Process Walkthrough. IS-A-DBM Scenarios. SAP Global Delivery

Transcription

1 Process Walkthrough IS-A-DBM Scenarios SAP Global Delivery

2 SAP for Automotive: Dealer Business Management Dealer Management System This application addresses vehicle sales, workshop management, and parts management in dealerships or dealership organizations. It features quick and reliable services that include an efficient handling of customer-centric business processes along the entire customer relationship life cycle. Master Data New Car Sales SAP FOR AUTOMOTIVE SAP DEALER BUSINESS MANAGEMENT User Interfaces Used Car Sales Service Parts Sales mysap ERP Service Fulfillment SAP NetWeaver Warranty Vehicle and customer data, parts and prices, labor operations and packages, catalog integration Processes at Dealership New and used car sales Service parts sales, including cash desk Service order fulfillment, including scheduling engine Integrated warranty claim creation Based on SAP ERP Fully integrated into SAP Controlling and Accounting Supports building an enterprise using flexible organizational structure for logistics, accounting, and HR Shared services for HR, purchasing, inventories, controlling, accounting, analytics, and so on at dealerships Interface Technology SAP NetWeaver as basis for tight integration to OEM and other external systems and services

3 Increase Profitability and Focus on Multi- Brand New Car Sales Used Car Sales Service Parts Sales Service Fulfillment Warranty New Car Sales Common database for vehicles and customers Multi-brand capable Event-specific tracking of vehicle inbound logistics Detailed pricing information, direct posting into accounting, and document flow Accounting Customer Management BRAND & CUSTOMER LEASING & FINANCE Vehicle Sales/ Administration A U T O S Parts Management Vehicle Services DEALERSHIP Used Car Sales All information in one screen, including customer, vehicle, warranty, inventory, and so on Used cars process is implemented as a return and buy-back process Consolidated view of available inventory Improved order delivery velocity Value Drivers Customer Satisfaction Visibility of Vehicle Inventory Multi-brand Capability Common Vehicle & Customer Database Cost control for Distribution & Sales Upload of external Documents Vehicle Evaluation & Price Determination

4 Increase Customer Retention and Fixed Operations New Car Sales Used Car Sales Service Parts Sales Service Fulfillment Warranty Service Parts Sales Easy0to-use transaction to sell service parts Easy-to-use cash desk user interface for over-the-counter sales Simplified transactions for new parts master creation Online availability check during order creation Stock overview across dealer sites and central purchasing Parts pricing information online Accounting Customer Management BRAND & CUSTOMER LEASING & FINANCE Vehicle Sales/ Administration A U T O S Parts Management Vehicle Services DEALERSHIP Service Fulfillment Easy one-screen navigation for vehicle and service-related data Service order scheduling engine: service dates, technicians, tools, bays, and utilization reports Integration of warranty claim creation Catalog integration for labor operations, parts, and defect codes Detailed part pricing and availability check Value Drivers Customer Satisfaction Catalog Integration Multi-brand Capability Warranty Claims Cost Control Optimization of Parts Stock Utilization of Workshop Personnel Inventory and Availability Check End-to-end Process

5 Improve Operating Efficiency New Car Sales Used Car Sales Service Parts Sales Service Fulfillment Warranty Warranty Online check for vehicle s warranty status and applicable recall campaigns Integration of service order processing to SAP Warranty claims processing Claim creation for selected service order items and jobs Status tracking of claims process Separated bills and cost settlement per warranty, good-will and billable services Accounting Customer Management BRAND & CUSTOMER LEASING & FINANCE Vehicle Sales/ Administration A U T O S Parts Management Vehicle Services DEALERSHIP Value Drivers Customer Satisfaction Vehicle Recalls Cost Control Warranty Claims Administration

6 Put the Customer in the Center of Your Business New Car Sales Used Car Sales Service Parts Sales Service Fulfillment Warranty CRM Based on SAP ERP Lean Dealer Customer Fact Sheet and Memo Pad Sales activities (e.g., Lead Management) Complaint Management Lean Marketing Accounting Customer Management BRAND & CUSTOMER LEASING & FINANCE Vehicle Sales/ Administration A U T O S Parts Management Vehicle Services DEALERSHIP Value Drivers Common Customer & Vehicle database Information Available at Hand Increase Share of Wallet Customer Analytics

7 SAP Dealer Business Management: Portfolio ROLE-BASED USER INTERFACES INTEGRATED APPLICATION Parts Customers Vehicles Parts management Vehicle service Vehicle sales and administration Dealership finance Controlling Customer management Human resources MULTI-BRAND & LOCATION Dealer A Dealer B Dealer C Service Point D Service Point E Service Point F Holding LEADING APPLICATION & TECHNOLOGY PLATFORM Global and local Open integration and connectivity Security Flexibility Clear release strategy OS and database independence Scalability Automotive best practices DEPLOYMENT METHODS ASP, Hosting, Licensed, All-in-One, Local

