Presentation on theme: "Working with the SAGA Warranty Data Transfer Functions"— Presentation transcript:
1 Working with the SAGA Warranty Data Transfer Functions Press spacebar: [Begin Course.]ADP e-Coach | Session 1CMS1947.1
2 Did you say software upgrade? WELCOME!Did you say software upgrade? Pause 3 seconds Press spacebar: [animation 1]We are going to be talking briefly today about a better tool for you to use in your work.Most of you are very familiar with and competent in using various software systems.No doubt, you have learned that an “improved” tool is useless if we don’t know how to use it.So, welcome to this brief, two-session course of study.At the end, expect a new level of competence and a renewed sense of confidence. Press spacebar: [NEXT slide]We are going to be talking briefly today…
3 SESSION 1Working with the SAGA Warranty Data Transfer FunctionsSession 1SessionCourse Agenda1OverviewInstallation2OperationOur primary objective in this course is to learn how to use the new Warranty DTR functions. Pause 5 secondsThis is the first of two sessions in this e-Coach training for the SAGA Warranty Data Transfer functions.After completing this session, you will be able to gain the most benefit if you continue directly on to Session 2. Pause 3 seconds Press spacebar: [NEXT slide]DTR = DATA TRANSFER
4 Participating in this session, you will: LEARNING GOALSParticipating in this session,you will:Survey the Warranty Data Transfer (Warranty DTR) system highlights.Understand the installation process for the Warranty DTR system. Pause 10 secondsIf you are an active participant in this course, you can expect success.Please take a moment now to renew your commitment to continuous learning. Pause 5 seconds Press spacebar: [NEXT slide]Participating means…Listening ActivelyTaking NotesBeing Inquisitive
6 SAGA & WARRANTY DTRSAGA is the new worldwide VW host system for VW and Audi warranty claims processing.Enables a uniform, worldwide process for handling warranty claims.Replaces the WIN mainframe-based claim processing system.Simplifies the claims process and accelerates claim payments.DTRThe Warranty Data Transfer (DTR) functions are enhancements for the SAGA system. Pause 10 secondsNote that Warranty DTR is a set of specialized functions—just part of the larger SAGA picture. Press spacebar: [animation 1] Pause 3 secondsNext, let’s look at the Warranty DTR upgrade in more detail. Press spacebar: [NEXT slide]Additional training on the SAGA system will augment this Warranty DTR training.
7 Press spacebar: [NEXT slide] WHAT IS THE DTR UPGRADE?The Warranty DTR upgrade enables a uniform, worldwide process for handling warranty claims.This upgrade provides an integrated warranty processing system using the Renaissance DCS and Service applications on the system.1. Warranty DTR process captures warranty claim data from closed Repair Orders in the ADP Service account.2. User updates or validates warranty claim data via the PMT function.3. Claim data is converted via the TRD function and transmitted to VW / Audi.4. Repair Order data record is created for use in reconciliation of the Warranty Credit Note payment data. Pause 10 secondsNote the 2nd and 3rd steps in the Warranty DTR process diagram.Note the central importance of the PMT and TRD functions. Pause 3 secondsPerhaps, at this point, you are musing: “Worldwide process—great! But what will this Warranty DTR thing mean to me and my dealership?” Press spacebar: [NEXT slide]
8 The new Warranty DTR process will: DTR PROCESS PROFILEProcessing TimeData AccuracyEfficiency1. Warranty claim data is captured when an RO is closed.2. PMT function updates and validates warranty claim data.3. TRD function transfers claim data to VW / Audi.4. RO data record is created for reconciliation of payment data.The new Warranty DTR process will:Simplify the warranty-handling process.Help reduce data-entry errors.Expedite warranty processing.Improve operating efficiencies and dealer cash flow. Pause 10 secondsOf course, the benefits you can expect from this upgrade will depend, in part, on your proficiency with the new Warranty DTR functions. Pause 3 secondsBut here’s the good news: the changes to your current warranty data transfer operations are not extensive or complicated.You can expect to become proficient with the Warranty DTR features in very short order! Press spacebar: [NEXT slide]
