EV Planning

EV Planning

OVERVIEW EV VEHICLE HISTORY

EV vehicle history is a detailed document that provides vehicle information. To obtain a vehicle history user need to know the vehicle registration number or chassis number or engine number. This gives the overall information about the vehicle such as number of job cards created along with its date. The repair type which shows the type of servicing is carried out, invoice number etc. It also shows the retro fitment detail along with value added services, its applicability and availing status. To check the history, enter engine number or registration number or chassis number in the vehicle field and click on GO command button.

PROCESS FLOW

To access → EV Vehicle History:

In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Vehicle History

 Field Description

Vehicle

Select vehicle to check history and click on Go.

Dealer Name

Displays the name of dealer.

Branch

Displays the branch of dealer.

Job Card

Displays the name of job card.

Job Card Date

Displays the job card date.

Model

Displays the model’s name.

Customer

Displays the name of customer.

Mobile

Displays the mobile number of customers.

Job Type

Displays the Job type.

Mechanic

Displays the name of mechanic.

Service Advisor

Displays the name of service advisor.

Customer Voice

Displays the customer voice capture in job card.

Usage Reading

Displays usage reading.

Invoice Number

Displays the invoice number.

 User Interface (Transaction History)

 

 Field Description

Field

Description

Document Name

Displays the document name of purchase and sale.

Document Date

Displays the document date of purchase and sale.

Company

Displays the name of company.

Branch

Displays the name of branch.

User Interface (IB Details)

Field Description

Field

Description

Service History

Customer

Displays the name of customer.

Effective From

Displays the effective from date of the customer.

Effective To

Displays the effective to date of the customer.

Transaction History

Part/Service Name

Displays the name of part or labor.

Contract Type

Displays the contract type taken in job card.

Effective From

Displays the effective from date.

Effective To

Displays the effective to date.

Min Usage

Displays the minimum usage.

Max Usage

Displays the Maximum hours.

Min Hours

Displays the minimum hours.

Max Hours

Displays the Maximum hours.

Additional Usage Reading

Displays the additional usage reading.

Additional Duration

Displays the additional duration.

Is Availed

Displays whether the service is availed or not.

IB Recalls Details

Part Service Name

Displays the name of part or labor.

Job Card

Displays the name of job card.

Job Card Date

Displays the date of job card.

Reason

Displays the reason.

Reference No

Displays the reference number.

Supplier Invoice No

Displays the supplier invoice number.

Supplier Invoice Date

Displays the supplier invoice date.

Recalled Status

Displays the recalled status.

 OVERVIEW EV WORKSHOP SCHEDULER

The workshop schedule is the utility to analyze schedule of the workshop and based on this traffic, number of vehicles to be accepted for servicing is decided accordingly.  

PROCESS FLOW

To access → EV Workshop Scheduler:

In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Workshop Scheduler

 GENERAL

 

User Interface

 

Field Description 

Field

Description

Company

Display / Enter the company name

Branch

Select the Branch

Model

Select the Model

Status

Select the status

From Date

Displays the effective from date.

To Date

Displays the effective to date.

OVERVIEW EV MECHANIC LOADING

The EV Mechanic loading is the utility for the analysis of workload on the mechanic. The mechanic loading can be evaluated on the time frame as daily, week, monthly, workweek and timeline as requested.

PROCESS FLOW

To access → EV Mechanic Loading

         
In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Mechanic Loading

 User Interface

 Field Description 

Field

Description

Branch

Select the Branch

Mechanic

Select the Mechanic

Status

Select the status

Start Date

Displays the effective start date.

End Date

Displays the effective end date.

 OVERVIEW EV SERVICE FEEDBACK

Feedback is a very crucial stage where we would take feedback from our customers regarding servicing done in their vehicle and would try to rectify any changes as required according to the needs of customer.