8 Agenda 1. DBM Vehicle Sales Process 2. DBM Parts Sales Process 3. DBM Service Process 4. Warranty Process SAP 2007 / Page 8

9 DBM Vehicle Sales Process Vehicle Preparation Create Vehicle Model & Vehicle Quotation Process Assign Customer & Create Quotation Sales Order Convert Quotation to Order Inbound Logistics Create PO, GR and Invoice for vehicle Delivery Create Goods Issue (for the vehicle) Billing Sales order billing & invoice SAP 2007 / Page 9

10 DBM Vehicle Sales Process Vehicle Preparation Create Vehicle Model & Vehicle Quotation Process Assign Customer & Create Quotation Sales Order Convert Quotation to Order Inbound Logistics Create PO, GR and Invoice for vehicle Delivery Create Goods Issue (for the vehicle) Billing Sales order billing & invoice Activity Receive customer data from CRM Include vehicle model information Create vehicle as requested SAP 2007 / Page 10

11 DBM Vehicle Sales Process Vehicle Preparation Create Vehicle Model & Vehicle Quotation Process Assign Customer & Create Quotation Sales Order Convert Quotation to Sales Order Inbound Logistics Create PO, GR and Invoice for vehicle Delivery Create Goods Issue (for the vehicle) Billing Sales order billing & invoice Vehicle Quotation Search vehicle Check and complete customer and vehicle data Enter quotation and pricing details Check credit limit Print quotation SAP 2007 / Page 11

12 DBM Vehicle Sales Process Vehicle Preparation Create Vehicle Model & Vehicle Quotation Process Assign Customer & Create Quotation Sales Order Convert Quotation to Sales Order & Splits Inbound Logistics Create PO, GR and Invoice for vehicle Delivery Create Goods Issue (for the vehicle) Billing Sales order billing & invoice Sales Order Convert quotation or create a new sales order Check & complete customer & vehicle data Order and pricing details Check credit limit Print sales order Split order into Multiple payers and bill-to-parties Pricing details per split SAP 2007 / Page 12

13 DBM Vehicle Sales Process Vehicle Preparation Create Vehicle Model & Vehicle Quotation Process Assign Customer & Create Quotation Sales Order Convert Quotation to Sales Order & Splits Inbound Logistics Create PO, GR and Invoice for vehicle Delivery Create Goods Issue (for the vehicle) Billing Sales order billing & invoice Vehicle Inbound Logistics Move vehicle into inventory, status Receive incoming invoice including additional costs (freight) and tax Integration to accounting This step is required in a Build to Order scenario i.e. when the Dealer does not have stock and raises a PO for the same The dealer can raise a PO through the DBM system and a PO automatically gets generated in the ERP system (Interface needed) Once the dealer receives a vehicle against this PO, he creates a GR and Invoice (all through a single DBM window) SAP 2007 / Page 13

14 DBM Vehicle Sales Process Vehicle Preparation Create Vehicle Model & Vehicle Quotation Process Assign Customer & Create Quotation Sales Order Convert Quotation to Sales Order & Splits Inbound Logistics Create PO, GR and Invoice for vehicle Delivery Create Goods Issue (for the vehicle) Billing Sales order billing & invoice Delivery and Goods Movements Inventory Management Status tracking Print shipping document SAP 2007 / Page 14

15 DBM Vehicle Sales Process Vehicle Preparation Create Vehicle Model & Vehicle Quotation Process Assign Customer & Create Quotation Sales Order Convert Quotation to Sales Order & Splits Inbound Logistics Create PO, GR and Invoice for vehicle Delivery Create Goods Issue (for the vehicle) Billing Sales order billing & invoice Sales Order Billing Create, post, and print billing documents Integration into accounting, tax deduction Profitability analysis SAP 2007 / Page 15

16 Agenda 1. DBM Vehicle Sales Process 2. DBM Parts Sales Process 3. DBM Service Process 4. Warranty Process SAP 2007 / Page 16

17 DBM Parts Sales Process Parts Sales Order Create Service Order for Warranty Parts Delivery Goods issue and inventory management Billing Create and post billing documents Cash Desk Settle customer payment transactions Parts Sale Order, vehicle, and pricing details Standardized catalog interface Credit limit check Part Supersession and availability check Trigger purchase requisition for missing parts (external or internal) Print order SAP 2007 / Page 17

18 DBM Parts Sales Process Parts Sales Order Create Service Order for Warranty Parts Delivery Goods issue and inventory management Billing Create and post billing documents Cash Desk Settle customer payment transactions Delivery and Goods Movements Inventory Management Print shipping document SAP 2007 / Page 18

19 DBM Parts Sales Process Parts Sales Order Create Service Order for Warranty Parts Delivery Goods issue and inventory management Billing Create and post billing documents Cash Desk Settle customer payment transactions Parts Sales Order Billing Create, post, and print billing docs Integration with accounting, profitability analysis, etc. SAP 2007 / Page 19

