SRS Parts Quick Referencetest - CDK Global Saturn SRS Parts Quick Reference ... Part Maintenance Menu 5. ... The system displays part information. Note: SRS Parts displays MFR in …

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SATURN

SRS Parts

Quick Reference Guide

Saturn SRS Parts Quick Reference Guide

Copyright © 1990-2006 by Automatic Data Processing, Inc. All rights reserved. No part of this publication can be reproduced in any forms by any means without written permission from Automatic Data Processing, Inc. Printed in the United States of America.


4/4/06 Quick Reference Guide Q-i

SRS Parts Quick Reference

Table of Contents

How to: SIGN ON.........................................................................................................................................2 INQUIRE ON A PART .................................................................................................................4 VIEW MEMO’S, SUPERSESSION HISTORY OR VALID MESSAGE CODES.................7 CREATE DEMAND ON A PART ...............................................................................................8 CUSTOMER ORDERS AND QUOTES ...................................................................................10

Cash Sale...................................................................................................................................10 Charge Sale Sale.......................................................................................................................12 C.O.D Sale ................................................................................................................................14 Internal Sale .............................................................................................................................16 Non-Stocked, Non-Saturn Part (Manual Shipper) ...............................................................18 Add Miscellaneous Charges: Freight, Towing, Paint, Hazardous Waste Disposal ...........21 Return a Part............................................................................................................................23

CORES..........................................................................................................................................25

Sell Parts with Cores to a Customer Order...........................................................................25 Sell Parts with Cores to a Service Order ...............................................................................27 Return a Core Part to Saturn .................................................................................................29

SPECIAL ORDERS.....................................................................................................................33

Available quantity equals zero................................................................................................33 Requested Quantity is greater than the available quantity .................................................37 Reserve a Part from Parts Inquiry.........................................................................................41 Complete a Special Order After Parts Are Received In ......................................................43 Cancel a Special Order............................................................................................................47

SERVICE ORDERS ....................................................................................................................49

Sell a Part to a Service Order .................................................................................................49 Use Service Mode .....................................................................................................................51 Sell a Non-Stocked, Non-Saturn Part (Manual Shipper).....................................................53 Special Order Parts to a Service Order (Available Quantity Equals Zero).......................57 Special Order Parts to a Service Order (Requested Quantity is greater than available quantity) .......................................................................................................59 Complete a Special Order After Parts Are Received In ......................................................61

Quick Reference Guide Saturn SRS Parts

Q-ii Quick Reference Guide 4/4/06

ORDER SEARCH .......................................................................................................................65

Search For Open Customer Orders (Matl Rtn, Core, Field Scrap, Locator, Customer, Transfer, Quote).......................................................................................................................67 Search For and Update Open Service Orders.......................................................................67

TRANSFER PARTS....................................................................................................................71

Transfer Parts From a Sister Store........................................................................................71 Process a Transfer Order From a Sister Store .....................................................................73

USE THE PARTS LOCATOR ...................................................................................................77

Process a Locator Order From Saturn..................................................................................81 RECEIVING/CLAIMS/MATERIAL RETURNS ....................................................................85

Receive a Part to Inventory (Partial or Complete Order) ...................................................85 Work WIth Bulk Receipts.......................................................................................................87 Create a Claim (After Parts are Received In).......................................................................89 Create a Material Return Request .........................................................................................92 Approve (Transmit) a Claim/Material Return Request ......................................................95 Cancel a Claim/Material Return Request .............................................................................97 Process a Material Return After Saturn Approves ..............................................................99

DAILY PARTS CUTOFF .........................................................................................................103 REPRINT DAILY STATUS AND RETAILER ACTIVITY (POLL) REPORTS ..............105 WORK WITH PRINTERS.......................................................................................................107 RESEARCH INVENTORY VARIANCE BETWEEN PARTS AND BUSINESS ..............108


Sign On61

4/4/06 Quick Reference Guide Q-1

System . . . . . : S10128R

Subsystem . . . . : QINTE Workstation ID . : SSPO1

Your User Name . . . . . . . . . __________ Your Password . . . . . . . . . . Program/procedure . . . . . . . . __________ Menu . . . . . . . . . . . . . . __________ Current library . . . . . . . . . __________

EEEEEEEEE DDDDDDDD SSSSSSSSS

EmmmmmEEEEEEEE DDDDDDDDD SSSSSSSSS

EEE DDD DDD SSS EEEEEEEEE DDD DDD SSSSSSSSS EEEEEEEEE DDD DDD SSSSSSSSS EEE DDD DDD SSS EEEEEEEEE DDDDDDDDD SSSSSSSSSEEEEEEEEE DDDDDDDD SSSSSSSSS Dealer Systems Software Version 4.4 (C) Copyright 1994, All rights reserved (C) COPYRIGHT IBM CORP. 1980, 1992.

Sign On System . . . . . : S1012861 Subsystem . . . . : QINTE R Workstation ID . : SSPO1 User . . . . . . . . . . . . . . __________ Password . . . . . . . . . . . . . __________ Program/procedure . . . . . . . . __________ Menu . . . . . . . . . . . . . . __________ Current library . . . . . . . . . __________

Automotive Retail Group

Product Development

Troy, Michigan

AS/400 – 320 V5R1M0

(C) COPYRIGHT IBM CORP. 1980, 1996.

DMM000 DEALERLINE XL Main Menu

Select one of the following: 1. BUSINESSL

INE 2. PARTSLINE

4. SERVICELIN3. SRS PARTS

E 5. REPORTLINE

MINISTRATION 6. SYSTEM AD 7. SALESLINE

ALER COMMUNICATIONS SYSTE 8. GM DE 9. RAPID

M 2000

23. DEALERLINE XL Version

Electronic Data Systems 90. Sign Off

(C) Copyright 1994, All rights reserved

Selection or command _ ===> _________________________________________________________________________

_________________________________

______________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu

DMM000 DEALERLINE XL Main Menu

Select one of the following: 1. BUSINESSLINE 2. PARTSLINE 4. SERVICELIN

3. SRS PARTS E

5. REPORTLINE 6. SYSTEM ADMINISTRATION 7. SALESLINE 8. GM DEALER COMMUNICATIONS SYSTEM 9. RAPID

23. DEALERLINE XL Version 60. Operational Support Menu 90. Sign Off Selection or command ===> _________________________________________________________________________ ________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu


Q-2 Quick Reference Guide 4/4/06

How to: SIGN ON

A. Power on terminal. B. From the Sign On screen, perform the following steps:

1. Type your User ID and press [FIELD EXIT]. 2. Type your Password and press [ENTER].

Note: • If you do not know your password, you can either ask your System

Administrator for help, or access the ARG Dealer Download Center at www.dealersuite.com. Select ASP Utilities – Reset User ID.

• After 3 attempts to sign onto the system using an incorrect User ID and/or password your screen will go blank. Ask your System Administrator for help.

• If you access the DEALERLINE XL Main Menu choose option 3 for SRS PARTS.

http://www.dealersuite.com/


Part Inquiry


PSMAIN Main Menu Select one of the following:

nu 2. Receiving/Shipping/C

1. Daily Processing Meaims Menu

l 3. Non-Saturn Order Menu

4. Part Maintenance Menu 5. Price Maintenance Menu

Bin Management Menu

6. 7. Report

us Menuic Processing Men 8. Period

9. Physical Inventory Menu

23. DEALERLINE Main Menu

Selection or command ===> __________________________________________________________________________________________ ______________________________________________________________

= _Exit F4=Pro=Information

F3 F13

mpt F9=Retrieve F12=CancelAssistant F16=AS/400 main menu

PSMAIN Main Menu Select one of the following: 2. Receiving/Shipping/Claims Menu 1. Daily Processing Menu 3. Non-Saturn Order Menu 4. Part Maintenance Menu 5. Price Maintenance Menu 6. Bin Management Menu

Reports Menu 7. 8. Periodic Processing Menu

l Inventory Menu 9. sicaPhy


Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Pro t F9=Retrieve F12=Cancel

=mp

Information As F13 sistant F16=AS/400 main menu

Daily Processing Menu PS0100

Select one of the following: 3. Work With Service Order History

1. Parts Inquiry 4. Work With Invoice History 5. Daily Parts Cutoff 6. Schedule Automatic Periodic Processing

90. Signoff

Selection or command____________________________________________________________________

===> __________ __________ _________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13Information Assistant F16=AS/400main menu

PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/20/05 QPADEV0077 Parts Inquiry 15:27:45

INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24)

Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message I 1 21011642 SN SPRING KIT-READ STRU 56.75 56.75 56.75 1 21080805 SN PANEL-FRT-FDR 4 201 112.31 112.31 112.31

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : 169.06

F11=W/W Cust Ords F6=Details On/Off : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Cust Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 169.06 Amount Due : 169.06

PS101I01 SATURN/AUTOMOTIVE RETAIL GROUP 8/23/96 QPADEV0078 PART NUMBER INQUIRY 11:55:02

Parts Information : Stock Information SN 21011642 CHANGED FROM 21010612 0 0 Total On Order Mfr Part Number : On Hand SPRING KIT-REAR STRU : Reserved 0 0 Description Total In Transit

0 0 Group Number : WIP Total On Dock Stocking Group S Stocked Part N : Claims Pend 0 0 ESCO Quantity

1 95 / 1991 : ------ SCO Quantity 9 0 Model Year Hi/Lo Fail Part Rtn N BIN LOCATION : Available 0 0 On Transfer Qty

N 0 Core Part Rtn Primary : Claims Short Instrument Clstr Ind Aux. 2 :

1 Part Color Aux. 3 : Dist. Pack Hand Code Aux. 4 : Stocking Policy Max. 0 Car Line Aux. 5 :

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Price Information : Sales History Last Sale Date:

MATRIX BOOK ORDER :YTD MAR FEB JAN DEC NOV OCT SEP AUG JUL JUN MAY APR MAR 56.65 56.65 56.75 : 0 0 0 0 0 0 0 0 0 0 0 0 0 0 List

8 : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45.33 45.33 42.4 Trade 33.98 33.98 33.98 : Order Information Cost Last Receipt Date:

: Order Number: : Order Status:

Y : Quantity: Discount Allowed 0 List Override Code : Status Date:

Part Taxable : ASN Number: : PO Number: F12=Cancel



How to: INQUIRE ON A PART

A. From the PSMAIN Menu:

1. Select option 1, Daily Processing Menu, and press [ENTER]. 2. Select option 1, Parts Inquiry and press [ENTER].

Note: The Enter Transaction Date screen may display, change date if necessary

and press [ENTER]. B. From the Parts Inquiry screen, perform the following steps:

1. Move cursor [TAB] to "Part #" field. 2. Type the part number and press [FIELD EXIT].

Note: If part is a Non-Saturn part, type the two letter MFR code (i.e. OT, NS, etc.).

3. Press [ENTER]. The system displays part information. Note: SRS Parts displays MFR in the Message field if a part is in the Saturn Manufacturer file but not in your Parts Master (Inventory) file.

C. Additional part information can be viewed by performing the following steps:

1. Move Cursor [TAB] to the "*" field of the part number for which you require additional information.

2. Type "I" to inquire. 3. Press [ENTER]. The Part Number Inquiry screen displays. 4. Press [F12] to cancel or to return to Parts Inquiry.


C=Valid Message Code window PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/23/96 QPADEV0078 Parts Inquiry 10:12:41 INVOICE MODE Customer Order # : 217 Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21000799 SN WASHER-FLAT (9.21) 102C .12 .06 .06 WIP Hi/Lo: 1995 1991 Cost: 0.06 Trade: 0.11 ST: C Hand: claim 0 C 1 21000801 SN WASHER-FLAT (9.21) .13 .06 .06 WIP SUP Hi/Lo: 1995 1991 Cost: 0.06 Trade: 0.11 ST: C Hand: claim 0 1 21035628 SN ARMREST ASM-F/FLR CN 1 119D 55.00 57.75 57.75 WIP SUP MEMO Hi/Lo: 1993 1993 Cost: 55.00 Trade: 0.00 ST: C Hand: claim 0 1 21030587 SN VALVE ASM-A/C EVAP T 59.60 37.47 37.47 ISCO NSTK Hi/Lo: 1996 1994 Cost: 35.69 Trade: 47.59 ST: C Hand: claim 0 1 21000787 SN BELT-W/PMP & P/S PMP 47 101 + 8.00 5.87 Hi/Lo: 1991 1991 Cost: 5.59 Trade: 7.00 ST: D Hand: claim 3 More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/23/96 .................................................................... Sub-Total : 394.92 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 207.97 F5=Print Ord F15=W/W Parts : Order Total : 394.92 Amount Due : 186.95 WARNING : Part Number 21000787 has net price less than the cost

*** Valid Message Codes ***

CODE MESSAGE DESCRIPTION

ALRT Part is a fail-return part C Part is a core part for indicated part $CHG Price has changed DCK Part has on dock quantity IRSV Incomplete reservation ISCO Incomplete SCO MFR Part found only in Saturn Mfr. file MEMO Part has memo(s) attached to it NEW Part has been newly added to screen NOTE Part has note(s) attached to it NSTK Non-stocked part NTAX Part has been marked non-taxable +

05

S=Supersession History window

PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/23/96 14 QPADEV0078 Parts Inquiry 10:37:

INVOICE MODE Customer Order # : 217 Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message S 1 21012244 SN PAD KIT-FRT DISC BRK 105G 32.93 34.58 34.58 WIP SUP 1 21080805 SN PANEL-FRT FDR 4 201 112.31 94.50 94.50 WIP 1 21080806 SN EXTENSION-FRT FDR 106D 22.92 16.71 16.71 ISCO NSTK 1 21000872 SN GUIDE-TIMING CHAIN-L 5 300 L+99 5.90 11.74 11.74 ISCO NSTK 1 21000799 SN WASHER-FLAT (9.21) 102C .12 .06 .06 WIP 1 21035628 SN ARMREST ASM-F/FLR CN 1 119D 55.00 57.75 57.75 WIP SUP MEMO 1 21030587 SN VALVE ASM-A/C EVAP T 59.60 37.47 37.47 ISCO NSTK 1 21000787 SN BELT-W/PMP & P/S PMP 47- 101 + 8.00 5.87 NEGATIVE AVAILABLE 1 21011642 SN SPRING KIT-REAR STRU 56.75 35.68 35.68 ISCO NSTK 1 EMBLEM OT PART NOT FOUND More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/23/96 .................................................................... Sub-Total : 294.36 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : 10.75 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 96.72 F5=Print Ord F15=W/W Parts : Order Total : 294.36 Amount Due : 197.64

05


PSC10102 Supersessions 8/23/96 QPADEV0078 12:04:20

MULTIPLE SUPPERSESSION PATHS EXIST FOR THE INQUIRED UPON PART: 21012244 Please Select The Starting Point

Type options, press Enter. X=Select

Starting Point X 21010544 21010994

Bottom F12=Cancel

PSC10101 Supersessions 8/23/ QPADEV0078 12:05:49

Inquired on Part: 21012244

Model Yr Qty

05

9605

Part # Mf Status Avail Bin Hi / Lo 21010544 Conditional 0 1994 1991 21012244 SN Replaced 0 105G 1995 1991

Bottom F12=Cancel

M=Part Memo window PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/23/96 QPADEV0078 Parts Inquiry 10:37:14 INVOICE MODE Customer Order # : 217 Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message M 1 21012244 SN PAD KIT-FRT DISC BRK 105G 32.93 34.58 34.58 WIP SUP 1 21080805 SN PANEL-FRT FDR 4 201 112.31 94.50 94.50 WIP 1 21080806 SN EXTENSION-FRT FDR 106D 22.92 16.71 16.71 ISCO NSTK 1 21000872 SN GUIDE-TIMING CHAIN-L 5 300 L+99 5.90 11.74 11.74 ISCO NSTK 1 21000799 SN WASHER-FLAT (9.21) 102C .12 .06 .06 WIP 1 21035628 SN ARMREST ASM-F/FLR CN 1 119D 55.00 57.75 57.75 WIP SUP MEMO 1 21030587 SN VALVE ASM-A/C EVAP T 59.60 37.47 37.47 ISCO NSTK 1 21000787 SN BELT-W/PMP & P/S PMP 47- 101 + 8.00 5.87 NEGATIVE AVAILABLE 1 21011642 SN SPRING KIT-REAR STRU 56.75 35.68 35.68 ISCO NSTK 1 EMBLEM OT PART NOT FOUND More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/23/96 .................................................................... Sub-Total : 294.36 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : 10.75 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 96.72 F5=Print Ord F15=W/W Parts : Order Total : 294.36 Amount Due : 197.64

PS101K01 Part Memos 8/23/96 QPADEV0078 12:12:43

Mf/Part#: SN 21080823 Description: PANEL-QTR OTR User Defined Memos: THE USER CAN CREATE USER DEFINED MEMOS BY USING OPTION 17 “MAINTAIN MEMO LINES” AT THE PART MAINTENANCE MENU.

Manufacturers Fail Part Memos:

Manufacturers General Memos: FIRST DESIGN IDENTIFIABLE BY LACK OF HOLE IN GUTTER AREA FOR SECOND DESIGN SEE 21095495

F12=Cancel



How to: VIEW MEMO’S, SUPERSESSION HISTORY OR VALID

MESSAGE CODES FOR A PART A. From the PSMAIN Menu:

1. Select option 1, Daily Processing Menu, and press [ENTER]. 2. Select option 1, Parts Inquiry and press [ENTER].

Note: The Enter Transaction Date screen may display, change if necessary and

press [ENTER]. B. From the Parts Inquiry screen, perform the following steps:

1. Move cursor [TAB] to "Part #" field. 2. Type the part number and press [FIELD EXIT].

Note: If part is a Non-Saturn part type the two letter MFR code (i.e. OT, NS, etc.).

3. Press [ENTER]. The system displays part information. Note: A Message may display in the Message field.

• MEMO displays in the Message field if a part has a User Memo or Manufacturer General or Fail Part Memo

• SUP displays in the Message field if a part has a Supersession History • MFR displays if part is not in your inventory

C. Additional information can be viewed by performing the following steps:

1. Move cursor [TAB] to the "*" field of the part number for which you require additional information.

2. Type “C” for Message codes and Descriptions. or Type “S” for Supersession. or Type "M" for Memos. 3. Press [ENTER]. The corresponding window displays. 4. Press [F12] to cancel and return to Parts Inquiry.