PROCESS FLOW

To access → EV Service Feedback

In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Service Feedback

User Interface

Field Description

Field

Description

Branch

Select the Branch

Show Question template for service

Select the Respective service feedback

Feedback Date

Select the feedback date to generate the data

Document Date

Display the document date to generate the data

Reg No

Select the registration number

 

 

Customer

Select the customer

Mobile

Enter the mobile number

Branch

Select the branch

Question

Display the question if any

Answer

Display the answer if any

Remarks

Enter the remarks if any

 OVERVIEW EV MECHANIC ALLOCATION 

EV Mechanic Allocation is a process where mechanic is allotted to all the ‘open’ or ‘work in progress’ Job Cards to perform the desired job. In this utility system filters all the job cards for which mechanic is required and thus it helps to provide mechanics for all the pending job at the same time.

 

 

PROCESS FLOW

To access → EV Mechanic Allocation

In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Mechanic Allocation

User Interface

Field Description

Field

Description

Branch

Select the Branch

From Date

Select from date for generation of data

To Date

Select to date for generation of data

Get Data

Display the data

Job Card

Select the registration number

 

 

Registration No

Display/Enter the Registration number

Frame No

Display/Enter the Frame Number

Service

Select the Service for allocation

Service Name

Display of the service name

Mechanic

Select the mechanic

 OVERVIEW EV BAY ALLOCATION

EV Bay Allocation is utility where person from dealership can assign the bay to all the open job cards at one go. Here, the filter criteria are to select the branch against which job card was created along with the date range of job cards. The data generates on the screen will be job card, branch, customer, registration number of vehicle, job card status. User will allocate the bay against the generated data.

PROCESS FLOW

To access EV BAY ALLOCATION     
In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Bay Allocation 

User Interface

 Field Description

Field

Description

Bay Filter

Display filter for allocation of Bay

Branch

Select branch to create Purchase Order- Local Process.

From Date

Select from date for generation of data

To Date

Select to date for generation of data

Job Card

Display the job card number

Branch

Display the branch

Customer

Display the customer’s name

Registration No

Display registration number of vehicle

Job Card Status

Display the status of job card

Bay

Select the bay allocation

OVERVIEW EV SERVICE REMINDER

Service reminder document keeps record of service performed on vehicle. It is useful to remind customer for their upcoming services. In service reminder there is a provision to of sending SMS. The data reflects as per date range filtration. Which displays the registration number, chassis number, model, date of sale along with last service date, customer name, customer mobile number, reminder type, job type, expiry date, service due date, remarks to capture concerns/clarifications etc. along with reminder columns. Reminder frequency would be 15 days for 1st reminder, 7 days for 2nd reminder and 3 days before 3rd reminder. A shortcut icon is given on top of the screen to create service appointment of the same customer if required.

PROCESS FLOW

To access EV Service Reminder

In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Service Reminder

User Interface

Field Description

Field

Description

From Date

Select from date.

To Date

Select to date.

Reminder Setting Filter

Select job type and reminder type.

Reg No

Displays the registration number of customer.

Frame No

Displays the Frame number of customer.

Model Code

Displays the model code

Model Nae

Displays the model’s name.

Date of Sale

Displays the date of sale of vehicle.

Last Service Date

Displays the last service date.

Customer Name

Displays the customer’s name.

Mobile No

Displays the mobile number of the customer.

Mail To

Display Email Address off Customer

Address

Displays the address of the customer.

Reminder Type

Displays the reminder type.

Job Type

Displays the Job type.

Expiry Date

Displays the expiry date.

Service Due Date

Displays the service due date.

Media Type

Select the media type for reminder (SMS/Mail).

Remarks

Enter remarks, if any.

Remind Again

Select the check box to remind again to the customer.

Next Reminder Date

Enter the next reminder date.

Don’t Remind Again

Select the check box to not remind to the customer.

Never Remind

Select the check box to never remind to the customer.

Previous Reminder

Display previous reminders

Booking Date

Select the booking Date

Create Booking

Select for creating booking

Select

Select the check box to select the vehicle

OVERVIEW EV TARGET MECHANIC

EV Mechanic target is utility where the person from dealership assigns a target to mechanic. This target can be assigned for parts and labors. The reason to assign target to mechanic is to check the efficiency in both the terms. The target can be set to mechanic will be of any range i.e., Daily, Weekly, Fortnightly, Monthly, Quarterly, Half Yearly, yearly. Based on the type of selection of period type the columns appear on the utility screen for inputs.