20 DBM Parts Sales Process Parts Sales Order Create Service Order for Warranty Parts Delivery Goods issue and inventory management Billing Create and post billing documents Cash Desk Settle customer payment transactions Cash Desk Easy-to-use cash desk for OTC cash and credit card payments Integration with accounting Cash receipts Printing of sales checks SAP 2007 / Page 20

21 Agenda 1. DBM Vehicle Sales Process 2. DBM Parts Sales Process 3. DBM Service Process 4. Warranty Process SAP 2007 / Page 21

22 DBM Vehicle Service Process Quotation Process Create Service Quotation Service Order Convert Quotation to Service Order Confirm Order Create PO, GR and Invoice for vehicle Split Order Split order for jobs and warranty claims Billing Service order billing & invoice SAP 2007 / Page 22

23 DBM Vehicle Service Process Quotation Process Create Service Quotation Service Order Convert Quotation to Service Order Confirm Order Create PO, GR and Invoice for vehicle Split Order Split order for jobs and warranty claims Billing Service order billing & invoice Quotation for Service Order Check and complete customer and vehicle data Enter service order data, jobs, and item details Check parts availability and credit limit Warranty and recalls Evaluate pricing Print quotation SAP 2007 / Page 23

24 DBM Vehicle Service Process Quotation Process Create Service Quotation Service Order Convert Quotation to Service Order Confirm Order Record time spent/ material consumed Split Order Split order for jobs and warranty claims Billing Service order billing & invoice Service Order Processing Convert quotation or create service order Check and complete customer and vehicle data Enter service order data, jobs, and item details Check parts availability, credit limit, warranty, and recalls Evaluate pricing online Print quotation Release order for scheduling and execution SAP 2007 / Page 24

25 DBM Vehicle Service Process Quotation Process Create Service Quotation Service Order Convert Quotation to Service Order Confirm Order Create PO, GR and Invoice for vehicle Split Order Split order for jobs and warranty claims Billing Service order billing & invoice Service Order Confirmation Record spent time/ working units and material consumption SAP 2007 / Page 25

26 DBM Vehicle Service Process Quotation Process Create Service Quotation Service Order Convert Quotation to Service Order Confirm Order Create PO, GR and Invoice for vehicle Split Order Split order for jobs and warranty claims Billing Service order billing & invoice Service Order Split Split service order, items or jobs warranty/good will, internal order, CCs Create warranty claim Claim sending, receiving and processing Check return parts Evaluate detailed pricing Print service order and claim SAP 2007 / Page 26

27 DBM Vehicle Service Process Quotation Process Create Service Quotation Service Order Convert Quotation to Service Order Confirm Order Create PO, GR and Invoice for vehicle Split Order Split order for jobs and warranty claims Billing Service order billing & invoice Service Order Billing Create, post and print billing docs Integration into accounting, profitability analysis, tax decl. SAP 2007 / Page 27

28 Agenda 1. DBM Vehicle Sales Process 2. DBM Parts Sales Process 3. DBM Service Process 4. Warranty Process SAP 2007 / Page 28

29 DBM Warranty Process Master Data Maintain Warranty Master Data Warranty Order Create Service Order for Warranty Split Create splits for jobs, warranty, recall etc Claim creation Create claims with defect codes, roles etc Reimbursement ERP Warranty claim settlement SAP 2007 / Page 29

30 DBM Warranty Process Master Data Maintain Warranty Master Data Warranty Order Create Service Order for Warranty Split Create splits for jobs, warranty, recall etc Claim creation Create claims with defect codes, roles etc Reimbursement ERP Warranty claim settlement SAP 2007 / Page 30

31 DBM Warranty Process Master Data Maintain Warranty Master Data Warranty Order Create Service Order for Warranty Split Create splits for jobs, warranty, recall etc Claim creation Create claims with defect codes, roles etc Reimbursement ERP Warranty claim settlement SAP 2007 / Page 31

32 DBM Warranty Process Master Data Maintain Warranty Master Data Warranty Order Create Service Order for Warranty Split Create splits for jobs, warranty, recall etc Claim creation Create claims with defect codes, roles etc Reimbursement ERP Warranty claim settlement SAP 2007 / Page 32

33 DBM Warranty Process Master Data Maintain Warranty Master Data Warranty Order Create Service Order for Warranty Split Create splits for jobs, warranty, recall etc Claim creation Create claims with defect codes, roles etc Reimbursement ERP Warranty claim settlement SAP 2007 / Page 33

34 DBM Warranty Process Master Data Maintain Warranty Master Data Warranty Order Create Service Order for Warranty Split Create splits for jobs, warranty, recall etc Claim creation Create claims with defect codes, roles etc Reimbursement ERP Warranty claim settlement SAP 2007 / Page 34