PSMAIN Main Men

Select one of the following:


u

u

2. Receiving/Shipping/C1. Daily Processing Men

aims Menl 3. Non-Saturn Order Menu

u 4. Part Maintenance Menu 5. Price Maintenance Menu

. Bin Management Menu 6 7. Repo

urts Menuodic Processing M 8 Peri en

9. . Physical Inventory Menu


Select_

ion or command_____________________ ===> _ __________________________________________________ _

_______________________________________________________________________________ F3 F1

=Exit F4=Prompt F9=Retrieve F12=Cancel3=Information Assistant F16=AS/400 main menu

PSMAIN Main Menu


2. Receiving/Shipping/Claims Menu1. Daily Processing Menu

3. Non-Saturn Order Menu 4. Part Maintenance Menu 5. Price Maintenance Menu 6. Bin Management Menu

Reports Menu 7. 8. Perio n dic Processing Me u 9. Physical Inventory Menu 23. DEALERLINE Main Menu

Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information ssistant F16=AS/400 main menuA


Select one of the following: 1. Parts Inquiry

3. Work With Service Order History 4. Work With Invoice History 5. Daily Parts Cutoff 6. Schedule Automatic Periodic Processing

50. Work with Broadcast Messages 90. Signoff

Selection or command ===> __________________________________________________________________________ _________NANCY______________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu



Emp# Customer Last Name * Customer Number * Phone Number *

* Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21010544 SN PAD KIT-FRT DISC BRK 47.31 47.31 47.31 MFR SUP 1 21080805 SN PANEL-FRT FDR 4 201 112.31 112.31 112.31

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................. Sub-Total : 159.62 F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : 8.18 F3=Exit F8=Print Quote F13=Get Cust Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 167.80 Amount Due : 167.80

*** Demand Window ***

Record Demand (Y/N) N

*** Demand Window ***

Record Demand (Y/N) N



How to: CREATE DEMAND ON A PART


1. Select option 1, Daily Processing Menu, and press [ENTER]. 2. Select option 1, Parts Inquiry press [ENTER].

Note: The Enter Transaction Date screen may display, change date if necessary

and press [ENTER]. B. From the Parts Inquiry screen, perform the following steps:

1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT].


3. Press [ENTER]. The system displays part information. Note: SRS Parts displays MFR if a part is not in your inventory.

C. Clear the screen and the system will respond with a Demand window:

1. Press [F12] to Clr/Cancel. The system displays the following window. Record Demand (Y/N) N 2. Type "Y" to record demand on the quantity of parts entered. 3. Press [ENTER].


PSMAIN Main Menu


1. Daily Processing Menu 2. Receiving/Shipping/Claims Menu 3. Non-Saturn Order Menu 4. Part Maintenance Menu 5. Price Maintenance Menu 6. Bin Management Menu 7. Reports Menu 8. Periodic Processing Menu 9. Physical Inventory Menu


Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu

PSMAIN Main Menu





PS0100 Daily Processing Menu


1. Parts Inquiry


90. Signoff


PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/20/96 QPADEV0077 Parts Inquiry 15:27:45 INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21010544 SN PAD KIT-FRT DISC BRK 47.31 47.31 47.31 MFR SUP 1 21080805 SN PANEL-FRT FDR 4 201 112.31 112.31 112.31 More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/96 .................................................................... Sub-Total : 159.62 F6=Details On/Off F11=Open Orders : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : 8.18 F3=Exit F8=Print Quote F13=Get Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 167.80 Amount Due : 167.80

*** Pricing Info ***

Sale Type . * A CASH

PO Number . :

Price Code . : Trade/List/Cost: L

Cost Plus % : List Minus % . :

Deposit % . : Deposit Amount :

Tax Setup . * STOR Tax Exempt . . : Store Sales Tax Code

F4=*Prompt F5=Accept F12=Cancel

05




How to: SELL A PART TO A CUSTOMER ORDER/QUOTE

Cash Sale i.e. Customers pay Cash, Visa, Mastercard, Check


1. Select option 1, Daily Processing Menu, and press [ENTER]. 2. Select option 1, Parts Inquiry, and press [ENTER].

B. From the Parts Inquiry screen, perform the following steps:



3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT]. 5. Type the last name and the first name of the customer or [F4] for Prompt (the

Work With Common Name and Address screen will display, type X to select desired customer and [ENTER].)

Best method: Type the phone number of customer if the customer is on the system. SRS will retrieve the name and customer number. 6. Press [F20] to access the Pricing Info window and verify Sale Type is A for Cash.

C. From the Pricing Info window, perform the following steps:

1. Verify pricing information is correct, change if necessary. 2. Press [F5] Accept at the Pricing Info window. 3. Press [F2] Save Order at the Parts Inquiry screen. (Parts will be placed in WIP) OR

Press [F5] Print Order at the Parts Inquiry screen. OR Press [F7] Save Quote or [F8] Print Quote (quote will also be saved when

printed).


PSMAIN Main Menu



23. DEALERLINE Main Menu Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu

PSMAIN Main Menu






1. Parts Inquiry


90. Signoff




Sale Type . * B CHARGE

PO Number . :

Price Code . : Trade/List/Cost: T





05




How to: SELL A PART TO A CUSTOMER ORDER/Quote

Charge Sale

i.e. Customers set-up with a charge account by your Business Office A. From the PSMAIN Menu:

1. Select option 1, Daily Processing Menu, and press [ENTER].

2. Select option 1, Parts Inquiry, and press [ENTER].

B. From the Parts Inquiry screen, perform the following steps: 1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT].


3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT]. 5. Type the first two letters of the last name of the customer.

Best method: Type the phone number, or if the customer A/R number is known, enter the customer number. If phone number or customer A/R number is entered, you will not have to access F20- Pricing Information. The system will automatically default to charge.

6. Press [F20] to access the Pricing Info window. C. From the Pricing Info window, perform the following steps:

1. Change Sale Type to "B" Charge and verify pricing information is correct and press [F5] Accept.

If the customer is over their credit limit, the Charge Approval screen displays. Type the Authorization Code and Number to override.

2. The system searches on customer last name and displays the Work With

Common Name and Address screen. Type X to select desired customer and then press [ENTER].

3. Press [F2] Save Order at the Parts Inquiry screen. (Parts will be placed in WIP) Or Press [F5] Print Order. Or Press [F7] Save Quote or [F8] Print Quote (quote will also be saved when

printed). 4. The system may display the following message: Print Packing Slip (Y/N).

Type “Y” to print Packing Slip and press [ENTER].


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry


90. Signoff




Sale Type . * C COD

PO Number . :






*** Shipping Info ***

Ship Via . . . __________________________

Ship/Pickup . __

Ship To . . . __________________________

Attention . . __________________________ Address 1 . . __________________________ Address 2 . . __________________________

City . . . . . __________________________

State . . . . ____ Zip . . ._____ - ____

F12=Cancel




How to: SELL A PART TO A CUSTOMER ORDER

C.O.D Sale A. From the PSMAIN Menu:


B. From the Part Inquiry screen, perform the following steps:



3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT]. 5. Type the last name and the first name of the customer. 6. Press [F20] to access the Pricing Info window.

C. From the Pricing Info window, perform the following steps:

1. Change Sale Type to "C" C.O.D. 2. Press [F5] Accept at the Pricing Info window. The system displays the Shipping

window for entering delivery information. If the customer name is retrieved by the customer number or phone number, the shipping information will automatically be updated by the system from the A/R or CNA file.

Note: The delivery information is not required, but whatever information is

entered will print on customer's invoice as the Ship To address. If an address is entered, you will be prompted to print the packing slip

3. Press [ENTER] to close the Shipping Info window.

• To charge freight on the invoice press [F9] Misc Chgs to access Work

With Misc Charges. 4. Press [F5] Print Order at the Parts Inquiry screen.


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry


90. Signoff




Sale Type . * D INTERNAL

PO Number . :


Cost Plus % : 25 List Minus % . :

Deposit % . : 30 Deposit Amount :

Tax Setup . * Tax Exempt . . : INTERNAL

Stock # . . : Int. Acct # :

F4=*Prompt F5=Accept F12=Cancel Internal Account # required for Internal Sale




How to: SELL A PART TO A CUSTOMER ORDER

Internal Sale




1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT]. 3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT]. 5. Type the last name of the customer. 6. Press [F20] to access the Pricing Info window.

C. From the Pricing Info, perform the following steps:

1. Change Sale Type to "D" Internal. 2. Press [ENTER] for the system to prompt for "Int. Acct #". 3. Type the Internal Account # i.e. 231 [FIELD EXIT] 4. Move cursor [TAB] to “Stock #” field. Stock number is only required if an inventory account is entered (231, 240, etc.) 5. Type a valid stock number [FIELD EXIT]. 6. Press [F5] Accept. The Pricing Info window closes. 7. Press [F5] Print Order.

Note: The Work With Customer Orders screen may display if an order exists for

a customer with the same last name. Type “X” to select an existing customer order or press [F5] to create a new customer order.


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry


90. Signoff

Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=As/400 main menu

PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/23/96 QPADEV0078 Parts Inquiry 10:37:14 INVOICE MODE Customer Order # : 217 Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21012244 SN PAD KIT-FRT DISC BRK 105G 32.93 34.58 34.58 WIP SUP 1 21080805 SN PANEL-FRT FDR 4 201 112.31 94.50 94.50 WIP 1 21080806 SN EXTENSION-FRT FDR 106D 22.92 16.71 16.71 ISCO NSTK 1 21000872 SN GUIDE-TIMING CHAIN-L 5 300 L+99 5.90 11.74 11.74 ISCO NSTK 1 21000799 SN WASHER-FLAT (9.21) 102C .12 .06 .06 WIP 1 21035628 SN ARMREST ASM-F/FLR CN 1 119D 55.00 57.75 57.75 WIP SUP MEMO 1 21030587 SN VALVE ASM-A/C EVAP T 59.60 37.47 37.47 ISCO NSTK 1 21000787 SN BELT-W/PMP & P/S PMP 47- 101 + 8.00 5.87 NEGATIVE AVAILABLE 1 21011642 SN SPRING KIT-REAR STRU 56.75 35.68 35.68 ISCO NSTK 1 EMBLEM OT PART NOT FOUND More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/23/96 .................................................................... Sub-Total : 294.36 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : 10.75 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 96.72 F5=Print Ord F15=W/W Parts : Order Total : 294.36 Amount Due : 197.64

*** Non-Stock Part Information ***

Mf/Part # : OT EMBLEM

Description . . . . Misc Emblem

Stocking Group . . N Taxable . . . Y

Cost . . . . . . . .00

Trade: . . . . . . .00

List: . . . . . . . .00

F12=Cancel

05




How to:

SELL A NON-STOCKED, NON-SATURN PART TO A CUSTOMER ORDER

Also used for SATURN manual shipper parts A. From the PSMAIN Menu:



Note: You can use any number for a non-Saturn part. It must be one continuous string of characters (up to 10) with no spaces.

3. Type the Non-Saturn manufacturer code and press [FIELD EXIT]. 4. Press [Enter]. The Non-Stock Part Information window displays.



C. At the Non-Stock Part Information window, perform the following steps: 1. Type the part description and press [FIELD EXIT]. 2. Verify the stocking group code is correct, change if necessary, and press [TAB]. 3. Type the cost, trade and list price of the part. Press [FIELD EXIT] after each

entry.

Note: The price you enter for cost, trade and list does not go through price matrix. If you enter cost only, the trade and list price will be calculated

using the price matrix. 4. Press [ENTER]. 5. Type your employee number and press [FIELD EXIT]. 6. Type the customer's name and press [FIELD EXIT].

7. Press [ENTER].

Note: The Work With Customer Orders screen displays if an order exists for a

customer with the same last name. Type “X” to select existing customer order or press [F5] to create a new customer order.

8. Press [F20] to display Pricing Info window and verify the information is correct;

change if necessary. The following are valid sale types: A. Cash B. Charge C. C.O.D. D. Internal 9. Press [F5] Accept and close Pricing Info window. 10. Press [F5] Print Order.



PS101B01 SATURN/AUTOMOTIVE RETAIL GROUP 11/04/05 QPADEV0110 Change Misc. Charges 13:47:57

Reference No. . . . . . . . 0000000 Pre-Defined Misc. Charge . . FREIGHT Description . . . . . . . . FREIGHT

Unit Quantity . . . . . . . 1 Unit Cost/Sale . . . . . . . 8.00- 8.00- Total Cost/Sale . . . . . . 8.00- 8.00- Sale Account . . . . . . . * 482 P&A COUNTER RETAIL Sublet . . . . . . . (Y/N) . N Taxable . . . . . . (Y/N) . Y







Bin Management Menu

6. 7. Report




Selection or command ===> ___________________________________________________________________________________________ _____________________________________________________________

E _xit F4=PromInformation A

F3= F13=

pt F9=Retrieve F12=Cancelssistant F16=AS/400 main menu





Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prom t F9=Retrieve F12=Cancel

I pnformation As F13= sistant F16=AS/400 main menu



3. Work With Service Order History 4. Work With Invoice History 5. Daily Parts Cutoff 6. Schedule Automatic Periodic Processing 90. Signoff

Selection or command__________________________

===> ______ __________________________________________

_______________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS m/400 ain menu


INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message

1 21080805 SN PANEL-FRT FDR 1 21010544 SN PAD KIT-FRT DISC BRK

4 201

47.31 47.31 47.31 MFR SUP 112.31 112.31 112.31

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/96 .............................................................. ..... Sub-Total : 159.62 . F6=Details On/Off F11=W/W Custrs : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : 8.18 F3=Exit F8=Print Quote F13=Get Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 167.80 Amount Due : 167.80

PS101BDF SATURN/AUTOMOTIVE RETAIL GROUP 8/20/05 QPADEV0077 Work With Misc. Charges 16:27:49 Type options, press Enter. 1=Add 2=Change 4=Delete 5=Display

Opt Misc. Charge * Description Amount

TAXABLE

1 FREIGHT F GHT ES REI

25.00 Y

Total Taxable.......: .00 Total Nontaxable....: 25.00 Grand Total.........: 25.00

F4=*Prompt F12=Previous FREIGHT was updated successfully.

PSB10101 Pre-defined Misc. Charge Selection More:

Sel Name Description

X FREIGHT FREIGHT CHARGES

HAZARD HAZARDOUS WASTE DISPOSAL

TOWING VEHICLE TOWING

F1=Help F12=Cancel PgUp PgDn



How to: ADD MISCELLANEOUS CHARGES TO A CUSTOMER

ORDER Freight, Towing, Paint, Hazardous Waste Disposal




1. Press [ENTER] to access the Emp # field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F9] to access the Work With Misc. Charges screen.

C. At the Work With Misc. Charges screen, perform the following steps:

1. Type “1” to Add at “Opt” field. 2. Press [F4] at the “Misc. Charge” field to Prompt for Pre-Defined Miscellaneous

Charges. The Pre-Defined Misc. Charge Selection screen displays.

Note: Pre-Defined Misc Charge can be created by using option “23”, W/W Pre-Defined Misc Charges on the Part Maintenance Menu.

3. Move cursor [TAB] to “Sel” field for the desired Miscellaneous Charge. 4. Type “X” to select desired Miscellaneous Charge and press [ENTER].

D. At the Work With Misc. Charges for Invoice screen, perform the following steps if

necessary (Optional):

1. Type “2” to Change at “Opt” field next to the Misc. Charge that needs to be changed.

2. Press [ENTER]. The Change Misc. Charges screen displays.

3. Press [TAB] to desired field and change the information if necessary then press

[F5] to Accept changes. 4. Press [F12] to Cancel and return to the Parts Inquiry screen.

Note: The dollar amount is updated in the Misc Charges field in the Total area for the Customer Order.





Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21010544 SN PAD KIT-FRT DISC BRK 47.31 47.31 47.31 MFR SUP

R 1 21080805 SN PANEL-FRT FDR 4 201 112.31 112.31 112.31 More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : 159.62 F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : 8.18 F3=Exit F8=Print Quote F13=Get Cust Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 167.80 Amount Due : 167.80



How To: RETURN A PART ON A CUSTOMER ORDER

A. From the PSMAIN Menu: 1. Select option 1, Daily Processing Menu, and press [ENTER]. 2. Select option 1, Parts Inquiry, and press [ENTER]. B. From the Part Inquiry screen, perform the following steps:

1. Type the total quantity of parts being returned. Perform one of the following: a. Press [FIELD MINUS] located on the number keypad or b. Press [FIELD EXIT]

2. Type the part number and press [FIELD EXIT].

Note: For a Non-Saturn part, type the two letter MFR code (i.e. OT, NS, etc.). 3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT].

5. Type the last name of the customer in the “Customer Last Name” field. If you pressed the FIELD MINUS key in Step B1, then skip to step B8

6. Move cursor [TAB] to "*" field for the part being returned. 7. Type "R" for Return.

8. If necessary, press [F20] to display Pricing Info window and verify information is correct; change if necessary.

Note: If the customer paid cash, the return sale type must be “A” for cash. If

the part was purchased by an A/R customer as a charge sale, the return sale type must be “B” for charge.

9. Press [F5] Accept and close Pricing Info window. 10. Press [F5] Print Order.

Note: The Customer Order/Service Order screen may display if an order exists

for a customer with the same last name. Type “X” to select existing customer order or press [F5] to create a new customer order.

11. The on-hand quantity of the part is increased by the return quantity.


SELLING P RTS W


A ITH CORES PSMAIN Main Menu Select one of the following:





Bin Management Menu

6. 7. Report




Selection or command ===> _________________________________________________________________________________________ _______________________________________________________________ _

=Exit F4=Pr3=Information

F3 F

ompt F9=Retrieve F12=Cancel Assistant 1 F16=AS/400 main menu





Selection or command ===> __________________________________________________________________________

_____________ _________________________________________________________________ _Exit F4=Pro=Information

F3= mpt F9=Retrieve F12=Cancel F13 Assistant F16=AS/400 main menu




90. Signoff




1- 21020773 SN CORE RADIO ASM-AM/FM 114 C 271.00 271.00 271.00- MEMO NSTK 1 21020667 SN (REMAN)RADIO ASM-AM 1 115B 769.34 769.34 769.34 C 21020773

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : 498.34 F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : 25.54 F3=Exit F8=Print Quote F13=Get Cust Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00

F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 523.88 Amount Due : 523.88



How To: SELL PARTS WITH CORES TO A CUSTOMER ORDER

A. From the PSMAIN menu:



1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the reman or service part number and press [FIELD EXIT].

Note: For a Non-Saturn part, type the two letter MFR code (i.e. OT, NS, etc.). 3. Press [ENTER]. The system displays part information.

Note: • The reman or service part will automatically display the CORE part

number on the line below with a (-)negative quantity and amount. The Message Code C XXXXXXXX will display indicating the Core part number.

• If the customer does not have a core part to return, type “D” under “*” field to delete the line with a (-) negative quantity and amount.

• If the reman or service part is to be special ordered on a parts invoice and you have not received the core, it should deleted from the order before it is sent to Saturn.

4. Type your employee number and press [FIELD EXIT].

5. Type the last name of the customer in the “Customer Last Name” field. 6. Press [F5] Print Ord.

Note: The Work With Customer Orders screen displays if an order exists for a customer with the same last name. Type “X” to select existing customer order or press [F5] to create a new customer order.