 

PROCESS FLOW

·        
To access EV Target Mechanic

In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Target Mechanic

 User Interface

 

Field Description 

Field

Description

Branch

Select branch to create target for mechanic

Period Type

Select the period for which target need to set

For Service

Select the check box for setting target for service

For Part

Select the check box for setting target for part

Get Data

Click to generate data

Mechanic

Select the mechanic for whom target need to set

Repair Type

Select the service type in which target need to set

 

OVERVIEW EV TARGET SERVICE ADVISOR

EV target service advisor is utility where the person from dealership assigns a target to service advisor. This target can be assigned for parts and labors. The reason to assign target to service advisor is to check the efficiency in both the terms. The target can be set to service advisor will be of any range i.e., Daily, Weekly, Fortnightly, Monthly, Quarterly, Half Yearly, yearly. Based on the type of selection of period type the columns appear on the utility screen for inputs. 

PROCESS FLOW

To access EV Target Service Advisor

       
In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Target Service Advisor

Field Description

Field

Description

Branch

Select branch to create target for service advisor.

Period Type

Select the period for which target need to set

For Service

Select the check box for setting target for service

For Part

Select the check box for setting target for part

Get Data

Click to generate data

Service Advisor

Select the Service Advisor for whom target need to set

Repair Type

Select the Repair type in which target need to set

 OVERVIEW EV UPDATE IB COMPONENT

EV Update IB Component is the utility where user can update the battery details and can change the same. The process of this utility is likely to be in a simple way if the battery of the new vehicle is damaged after six months, then in that warranty/guaranty period the battery can be changed, each battery has a unique number so when the customer gets the new battery in this utility user must mention and update the new battery number.

 PROCESS FLOW

To access EV Update IB Component

In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV Update IB Component

 User Interface

 Field Description

Field

Description

Model

Select the Model to update IB Component

Registration Number

Enter the Registration Number

Model

Select the model

Frame No

Enter the Frame Number

Motor No

Enter or display the motor number

Company

Select the company

Battery No

Enter the battery number

Previous battery serial number

Enter the previous battery serial number

Previous Charger

Enter the Previous charger number

Previous Controller no

Enter the previous controller number

Previous Battery Chemistry

Enter/Display previous battery Chemistry

Battery Serial number

Enter/Display the battery serial number

 

Charger

 

Enter/Display the charger number

Controller No

Enter / Display the customer number

Battery Chemistry

Enter / Display the battery chemistry

 

OVERVIEW EV IB DETAILS UPDATE UTILITY

 EV IB Details Update Utility where user can update the kilometers and In IB details user can select the vehicle, customer name, mobile number after entering all the details user will be able to see that what was the last K.M reading of that particular.

 PROCESS FLOW

To access EV IB Details, Update Utility

In the Excellon application, go to Electric Vehicle Module → Service →Planning → EV IB Details, Update Utility

 User Interface

Field Description

Field

Description

Vehicle

Display the Vehicle

Customer Name

Display/Select the Customer name

Mobile No

Enter the mobile number

Last KM reading

Display the Last KM Reading

Manufacturing Date

Display the Manufacturing date

Supplier Invoice Nos

Display the Supplier invoice Number

Model

Display the Model

Doc Name

Display the Doc Name

Billing Date

Display the Billing Date

KM Reading

Display the KM reading

 EV| Service |Planning | Incentive

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OVERVIEW EV SERVICE INCENTIVE MASTER

EV Service Incentive Master

EV Service Incentive Master document helps to define and create incentive plans on several parametric conditions. OEM HO users and Dealerships can define individual Incentive plans for them. Dealerships creating plans requires HO approval. HO user will verify the Incentive Master and can approve and publish for use. Incentives are applicable to group and individuals both – for model, customer, company etc. Incentives can be created based on target type as Quantity or Value (amount). And the period selection has provision of different variants like Monthly, Fortnightly, Daily, Quarterly, and Custom.

