Difference between revisions of "BMW CSP system setup"

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(→‎BMW Group Model Code)
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{{Incomplete}}
 
 
== Summary ==
 
== Summary ==
 
This article explains what you will need to do both to prepare for and to use the Platinum BMW CSP System.
 
This article explains what you will need to do both to prepare for and to use the Platinum BMW CSP System.
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There is some preparation work that you will need to do since there is some mandatory information that you may not currently store.
 
There is some preparation work that you will need to do since there is some mandatory information that you may not currently store.
  
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== Preparation ==
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=== Preparation ===
 
To provide the information required, you will need to do the following:
 
To provide the information required, you will need to do the following:
  
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=== BMW Group Model Code ===
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==== BMW Group Model Code ====
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Both Bike Sales and Workshop will need to check that the BMW Group Model Code is entered on the vehicle record. This is the four character Model Code from BMW, so for example, an S1000RR is {{DataValue|0507}}, an S1000RR Sport is {{DataValue|ZSRR}}, an R1200R Classic is {{DataValue|ZRCP}} and so on.  
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Both Bike Sales and Workshop will need to check that the BMW Group Model Code is entered on the unit record. This is the four character Model Code from BMW, so for example, an S1000RR is {{DataValue|0507}}, an S1000RR Sport is {{DataValue|ZSRR}}, an R1200R Classic is {{DataValue|ZRCP}} and so on.
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This will need to be entered on all BMW vehicle records, and it should go into the {{DataPrompt|Tech Model Code}}.
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This will need to be entered on all BMW unit records, and it should go into the {{DataPrompt|Tech Model Code}}.
  
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=== Job Types ===
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==== Job Types ====
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In the {{WS}} system, you can allocate one or more job types to the individual jobs to show that they are service jobs, MOT jobs, repairs and so on. These can be made [[How do I Make Workshop Job Types Mandatory?|mandatory]] so that at least one type has to be chosen before you can exit from the job.  
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In the {{WS}} system, you can allocate one or more job types to the individual jobs to show that they are service jobs, MOT jobs, repairs and so on. These can be made [[How do I make workshop job types mandatory?|mandatory]] so that at least one type has to be chosen before you can exit from the job.
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These are set up in the {{Menu|{{WS}}|Maintenance Options|Parameters|Add or Edit Job Types}} area.
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These are set up in the {{Menu|{{WS}}|Maintenance Options|Add or Edit Job Types}} area.
  
 
The options that are requested by BMW are:
 
The options that are requested by BMW are:
  
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{{DataValue|B}} = {{DataValue|Bodyshop}}
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{{DataValue|BOD}} = {{DataValue|Bodyshop}}
  
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{{DataValue|M}} = {{DataValue|MOT}}
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{{DataValue|MOT}} = {{DataValue|MOT}}
  
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{{DataValue|N}} = {{DataValue|New Warranty}}
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{{DataValue|WAR}} = {{DataValue|New Warranty}}
  
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{{DataValue|U}} = {{DataValue|Used Warranty}}
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{{DataValue|UWA}} = {{DataValue|Used Warranty}}
  
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{{DataValue|O}} = {{DataValue|Other}}
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{{DataValue|OTH}} = {{DataValue|Other}}
  
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{{DataValue|S}} = {{DataValue|Service}}
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{{DataValue|SER}} = {{DataValue|Service}}
  
 
These should be created as Job Types and entered into a {{DataPrompt|Category}} of {{DataValue|CSP}}, which you flag as mandatory.
 
These should be created as Job Types and entered into a {{DataPrompt|Category}} of {{DataValue|CSP}}, which you flag as mandatory.
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Once this is done, the preparation is complete.
 
Once this is done, the preparation is complete.
  
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== Usage on a Daily Basis ==
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=== Usage on a Daily Basis ===
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Using this will be quite straightforward. You will have a menu available to the person responsible for sending the information to BMW, on which there will be three options.
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Using this will be quite straightforward. You will have a menu available to the person responsible for sending the information to BMW, on which there will be two options.
  
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Option 1 will produce a list of records where the mandatory information is missing. You can then use this to enter the mandatory information.
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Option 1 will produce a list of records where the mandatory information is missing. You can then go and enter the mandatory information on the records where it is missing.
  
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Option 2 will produce the report file in the format required by BMW.
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Option 2 will produce the report file in the format required by BMW and send it to them. This report needs to be run once a week, ideally before 5pm on Friday, and will submit the last seven days' information.
  
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Option 3 will send the file to BMW.
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== See also ==
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* [[Getting started - Manufacturer Composite Information]]
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* [[BMW composite information]]
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* [[Using the BMW EPC with Platinum]]
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{{KB_Tags|bmw, csp, manufacturer claim}}
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{{KB_WS}}{{ZN_WorkshopManager}}

Latest revision as of 06:28, 21 February 2019

Summary

This article explains what you will need to do both to prepare for and to use the Platinum BMW CSP System.

More Information

The BMW Customer Satisfaction Programme is designed to measure the dealer network's success in managing the customer experience.

There is some preparation work that you will need to do since there is some mandatory information that you may not currently store.

Preparation

To provide the information required, you will need to do the following:

BMW Group Model Code

Both Bike Sales and Workshop will need to check that the BMW Group Model Code is entered on the unit record. This is the four character Model Code from BMW, so for example, an S1000RR is '0507', an S1000RR Sport is 'ZSRR', an R1200R Classic is 'ZRCP' and so on. This will need to be entered on all BMW unit records, and it should go into the "Tech Model Code".

Job Types

In the Workshop system, you can allocate one or more job types to the individual jobs to show that they are service jobs, MOT jobs, repairs and so on. These can be made mandatory so that at least one type has to be chosen before you can exit from the job. These are set up in the " Workshop Maintenance Options Add or Edit Job Types" area.

The options that are requested by BMW are:

'BOD' = 'Bodyshop'

'MOT' = 'MOT'

'WAR' = 'New Warranty'

'UWA' = 'Used Warranty'

'OTH' = 'Other'

'SER' = 'Service'

These should be created as Job Types and entered into a "Category" of 'CSP', which you flag as mandatory.

Once this is done, the preparation is complete.

Usage on a Daily Basis

Using this will be quite straightforward. You will have a menu available to the person responsible for sending the information to BMW, on which there will be two options.

Option 1 will produce a list of records where the mandatory information is missing. You can then go and enter the mandatory information on the records where it is missing.

Option 2 will produce the report file in the format required by BMW and send it to them. This report needs to be run once a week, ideally before 5pm on Friday, and will submit the last seven days' information.

See also


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