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry


90. Signoff


PS101W01 SATURN/AUTOMOTIVE RETAIL GROUP 10/17/9620 QPADEV0104 Service Order Parts Transactions 16:39:

SERVICE MODE CSO Overrides(F20) Corrections/Complaints(F21) Vehicle Info(F22) Goto(F23)

Emp# Service Order Number * 25000 Default Line Number * CHRIS CONNEARNEY * Qty Part # Mf Ln# Part Description Avail Bin Loc List Net Price Total Net Message 1 21020667 SN (REMAN) RADIO ASM- 195 115B 769.34 769.34 769.34 NEW C 21020773 1- 21020773 SN CORE RADIO ASM-AM/ 184 271.00 271.00 271.00- NEW

More... Customer Name : VENABLE, CONNIE A .................................................................... F6=Details On/Off F11=Reselect SO : F12=Clr/Cancel F17=Top : F9=W/W Net Items F18=Bottom : F4=*Prompt : F5=Accept F15=W/W Parts :

*** Assign To Service Order ***

Service Order Number......* 25000

Assign To Line Number.....* 3

F4=*Prompt F12=Cancel

05

PS101W01 SATURN/AUTOMOTIVE RETAIL GROUP 10/17/96 QPADEV0104 Service Order Parts Transactions 16:39:20 SERVICE MODE CSO Overrides(F20) Corrections/Complaints(F21) Vehicle Info(F22) Goto(F23)

Emp# Service Order Number * 25000 Default Line Number * CHRIS CONNEARNEY * Qty Part # Mf Ln# Part Description Avail Bin Loc List Net Price Total Net Message 1 21020667 SN (REMAN) RADIO ASM- 195 115B 769.34 769.34 769.34 NEW C 21020773 1- 21020773 SN CORE RADIO ASM-AM/ 184 271.00 271.00 271.00- NEW


05




How To: SELL PARTS WITH CORES TO A SERVICE ORDER

A. From the PSMAIN menu:



1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the reman or service part number and press [FIELD EXIT].

Note: For a Non-Saturn part type the two letter MFR code (i.e. OT, NS, etc.). 3. Press [ENTER]. The system displays part information.

Note: The reman or service part will automatically display the CORE part number on the line below with a (-)negative quantity and amount. The Message Code C XXXXXXXX will display indicating the Core part number.

4. Type your employee number and press [FIELD EXIT].

5. Press [F10] Assign to SO. The Assign to Service Order window displays.

If you need to search for the service order number press [F4], Prompt at the Service Order Number field.

6. Type the Service Order number you are selling parts to and press [FIELD EXIT]. 7. If all parts will be sold to the same Line Number type the Line Number at the

Assign to Line Number field and press [FIELD EXIT]. 8. Press [ENTER]. The system displays the Service Order Parts Transactions

screen in SERVICE MODE. 9. Press [F5] Accept.

Note: SRS Parts automatically calculates the core credit on a service order. When the service order is closed, the core part number will be added to the parts inventory and may be returned to Saturn for credit.








Bin Management Menu

6. 7. Report



23. DEALERLINE Main Menu Selection or command

_

===> __ _____________________ ________________________________________________ ___

______________________________________________________________________________

F F

3=Exit F4=P ompt F9=Retrieve F12=Cancel 1 r3=Information Assistant F16=AS/400 main menu








90. Signoff



INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number' Phone Number NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : .00

F11=W/W Cust Ords F6=Details On/Off : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : .00 Amount Due : .00



Emp# Customer Last Name * Customer Number * Phone Number * CHRIS CONNEARNEY * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message

:

O ER

Sale Type : CASH T

Date :

10/17/96

More... Order Ty M xn pe

.

CUST ....... ............................................................ Sub-Total : 14.00

F6=Details On/Off F11=Open Cust Ords : Misc Charges : .00

F2=Save Or m

d F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .72 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F4=*Pro pt

t F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 Unpaid Bal : .00

F5=Prin Ord F10=Assign to SO F15=W/W Parts : Order Total : 14.72 Amount Due : 14.72

PSO10101 SATURN/AUTOMOTIVE RETAIL GROUP 9/04/05 QPADEV0010 Work with Customer Orders 10:41:59 Select/Sort(F10) Employee Name: CHRIS CONNEARNEY Order Types Selected : ALL Select/Sort(F10)

Type options, press Enter. 5=Display 6=Print X=Select

Cust

Opt

Type Order # Customer Name Cust # PO Number Cust Phone # Employee Name Opn Date CORE

CUST. 483 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/2005



CUST. 486 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/2005 CUST. 487 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/2005


CUST. 489 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/2005 CUST. 490 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/2005

CUST. 491 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/2005

CUST. 492 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/2005 CUST. 493 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/2005

CUST. 494 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/2005 +

CORE 495 SATURN CORPORATION 9999999 (615)486-5555 11/25/2005

F12=Cancel F17=Top F18=Bottom



How To: RETURN A CORE PART TO SATURN

The Saturn Core Return program utilizes the Material Return function and cores are sent directly to Saturn via Dedicated Delivery Service. A. When Saturn approves a core material return, the following steps take place:

1. The system automatically prints a Picking Ticket of the parts to be returned. 2. The system automatically creates a Core Material Return Customer Order.

B. From the PSMAIN Menu: 1. Select option 1, Daily Processing Menu, and press [ENTER]. 2. Select option 1, Parts Inquiry, and press [ENTER].

C. From the Parts Inquiry screen, perform the following steps: 1. Press [ENTER] to move cursor to "Emp #" field. 2. Type your employee number and press [FIELD EXIT]. If you have the picking ticket, you can retrieve the Core Material Return customer order by pressing F13-Get Cust Order, then continue to Step E

OR 3. Press [F11] W/W Cust Ords to access the Work With Customer Orders screen.

D. From the Work With Customer Orders screen, perform the following steps: 1. Move cursor [TAB] to the "Type" field. 2. Type Core and press [ENTER]. Core Material Return Customer Orders display.

Note: You can also search for the customer order by pressing [F10] Sort/Select and type X next to Core for Sel Orders.

3. Move cursor [TAB] to the "Opt" field for the Core Material Return Customer

Order. 4. Type “X” to select the Core Material Return Customer Order and press [ENTER].

The Part Inquiry screen displays the Core Material Return Customer Order.

Continued on the next page




Emp# Customer Last Name * SATURN CORP Customer Number * 45300 Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 2 21000789 SN BELT-W/PMP & P/S 220 AA1 C 5.78 5.78 11.56 SUP MEMO

More... Order Type : CORE Sale Type : CHARGE Txn Date : 8/20/05 .................................................................... Sub-Total : 11.56 F6=Details On/Off F11=Reselect Ord F16-Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord : Order Total : 11.56 Amount Due : 11.56




How To: RETURN A CORE PART TO SATURN

(Cont'd)

E. From the Part Inquiry screen, the following steps may be performed:

• You can decrease the quantity being returned on the Core Material Return Customer Order before printing it by typing "U" under the "*" field of the part number you want to update and press [ENTER]. The Update window displays. Move the cursor [TAB] to "Qty" field, reduce the quantity, press [FIELD EXIT] and then press [Enter]. The quantity cannot be zero or increased.

• You can also delete a part line by typing "D" under the "*" field of the part

number you want to delete and press [ENTER]. 1. Press [F5] Print Ord.

• A packing slip prints automatically • Automatically performs accounting transactions as defined on the Saturn

Account Assignments screen • Automatically creates and transmits an ASN for the core Material Return to

Saturn 2. Refer to SSPO Policy and Procedures Manual for information on how to package

and ship cores.

Note: If the printer jams, you cannot re-print the packing slip. The ASN Number will

also print on the Invoice.








Bin Management Menu

6. 7. Report



23. DEALERLINE Main Menu Selecti

_on or command_________________

===> __ _____________________ ___________________________________

_____________________________________________________________________________ F3

F1=Exit F4=Pr mpt F9=Retrieve F12=Cancel3 o=Information Assistant F16=AS/400 main menu




23. DEALERLINE Main Menu Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information sistant F16=AS/400 main menu As




Selection or command ===> __________________________________________________________________________

_______________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu


INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message O 1 21010544 SN PAD KIT-FRT DISK 47.31 47.31 47.31 MFT SUP

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : 47.31 F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Cust Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00




How to: SPECIAL ORDER PARTS TO A CUSTOMER ORDER

Available quantity equals zero A. From the PSMAIN Menu:



1. Type the quantity of parts to order and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT]. 3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT]. 5. Type the last name and the first name of the customer or [F4] for Prompt (the


Best method: Type the phone number of customer if the customer names exists in the

system. The system retrieves the name and customer number. 6. Move cursor [TAB] to "Phone Number" field. 7. Type the customer's phone number and press [FIELD EXIT]. 8. Move cursor [TAB] to the "*" field. 9. Type "O" to order. 10. Press [F20] to display Pricing Info window and verify information is correct,

change if necessary. You may change the Deposit % or Deposit Amount. 11. Press [F5] Accept and close Pricing Info window. 12. From the Parts Inquiry screen, press [F5] Print Order.

Note: The Work With Customer Orders screen displays if an order exists for a

customer with the same last name. Type “X” to select existing customer order or press [F5] to create a new customer order.



PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/20/96 QPADEV0077 Parts Inquiry 15:27:45 INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/96 .................................................................... Sub-Total : .00 F6=Details On/Off F11=Open Cust Orders : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : .00 Amount Due : .00

05


PS101S01 SATURN/AUTOMOTIVE RETAIL GROUP 9/04/05 QPADEV0010 Work With Special Orders 15:46:35 ) Select/Sort(F10Employee Name: CHRIS CONNEARNEY Order Status Selected : ALL Order Types Selected : ALL

Type options, press Enter. 5=Display 8=Display Order C=Cancel E=Reorder Parts(ESCO) O=Reorder Parts(SCO) X=Select

Order SO/ SO/INV Ord Rec

Type

Part No.

Mf Part Description

Customer Name Date

INV

Number

Msg

Dep

Qty

Qty Status SCO 12088594 SN RELAY ASM-ELEK BRK VAN, CYNTHIA & TOM 8/26/2005 INV 0561165 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK RICHMAN, HOLLY A. 8/22/2005 INV 0561156 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK RICHMAN, HOLLY A. 8/22/2005 INV 0561156 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK DUKE, DAVID 7/24/2005 INV 0561097 N N 1 0

SCO 21000787 SN BELT-W/PMP & P/S DOLANE, SUZANNE 8/29/2005 INV 0009989 N N 1 1 FILLED

SCO 21000787 SN BELT-W/PMP & P/S COOPER, ANNE 8/29/2005 INV 0009991 N N 1 1 FILLED

SCO 21000787 SN BELT-W/PMP & P/S HORN, CATHERINE 8/29/2005 INV 0009994 N N 2 2 FILLED

SCO 21007052 SN CORD ASM-ENG COOL DAVIS, DAVID 7/24/2005 INV 0561097 N N 0 0 FILLED

SCO 21007240 SN SEAL-OIL PAN DRAIN P HARDY, JANET 8/29/2005 INV 0600600 N N 1 0

Bottom

F6=MSG On/Off F8=Place on Service Order F9=Place On Customer Order F12=Cancel F17=Top F18=Bottom

Select/Sort(F10)

W/W Cust Ords

05




Available quantity equals zero (Cont'd)

D. To verify order is in the Special Order file (this step is optional):

1. At the Parts Inquiry screen press [ENTER] to access the Emp # field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F14] W/W Spec Ord to access the Work With Special Orders screen.

Note: You can also search for special orders in a variety of ways by pressing [F10] Select/Sort and choose your options.

4. If necessary Roll Up/Roll Down to view all screens and verify the customer order

is listed. 5. Press [F12] Cancel to return to the Parts Inquiry screen.


PSMAIN Main Men



INVOICE MODE Customer Order # : 217

Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23)

Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21095201 SN PANEL-RR QTR OTR (SE 204 126.90 126.90 126.90 SUP 1 21080805 SN PANEL-FRT FDR WIP 4 201 112.31 94.50 94.5 0 1 21080806 SN EXTENSION-FRT FDR 106D 22.92 16.71 16.71 ISCO NSTK 1 21000872 SN GUIDE-TIMING CHAIN-L 5 300 L+99 5.90 11.74 11.74 ISCO NSTK 1 21000799 SN WASHER-FLAT (9.21) 102C .12 .06 .06 WIP 1 21035628 SN ARMREST ASM-F/FLR CN 1 119D 55.00 57.75 57.75 WIP SUP MEMO 1 21030587 SN VALVE ASM-A/C EVAP T 59.60 37.47 37.47 ISCO NSTK 1 21000787 SN BELT-W/PMP & P/S PMP 47- 101 + 8.00 5.87 NEGATIVE AVAILABLE 1 21011642 SN SPRING KIT-REAR STRU 56.75 35.68 35.68 ISCO NSTK

1 21080823 SN PANEL-QTR OTR 1 204 153.15 153.15 153.15 ISCO MEMO More... Order Type : CUSTOMER Sale Type : CASH Txn Date nn: 8/23/96 .................................................NOTE................... Sub-Total : 294.36 F6=Details On/Off F11=Reselect Ord F16=Deletennnn Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : 10.75 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 96.72 F5=Print Ord F15=W/W Parts : Order Total : 294.36 Amount Due : 197.64

*** Take / Hold ***

Please select what to do with the quantity available.

Mf/Part # : SN 21012690 Desc. : PAD KIT-FRT DISC BRK

T ENTER SELECTION

T = Take Part(s) H = Hold Part(s) D = Delete Part

Requested Quantity . . 1 Available Quantity : 0 NOTE: Quantity not available will be ordered (SCO).

F12=Cancel

u


2. Receiving/Shipping/Cl1. Daily Processing Menu

aims Menu 3 urn Order Menu. Non-Sat 4. Part Maintenance Menu 5. Price Maintenance Menu

6. Bin Management Menurts Menu 7 Repo

u. . 8 Periodic Processing Men

9

. Physical Inventory Menu 23. DEALERLINE Main Menu

Selection or command ===> _ _____________________________________

_________________________________________________ ____________________________________

_

_______ ______________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu

PSMAIN Main Menu



3. Non-Saturn Order Menu 4. Part Maintenance Menu 5. Price Maintenance Menu

Bin Management Menu 6. 7. Reports Menu

dic Processing Me 8. rio n Pe u 9. Physical Inventory Menu


Selecti ===> ____ ______________________________________________________________________ on or command

_______________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu



1. Parts Inquiry


50. Work With Broadcast Messages 60. Operationsl Support Menu 90. Signoff





Requested Quantity is greater than the available quantity A. From the PSMAIN Menu:



1. Type the total quantity of parts being requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT] and press [ENTER]. The system

displays part information. 3. Type your employee number and press [FIELD EXIT]. 4. Type the last name and the first name of the customer or [F4] for Prompt (the


Best method: Type the phone number of customer if the customer exists in the system. SRS retrieves the name and customer number. 5. Move cursor [TAB] to "Phone Number" field. Type customer's phone number

and press [FIELD EXIT]. 6. Move cursor [TAB] to the "*" field. Type "O" to Order. 7. Press [F20] to display Pricing Info window and verify information is correct,

change if necessary. You may change the Deposit % or Deposit Amount. 8. Press [F5] Accept and close Pricing Info window. 9. Press [F5] Print Order. The Take/Hold window displays if the requested quantity

is greater than the available quantity.

Note: The Work With Customer Orders screen displays if an order exists for a customer with the same last name. Type “X” to select existing customer order or press [F5] to create a new customer order.






Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : .00 F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00

F14=W/W Spec Ord : Pre-Paid Dep : (-) Unpaid Bal : .00 F4=*Prompt F9=Misc Chgs F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : .00 Amount Due : .00


05

Select/Sort(F10)

Type options, press Enter. 5=Display 8=Display Order C=Cancel E=Reorder Parts(ESCO) O=Reorder Parts(SCO) X=Select


Type

Part No.

Mf Part Description Customer Name

Date INV

Number

Msg

Dep

Qty

Qty Status SCO 12088594 SN RELAY ASM-ELEK BRK VAN, CYNTHIA & TOM S 8/26/2005 INV 0561165 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK ROMAN, HOLLY A. 8/22/2005 INV 0561156 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK ROMAN, HOLLY A. 8/22/2005 INV 0561156 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK DAVIS, DAVID 7/24/2005 INV 0561097 N N 1 0


SCO 21000787 SN BELT-W/PMP & P/S COPPER, ANNE 8/29/2005 INV 0009991 N N 1 1 FILLED



SCO 21007240 SN SEAL-OIL PAN DRAIN HARDY, JANET 8/29/2005 INV 0600600 N N 1 0

Bottom





Requested Quantity is greater than your available quantity (Cont'd)

C. From the Take/Hold window perform one of the following steps:

1. Type “T” if the customer wants to take the available parts. The system will special order the remaining quantity.

or Type “H” to hold the available parts for the customer. The system places the

available parts in reserve and special orders the rest. 2. Press [ENTER] to process and close the Take/Hold window.

D. To verify order is in the Special Order file (this step is optional):

1. At the Parts Inquiry screen press [ENTER] to access the Emp # field 2. Type your employee number and press [FIELD EXIT]. 3. Press [F14] W/W Spec Ord to access the Work With Special Orders screen. 4. If necessary Roll Up/Roll Down to view all screens and verify the customer order

is listed.

Note: You can also search for special orders in a variety of ways by pressing [F10] Select/Sort and choose your options.

5. Press [F12] Cancel to return to the Parts Inquiry screen.




u 2. Receiving/Shipping/C

1. Daily Processing Menaims Menu


4. Part Maintenance Menu

enu 5. Price Maint nance Mnt Menu

e 6. Bi me

n Manage

7. Reports Menu 8. Pe 9. Ph

riodic Processing Menuysical Inventory Menu

23. DE ERLIAL NE Main Menu

Selection or command ===> _________________________________________________________________________________________________

F4=Prompt mation Assist

________________________________________________________ F9=Retrieve F12=Cancel F3=Exit

F13=Infor ant F16=AS/400 main menu

PSMAIN Main Menu Select one of the following: 2. Receiving/Shipping/Claims Menu 1. Daily Processing Menu 3. Non-Saturn Order Menu 4. Part Maintenance Menu 5. Price Maintenance Menu 6. Bin Management Menu 7. Rep orts Menu 8. Periodic Processing Menu 9. Physical Inventory Menu 23. DEALERLINE Main Menu

Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt =Retrieve F12=Cancel

m F9ation Assista F13=Infor nt F16=AS/400 main menu



ancel

3. Work With Service Order History

1. Parts Inquiry 4. Work With Invoice History 5. Daily Parts Cutoff 6. Schedule Automatic Periodic Processing 90. Signoff

Selection or command ===>

_______________________________________________________________________________________ __ F3=Exit F4=Prompt F9=Retrieve F12=C

_____________________________ ___ __________ _________ _____________

F13=Information Assistant F16=AS/400 main menu

PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/23/05

Txn Date : 8/23/96

QPADEV0078 Parts Inquiry 10:37:14

Customer Order # : 217 INVOICE MODE Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23)

Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message O 1 21012690 SN PAD KIT-FRT DISK BRK (SE 204 126.90 126.90 126.90 SUP 1 21080805 SN PANEL-FRT FDR

More... Order Type : CUSTOMER Sale Type : CASH .................................................................... Sub-Total : 294.36 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : 10.75 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 96.72 F5=Print Ord F15=W/W Parts : Order Total : 294.36 Amount Due : 197.64

*** Take/Hold ***

Please select what to do with the quantity available .