PROCESS FLOW

To access EV Service Incentive Master, follow the path as mentioned below:

In the Excellon application, go to Electric Vehicle Module → Service →Planning à Incentive à EV Service Incentive Master

User Interface

Field Description

Field

Description

Reference Incentive

Select an old reference Incentive plan, to create a new.

Code

Displays the unique code for Incentive document.

Name

Add name of the Incentive plan, newly created.

Description

Add description of Incentive plan to explain the purpose.

Reference No

Add a reference number.

Campaign Name

Select the name of campaign name, if applicable.

Applicable Period Type

Select the applicable period type for which Incentive will be set as active.

Applicable from date

Displays or select the applicable start date for Incentive.

Applicable to date

Displays or select the applicable end date for Incentive.

Target Type

Select the Incentive target type as Quantity or Value (Amount)

Include Tax

Check if taxes to be included in the Incentive plan.

Exclude Tax

Check if customer returns the product, it should not be considered in Incentive plan.

Exclude Discount

Check if, discounted sales should not be included in Incentive plan.

Incentive calculation

Select the Incentive Calculation type

Calculation Type

Select the calculation type

Growth From Date

Select the period start date for Growth

Growth To Date

Select the period end date for Growth

Incentive Details

Target

Add the target number

Model Code

Select the individual model.

Model Name

Select the Model Name

Model Group

Select the respective model group

Applicable model

Select the Applicable model on which target should get applied.

Company

Select the individual company name on which target should be applied. Here, company refers to dealerships. Logged in Dealerships will have default value as dealer name in company.

Company Group

Select the Company Group on which target should be applied.

Customer Group

Select the Customer group on which target should be applied.

Payee Group

Select the Payee Group name on which target should be applied.

Contract Type

Select the Contract type

Insurer Company

Enter the Insurer company

View Details

Display the details of the Service incentive

View Eliminated

Display the Eliminated details of the Service incentive

 

OVERVIEW EV SERVICE INCENTIVE CALCULATION UTILITY

EV Service Incentive Calculation Utility

EV Service Incentive Calculation is a utility feature which helps to calculate and identify the Incentive amount to be paid to respective user groups on achievement of set targets. Incentive Amount can be override before accepting or rejecting. The calculation utility shows information of achieved target, actual target and calculative amount on achievements.

PROCESS FLOW

To access EV Service Incentive Calculation Utility, follow the path as mentioned below:

In the Excellon application, go to Electric Vehicle Module → Service →Planning à Incentive à EV Service Incentive Calculation Utility

 User Interface

Field Description

Field

Description

Incentive

Select the Incentive Plan that you wish to calculate.

Calculation Type

Displays the Calculation type as per selected plan.

Incentive Calculation Type

Displays the incentive calculation type as per selected plan.

Period Type

Displays the period type as set in selected plan.

From Date

Displays the start date of Incentive plan.

To Date

Displays the end date of Incentive plan.

Get Data

Click get data to fetch the sales records.

Company Code

Displays the code of company.

Company

Displays the name of the company.

Company Group

Displays the name of Company Group.

Model Code

Displays the code of Part.

 

 

Model Name

Displays Model name.

Model Group

Displays the name of Model Group.

Applicable model Name

Display the name of the applicable the model’s name

Model

Display the name of the model

Color

Display the color of the model

Target Type

Displays the Target type – name.

Payee Name

Displays the name of payee.

Payee Group

Displays the name of payee group.

Customer Group

Displays the customer group name.

Insurer Group

Display the insurer group

Contract Type

Display the name of contract type

Incentive Reward 1

Displays the Incentive reward as applicable.

 

Incentive Reward 2

Displays the incentive reward 2 as applicable.

Total QTY

Displays the actual achieved quantity by person.

Total discount

Displays the total discount amount, if given by salesperson.

Total Amount

Displays the total amount.

Target

Displays the target.

Target From %

Displays the starting slab of target percentage.

Target To %

Displays the ending slab of target percentage.

Is Target Achieved

Displays the achieved quantity or value by the person.

Achieved Target

Display the achieved target

Achieved Percentage

Displays the percentage achieved.

Cumulative Incentive Amount

Displays the cumulative incentive amount.

