase O Sales C Del code Valid for N UY work do Work domain Abbreviat De
137. window opens To create a new business case click New This will open the New business case window Enter an abbreviation for the new business case in the Abbreviation field Enter the name of the new business case in the Name 1 and Name 2 fields Select the appropriate consumer from the Consumer group drop down menu Use the Tax treatment drop down menu the select the desired tax treatment Select the VAT rate from the VAT tax drop down menu Enter the cost centre to be charged in the Cost centre field OO ON OF OV e OO N Enter the corresponding value in the Allocation field Porsche Informatik GmbH 22 Dealer master data Internal business cases NV UV 10 Use the given Selection button to select the appropriate Impersonal account 1 Click Save to confirm your entries 5 8 Internal business cases NV UV Changes must be coordinated with the accounting A transfer must be created for each business case Therefore changes can only occur in accord ance with the accounting or systems advisor In case of changing the business case the transfer must be adapted Sets related to the spare parts system must not be deleted To create a new internal business case for NV UV do as follows ls In the Maintenance menu click on Dealer master data and then on NV UV internal business cases This opens the List of internal business cases window 2 To create a new business case click the New button This opens the New business case
138. xation treatment A certain tax treatment is assigned to each business partner in the C enttab of the Business part ner window Among other things tax treatment defies the VAT sales tax rate at which a client ina specific work domain should be charged and if a VAT sales tax ID is necessary for billing 5 5 1 Create new tax treatment To create a new tax treatment simply proceed as follows f In the Maintenance menu click on Dealer master data and then on Tax treatments The List of tax treat ments window opens 2 To create a new tax treatment click New Porsche Informatik GmbH 19 MN Oa R w 10 11 12 13 14 15 16 17 18 Dealer master data Tax treatments The New tax treatmentwindow will open Enter a name for the new tax treatment in the Name field Activate the appropriate button in the nternal code area Activate the appropriate box in the Work domain area If the tax treatment is also applicable for individuals check the Also for private individuals box If this business case also appears on importer invoices check the GI invoice box If this is an intra community delivery activate the Intra community delivery checkbox If this is a foreign delivery check the Foreign delivery box If the VAT is overmodulated check the Overmodulate VAT with checkbox and select a type of VAT from the drop down menu below Select either Purchase or Sales Select the desired tax treatment from the Purchase tax

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