SN 21012690 PAD KIT-FRT DISC BRK Mf/Part # : Desc. :

H ENTER SELECTION


Requested Quantity . . 1 Available Quantity : 19

NOTE: Quantity not available will be ordered (SCO) .

F12=Cancel



How to: RESERVE A PART FROM PARTS INQUIRY TO A

CUSTOMER ORDER A. From the PSMAIN Menu:



1. Type the total quantity of parts being requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT] and then press [ENTER]. The

system displays part information. 3. Type your employee number and press [FIELD EXIT]. 4. Type the last name and the first name of the customer or [F4] for Prompt (the


Best method: Type the phone number of customer if the customer exists in the

system. SRS will retrieve the name and customer number. 5. Move cursor [TAB] to "Phone Number" field. Type customer's phone number

and press [FIELD EXIT]. 6. Move cursor [TAB] to the "*" field. Type "O" to Order. 7. Press [F-20] to display Pricing Info Window and verify information is correct,

change if necessary. You may change the Deposit % or Deposit Amount. 8. Press [F-5] Accept and close Pricing Info Window. 9. Press [F-5] Print Order. The Take/Hold Window displays.

C. From the Take/Hold Window perform one of the following steps:

1. Type “T” if the customer wants to take the available parts. (Do not use “T” is you are reserving the parts) Type “H” to hold the available parts for the customer. The system places the

available parts in reserve. 2. Press [ENTER] to process and close Take/Hold Window. The reserve parts are

saved in the Special Order file.








Bin Management Menu

6. 7. Report




Selection or command ===> __________________________________________________________________________________________ ______________________________________________________________

= = _Exit F4=Pro=Information

F3 F13

mpt F9=Retrieve F12 CancelAssistant F16=AS/400 main menu





Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Pro t F9=Retrieve F12=Cancel

= mpInformation A F13 ssistant F16=AS/400 main menu




Selection or command____________________________________________________________________

===> _____________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu



More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : 47.31 F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00

F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F2=Save Ord

F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F4=*Prompt F9=Misc Chgs



Select/Sort(F10)

Type options, press Enter.

X=Select 5=Display C=Cancel E=Reorder Parts(ESCO) O=Reorder Parts(SCO)


Type

Part No.

Mf Part Description Customer Name Date INV

Number Msg

Dep Qty

Qty Status

SCO 12088594 SN RELAY ASM-ELEK BRK VAN, CYNTHIA & TOM S 8/26/2005 INV 0561165 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK RICHMAN, HOLLY 8/22/2005 INV 0561156 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK ROANE,, HOLLY A. 8/22/2005 INV 0561156 N N 1 0


X SCO 21000787 SN BELT-W/PMP & P/S COPPER, ANNE 8/29/2005 INV 0009991 N N 1 1 FILLED SCO 21000787 SN BELT-W/PMP & P/S DOLANE, SUZANNE 8/29/2005 INV 0009989 N N 1 1 FILLED




Bottom

F8=Place on Service Order F9=Place On Customer Order F12=Cancel F17=Top F18=Bottom F6=MSG On/Off



How to: COMPLETE A SPECIAL ORDER TO A CUSTOMER

OR SELL RESERVED PARTS After parts are received in




1. Press [ENTER] to move cursor to the "Emp #" field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F14] W/W Spec Ord. The Work With Special Orders screen displays.

C. From the Work With Special Orders screen, perform the following steps:

1. If necessary Roll Up/Roll Down to view all screens and locate the special order.

Note: You can also search for special orders in a variety of ways by pressing [F10] Select/Sort and choosing your options.

2. Move cursor [TAB] to the Action field of the appropriate special order part. 3. Type "X" to select.

Note: The Status field indicates the order has been FILLED. 3. Press [F9] Place On Customer Order. The Parts Inquiry screen displays with the

part displaying SPORD in the Message field.




45 QPADEV0077 Parts Inquiry 15:27: INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21000414 SN PAN ASM-OIL 32.22 379.79 37.79 SPORD More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/96 .................................................................... Sub-Total : 37.79 F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : 1.94 F3=Exit F13= F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14= : Pre-Paid Dep : (-) Unpaid Bal : .00 F5=Print Ord F15=W/W Parts : Order Total : 39.73 Amount Due : 167.80

05

05

Get Order W/W Spec OrdGet Cust Ord




How to: COMPLETE A SPECIAL ORDER

TO CUSTOMER ORDER (After parts are received in)

(Cont'd) D. From the Parts Inquiry screen, perform the following steps:

1. Press [F20] to verify that the Pricing Information is correct, change if necessary.

Note: At the Parts Inquiry screen: If a deposit was paid, the system displays the amount in the "Pre-Paid Dep" field and charges the remaining total balance to the customer in the Amount Due field.

2. Press [F5] Print Ord.


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry


90. Signoff


PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/20/96 QPADEV0077 Parts Inquiry 15:27:45 INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/96 .................................................................... Sub-Total : 47.31 F6=Details On/Off F11=Open Cust Orders : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 47.31 Amount Due : 47.31

05

05

W/W Cust Ordsccccccc

Get Cust Ord

PS101S01 SATURN/AUTOMOTIVE RETAIL GROUP 9/04/96 QPADEV0010 Work With Special Orders 15:46:35 ) Select/Sort(F10Employee Name: CHRIS CONNEARNEY Order Status Selected : ALL


Order Types Selected : ALL

Select/Sort(F10)


C=Cancel E=Reorder Parts(ESCO) O=Reorder Parts(SCO) X=Select 5=Display 8=Display Order


Type

Part No.

Mf Part Description Customer Name Date INV Number Msg

Dep

Qty

Qty

Status


SCO 12088594 SN RELAY ASM-ELEK BRK ROAN, HOLLY A. 8/22/2005 INV 0561156 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK ROANE, HOLLY A. 8/22/2005 INV 0561156 N N 1 0

C SCO 12088594 SN RELAY ASM-ELEK BRK DAVIS, DAVID 7/24/2005 INV 0561097 N N 1 0


SCO 21000787 SN BELT-W/PMP & P/S COPPER, ANNE 8/29/2005 INV 0009991 N N 1 1 FILLED




Bottom




How to: CANCEL A SPECIAL ORDER




1. Press [ENTER] to move cursor to the "Emp #" field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F14] W/W Spec Ord. The Work With Special Orders screen displays.


1. If necessary Roll Up/Roll Down to view all screens.


2. Move cursor [TAB] to the Action field of the appropriate special order part. 3. Type "C" to Cancel. 3. Press [ENTER].

If there was a deposit taken, the Cancel Order window displays with the following prompt:

Refund Deposit Y/N?

To refund the deposit, type Y. SRS Parts prints an invoice with a credit dollar amount for the deposit to be refunded. To cancel the special order without refunding the deposit, type N.

4. Press [F12] to return to the Parts Inquiry screen. If the canceled special order had

filled quantities, they will be removed from Reserved status.

Note: Although you have “C”anceled a special order, this does not necessarily cancel the part from being shipped by Saturn. The parts may have already been picked and/or shipped.

You cannot cancel a special order if the special order was created on a service order and the service order is still open. To cancel, you will have to access the service order on the Service Order Parts Transactions screen and use the (D)elete Action Code to delete the special order line


PSMAIN Main Menu



23. DEALERLINE Main Menu 24. Signoff

Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User support F16=System main menu

PSMAIN Main Menu







1. Parts Inquiry

3. Work With Service Order History 4. Work With Invoice History 5. Daily Parts Cutoff 6. Schedule Daily Parts Cutoff

24. Signoff


PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 10/17/96 1 QPADEV0104 Parts Inquiry 16:30:5

INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21080807 SN EXTENSION-FRT FDR 3 1 21095648 SN PANEL-FRT S/D OTR 1 1 21080823 SN PANEL-QTR OTR 1 More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 10/17/96 .................................................................... Sub-Total : 14.00 F6=Details On/Off F11= : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .72 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 14.72 Amount Due : 14.72

05

Open Cust Ords




F4=*Prompt F12=CancelW/W Cust Ords


Emp# Service Order Number * 25000 Default Line Number * NANCY BRAMLAGE * Qty Part # Mf Ln# Part Description Avail Bin Loc List Net Price Total Net Message 1 21080807 SN 2 EXTENSION-FRT FDR 3 22.92 22.92 22.92 NEW 1 21095648 SN 2 PANEL-FRT S/D OTR 1 63.80 63.80 63.80 NEW 1 21080823 SN 2 PANEL-QTR OTR 1 153.15 153.15 153.15 NEW MEMO

More... Customer Name : TURNER, RICK .................................................................... F6=Details On/Off F11=Reselect SO : F12=Clr/Cancel F17=Top : F9=W/W Net Items F13=Parts Approval F18=Bottom : F4=*Prompt : F5=Accept F15=W/W Parts :

05




How to: SELL A PART TO A SERVICE ORDER



B. From the Parts Inquiry screen, perform the following steps: 1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the part number, press [FIELD EXIT] and then press [ENTER]. The system

displays part information. 3. Type your employee number and press [FIELD EXIT]. 4. Press [F10] Assign to SO. The system displays the Assign to Service Order

window. 5. Type the Service Order Number you are selling parts to and press [FIELD EXIT]

-OR- Press [F4] Prompt to search for SO #. 6. If all parts will be sold to the same Line Number type the Line Number at the

Assign to Line Number field and press [FIELD EXIT]. 7. Press [ENTER]. The system displays the Parts Inquiry screen titled Service

Order Parts Transactions in SERVICE MODE.

C. From the Service Order Parts Transactions screen, perform the following steps: 1. Move cursor [TAB] to "Ln #" field if necessary.

Note: To determine correct line number press [F4] Prompt at the Ln # field, press [TAB] to desired Complaint line type “X” to select and press[ENTER].

• To change a Line number press [TAB] to the “*” field for the desired part

line, type “U” to Update and press [ENTER]. The Update window displays. Press [TAB] to Line # field and type desired line number and press[FIELD EXIT]. Press [ENTER] to accept and return to Service Mode.

2. Type the service order repair line that the part(s) are being charged to (01-99) and press [FIELD EXIT]. 3. Press [F5] Accept and return to the Parts Inquiry screen.




Emp# Service Order Number * 25000 Default Line Number * CHRIS CONNEARNEY * Qty Prt#/*Pkg Mf Ln# Part Description Avail Bin Loc List Net Price Total Net Message 1 21020664 SN 1 RADIO ASM-AM/FM ST 15.00 15.00 15.00 NEW C 21020770 NSTK 1- 21020770 SN 1 CORE RADIO ASM-AM/ 775 1.00 1.00 1.00- NEW MEMO NSTK

More... Customer Name : VENABLE, CONNIE A .................................................................... F6=Details On/Off F11=Reselect SO : F12=Clr/Cancel F17=Top : F9=W/W Net Items F13=Parts Approval F18=Bottom : F4=*Prompt F14=W/W Spec Ord : F5=Accept F15=W/W Parts :

PSG01001 Corrections/Complaints 16:42:52 10/17/96 Crctn/ Ln# ST Opcode Cmplnt Description 1 C CMPLNT Does not get Radio Reception J0740 CRCTN SEAL, FRONT COVER CRANKSHAFT OIL - REPLACE J0740 CRCTN INSPECT AND ROTATE TIRES AND WHEELS J0740 CRCTN CHANGE ENGINE OIL AND FILTER

F12=Cancel

SA292001 Service Order Part Markup/Discount Window More:

Type values and Press Enter. Line number 0 will apply percentages to parts on all lines that do not have a markup or discount specified. If Cost Plus and List Minus are both zero for a line, matrix pricing will apply to that line.

Cost List Line Plus Minus Complaint 00 0 0 All Parts on Service Order 01 0 0 Does not get Radio Reception

F12=Cancel PgDn PgUp

Press F21Corrections/Complaints

Press F20CSO

Overrides

05

05




How To: USE SERVICE MODE

At the Service Order Parts Transaction screen, you can perform the following if desired: • Press [F4]=*Prompt at the “*” field to view valid action codes • Press [F9]=W/W Net Items to add Sublets or Miscellaneous Charges to the Service Order. • Press [F20] to display the CSO Overrides window. Prices charged for parts may be

changed in this window. • Press [F21] to display the Corrections/Complaints window and determine the correct Line

#. You can [TAB] to the Ln# field and change the Line # a part is being charged to (01-99).

• Press [F22] to view the Vehicle Info screen. Additional vehicle information can be found

at this screen. • To change a Line number press [TAB] to the “*” field for the desired part line and type

“U” to Update and press [ENTER]. The Update window displays. Press [TAB] to Line # field and type desired line number and press[FIELD EXIT]. Press [ENTER] to accept and return to Service Mode.

Press [F5] Accept and return to the Parts Inquiry screen.


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry


90. Signoff

Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistnat F16=AS/400 main menu

PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/23/96 QPADEV0078 Parts Inquiry 10:37:14 INVOICE MODE Customer Order # : 217 Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21012244 SN PAD KIT-FRT DISC BRK 105G 32.93 34.58 34.58 WIP SUP 1 21080805 SN PANEL-FRT FDR 4 201 112.31 94.50 94.50 WIP 1 21080806 SN EXTENSION-FRT FDR 106D 22.92 16.71 16.71 ISCO NSTK 1 21000872 SN GUIDE-TIMING CHAIN-L 5 300 L+99 5.90 11.74 11.74 ISCO NSTK 1 21000799 SN WASHER-FLAT (9.21) 102C .12 .06 .06 WIP 1 21035628 SN ARMREST ASM-F/FLR CN 1 119D 55.00 57.75 57.75 WIP SUP MEMO 1 21030587 SN VALVE ASM-A/C EVAP T 59.60 37.47 37.47 ISCO NSTK 1 21000787 SN BELT-W/PMP & P/S PMP 47- 101 + 8.00 5.87 NEGATIVE AVAILABLE 1 21011642 SN SPRING KIT-REAR STRU 56.75 35.68 35.68 ISCO NSTK 1 EMBLEM OT PART NOT FOUND More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/23/96 .................................................................... Sub-Total : 294.36 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : 10.75 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 96.72 F5=Print Ord F15=W/W Parts : Order Total : 294.36 Amount Due : 197.64

*** Non-Stock Part Information ***

Mf/Part # : OT EMBLEM

Description . . . . Misc Emblem

Stocking Group . . N Taxable . . . Y

Cost . . . . . . . .00

Trade: . . . . . . .00

List: . . . . . . . .00

F12=Cancel



Assign To Line Number.....*


05

F7=Save Quote F8=Print Quote F3=Exit

F10=Assign to SO




How to: SELL A NON-STOCKED, NON-SATURN PART TO A

SERVICE ORDER Also used for SATURN manual shipper parts




Note: You may use any number for a non-Saturn part. It must be one continuous string of characters (up to 10) with no spaces.

3. Type the non-Saturn manufacturer code (i.e. OT, NS, etc.) and press [FIELD

EXIT]. 4. Press [ENTER]. The Non-Stock Part Information window displays.

C. At the Non-Stock Part Information window, perform the following steps: 1. Type the part description and press [FIELD EXIT]. 2. Verify the stocking group code and taxable fields are correct, change if necessary,

and press [TAB]. 3. Type the cost, trade and list price of the part. Press [FIELD EXIT] after each

entry and then press [ENTER].

Note: The price you enter will be the price carried to the Service Order Parts Transaction screen. The part does not go through price matrix.

If you enter cost only, the trade and list price will be calculated using the price matrix.

4. Type your employee number and press [FIELD EXIT]. 5. Press [F10] Assign to SO. The system displays the Assign to Service Order

window. Continued on the next page


PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/21/96 QPADEV0091 Parts Inquiry 10:53:13 INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21080807 SN EXTENSION-FRT FDR 3 107C 22.92 22.92 22.92 1 21095648 SN PANEL-FRT S/D OTR 1 205 63.80 63.80 63.80 1 21080823 SN PANEL-QTR OTR 1 204 153.15 153.15 153.15 MEMO More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/21/96 .................................................................... Sub-Total : 239.87 F6=Details On/Off F11=Open Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : 12.29 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 252.16 Amount Due : 252.16


Service Order Number......*

Assign To Line Number.....*


0560626 ___


Emp# Service Order Number * 0560626 Default Line Number * NANCY BRAMLAGE * Qty Part # Mf Ln# Part Description Avail Bin Loc List Net Price Total Net Message 1 21080807 SN 2 EXTENSION-FRT FDR 3 22.92 22.92 22.92 NEW 1 21095648 SN 2 PANEL-FRT S/D OTR 1 63.80 63.80 63.80 NEW 1 21080823 SN 2 PANEL-QTR OTR 1 153.15 153.15 153.15 NEW MEMO


05

W/W Cust Ords

05

Get Cust Ord cccc




How to: SELL A NON-STOCKED, NON-SATURN PART TO A

SERVICE ORDER (Also used for SATURN manual shipper parts)

(Cont'd)

D. At the Assign to Service Order window, perform the following steps: 1. Type the Service Order Number you are selling parts to and press [FIELD EXIT]. 2. If all parts will be sold to the same Line Number type the Line Number at the


screen in SERVICE MODE.

E. From the Service Order Parts Transactions screen, perform the following steps: 1. Move cursor [TAB] to "Ln #" field if necessary.

Note: To determine correct line number press [F4] Prompt at the Ln # field, press [TAB] to desired Complaint line type “X” to select and press[ENTER].



2. Type the service order repair line that the part(s) are being charged to (01-99) and

press [FIELD EXIT]. 3. Press [F5] Accept and return to the Parts Inquiry screen.