Basic Incentive

Displays the basic incentive amount.

Purchase Value

Display the purchase value

Marginal Value

Displays the marginal value.

Original payable amount

Displays the calculated original amount to be paid.

Payable amount

Allows to edit the incentive paid amount.

Approve

Check and approve the document.

Reject

Check and reject the document.

Remarks

Add the comments or remarks with respect to approved or rejection.

OVERVIEW EV SERVICE INCENTIVE APPROVAL UTILITY

EV Service Incentive Approval Utility

 

EV Service Incentive Approval Utility is the second level workflow process which helps the authorized higher user to view all the approved and edit calculations for Incentive. Further approving this, confirms the system for the final payments to be made to all eligible person. This document is like calculation utility with addition of fields like Approved Date, Approved by and Approved Amount.

PROCESS FLOW

To access EV Service Incentive Approval Utility, follow the path as mentioned below:

In the Excellon application, go to Electric Vehicle Module → Service →Planning → Incentive à EV Service Incentive Approval Utility

User Interface

Field Description

Field

Description

Incentive

Select the Incentive Plan that you wish to calculate.

Calculation Type

Displays the Calculation type as per selected plan.

Incentive Calculation Type

Displays the incentive calculation type as per selected plan.

Period Type

Displays the period type as set in selected plan.

From Date

Displays the start date of Incentive plan.

To Date

Displays the end date of Incentive plan.

From Qty

Add from Quantity to filter data on quantity basis.

To Qty

Add to Quantity to filter data.

From Amount

Add from Amount to filter data

To Amount

Add to Amount to filter data.

Get Data

Click get data to fetch the sales records.

 

 

Company Code

Displays the code of company.

Company

Displays the name of the company.

Company Group

Displays the name of Company Group.

Model Code

Displays the code of Model.

Model Group

Displays the name of model Group.

 

 

Applicable Model Name

Displays Model name.

Model

Display the Model

Color

Display the color of model

Target Type

Displays the Target type – name.

Payee Name

Displays the name of payee.

Payee Group

Displays the name of payee group.

Customer Group

Displays the customer group name.

Insurer Group

Displays the Insurance company name.

Contract Type

Displays the Contract Type

Incentive Reward 1

Displays the Incentive reward as applicable.

 

Incentive Reward 2

Displays the incentive reward 2 as applicable.

Total Qty

Displays the actual achieved quantity by person.

Total Discount

Displays the total discount amount, if given by salesperson.

Total Amount

Displays the total amount / revenue generated.

Target

Displays the target.

Target From%

Displays the starting slab of target percentage.

Target To%

Displays the ending slab of target percentage.

Is Target Achieved

Display the target achieved check box

Achieved Target

Displays the achieved quantity or value by the person.

Achieved Percentage

Displays the percentage achieved.

Cumulative Incentive Amount

Displays the cumulative incentive amount.

Basic Incentive amount

Displays the basic incentive amount.

Purchase Value

Display the Purchase Value

Marginal Value

Displays the marginal value.

Payable Amount

Displays the calculated original amount to be paid.

Approve

Check and approve the document.

Reject

Check and reject the document.

Approval Date

Displays the approved date.

Approved By

Displays the person’s name who approved the Incentive paid calculations.

Approval Amount

Displays the approved amount

Remark

Add the comments or remarks with respect to approved or rejection.

Status

Shows the status of the Incentive document.

OVERVIEW:

EV SERVICE INCENTIVE DOCUMENT

In this process of
EV Service Incentive document, user will be able to see the documents related to service transactions and the target achieved documents for the mechanic or advisor or SM and ASM, User also can see in which document the transaction is being performing. Cancellation date, Type and remark is also available in-Service incentive document.