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry


90. Signoff


PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 10/17/96 QPADEV0104 Parts Inquiry 16:30:51 INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21080807 SN EXTENSION-FRT FDR 3 1 21095648 SN PANEL-FRT S/D OTR 1 1 21080823 SN PANEL-QTR OTR 1 More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 10/17/96 .................................................................... Sub-Total : 14.00 F6=Details On/Off F11=

05

Open Cust Ords Clr/Cancel F

: Misc Charges : .00 F2=Save Ord F7=Save Quote F12= 17=Top : Sales Tax : .72 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 14.72 Amount Due : 14.72




F4=*Prompt F12=CancelW/W Cust Ords


Emp# Service Order Number * 560626 Default Line Number * NANCY BRAMLAGE * Qty Part # Mf Ln# Part Description Avail Bin Loc List Net Price Total Net Message 1 21080807 SN 2 EXTENSION-FRT FDR 3 22.92 22.92 22.92 NEW O 1 21095648 SN 2 PANEL-FRT S/D OTR 0 63.80 63.80 63.80 NEW 1 21080823 SN 2 PANEL-QTR OTR 1 153.15 153.15 153.15 NEW MEMO 1 21000872 SN 2 GUIDE-TIMING CHAIN 6 5.90 5.90 5.90 NSTK WIP





How to: SPECIAL ORDER PARTS TO A SERVICE ORDER

Available quantity equals zero A. From the PSMAIN Menu:


B. From the Parts Inquiry screen, perform the following steps: 1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT]. 3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT]. 5. Press [F10] Assign to SO. The system displays the Assign to Service Order

window. 6. Type the Service Order Number you are selling parts to and press [FIELD EXIT]. 7. If all parts will be sold to the same Line Number type the Line Number at the


screen in SERVICE MODE.

C. From the Service Order Parts Transactions screen, perform the following steps: 1. Type the service order repair line that the part(s) are being charged to (01-99) and press [FIELD EXIT]. 2. Move cursor [TAB] to "*" field for the part to be Special Ordered. 3. Type "O" to order. 4. Press [F5] Accept and return to the Parts Inquiry screen. Note: A Service Order can be closed in Service even if the order contains a special order part.


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry


90. Signoff



INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21080807 SN EXTENSION-FRT FDR 3 1 21095648 SN PANEL-FRT S/D OTR 1 1 21080823 SN PANEL-QTR OTR 1 More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 10/17/96 .................................................................... Sub-Total : 14.00 F6=Details On/Off F11=Open Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .72 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : 14.72 Amount Due : 14.72





05

W/W Cust Ords



Emp Num : Service Order Number(*) : 560626 Default Line Number(*) : CHRIS CONNEARNEY * Qty Part # Mf Ln# Part Description Avail Bin Loc List Net Price Total Net Message 1 21080807 SN 2 EXTENSION-FRT FDR 3 22.92 22.92 22.92 NEW O 1 21095648 SN 2 PANEL-FRT S/D OTR 0 63.80 63.80 63.80 NEW 1 21080823 SN 2 PANEL-QTR OTR 1 153.15 153.15 153.15 NEW MEMO 1 21000872 SN 2 GUIDE-TIMING CHAIN 6 5.90 5.90 5.90 NSTK WIP


*** Take/Hold ***

Please select what to do with the quantity available.

Mf/Part # : SN 21012690 Desc. : PAD KIT-FRT DISC BRK

T ENTER SELECTION


Requested Quantity . . 1 Available Quantity : 19

NOTE: Quantity not available will be ordered (SCO).

F12=Cancel

05




How to: SPECIAL ORDER PARTS TO A SERVICE ORDER

Requested Quantity is greater than available quantity A. From the PSMAIN Menu:


B. From the Parts Inquiry screen, perform the following steps: 1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT] and press [ENTER]. The system

displays part information. 3. Type your employee number and press [FIELD EXIT]. 4. Press [F10] Assign to SO. The system displays the Assign to Service Order

window. 5. Type the Service Order Number you are selling parts to and press [FIELD EXIT]. 6. Press [ENTER]. The system displays Service Order Parts Transaction screen

in SERVICE MODE.

C. From the Service Order Parts Transaction screen, perform the following steps: 1. Type the service order repair line that the part(s) are being charged to and press

[FIELD EXIT] -or- press [F4] Prompt to view or select line number at the Service Order Line Selection window.

2. Press [TAB] to "*" field for the Special Order part. Type "O" to order and press

[FIELD EXIT]. 3. Press [F5] Accept. The Take/Hold window displays.

D. From the Take/Hold window perform one of the following steps:

1. Type “T” if the customer wants to take the available parts. or Type “H” to hold the available parts for the customer. The system places the

available parts in reserve and special orders the rest. Note: Parts “In Reserve” can be viewed/selected through F14 - Work With Special Orders.

2. Press [ENTER] to process and return to Parts Inquiry screen.




Type options, press Enter. 5=Display C=Cancel E=Reorder Parts(ESCO) O=Reorder Parts(SCO) X=Select


Type

Part No.

Mf Part Description Customer Name Date

INV

Number

Msg

Dep Qty

Qty Status


SCO 12088594 SN RELAY ASM-ELEK BRK RICHMAN, HOLLY 8/22/2005V INV 0561156 N N 1 0

SCO 12088594 SN RELAY ASM-ELEK BRK ROANE,, HOLLY A. 8/22/2005 INV 0561156 N N 1 0


X SCO 21000787 SN BELT-W/PMP & P/S COPPER, ANNE 8/29/2005 INV 0009991 N N 1 1 FILLED SCO 21000787 SN BELT-W/PMP & P/S DOLANE, SUZANNE 8/29/2005 INV 0009989 N N 1 1 FILLED




Bottom F6=MSG On/Off F8=Place on Service Order F9=Place On Customer Order F12=Cancel F17=Top F18=Bottom

Select/Sort(F10)






Bin Management Menu

6. 7. Report




_

===> __ _____________________ ________________________________________________ ___

______________________________________________________________________________

F F

3=Exit F4=P ompt F9=Retrieve F12=Cancel 1 r3=Information Assistant F16=AS/400 main menu








90. Signoff




Phone Number Emp# Customer Last Name * Customer Number NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message


F11=W/W Cust Orders : Misc Charges : .00 F6=Details On/Off F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : .00 Amount Due : .00

05



How to: COMPLETE A SPECIAL ORDER TO A SERVICE

ORDER After parts are received in



B. From the Parts Inquiry screen, perform the following steps: 1. Press [ENTER] to move cursor to the "Emp #" field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F14] W/W Spec Ord. The Work With Special Orders screen displays.


1. If necessary Roll Up/Roll Down to view all screens and locate the special order.


2. Move cursor [TAB] to the Action field of the appropriate special order part and

type "X" to select.

Note: The Status field indicates the order has been FILLED. 3. Press [F8] Place On Service Order.

• If the original Service Order is still open, the Service Order Parts Transaction screen displays.

Or • If the original service order has been closed, the system displays the Assign to

Service Order window. 4. Type the Service Order Number you are selling parts to and press [FIELD EXIT]. 5. Press [ENTER]. The system displays the Service Order Parts Transactions

screen in SERVICE MODE. Continued on the next page



Emp# Service Order Number * 1000204 Default Line Number * NANCY BRAMLAGE * Qty Part # Mf Ln# Part Description Avail Bin Loc List Net Price Total Net Message 2 21001055 SN 1 BEARING ASM-1ST/2N 1 17.35 17.35 17.35 SPORD ALRT NSTK 1 21010131 SN 25.83 25.83 25.83 SORD NEW

More...

Customer Name: Phillips, John .................................................................... F6=Details On/Off

05

F11=Reselect SO : F12=Clr/Cancel F17=Top : F9=W/W Net Items F18=Bottom : F4=*Prompt : F5=Accept F15=W/W Parts :

Get Cust Ord cccccc




How to: COMPLETE A SPECIAL ORDER

TO A SERVICE ORDER (After parts are received in)

(Cont'd)

E. At the Service Order Parts Transactions screen perform the following steps: 1. Type the service order repair line that the part(s) are being charged to (01-99)

and press [FIELD EXIT] -or- press [F4] Prompt to view or select line number at the Service Order Line Selection window.

Note: To determine correct line number press [F4] Prompt at the Ln # field,

press [TAB] to desired Complaint line type “X” to select and press[ENTER].



2. Press [F5] Accept and return to the Parts Inquiry screen.








Bin Management Menu

6. 7. Repor

uts Menudic Processing Men 8. Perio



_

===> __ _____________________ ________________________________________________ _ ________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel

ion Assistant F16=AS/400 main menu F13=Informat


Reports Menu 7. 8. Periodi c Processing Menu

l Inventory Menu 9. ysicaPh





Selection or command________________________________________________________________________

===> _________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu





F11=W/W Cust Ords F6=Details On/Off : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : .00 Amount Due : .00

PSO10101 SATURN/AUTOMOTIVE RETAIL GROUP 9/04/05 QPADEV0010 Work with Open Orders 10:41:59 Select/Sort(F10) Employee Name: CHRIS CONNEARNEY Order Types Selected : ALL

Type options, press Enter. 5=Display 6=Print X=Select

Cust

Opt Type Order # Customer Name Cust #

PO Number Cust Phone #

Employee Name

Opn Date

X CUST. 483 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/2005












CUST. 495 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/2005 +

F12=Cancel F17=Top F18=Bottom

Select/Sort(F10) Customer Orders



How to: SEARCH FOR CUSTOMER ORDERS


1. Select Option 1, Daily Processing Menu, and press [ENTER]. 2. Select Option 1, Parts Inquiry, and press [ENTER].

B. From the Parts Inquiry screen, perform the following steps: 1. Press [ENTER] to move cursor to the "Emp #" field. 2. Type your Employee number and press [FIELD EXIT]. 3. Press [F11] W/W Cust Ords. The Work With Customer Orders screen

displays.

C. From the Work With Customer Orders screen, perform the following steps: 1. To search for the open customer order do one of the following:

• Roll Up/Roll Down to view all screens and locate the open order. OR

• Press [F10] Select/Sort and choose how you want to sort/select the order(s): → Order Type: All, Customer, Quotes, Material Returns, Locator, Core, Field

Scrap, Transfer → Customer Order Type → Customer Order Number → Customer Name → Customer Number → PO Number → Part Number → Employee Number

2. Type “X” to Select desired Customer Order and press [ENTER] to return to the Parts Inquiry screen.

D. At the Parts Inquiry screen, perform the following steps:

1. Verify information is correct, change if necessary. 2. Press [F5] Print Order.



PS101Y01 SATURN/AUTOMOTIVE RETAIL GROUP 10/31/96 QPADEV0010 Work With Open Service Orders 11:48:41 Select/Sort(F10) Employee Name: CHRIS CONNEARNEY Type options, press Enter. 5=Display X=Select Opt Srvc. # Customer Name Cust. # Year Make Model Engine Transmission Open Date 1000171 TOWNSEND, CHRISTOPHER L. 0001360 1992 SATURN SC COUPE 1.9L MFI4C AUTOMATIC 10/16/1996 1000170 PABST, ROBERT E. 0001203 1992 SATURN SL2 1.9L MFI4C MANUAL 10/16/1996 1000169 ZUELKE, ELIZABETH H 0006974 1994 SATURN SL 1.9L TBI4C MANUAL 10/16/1996 1000168 VENABLE, CONNIE A 0009854 1994 SATURN SL1 1.9L TBI4C AUTOMATIC 10/16/1996 1000167 RESER, JEFFREY M. 0001633 1992 SATURN SL2 1.9L MFI4C MANUAL 10/16/1996 1000166 FRY, JOAN 0006678 1994 SATURN SL1 1.9L TBI4C AUTOMATIC 10/16/1996 1000165 RANGARAJAN, SHANTHA 1000023 1992 SATURN SL1 1.9L TBI4C MANUAL 10/16/1996 1000162 DUENHOFT, LARRY J 0002690 1992 SATURN SL1 1.9L TBI4C AUTOMATIC 10/15/1996 1000158 NEACK,LAURA 0001478 1992 SATURN SL2 1.9L MFI4C AUTOMATIC 10/14/1996 1000155 REYES, ESTHER G. 0001103 1992 SATURN SL1 1.9L TBI4C AUTOMATIC 10/14/1996 1000154 TRIBBE, GARY C 0004593 1993 SATURN SL1 1.9L TBI4C AUTOMATIC 10/14/1996 1000147 WULF, EVE 0009190 1994 SATURN SC2 1.9L MFI4C MANUAL 10/11/1996 1000144 LIFT, RON 8100002 1997 SATURN SL1 L24 1.9LL4 4 SPD AUTOMATIC 10/11/1996 1000142 FAGIN, STEPHANIE 0006150 1993 SATURN SC2 1.9L DOHC4 AUTOMATIC 10/11/1996 More... F12=Previous F17=Top F18=Bottom

Select/Sort(F10)






Bin Management Menu

6. 7. Report




Selection or command> __________________________________________________________________________

===_________________ ______________________________________________________________

xit F4=Prom F3=E F13 nformation Assistant

pt F9=Retrieve F12=Cancel =I F16=AS/400 main menu





Selection or command ===> ____________________________________________________________________________________________ ___________________________________________________________

x __it F4=Prompnformation As

F3=E t F9=Retrieve F12=Cancelsistant F13=I F16=AS/400 main menu


Select one of the following: 3. Work With Service Order History

1. Parts Inquiry 4. Work With Invoice History 5. Daily Parts Cutoff 6. Schedule Automatic Periodic Processing 90. Signoff




Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 10/17/05

...... Sub-Total : .00 .............................................................. F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .72 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : .00 Amount Due : .00

*** Assign To Service Order *** Service Order Number . . . . . * Assign To Line Number . . . . . * F4=Prompt F12=Cancel

05



How to: SEARCH FOR AND MODIFY OPEN SERVICE ORDERS

Update Parts Prices or Delete Part Numbers A. From the PSMAIN Menu:

1. Select Option 1, Daily Processing Menu, and press [ENTER]. 2. Select Option 1, Parts Inquiry, and press [ENTER].

B. From the Parts Inquiry screen, perform the following steps: 1. Press [ENTER] to move cursor to the "Emp #" field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F10] Assign to SO. The system displays the Assign to Service Order

window. Type Service Order Number OR

Press [F4] to Prompt at the Service Order Number field.

The Work With Open Service Orders screen displays. To locate the open service order, perform one of the following:

• Roll Up/Roll Down to view all screens and locate the open service order.

OR • Press [F10] Select/Sort and choose options which include: → Service Order Number → Customer Name → Open Date → Employee Number → Part Number

• Type “X” to Select desired Service Order and press [ENTER] to access the Service Order Parts Transactions screen.



PS101W01 SATURN/AUTOMOTIVE RETAIL GROUP 8/21/96 QPADEV0091 Service Order Parts Transactions 11:02:13

05

CSO Overrides(F20) Corrections/Complaints(F21) Vehicle Info(F22) Goto(F23)SERVICE MODE

Emp Num : Service Order Number(*) :560626 Default Line Number(*) : CHRIS CONNEARNEY * Qty Part # Mf Ln# Part Description Avail Bin Loc List Net PrTotal Net Message 1 21080807 SN 2 EXTENSION-FRT FDR 3 22.92 2 22.92 NEW

1 21080823 SN 2 PANEL-QTR OTR 1 153.15 153. 153.15 NEW MEMO


U 1 21095648 SN 2 PANEL-FRT S/D OTR 0 63.80 63. 63.80 NEW 1 21000872 SN 2 GUIDE-TIMING CHAIN 6 5.90 5. 5.90 NSTK WIP

More... Customer Name : TURNER, RICK .................................................................... F6=Details On/Off F11=Reselect SO : F12=Clr/Cancel F17=Top : F9=W/W Net Items F13=Parts Approval F18=Bottom :

t

F5=AccepF4=*Promp F14=W/W Spec Ord :

t F15=W/W Parts :

*** Update Window ***

Mf/Part # : SN 21012244

Description . . PAD KIT-FRT DISC BRK Qty 1

Line # . . . 2 Tax (Y/N) Y

Cost . . . . . 32.93 List . . . . . 32.93 Net . . . . . . 32.93

F1=Help F12=Cancel



How to: SEARCH FOR AND MODIFY OPEN SERVICE ORDERS

Update Parts Prices or Delete Part Numbers (Cont'd)

C. At the Service Order Parts Transactions screen, you can perform the following:

Note: Press [TAB] to the "*" field and press [F4] to Prompt. The Valid Codes window displays. Press [ENTER] to close window and return to the Service Order Parts Transactions screen.

The Valid Codes that can be performed on a Service Order are:

D Delete a Part Line I Inquire on Additional Part Information M Display Memos O Special Order a Part R Return a Part Line S Display Supersession History U Update a Part Line

1. Delete a part line by typing "D" at the "*" field and press [ENTER]. Or 2. Update the prices of the part by typing a "U" at the "*" field and press [ENTER].

The Update window will display. Change information as appropriate. 3. Press [F5] Accept and return to the Parts Inquiry screen.


PSMAIN Main Men


PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/23/96 QPADEV0078 Parts Inquiry 10:37:14 INVOICE MODE Customer Order # : 217 Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message L 1 21007075 SN GASKET KIT-TBI ASM 104 126.90 126.90 126.90 SUP 1 21080805 SN PANEL-FRT FDR 4 201 112.31 94.50 94.50 WIP 1 21080806 SN EXTENSION-FRT FDR 106D 22.92 16.71 16.71 ISCO NSTK 1 21000872 SN GUIDE-TIMING CHAIN-L 5 300 L+99 5.90 11.74 11.74 ISCO NSTK 1 21000799 SN WASHER-FLAT (9.21) 102C .12 .06 .06 WIP 1 21035628 SN ARMREST ASM-F/FLR CN 1 119D 55.00 57.75 57.75 WIP SUP MEMO 1 21030587 SN VALVE ASM-A/C EVAP T 59.60 37.47 37.47 ISCO NSTK 1 21000787 SN BELT-W/PMP & P/S PMP 47- 101 + 8.00 5.87 NEGATIVE AVAILABLE 1 21011642 SN SPRING KIT-REAR STRU 56.75 35.68 35.68 ISCO NSTK 1 21080823 SN PANEL-QTR OTR 1 204 153.15 153.15 153.15 ISCO MEMO

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/23/96 .................................................................... Sub-Total : 294.36 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : 10.75 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 96.72 F5=Print Ord F15=W/W Parts : Order Total : 294.36 Amount Due : 197.64

PS101X01 SATURN/AUTOMOTIVE RETAIL GROUP 9/18/96 QPADEV0061 Franchise Transfer 17:12:16

Part Number . . . : 21007075 SN GASKET KIT-TBI ASM Requested Quantity: 1

Co Available Qty No Company Name Phone Number Quantity 02 SATURN OF YOUR TOWN 810-265-3155 1

Total Available Quantity: 1

F5=Accept F11=Next Part F18=Locator

u


2. Receiving/Shipping/Cl1. Daily Processing Menu

aims Menu 3 urn Order Menu. Non-Sat 4. Part Maintenance Menu 5. Price Maintenance Menu

6. Bin Management Menurts Menu 7 Repo

u. . 8 Periodic Processing Men

9

. Physical Inventory Menu 23. DEALERLINE Main Menu

Selection or command ===> _ ______________________________________________________________________

___________________________________ _

______________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=In nt F16=AS/400 main menformation Assista u

PSMAIN Main Menu



3. Non-Saturn Order Menu 4. Part Maintenance Menu 5. Price Maintenance Menu

Bin Management Menu 6. 7. Reports Menu

dic Processing Me 8. rio n Pe u 9. Physical Inventory Menu


Selection or command ===> __ ____________________________________________________________________ ___ ________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu



1. Parts Inquiry

3. Work With Service Order History 4. Work With Invoice History 5. Daily Parts Cutoff 6. Schedule Automatic Periodic Processing 50. Work With Broadcast Messages

60. Operational Support Menu 90. Signoff


05

05



How to: REQUEST AND TRANSFER PARTS FROM A SISTER

STORE A. From the PSMAIN Menu:


B. From the Parts Inquiry screen, perform the following steps: 1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT]. 3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT]. 5. Type the name of customer in the format of last name, first name and Phone

Number. 6. Move cursor [TAB] to the "*" field. 7. Type "L" to locate and press [ENTER].

C. The system displays the Franchise Transfer screen so you can search your franchise for the part.

• The system displays the available quantity of the part for sister stores residing on the same AS/400.

Note: If zero parts are available in your franchise the system will automatically

place you in the Saturn Parts Locator 1. Type the quantity desired from each store and press [F5, Accept] to process. You

cannot select quantity greater than requested.

2. Press [F5] to Accept transfer selection and close Franchise Transfer window.

• SRS Parts returns to the Parts Inquiry screen with TRFXX in the Message field (XX is the company you requested parts from).

3. Press [F5] to Print Ord.



PSO10101 SATURN/AUTOMOTIVE RETAIL GROUP 9/04/96 QPADEV0010 Work with Open Orders 10:41:59 Select/Sort(F10) Employee Name: NANCY BRAMLAGE Order Types Selected : ALL Type options, press Enter. 5=Display 6=Print X=Select Cust Opt Type Order # Customer Name Cust # PO Number Cust Phone # Employee Name Opn Date TRNFR CUST. 483 A A AUTO GLASS 4000210 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 484 A A AUTO GLASS 4000210 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 485 A A AUTO GLASS 4000210 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 486 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 487 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 488 A A AUTO GLASS 4000210 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 489 A A AUTO GLASS 4000210 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 490 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 491 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 492 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 493 A A AUTO GLASS 4000210 (234)515-1545 Pat Shoemaker 08/25/1996 CUST. 494 A A AUTO GLASS 4000210 (234)515-1545 Pat Shoemaker 08/25/1996 TRNFR 495 SATURN OF SISTER STORE 9999999 (931)486-5555 11/25/1996 F12=Cancel F17=Top F18=Bottom

Select/Sort(F10)






Bin Management Menu

6. 7. Report




_

===> __ _____________________ ________________________________________________ ___

______________________________________________________________________________

F F1

3=Exit F4=P ompt F9=Retrieve F12=Cancel r3=Information Assistant F16=AS/400 main menu




23. DEALERLINE Main Menu Selection or command ===> _________________________________________________________________________________________________________________________________________________________

=Exit F4=Pr mpt F9=Retrieve F12=Cancel F3 o=Information F13 Assistant F16=AS/400 main menu




90. Signoff





More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : .00 F6=Details On/Off F11=W/W Cust Ord : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Cust Ord F18=Bottom : Deposit Req : .00 r F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : .00 Amount Due : .00

05Work With Customer Orders



How to: SUPPLY A TRANSFER REQUEST FOR A SISTER

STORE A. When your Sister Store requests a part Transfer from your Retail Facility, the following

steps take place: 1. A Transfer Request break message is sent to all user IDs (set up in Parts

Customization to receive Locator break messages) at the workstation the user ID is signed onto.

2. A Picking Ticket prints. 3. The system automatically creates a Transfer Customer Order that can be located

in Work With Customer Orders.


C. From the Parts Inquiry screen, perform the following steps: 1. Press [ENTER] to move cursor to "Emp #" field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F11] W/W Cust Ords. Or

You may use [F13] Get Cust Order. Use the Picking Ticket to see Customer Order # and type Customer Order No in Get Order window.

From the Work With Customer Orders screen, perform the following steps:

1. Move cursor [TAB] to the “Type” field. 2. Type TRNFR and press [ENTER]. 3. Type “X” to Select the Transfer Customer Order and press [ENTER].



PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/20/96 QPADEV0077 Parts Inquiry 15:27:45 INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21080806 SN Extension-FRT FDR 32.22 37.79 37.79 WIP TRF02

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/96 .................................................................... Sub-Total : 37.79 F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F12=Clr/Cancel F17=Top : Sales Tax : 1.94 F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord : Order Total : 39.73 Amount Due : 39.73

05




How to: SUPPLY A TRANSFER ORDER FOR

A SISTER STORE (Cont'd)

D. The Parts Inquiry screen will display. From the Parts Inquiry screen, perform the

following steps:

1. Press [F5] Print. Both a parts invoice and packing slip will print. Parts are relieved from inventory and your Sister Store will be able to receive the part(s).

Or Press [F16] Delete Order if you don't have the parts available. This will send a

zero quantity ASN to the Host. You can delete a part from the order, but cannot change the quantity.

Note: When you print the invoice, you will see several communication messages

at the bottom of the screen. This indicates that the ASN has been automatically transmitted to Saturn

Note To Requesting Store:

When the Supplying store presses [F16] Delete Order this will send a message back to the requesting facility:

Parts requested for transfer have been cancelled.

See the Transfer Cancel Report for parts and quantities canceled.

The parts on the report could not be supplied from the retailer you requested. The parts listed on the report will be captured by Saturn during nightly communications and ordered as an SCO, then shipped to your facility.

If you cannot wait for the parts to be shipped as a SCO, you can cancel the request from the Work with Special Orders screen and initiate another transfer or perform a Saturn Locate. If you cancel the record from the Work With Special Orders screen, it must be done on the same day you receive the Transfer Cancel Report and before the Daily Parts Cutoff is processed; otherwise it will still be ordered as a SCO. The cancel and re-order process will also create double demand on the part(s).


PSMAIN Main Menu





PSMAIN Main Menu







1. Parts Inquiry

3. Work With Service Order History 4. Work With Invoice History 5. Daily Parts Cutoff 6. Schedule Daily Parts Cutoff

24. Signoff



INVOICE MODE Customer Order # : 217 Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Emp# Customer Last Name * CONNEARNEY, CHRIS Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message L 1 21007075 SN GASKET KIT-TBI ASM 104 126.90 126.90 126.90 SUP 1 21080805 SN PANEL-FRT FDR 4 201 112.31 94.50 94.50 WIP 1 21080806 SN EXTENSION-FRT FDR 106D 22.92 16.71 16.71 ISCO NSTK 1 21000872 SN GUIDE-TIMING CHAIN-L 5 300 L+99 5.90 11.74 11.74 ISCO NSTK 1 21000799 SN WASHER-FLAT (9.21) 102C .12 .06 .06 WIP 1 21035628 SN ARMREST ASM-F/FLR CN 1 119D 55.00 57.75 57.75 WIP SUP MEMO 1 21030587 SN VALVE ASM-A/C EVAP T 59.60 37.47 37.47 ISCO NSTK 1 21000787 SN BELT-W/PMP & P/S PMP 47- 101 + 8.00 5.87 NEGATIVE AVAILABLE 1 21011642 SN SPRING KIT-REAR STRU 56.75 35.68 35.68 ISCO NSTK 1 21080823 SN PANEL-QTR OTR 1 204 153.15 153.15 153.15 ISCO MEMO

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/23/96 .................................................................... Sub-Total : 294.36 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : 10.75 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : 96.72 F5=Print Ord F15=W/W Parts : Order Total : 294.36 Amount Due : 197.64

PS101X01 SATURN/AUTOMOTIVE RETAIL GROUP 9/18/96 QPADEV0061 Franchise Transfer 17:12:16

Part Number . . . : 21007075 SN GASKET KIT-TBI ASM Requested Quantity: 1

Co Available Qty No Company Name Phone Number Quantity 02 SATURN OF YOUR TOWN 810-265-3155 1

Total Available Quantity: 1

F5=Accept F11=Next Part F18=Locator

05

05




How to: USE THE PARTS LOCATOR



B. From the Parts Inquiry screen, perform the following steps: 1. Type the quantity of parts requested and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT]. 3. Press [ENTER]. The system displays part information. 4. Type your employee number and press [FIELD EXIT]. 5. Type the name of customer in the format of last name, first name and Phone

Number. 6. Move cursor [TAB] to the "*" field. 7. Type "L" to locate and press [ENTER]. Note: If the part is an instrument cluster, the Instrument Cluster Information window

displays. You will need to enter a valid Service Order Number, or [F4], Prompt. Type X to select the Service Order. The VIN # will be filled in. You will need to enter the correct mileage.

If the part is available at a sister store, the system displays the Franchise

Transfer screen so you can request a part transfer from that facility.

• The system displays the part’s available quantity at sister stores. • If the request can be filled, type the quantity desired from each store and press

[F5] Accept to process.



SATURN/AUTOMOTIVE RETAIL GROUP PS160001

SATURN PART LOCATOR

Customer Ord#: 0000000 Service Ord#:


Sent Record Successfully.

SATURN OF SPRING HILL PS100104 SATURN PART LOCATOR

Emp#: 01 Customer Ord#: Service Ord#: 0025000

Requested Part Dealer Availability Saturn Host Qty Number 1 2 3 4 5 6 7 8 9 10 Whse Aval Order

1 21021211 * 49 *

IF PART IS NOT AVAILABLE FROM DEALER 1 AND 2, ORDER FROM SATURN WHSE? Y

o

CMD-6 Dealer Information CMD-5 Process Part Locat r Order CMD-12 Roll Up/Roll Down

tur InquiryRe n to Part

MAKE YOUR 1ST AND 2ND DEALER CHOICE TO ORDER EACH PART FROM

*** Instrument Cluster Information ***

Mf/Part # : SN 21021211 Description : Cluster ASM-Inst

Service Order # . . * VIN # . . . . . . . .

Mileage . . . . . . .

F5=Accept F12=Cancel

Saturn Warehouse Delivery Mode

1 Option

1. Overnigh 2. Second d

t ay

F12=Cancel

Saturn Warehouse Delivery Mode _ Priority Overnight

X Second Day

F12=Cancel




(Cont'd) C. From the Saturn Part Locator screen, perform the following steps:

1. Wait for the following message to display: "Make your 1st and 2nd choice to order each part from"

Note: Each dealer field displaying an asterisk (*) can fill the request.

2. Move cursor [TAB] to the dealer fields with the asterisk. 3. Type 1 or 2 over the asterisk to indicate that you want to order parts from those

dealers; 1 being your first choice, and 2 being your second choice.

Note: You can also select the Host as one of your choices.

• You can press [F6] to view Dealer Information (Name and Phone Number) associated with each number in your pooling group.

4. Move cursor [TAB] to the message field "If part is not available from dealer 1

and 2, order the parts from Saturn Whse?". 5. Type one of the following: "Y" if you want to order parts from the Saturn warehouse. Or "N" if you do not want to order parts from the Saturn warehouse.

(This is used when you want to re-locate from another Retailer if choice 1 and 2 do not have the part.)

6. Press [CMD-5] Process Part Locator Order. The Saturn Warehouse Delivery

Mode window will be displayed or if the part was an Instrument Cluster the Instrument Cluster window will display.

7. At the Saturn Warehouse Delivery Mode window, type X to select Priority

Overnight or Second Day (default).

Press [ENTER]. Continued on the next page




(Cont'd)

8. The following message will be displayed: "Host received your order". 9. Press [F12] to return to Parts Inquiry screen.

D. From the Parts Inquiry screen, perform one of the following:

1. Verify the pricing information is correct by using [F20] Pricing Info, change if necessary.

Note: Saturn recommends that you do not charge deposits on emergency special

customer orders. 2. Move cursor [TAB] to "Phone #" field. 3. Type customer's phone number and press [FIELD EXIT]. 4. Press [ENTER]. 5. Press [F5] Print.

Or

Press [F10] Assign to SO, if you want to place the parts on a service order. Type

the Service Order Number and press [ENTER].



How to: PROCESS A LOCATOR ORDER FROM SATURN

A. When Saturn locates a part at your Retail Facility, the following steps take place:

1. A Transfer Request break message is sent to all user IDs (set up in Parts

Customization to receive Locator break messages) at the workstation the user ID is signed onto.

2. Saturn automatically prints a picking ticket of the Saturn order. 3. The system automatically creates a customer order that can be located in Work

With Customer Orders.


C. From the Parts Inquiry screen, perform the following steps: 1. Press [ENTER] to move cursor to "Emp #" field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F11] W/W Cust Ords.

D. From the Work With Customer Orders screen, perform the following steps: 1. Move cursor [TAB] to the “Type” field. 2. Type Locat and press [ENTER].

Note: You can also use F10=Select/Sort and search for the customer order by the customer name of Saturn.

3. Type “X” to Select the Part Locate Customer Order and press [ENTER]. The

Parts Inquiry screen displays.




5 QPADEV0077 Parts Inquiry 15:27:4 INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24)

Emp# Customer Last Name *SATURN CORP Customer Number * 45300 Phone Number * 321 123 2112 NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 1 21021505 SN CLUSTER ASM-INST 208.52 208.52 208.52 WIP SPORD

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/96 .................................................................... Sub-Total : 208.52 F6=Details On/Off F11=Reselect Ord F16=Delete Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : (-) Unpaid Bal : F5=Print Ord : Order Total : 208.52 Amount Due 208.52

05


PS142003 SATURN, INC 9/9/2005 Q{ADEV0052 Update/Send ASN 10:00:00 Employee: JIM SMITH Open Date: 04/29/05 Invoice Number: 0013009 Hazard: ASN Type:LOCATOR Facility: 0037 Svc. Ord# ASN# 1921 SHIP TO: BILL TO:Name SATURN TEST MOTORS SATURN TEST TOTORS Attn Address 1 ELM WAY Address City State WESTBROOK MI Country Phone Zip 555 555-555 090909 555 555-5555 F3=Exit F5=Accept Entry F9=Send ASN F12=Cancel F23=Part Detail



How to: PROCESS A LOCATOR ORDER FROM SATURN

(Cont'd) E. From the Parts Inquiry screen, perform the following steps:

1. Press [F5] Print. Both a parts invoice and packing slip will print Or Press [F16] Delete Order if you don't have the parts available. This will send a

zero quantity ASN to the Host.

Note: When you print the invoice, you will see several communication messages at the bottom of the screen. This indicates that the ASN has been automatically transmitted to Saturn.

If you receive a communication error message, you must manually send the ASN by performing the following steps.

F. From the PSMAIN Menu:

1. Select option 2, Receiving/Shipping/Claims, and press [ENTER]. 2. Select option 11, Enter Bill of Lading Information, and press [ENTER].

G. From the Work With Open ASN Inquiry screen, perform the following steps: 1. Type the ASN number from the packing slip and press [FIELD EXIT]. 2. Press [ENTER].

H. From the Update/Send ASN screen perform the following steps: 1. Press [F9] Send Asn. The system displays the message:

"DO YOU WANT TO SEND THE ASN?" 2. Type "Y" (Yes) and press [ENTER].



PSMAIN Main Menu Select one of the following: 1. Daily Processing Men u

2. Receiving/Shipping/Claims Menu3. Non-Saturn Order Menu

4. Part Maintenance Menu5. Price Maintenance Menu

6. Bin Management Menu 7. Reports Menu8. Perio

dic Processing Menu

9. Physical Inventory Menu 23. DEALERLINE Main Menu

Selection or ________

command ===> ________________________________________________________________________________

it F4=_________________________________________________________________

F3=Ex F13=I

Prompt F9=Retrieve F12=Cancel nform tion Assisa tant F16=AS/400 main menu

PSMAIN Main Menu Select one of the following: 1. Daily Processing Menu 3

2. Receiving/Shipping/Claims Menu . Non-Saturn Order Menu . Part Maintenance Menu 4

5. Price Maintenance Menu . Bin Management Menu 6

7. Reports Menu 8. Period

. Physicic Processing Menu 9 al Inventory Menu


Selection or command ===> _________

_________________________________________________________________________

_______ ________________________________________________________________ F3=Exit F4=Pformatio

rompt F9=Retrieve F12=Canceln Assistant F16=AS/400 main menu F13=In

PS0200 Rece ving/Shipping/Claims Meni


u

1. Work With Orders 2

. Work With Bulk Receipts

5. Resolve Special Order Conflicts

7. Work With Claims 10 11

. Core/Fail Address Inquiry

. Enter Bill of Lading Information 90. Signoff Selection or command ===>

_______

________________________________________________________________________________________________________________________________

_______________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User16=System main menu

PS0200 Receiving/Shipping/Claims Menu

Select one of the following: 2. 1. Work With Orders

Work With Bulk Receipts

5. Resolve Special Order Conflicts 7. Work With Claims 10. Core/Fail Address Inquiry 11. Enter Bill of Lading Information

90. Signoff Sele tion or comc ===> mand _____________________________________________________________________________________________________ _________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User16=System main menu

PS220001 SATURN OF SPRING HILL 6/29/05 SSPO1 Work with Orders 12:13:30

Find by Order#: _________ Type Option Then Press Enter:

8=Receive to Inventory 5=Display 7=Arrive to Dock

Order Order Partly Status Order Order Opt Number___ Status____ Recvd_ Date____ Mfr Type Items _Value__ _ 000010115 On Dock NO 1/05/95 SN R 9 .25 _ 000010125 In Transit NO 1/04/95 SN R 5 .25

F3=Exit F6=Sort By Order# F7=Sort By Status F8=Sort By Mfr F9=Part Inquiry F10=Find

SATURN OF SPRING HILL PS223002 RECEIVE TO INVENTORY

Order Number: 10115 ASN Number: 10115 P.O. Number: 1000053

Part Part Unit Primary Order Ship Receipt Number Description Pack Bin Qty Qty Qty 21000475 NIPPLE-BRAKE B 1 C102 0 1 _____ 21000481 INDICATOR ASM- 5 C102 0 5 ___5_ 21000481 INDICATOR ASM- 5 C102 0 5 _____ 21000481 INDICATOR ASM- 5 C102 0 5 _____ 21000481 INDICATOR ASM- 5 C102 0 5 _____ 21000787 BELT-W/PMP & P 1 B103 0 2 ____