 

PROCESS FLOW

To access EV Service Incentive document, follow the path as mentioned below:

In the Excellon application, go to Electric Vehicle Module → Service →Planning → Incentive à EV Service Incentive Document

User Interface

Field Description

Field

Description

Document Type

Display the document type

Document Date

Display the Document Date

Company

Display the Company

Incentive name

Display the Incentive name

Approval valid till date

Display the Approval valid till date

Cancellation Type

Display the cancellation type

Cancellation date

Display the cancellation date

Cancellation remarks

Display the cancellation Remark

Is closed

Display the Is closed check box

EV| Service |Planning | Commission

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OVERVIEW EV SERVICE COMMISSION MASTER

is the screen where the user would define the commission configuration such as its execution dates, applicability details (item, item family, customer group, and payee) along with amount to be given as commission. It would also have the provision to define whether the commission is to be calculated on gross line amount (Before line discount) or on the net line discount (After line discount). It would also have the provision to exclude the taxation from commission calculation. Commission master would also have the provision to copy the commission set up executed in the past, this functionality would copy all the applicability and conditional details captured in the reference commission master.

PROCESS FLOW

To access EV Service Commission Master, follow the path as mentioned below:

In the Excellon application, go to Electric Vehicle Module → Service →Planning à Incentive à EV Service Commission Master

User Interface

 Field Description

Field

Description

Reference Incentive

Select an old reference Incentive plan, to create a new.

Code

Displays the unique code for Incentive document.

Name

Add name of the Incentive plan, newly created.

Description

Add description of Incentive plan to explain the purpose.

Reference No

Add a reference number.

Campaign Name

Select the name of campaign name, if applicable.

Applicable Period Type

Select the applicable period type for which Incentive will be set as active.

Applicable from date

Displays or select the applicable start date for Incentive.

Applicable to date

Displays or select the applicable end date for Incentive.

Target Type

Select the Incentive target type as Quantity or Value (Amount)

Include Tax

Check if taxes to be included in the Incentive plan.

Exclude Tax

Check if customer returns the product, it should not be considered in Incentive plan.

Exclude Discount

Check if, discounted sales should not be included in Incentive plan.

Incentive calculation

Select the Incentive Calculation type

Calculation Type

Select the calculation type

Growth From Date

Select the period start date for Growth

Growth To Date

Select the period end date for Growth

Incentive Details

Target

Add the target number

Model Code

Select the individual model.

Model Name

Select the Model Name

Model Group

Select the respective model group

Applicable model

Select the Applicable model on which target should get applied.

Company

Select the individual company name on which target should be applied. Here, company refers to dealerships. Logged in Dealerships will have default value as dealer name in company.

Company Group

Select the Company Group on which target should be applied.

Customer Group

Select the Customer group on which target should be applied.

Payee Group

Select the Payee Group name on which target should be applied.

Contract Type

Select the Contract type

Insurer Company

Enter the Insurer company

View Details

Display the details of the Service incentive

View Eliminated

Display the Eliminated details of the Service incentive

 OVERVIEW EV SERVICE COMMISSION CALCULATION UTILITY

EV Service Commission Calculation Utility

EV Service Commission Calculation Utility is used to display calculated Commission. Commission calculation or verification which is the first step of 2 level approval process. The screen would display the details of calculated Commission amount along with name of payee or payee group. The user would have the provision to approve or reject the Commission with provision to mention remarks.

Further remarks entered in Commission verification screen would be displayed in Commission report. Commission verification would also display the details of eligible document so that the user can verify the details captured at transactional level. After getting approved or rejected in Commission verification screen all the records would go for approval.

PROCESS FLOW

To access EV Service Commission Calculation Utility, follow the path as mentioned below:

In the Excellon application, go to Electric Vehicle Module → Service →Planning à Incentive à EV Service Commission Calculation Utility

User Interface

Field Description

Field

Description

Commission

User can select the Commission set up for which the Commission is to be calculated or verified.

From Date

This field display the date from which the Commission is applicable

To Date

This field display the date to which the Commission is applicable

Get Data

Click get data to fetch the sales records.

Company Code

Displays the code of company.

Company

Displays the name of the company.

Company Group

Displays the name of Company Group.

Model Code

Displays the code of Part.

 

 

Model Name

Displays Model name.

Model Group

Displays the name of Model Group.

Applicable model Name

Display the name of the applicable the model’s name

Model

Display the name of the model

Color

Display the color of the model

Target Type

Displays the Target type – name.

Payee Name

Displays the name of payee.

Payee Group

Displays the name of payee group.

Customer Group

Displays the customer group name.

Insurer Group

Display the insurer group

Contract Type

Display the name of contract type

Incentive Reward 1

Displays the Incentive reward as applicable.

 

Incentive Reward 2

Displays the incentive reward 2 as applicable.

Total QTY

Displays the actual achieved quantity by person.

Total discount

Displays the total discount amount, if given by salesperson.

Total Amount

Displays the total amount.

Original Payable amount

This field will display Original Payable Commission amount without any deduction or correction from approval authority

Payable Amount

This field will display actual Payable Commission amount after deduction or correction from approval authority

Approve

Check and approve the document.

Reject

Check and reject the document.

Remarks

Add the comments or remarks with respect to approved or rejection.

 

OVERVIEW: EV SERVICE COMMISSION APPROVAL UTILITY

 

EV Service Commission Approval Utility is used to approved calculated commission. After getting verified in the commission verification screen all the details would be displayed in commission approval utility. Commission approval utility is the last step of verification after which the approved commission amount would be paid to payee. commission approval screen displays all the details captured in commission verification along with provision to enter the approved commission amount. Commission approval would also display the records rejected in verification screen along with authority to approve the same.

Commission approval would also display the records rejected in verification screen along with authority to approve the same. It would also display the verification remarks which would help approval authority to re-evaluate the commission data.

PROCESS FLOW

To access EV Service Commission Approval Utility, follow the path as mentioned below:

In the Excellon application, go to Services module → Planning → Incentive à EV Service Commission Approval Utility

User Interface

 Field Description

Field

Description

Commission

User can select the commission set up for which the commission is to be approved

From Date

Displays the start date of Incentive plan.

To Date

Displays the end date of Incentive plan.

From Qty

Add from Quantity to filter data on quantity basis.

To Qty

Add to Quantity to filter data.

From Amount

Add from Amount to filter data

To Amount

Add to Amount to filter data.

Get Data

Click get data to fetch the sales records.

 

 

Company Code

Displays the code of company.

Company

Displays the name of the company.

Company Group

Displays the name of Company Group.

Model Code

Displays the code of Model.

Model No

This field will display the model no if the commission is configured item wise

Model Group

Displays the name of model Group.

 

 

Applicable Model Name

Displays Model name.

Model

Display the Model

Color

Display the color of model

Target Type

Displays the Target type – name.

Payee Name

Displays the name of payee.

Payee Group

Displays the name of payee group.

Customer Group

Displays the customer group name.

Insurer Group

Displays the Insurance company name.

Contract Type

Displays the Contract Type

Incentive Reward 1

Displays the Incentive reward as applicable.

 

Incentive Reward 2

Displays the incentive reward 2 as applicable.

Total Qty

Displays the actual achieved quantity by person.

Total Discount

Displays the total discount amount, if given by salesperson.

Total Amount

Displays the total amount / revenue generated.

Payable Amount

This field will display actual Payable commission amount after deduction or correction from approval authority

Approve

Check and approve the document.

Reject

Check and reject the document.

Approval Date

Displays the approved date.

Approved By

Displays the person’s name who approved the Incentive paid calculations.

Approval Amount

Displays the approved amount

Remark

Add the comments or remarks with respect to approved or rejection.

Status

Shows the status of the Incentive document.

OVERVIEW: EV SERVICE COMMISSION DOCUMENT

In this process of
EV Service Commission document, user will be able to see the documents related to Commission transactions and the target achieved documents for the mechanic or advisor or SM and ASM, User also can see in which document the transaction is being performing. Cancellation date, Type and remark is also available in-Service incentive document.

ABBREVATIONS 

Abbreviation 

Description 

UOM 

Unit of Measurement 

HSN 

Harmonized System of Nomenclature 

SAC 

Services Accounting Code 

GST 

Goods and Service Tax 

POS 

Place of Supply 

GSTIN 

GST Identification Number 

CGST 

Central Goods & Services Tax 

SGST 

State Goods & Services Tax 

IGST 

Integrated Goods & Services Tax 

-End of Document- 

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