ASM-I 1 B103 0 1 ______ 21000990 CAMSHAFT

21001035 BEARING ASM-TR 1 B103 0 4 _____ 21075301 GRILLE-FRT FAS 1 C101 0 1 _____

CMD-1 Reenter CMD-7 End Job CMD-14 Create/Modify Claim

CMD-16 Accept Part(s) CMD-18 Accept Entire Order

SATURN OF SPRING HI RECEIVE TO INVENTOR

LL PS223002Y


Part Part Unit Primary Order Ship Recei Number Description Pack Bin Qty Qty Qt

pty

21000475 NIPPLE-BRAKE B 1 C102 0 1 ____1 21000481 INDICATOR ASM- 5 C102 0 5 ____5 21000481 INDICATOR ASM- 5 C102 0 5 ____5 21000481 INDICATOR ASM- 5 C102 0 5 ____5 21000481 INDICATOR ASM- 5 C102 0 5 ____5 21000787 BELT-W/PMP & P 1 B103 0 2 ____2 21000990 CAMSHAFT ASM-I 1 B103 0 1 ____1 21001035 BEARING ASM-TR 1 B103 0 4 ____4 21075301 GRILLE-FRT FAS 1 C101 0 1 ____1

CMD-1 Reenter CMD-7 End Job

CMD-18 Confirm Receipt of Entire Order

SATURN OF SPRING HILL PS223002 RECEIVE TO INVENTORY


Part Part Unit Primary Order Ship Receipt Number Description Pack Bin Qty Qty Qty 21000475 NIPPLE-BRAKE B 1 C102 0 1 ____1 21000481 INDICATOR ASM- 5 C102 0 5 ____5 21000481 INDICATOR ASM- 5 C102 0 5 ____5 21000481 INDICATOR ASM- 5 C102 0 5 ____5 21000481 INDICATOR ASM- 5 C102 0 5 ____5 21000787 BELT-W/PMP & P 1 B103 0 2 ____2 21000990 CAMSHAFT ASM-I 1 B103 0 1 ____1 21001035 BEARING ASM-TR 1 B103 0 4 ____4 21075301 GRILLE-FRT FAS 1 C101 0 1 ____1 CMD-1 Reenter CMD-7 End Job CMD-14 Create/Modify Claim

CMD-16 Accept Part(s) CMD-18 Accept Entire Order



How to: RECEIVE A PART TO INVENTORY

Partial or Complete Order A. From the PSMAIN Menu:

1. Select option 2, Receiving/Shipping/Claims Menu, and press [ENTER]. 2. Select option 1, Work With Orders, and press [ENTER]. Note: You can also access Work With Orders from the Part Inquiry screen and

pressing [F23] GO TO - Select Option 1 - Work with Orders

B. From the Work With Orders screen, perform the following steps:

1. Move cursor [TAB] to the order number line you are receiving. 2. Type “8” in the “Opt” field to receive to inventory.

Note: You can type 8 in the Opt field for more than one order and SRS will display the next order selected after one order is received.

3. Press [ENTER].

C. To receive in a Partial Order, from the Receive to Inventory screen, perform the following steps:

1. Move cursor [TAB] to the part number line you are receiving. 2. Type the total quantity of Parts received in the "Receipt Qty" field and press

[FIELD EXIT]. 3. Press [CMD-16] Accept Part(s). The system receives into inventory only parts that you typed a Receipt Qty for –

the remaining parts will stay on the order until you receive them into inventory.

D. To receive in a Complete Order, from the Receive to Inventory screen, perform the following steps.

1. Verify the Parts Quantities on your packing slip match the “Ship Qty”.

2. Press [CMD-18] Accept Entire Order. The system fills in the “Receipt Qty” field with the same values as the “Ship Qty” field.

3. Verify the Receipt Quantities, change if necessary, and press [CMD-18] Confirm Receipt of Entire Order.

Note: If the "Receipt Qty" is different than the "Ship Qty", a parts overage or shortage claim will automatically be created. You must go to the Work With Claims screen to submit these claim(s)! If any received parts do not have Primary bins, the Work With Parts Without Primary Bins screen displays. Use this screen to assign parts to bin.


PSMAIN Main Menu




2 2



PSMAIN Main Menu







1. Work With Orders 2. Work With Bulk Reciepts

4. Special Order Inquiry/Maintenance 5. Resolve Special Order Conflicts

7. Work With Claims

10. Core/Fail Address Inquiry 11. Enter Bill of Lading Information

23. SDS PARTS Main Menu 24. Signoff Selection or command ===>______________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User16=System main menu

PS02001 SATURN OF SPRING HILL #01 6/18/98 NBRAMLAGS1 Work With Bulk Receipts 13:00:38

Type options, press Enter. 1=Add 6=Reprint Supplier Opt Qty Part # Invoice # Par PS02002 Bulk Receipt Confirmation 1 25 21008538 TEX1234 Press F9 to Transmit Bulk Receipt information to SSPO.

Supplier Invoice # .: TEX1234

Quantity GALS / QTS .: 25 / 100

Part Number . . . . .: 21008538

Description . . . . .: Texaco - Bulk Oil

F9=Transmit F12=Cancel

F3=Exit F12=Cancel F17=Top F18=Bottom

Select/Sort(F10)

05

PS02001 SATURN OF SPRING HILL #01 6/18/98 NBRAMLAGS1 Work With Bulk Receipts 13:20:45

Type options, press Enter. 1=Add 6=Reprint Supplier Creation Creation Communication Opt Qty Part # Invoice # Part Description Date Time ASN P/O No. Status _ _____ ________ __________ 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 QTY UPDATED. ASN SENT BATCH 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 SUCCESSFUL 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 SUCCESSFUL 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 SUCCESSFUL 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 SUCCESSFUL 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 QTY UPDATED. ASN SENT BATCH 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 QTY UPDATED. ASN SENT BATCH 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 SUCCESSFUL 00025 21008538 TEX1234 Texaco - Bulk Oil 06/18/1998 13:00:21 QTY UPDATED. ASN SENT BATCH

Bottom F3=Exit F12=Cancel F17=Top F18=Bottom Bulk Receipt with Invoice Number ( TEX1234) has been printed.

Select/Sort(F10



How to: WORK WITH BULK RECEIPTS

(Only applies to those facilities who have a contract between SSPO and Bulk Suppliers) A. From the PSMAIN Menu:

1. Select Option 2, Receiving/Shipping/Claims Menu, and press [ENTER].

2. Select Option 2, Work With Bulk Receipts, and press [ENTER]. B. From the Work With Bulk Receipts screen, perform the following steps:

1. At the first blank Opt field, type 1, press [FIELD EXIT]

2. At the Part Number field, type bulk part number, press [FIELD EXIT]

3. Type the supplier’s invoice number at the Supplier Invoice

Number field and press [FIELD EXIT]

4. Press ENTER Note: The part number must exist in the Bulk Part Master file to be able to receipt it on the Work With Bulk Receipts screen.

C. The Bulk Receipt Confirmation window displays. Verify all information:

1. If all the information is correct, press [F9] to transmit

The bulk receipt prints at the Parts communications printer. This can be given to the supplier as an acknowledgement of receipt, or attach it to the supplier invoice and give it to the Business Office for posting the purchase order.

2. If the information is not correct, press [F12] and make the necessary corrections.

D. Status Messages:

SUCCESSFUL The communication between SRS Parts and the Saturn Host was successful

QTY UPDATED. ASN SENT BATCH

The on-hand quantity has been incremented. However, the real-time communication process was not successful and the ASN will be received at Saturn in the batch file during nightly communications.

Note: Do not re-transmit the bulk oil information when this message is received.


PSMAIN Main Menu





PSMAIN Main Menu







1. Work With Orders 2. Work With Bulk Receipts


7. Work With Claims


90. Signoff

Selection or command ===>______________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User16=System main menu

PS234001 SATURN OF SPRING HILL 6/29/9529 SSPO1 Work with Claims 12:22:

Find by Claims No...... ________ Type options, press Enter. 1=Add 2=Change 4=Delete 5=Display 6=Re-print 8=Submit

Opt C/M Order_No. Mfr Claim_No. Claim_Date Claim_Type Claim_Status 1 C 000010054 SN _ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010113 SN 00000013 6/27/95 Claim Transmitted _ 000010113 SN 00000014 6/27/95 Claim Open _ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Transmitted _ 000010011 SN 00000020 6/28/95 Claim Transmitted _ 000000000 SN 00000021 6/28/95 Matl. Rtn. Transmitted

F3=Exit F6=Sort by Claim# F7=Sort by Claim Type F8=Sort by Status F10=Find

PS235001 SATURN OF SPRING HILL 6/29/95 SSPO1 Claims Creation 12:23:47

Manufacturer Code:. . . SN Claim Date: . . . . . . 6/29/95 Claim Number: . . . . . 00000022 Order Number: . . . . . ____10054 Claim Type: . . . . . . C Claim (*) Claim Part Part Unit Extended Reason Qty__ Number____ Description ____Cost____ ____Cost____ Code Description____ ____1 __21010544 PAD KIT-FR 32.93 5.00______ 010 Trans Damage Re _____ __________ ___ _____ __________ ___ _____ __________ ___ _____ __________ ___ _____ __________ ___ _____ __________ ___ _____ __________ ___ _____ __________ ___ _____ __________ ___ +

F1=Clear F3=Exit F4=Prompt(*) F5=Accept F9=Submit F12=Previous F23=Text ROLL Up/Down Extended Cost MUST be entered for reason code (010)

05

05




How to: CREATE A CLAIM

After Parts are Received In A. From the PSMAIN Menu:

1. Select option 2, Receiving/Shipping/Claims Menu, and press [ENTER]. 2. Select option 7, Work With Claims, and press [ENTER]. Or

From the Parts Inquiry screen: 1. Press [F23] Go To. 2. Select option 2, Work With Claims, and press [ENTER].

B. From the Work With Claims screen, perform the following steps: 1. Type “1” in the “Opt” field to add the claim. 2. Type “C” in the “C/M” field. 3. Type the Saturn Order Number and press [FIELD EXIT].

Note: You must use a valid Saturn Order Number. If the Saturn host records indicate you have never received or been shipped the order number entered, the claim will be rejected.

4. Press [ENTER].

Continued on the next page.



C. From the Claims Creation screen, perform the following steps: 1. Type the claim quantity of the part and press [FIELD EXIT]. 2. Type the part number and press [FIELD EXIT]. 3. Type one of the following reason codes for the claim and press [FIELD EXIT] or

press [F4] to prompt for reason codes. 001 Parts Overage 002 Parts Shortage 008 Empty Box 009 Trans Dmg No-Repair 010 Trans Damage Repair 011 Damaged Part Repair 012 Transport Overage 013 Transport Shortage

Note: Shortage and Overage claims are normally created automatically during the order receipt process created during the Receiving process.

4. Press [ENTER]. The system displays the part and reason description. 5. Press [F23] to add text to PSA clarifying circumstances of claim. 6. Complete one of the following:

• Press [F5] Accept, to save the claim information without submitting. (Use F5 if you anticipate changing the claim before submitting.) You must access the claim again to submit it.

Or • Press [F9] Submit, to accept and submit to Saturn.

7. Press [F3] Exit.


PSMAIN Main Menu





PSMAIN Main Menu









7. Work With Claims


23. SDS PARTS Main Menu 24. Signoff Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User support F16=System main menu





7. Work With Claims


23. SDS PARTS Main Menu 24. Signoff Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User support F16=System main menu

PS234001 SATURN OF SPRING HILL 6/30/95 SSPO1 Work with Claims 8:01:58


Opt C/M Order_No. Mfr Claim_No. Claim_Date Claim_Type Claim_Status 1 M 000000000 SN _ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010113 SN 00000013 6/27/95 Claim Transmitted _ 000010113 SN 00000014 6/27/95 Claim Open _ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Transmitted _ 000010011 SN 00000020 6/28/95 Claim Transmitted _ 000000000 SN 00000021 6/28/95 Matl. Rtn. Transmitted _ 000010054 SN 00000022 6/29/95 Claim Open




Opt C/M Order_No. Mfr Claim_No. Claim_Date Claim_Type Claim_Status 1 M 000000000 SN _ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010113 SN 00000013 6/27/95 Claim Transmitted _ 000010113 SN 00000014 6/27/95 Claim Open _ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Transmitted _ 000010011 SN 00000020 6/28/95 Claim Transmitted _ 000000000 SN 00000021 6/28/95 Matl. Rtn. Transmitted _ 000010054 SN 00000022 6/29/95 Claim Open


PS235001 SATURN OF SPRING HILL 6/30/95 SSPO1 Claims Creation 8:04:05

Manufacturer Code:. . . SN Claim Date: . . . . . . 6/30/95 Claim Number: . . . . . 00000023 Order Number: . . . . . _________ Claim Type: . . . . . . M Matl. Rtn. (*) Claim Part Part Unit Extended Reason Qty__ Number____ Description ____Cost____ ____Cost____ Code Description____ ____1 __21080805 PANEL-FRT 90.00 90.00 015 Concealed Damag PACKAGING_OK._PART_DAMAGED_BEYOND_REPAIR.______________________________________ _____ __________ ___ _______________________________________________________________________________ _____ __________ ___ _______________________________________________________________________________ _____ __________ ___ _______________________________________________________________________________ _____ __________ ___ ____________________________________________________________________________ +

F1=Clear F3=Exit F4=Prompt(*) F5=Accept F9=Submit F12=Previous F23=Text ROLL Up/Down



How to: CREATE A MATERIAL RETURN REQUEST


1. Select option 2, Receiving/Shipping/Claims Menu, and press [ENTER]. 2. Select option 7, Work With Claims, and press [ENTER]. Or

From the Parts Inquiry screen: 1. Press [F23] Go To. 2. Select option 2, Work With Claims, and press [ENTER].

B. From the Work With Claims screen, perform the following steps: 1. Type “1” in the “Opt” field. 2. Type “M” in the “C/M” field and press [ENTER].

Note: Material return requests do not require an order number.

Continued on the next page.




C. From the Claims Creation screen, perform the following steps:

1. Type the quantity you are requesting to return and press [FIELD EXIT]. 2. Type the part number you are requesting to return and press [FIELD EXIT]. 3. Type one of the following reason codes for returning the part and press [FIELD

EXIT] or press [F4] to prompt for reason codes. 001 Customer canceled 002 Retailer closing 003 Ordered in error 004 Overstock 005 Shipped in Error 006 Obsolescence 007 Part Disposed 008 Cancelled 009 Customer Returned 010 Claim for Overage 011 Radio Return 012 Obsolescence Eng. 013 Invent. Redistribute 014 Transport Damage 015 Concealed Damage 016 Defective Part 017 Core Return 099 Other S = Saturn Generated R = Retailer Generated 4. Press [ENTER]. The system displays the part and reason description. 5. Press [F23] to add text to PSA clarifying circumstances of claim especially for

Material Return reason codes 015, 016, 099. Keep your test message to l line. Your PSA can only see 1 line of text.

6. Complete one of the following:

• Press [F5] Accept, to save the request information without submitting. (Use F5 if you anticipate changing the request before submitting.) You must access the request again to submit it.

Or • Press [F9] Submit, to accept and submit to Saturn.

7. Press [F3] Exit.


PSMAIN Main Menu


Select one of the following: 1. Daily Processing Men

aims Menuu

2. Receiving/Shipping/C

l 3. N

on-Saturn Order Menuart Maintenance Menu

4. P 5. Price Maintenance Menu

in Management Menu 6. B 7. Reports Menu 8. P 9. P

eriodic Processing Menuhysical Inventory Menu

23. DEALERLINE Main Menu Selection

_ or command

===> ________________________________________________________________________________________________________

___________ ________________ ____________________ _ F3=Exit F13=Infor

F4=Prompt Fmation Assista

9=Retrieve F12=Cancelnt F16=AS/400 main menu

PSMAIN Main Menu Select one of the following: 1. Daily Processing Menu

2. Receiving/Shipping/Claims Menu 3. Non-Saturn Order Menu 4. Part Maintenance Menu

ice Maintenance Menu 5. Pr 6. Bi n Management Menu

ports Menu 7. Re 8. Periodic Processing Menu 9. Physical Inventory Menu



Select one of the following: 1. Work With Orders 2. Work With Bulk Reciepts 5. Resolve Special Order Conflicts

7. Work With Claims


60. Operational Support Menu 90. Sign off

Selection or co mmand___ ____ ____________________________________ ===>__________ __ _______________

F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User16=System main menu

SSPO1 PS234001 SATURN OF SPRING HILL 6/30/05

Work with Claims 8:01:58

Find by Claims No...... ________ Type options, press Enter. 1=Add 2=Change 4=Delete 5=Display 6=Re-print 8=Submit Opt C/M Order_No. Mfr Claim_No. Claim_Date Claim_Type Claim_Status

_ 000000000 SN _ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010113 SN 00000013 6/27/95 Claim Transmitted

8

000010113 SN 00000014 6/27/95 Claim Open _ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Transmitted _ 000000000 SN 00000021 6/28/95 Matl. Rtn. Transmitted

000010054 SN 00000022 6/29/95 Claim Open _ F3=Exit F6=Sort by Claim# F7=Sort by Claim Type F8=Sort by Status F10=Find

PS234001 SATURN OF SPRING HILL 6/30 SSPO1 Work with Claims 8:01

/95:58


t C/ fr Claim_No. Claim_Date Claim_Type Cla m_Statu

Op M Order_No. M i s

_ 000000000 SN

_ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010113 SN 00000013 6/27/95 Claim Tra smitte

smitten

_ 000010113 SN 00000013 10/16/95 Claim Trandd

_ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Tra smitte

smitten

_ 000000000 SN 00000021 6/28/95 Matl. Rtn. Tran _ 000010054 SN 00000022 6/29/95 Claim Open

dd

F3=Exit F6=Sort by Claim# F7=Sort by Claim Type F8=Sort by Status F10=Find Claim Number (00000013) has been submitted.


Find by Claims No...... ________ Type options, press Enter. 1=Add 2=Change 4=Delete 5=Display 6=Re-print

8=Submit

Opt C/M Order_No. Mfr Claim_No. Claim_Date Claim_Type Claim_Status_ 000000000 SN

_ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010113 SN 00000013 6/27/95 Claim Transmitted _ 000010113 SN 00000013 10/16/95 Claim Transmitted _ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Transmitted _ 000000000 SN 00000021 6/28/95 Matl. Rtn. Transmitted _ 000010054 SN 00000022 6/29/95 Claim Open F3=Exit F6=Sort by Claim# F7=Sort by Claim Type F8=Sort by Status F10=Find Claim Number (00000013) has been submitted.



How to: SUBMIT A CLAIM/MATERIAL RETURN REQUEST

For Transmission to Saturn A. From the Receiving/Shipping/Claims Menu:

1. Select option 7, Work With Claims, and press [ENTER]. Or From the Parts Inquiry screen: 1. Press [F23] Go To. 2. Select option 2, Work With Claims, and press [ENTER].

B. From the Work With Claims screen, perform the following steps: 1. Move cursor [TAB] to the open Claim/Material Return that you want to approve.

Note: Changes have to be made by using the 2=Change in the “Opt” field before submitting the claim.

2. Type “8” in the “Opt” field to submit. 3. Press [ENTER]. 4. The following message displays: “Claim number (0000000000) has been

submitted.” The Claim/Material Return Request is sent to the Saturn Host during nightly communications.

5. A Claims Detail Report prints on the parts invoice form. You should keep this

report to match to the credit invoice the Business Office will receive from Saturn. 6. Press [F3] Exit.


PSMAIN Main Menu




Selection or command ===> __________________________________________________________________________________________


________rompt F

_______________________________________________________ F3=Exit F4=P 9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu

PSMAIN Main Menu




Selection or command ===> __________________________________________________________________________________________ _____________________________________________________ F3=Exit F4=P Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu

__________rompt F9=





7. Work With Claims


90 ff

Selection or command ===>______________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=User16=System main menu

. Signo

PS234001 SATURN OF SPRING HILL 6/30/ SSPO1 Work with Claims 8:01:5


Opt C/M Order_No. Mfr Claim_No. Claim_Date Claim_Type Claim_Status _ 000000000 SN _ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010113 SN 00000013 6/27/95 Claim Transmitted 4

958

05

60. Opera

000010113 SN 00000014 6/27/95 Claim Open _ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Transmitted _ 000010054 SN 00000022 6/29/95 Claim Open




Opt C/M Order_No. Mfr Claim_No. Claim_Date Claim_Type Claim_Status _ 000000000 SN _ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Transmitted _ 000010054 SN 00000022 6/29/95 Claim Open

F3=Exit F6=Sort by Claim# F7=Sort by Claim Type F8=Sort by Status F10=Find Claim Number (000010113) has been deleted.



Opt C/M Order_No. Mfr Claim_No. Claim_Date Claim_Type Claim_Status _ 000000000 SN _ 000000000 SN 00000011 1/04/95 Matl. Rtn. Open _ 000010111 SN 00000015 6/27/95 Claim Open _ 000010114 SN 00000017 6/28/95 Claim Transmitted _ 000010280 SN 00000018 6/28/95 Claim Transmitted _ 000010054 SN 00000022 6/29/95 Claim Open

F3=Exit F6=Sort by Claim# F7=Sort by Claim Type F8=Sort by Status F10=Find Claim Number (000010113) has been deleted.

05



How to: CANCEL A CLAIM/MATERIAL RETURN REQUEST


1. Select option 2, Receiving/Shipping/Claims Menu, and press [ENTER]. 2. Select option 7, Work With Claims, and press [ENTER]. Or From the Parts Inquiry screen: 1. Press [F23] Go To. 2. Select option 2, Work With Claims, and press [ENTER].

B. From the Work With Claims screen, perform the following steps:

1. Move cursor [TAB] to the Claim/Material Return you wish to cancel.

Note: You cannot cancel a claim with a status of "Transmitted". 2. Type “4” in the “Opt” field and press [ENTER]. 3. The following message displays: “Claim number (0000000000) has been deleted. 4. A Voided Claim Memo will print on the parts invoice form. This memo should

be turned in to the business office to ensure an accurate audit trail of claims. 5. Press [F3] Exit.








Bin Management Menu

6. 7. Report




_

===> __ _____________________ ________________________________________________ ______

___________________________________________________________________________

F3=E F13=

xit F4=Prom t F9=Retrieve F12=Cancel I pnformation Assistant F16=AS/400 main menu




23. DEALERLINE Main Menu Selection or command ===> _________________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information As istant F16=AS/400 main menu s




90. Signoff



INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number Phone Number NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message

More... Order Type : CUSTOMER Sale Type : CASH Txn Date : 8/20/05 .................................................................... Sub-Total : .00 F6=Details On/Off F11=W/W Cust Ords : Misc Charges : .00 F2=Save Ord F7=Save Quote F12=Clr/Cancel F17=Top : Sales Tax : .00 F3=Exit F8=Print Quote F13=Get Order F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F10=Assign to SO F15=W/W Parts : Order Total : .00 Amount Due : .00

PSO10101 SATURN/AUTOMOTIVE RETAIL GROUP 9/04/05 QPADEV0010 Work with Customer Orders 10:41:59 Select/Sort(F10) Employee Name: CHRIS CONNEARNEY Order Types Selected : ALL


Select/Sort(F10)

5=Display 6=Print X=Select

Cust

Opt Type Order # Customer Name

Cust # PO Number

Cust Phone #

Employee Name

Opn Date MATL CUST. 483 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/1996 CUST. 484 A A AUTO GLASS 4000210 (234)515-1545 Pat Shith 08/25/1996



CUST. 487 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/1996 CUST. 488 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/1996



CUST. 491 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/1996 CUST. 492 A A AUTO GLASS 4000210 98765 (234)515-1545 Pat Smith 08/25/1996 CUST. 493 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/1996

CUST. 494 A A AUTO GLASS 4000210 (234)515-1545 Pat Smith 08/25/1996 MATL 495 SATURN CORPORATION 9999999 (615)486-5555 11/25/1996 + F12=Cancel F17=Top F18=Bottom



How to: PROCESS A MATERIAL RETURN AFTER SATURN

APPROVES A. When Saturn approves a material return, the following steps take place:

1. The system automatically prints a picking ticket of the parts to be returned. 2. The system automatically creates a customer order.


C. From the Parts Inquiry screen, perform the following steps: 1. Press [ENTER] to move cursor to "Emp #" field. 2. Type your employee number and press [FIELD EXIT]. 3. Press [F11] W/W Cust Orders.

D. From the Work With Customer Orders screen, perform the following steps: 1. Move cursor [TAB] to the “Type” field. 2. Type Matl and press [ENTER].

Note: You can also use F10=Select/Sort and search for the customer order by the customer name of Saturn.

3. Type “X” to Select the Material Return Customer Order and press [ENTER]. The

Parts Inquiry screen will display.



PS100101 SATURN/AUTOMOTIVE RETAIL GROUP 8/20/96 QPADEV0077 Parts Inquiry 15:27:45 INVOICE MODE Customer Order # : Pricing Info(F20) Shipping Info(F21) Vehicle Info(F22) Go To(F23) Defaults(F24) Emp# Customer Last Name * Customer Number * Phone Number * NANCY BRAMLAGE * Qty Prt#/*Pkg Mf Part Description Avail Bin Loc Bill List Net Price Total Net Message 2 21022880 SN SHIELD-START-MOT 434 110C C 1.00 1.00 2.00 WIP $UPD 2 21030007 SN OUTLET ASM-I/P CTR A 97 104G C 1.00 1.00 2.00 WIP $UPD

More... Order Type :MATERIAL RETURN Sale Type :CHARGE Txn Date : 8/20/96 .................................................................... Sub-Total : 4.00 F6=Details On/Off F11=Reselect Ord : Misc Charges : .00 F2=Save Ord F12=Clr/Cancel F17=Top : Sales Tax : .00 F18=Bottom : Deposit Req : .00 F4=*Prompt F9=Misc Chgs F14=W/W Spec Ord : Pre-Paid Dep : .00 (-) Unpaid Bal : .00 F5=Print Ord F15=W/W Parts : Order Total : 4.00 Amount Due : 4.00

05




How to: PROCESS A MATERIAL RETURN AFTER SATURN

APPROVES (Cont'd)

E. From the Parts Inquiry screen, perform the following steps:

• You can decrease the quantity being returned on the Material Return Customer Order before printing it by typing "U" under the "*" field of the part number you want to update and press [ENTER]. The Update window displays. Move cursor [TAB] to "Qty" field and reduce the quantity. The quantity cannot be zero. Press [Enter].

• You can also delete a part line by typing "D" under the "*" field of the part

number you want to delete and press [ENTER]. Press [F5] Print Ord. A packing slip automatically prints. The material return is transmitted to Saturn



2. Receiving/Shipping/Claims Menu 1. Daily Processing Menu 3. Non-Saturn Order Menu 4. Part Maintenance Menu 5. Price Maintenance Menu

gement Menu 6. Bin Mana 7. Reports


Menu Processing Menu 8. Periodic






1. Parts Inquiry

3. Work With Service Order History 4. Work With Invoice History

6. Schedule Automatic Periodic Processing 5. Daily Parts Cutoff

50. Work With Broadcast Messages

60. Operationa; 90. Signoff

Selection or command ===>

F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu

SATURN OF SPRING H DAILY PARTS CUTOF

ILL PS100501 F

Perform Daily Cutoff? Y (Y/N)

Print Daily Transaction Edit Listing? Y (Y/N)

CMD-5 Accept Entry CMD-7 End Job

SATURN OF SPRING HILL PS100501 DAILY PARTS CUTOFF

Perform Daily Cutoff? Y (Y/N)

(Y/N) Y Print Daily Transaction Edit Listing?

CMD-5 Accept Entry CMD-7 End Job



How to: DO A DAILY PARTS CUTOFF


1. Select option 1, Daily Processing Menu, and press [ENTER]. 2. Select option 5, Daily Parts Cutoff, and press [ENTER].

B. From the Daily Parts Cutoff screen, perform the following steps:

1. Type "Y" (Yes) at Perform Daily Cutoff. 2. Type "Y" (Yes) at Print Daily Transaction Edit Listing 3. Press [CMD-5] Accept Entry.

Note: The interactive portion of the Daily Parts Cutoff must be completed BEFORE 6:30 p.m. Therefore, it is recommended that the cutoff start no later than 6:00 p.m. (18:00:00)


PSMAIN Main Menu


Select one of he followingt : 1. Daily P ocessi

g/Shipr

2. Receivin 3. Non-Sa u

d

ng Menu ping/Cl ims Menu a

rn Order Menut 4. Part a

M

intenance Menu M

5. Price aintenance M nu e 6. Bin Management Menu

===> GO

7. Reports Menu 8. Periodic Process

Selection or comman

ing Menu


50. Work With Broadcast Messages 90. Signoff

_CSMAIN________________________________________________________________________________________________________________________________________________ F3=Exit F4=Prompt F13=Information Ass

F9=Retrieve F12=Cancelistant F16=AS/400 main menu

DMM005 SYSTEM ADMINISTRATION Main Menu

Select one of the following: 1. Backups 2. Communications 3. Security 5. Restor e 6. Labels 7. Work With Printer Defaults 8. Forms Formatting

Selection or command ===> 2

11 Name and Address Menu 23. DEALERLINE Main Menus

13. Reset Remote Dial Connection

_________________________________________________________________________________________________________________________

etrieve F12=Cancel_______________________

F3=Exit F4=Prompt 9=R F F13=Information Assistant F16=AS/400 main menu

CSMAIN COMMUNICATIONS MENU


2. Defer Selected Poll Files 14. View Poll Detail Log1. EDSNET - Host Applications 13. View Poll Summary Log

3. Reprint Selected Poll Reports 15. View EDSNET Summary Log 4. Resend Selected Poll Files 16. View Locator/NVH Detail Log 6. Maintain Poll Report Printers 18. Work With Broadcast Messages 8. Maintain Communications

22. Communication Configuration Men u 11. Maintain Rejected Input 23. System Administration Main Menu 12. Maintain Rejected Output 50. Work With Broadcast Messages 60. Operational Support

90. Sign Off

===> 3_ ____________________________________________________________________ F3=Exit F4=Prompt F9=Retrieve F12=Cancel



How to: REPRINT DAILY STATUS AND RETAILER ACTIVITY

(POLL) REPORTS A. From the System Administration Main Menu:

1. Type 2, Communications and press [ENTER]. B. From the Communications Menu, perform the following steps:

1. Type “3” to select Reprint Selected Poll Reports. 2. Press [ENTER].

C. From the Reprint Selected Poll Reports screen, perform the following steps:

1. Type the date the report was received, press [ENTER] 2. Search for report you want to view or print:

Daily Status Report = CISCO file: SPRDSTATUS Retailer Activity Report = CISCO file: SPROPERRPT

3. Type “5” to View or “6” to Reprint desired report listed, press [ENTER]


Work with All Printers

Type options, press Enter. 1=Start 2=Change 3=Hold 4=End 5=Work with 6=Release

7=Display messages 8=Work with output queue

Opt Device Sts Sep Form Type File User User Data _ P00000C8 END _ P000000S1 END _ PA STR *FILE *ALL _ PB MSGW *FILE *ALL SV6050RP SM10 SV6050RP _ PC END

END


_ PD _ PE MSGW *FILE *ALL

_ PG END _ PX STR *FILE *ALL

STR *FILE *ALL _ PZ _ P0 END

More... Parameters for options 1, 2, 3, 4, 6 or command

===> _________________________________________________________________________ F3=Exit F11=View 2 F12=Cancel F17=Top F18=Bottom F24=More keys

Work with Output Queue

Queue: P6 Library: QUSRSYS Status: RLS/WTR Type options, press Enter. 1=Send 2=Change 3=Hold 4=Delete 5=Display 6=Release 7=Messages 8=Attributes 9=Work with printing status

Opt File User User Data Sts Pages Copies Form Type Pty _ PS8120RP SMITH RDY 1 1 *STD 5 _ PS8140RP SMITH PS8140CB RDY 1 1 *STD 5 _ PS8120RP SP06 RDY 1 1 *STD 5 _ PS8140RP SP06 PS8140CB RDY 1 1 *STD 5 _ PS8120RP SP11 RDY 1 1 *STD 5 _ PS8140RP SP11 PS8140CB RDY 1 1 *STD 5 _ PS8120RP SP08 RDY 1 1 *STD 5 _ PS8140RP SP08 PS8140CB RDY 1 1 *STD 5 _ PS8120RP SP13 RDY 1 1 *STD 5 _ PS8140RP SP13 PS8140CB RDY 1 1 *STD 5 More... Parameters for options 1, 2, 3 or command ===> _________________________________________________________________________ F3=Exit F11=View 2 F12=Cancel F22=Printers F24=More keys



How to: WORK WITH PRINTERS

To reprint a report if held or saved, to clean the print queue


1. Select option “60” Operational Support Menu and press [ENTER]. 2. From the Operations Support menu select option “7” Work With Printers and

press [ENTER]. 3. Move the cursor [TAB] to the Parts Communication printer line (you must know

the Printer Id (Device) to perform this step). 3. Type "8" in the "OPT" Field and press [ENTER]. 4. You may type any of the following options in the "OPT" field to work with the

Parts reports:

4=Delete 5=Display 6=Release

To answer a MSGW on a printer


1. Select option “60” Operational Support Menu and press [ENTER]. 2. From the Operations Support menu select option “7” Work With Printers and

press [ENTER]. 2. Move cursor [TAB] to the Parts Communication printer line (you must know the

two character Printer Id to perform this step). 3. Type “7” in the "OPT" field to display messages and press [ENTER] (you will

see the Sts “MSGW” listed if messages exist for the printer). 4. Read the messages and respond accordingly:

Confirm that the printer is On Line Confirm that the terminal the printer is cabled to is turned on The most common responses include typing: I= Skip to next line of form and continue printing G= Skip to next form and continue printing



How to: RESEARCH INVENTORY VARIANCE

BETWEEN PARTS AND BUSINESS When Parts Department determines higher inventory value than Business general ledger: • Verify that all purchase orders for part orders received into inventory have been posted to the

general ledger • Verify all Saturn price increases (printed on the Price Variance report) received during

nightly transmissions were manually posted to the general ledger. • Verify that all inventory adjustments made by the Parts Department were manually posted to

the general ledger. • Due to claims pending not always being cleared after Saturn approves/disapproves, verify the

only claims pending quantities on the system are actual parts waiting for approval. (An ARG Customer Support Representative has a query to list all parts in a claims pending status).

• Verify that the variance, if any, from last physical inventory was manually posted to the

general ledger. • Verify that Non-Saturn parts purchase orders were posted to the appropriate account.

(Sometimes person posting receives a purchase order for parts department and automatically posts to 242 - parts and accessories, but could be for sublet, oil, or another account.)

• Verify all Manual Shipped parts, if applicable, were manually posted since no ASN is sent to

create a purchase order • Verify core parts were not double counted: - once as part of the original part number then counted as one on the shelf. • Audio Take-outs that were not credited at full price but the system puts into inventory at

current Saturn price. • If retailer posts from manual purchase orders. Business would post most recent price per

invoice, however part master may not have been manually updated by retailer to reflect new price.

• Verify variances were posted correctly when distribution packs changed. (ATF in 55 gallon

drum changed to 220 quarts.) Also that when Saturn part master able to handle quarts, the retailer should have deleted from OT file if part also existed there.




BETWEEN PARTS AND BUSINESS

When Business general ledger shows higher inventory value than Parts Department: • Verify all Saturn price decreases (printed on the Price Variance report) received during

nightly transmissions were manually posted to the general ledger. • Verify that all inventory adjustments made by the Parts Department were manually posted to

the general ledger. • Verify that the variance, if any, from last physical inventory was manually posted to the

general ledger. • Possible theft situation • Verify all special order parts were counted as inventory • Verify all core parts were counted as inventory • Verify all claims pending parts were counted as inventory Other area to research: • The Purchase Order System can be used for Non-Saturn Parts. By utilizing the Purchase

Order System for Non-Saturn parts the price of the parts would be verified before the invoice is posted to the General Ledger.




BETWEEN PARTS AND BUSINESS (Cont’d)

When Business general ledger shows higher inventory value than Parts Department:• Verify that the adjustments are being made monthly to the General Ledger from the

following reports: Saturn Parts Inventory Adjustments Claim Write-Off Claims Accounting Adjustment • A Counter Pad Report (detail) or a Price Extension Summary Report should be run weekly or

monthly to compare the Parts Inventory to the General Ledger. • Verify that the Superseded Parts are completed correctly. This could double the parts and

dollar amount in the Parts Department. • Verify that the Business Office is posting Gas, Oil and Grease purchases into the correct

inventory account. • Verify that all Swingster items have a consistent cost in the Part Master file. Because these

items can be purchased at varying discounts, the cost must remain constant. I recommend you review the Swingster price list and use the cost for purchase quantities of 1-12, which would be the highest possible purchase price. The sale price, chosen by your designated mark-up, may be placed onto the flat p[rice table. This will assure a consistent selling price which can be posted on menu boards or in marketing flyers.

• Review all Non-Saturn part prices in the Part Master. Compare to current vendor price and

change any that are not correct. • Review the Flat Price Report and change profit margin is necessary when cost of part is

changed.

Documents

SRS Parts Quick Referencetest - CDK Global Saturn SRS Parts Quick Reference ... Part Maintenance Menu 5. ... The system displays part information. Note: SRS Parts displays MFR in …