9 New Warranty Type Codes Warranty Credit Note Changes UPGRADE HIGHLIGHTSNew Warranty Type CodesWarranty Credit Note ChangesNo Warranty Claim AcknowledgementsUpdated ALTGVW / Audi Host Computer ProcessLet’s wrap up our overview of the ADP Warranty DTR by briefly considering each of the major highlights of this upgrade. Pause 5 secondsFirst, let’s look at the new codes. Press spacebar: [NEXT slide]
10 Press spacebar: [NEXT slide] NEW WARRANTY TYPE CODESNew SAGA Claim TypeOld WIN Claim TypeClaim Type Description1AMAMAudi Free Maintenance After Delivery1E3E3California Diesel Emissions Claim1E2E2California Emissions ClaimG10UCCertified Pre-Owned Claim160WCCorrosion Claim2SKCustomer Assistance – Goodwill (Audi)210W5Customer Assistance Goodwill (VW)S10Enhanced Coverage (Demo Ext)XUExtended Warranty Used Car (CPO Certification)1E1E1Federal Emissions Claim1MAFMFree Maintenance After Delivery9MAFree Maintenance Before Delivery910W2New Car Limited Warranty Before Delivery110New Vehicle Limited Warranty After Delivery150WPPaint Claim950Paint Claim Before Delivery1PTPTPower Train Claim710RCRecall After Delivery790Recall Before Delivery121S3Service Part Warranty – Outside NVLW1SPSPSpecial Claim After Delivery9SPSpecial Claim- Before Delivery131WSStock Part Claim9T1T1Transportation ClaimWarranty Type Codes have been changed from WIN 2-character to SAGA 3-character format. Pause 5 secondsIf you have a very good memory and some extra time to spare, you may want to memorize all the new codes.For the rest of us, the Warranty DTR software offers convenient, scrollable windows for code selection! Pause 3 seconds Press spacebar: [NEXT slide]Note that some 2-character codes will continue to be used by VW.
11 WARRANTY CREDIT NOTE CHANGES The AGUS function is used to set up your accounting system for warranty credit (payment) data received from VW / Audi. Pause 5 secondsIn your dealership, someone else might be responsible for setting up the accounting system for warranty payments. In that case, simply note that, like the other enhancements we’re discussing, the AGUS function offers improved functionality and efficiencies. Pause 3 seconds Press spacebar: [NEXT slide]Changes to the AGUS function:The new 3-character Warranty Type Codes will now be used.You can now have separate setups for VW and Audi General Ledger accounts.
12 Press spacebar: [NEXT slide] NO WARRANTY CLAIM ACKNOWLEDGEMENTSPreviously, warranty claims sent to VW were assigned a new, sequential alphabetic line code (A, B, C, x …) as they were received.The Claim Acknowledgement contained the original line code and the new, VW-assigned line code.With SAGA, the line code is not changed so the Warranty Claim Acknowledgement is no longer provided by VW / Audi. Pause 10 secondsHere, again, we see how this software upgrade simplifies the VW / Audi warranty claim process. Pause Press spacebar: [NEXT slide]
13 Press spacebar: [NEXT slide] UPDATED ALTGThe Automated Labor Time Guide (ALTG) has been updated with an expanded set of labor operation codes for use with the SAGA system. Pause 5 secondsThe updated Labor Time Guide will make your warranty claim process has been made more robust. Pause Press spacebar: [NEXT slide]This new feature supports consistent, accurate pricing and helps to:Promote effective labor ratesIncrease labor gross profitsImprove customer satisfaction
14 SAGA processes claims from the DMS on a four-hour cycle. VW / AUDI HOST COMPUTER PROCESSSAGA processes claims from the DMS on a four-hour cycle.This short cycle results in faster claims processing and the ability to follow a claim through to “approved for reimbursement” in a single day. Pause 5 secondsSubmit a claim in the morning and receive payment approval by the afternoon.And not only is claims processing via the Renaissance DMS fast, it’s also easier than ever. Pause Press spacebar: [NEXT slide]
15 VW and Audi dealerships Warranty Data Transfer (DTR) CHECK YOUR PROGRESSMatch each of these terms to the correct statement (A-E):A. This upgrade enables a uniform, worldwide process for handling VW / Audi warranty claims.B. These identifiers have been changed from WIN 2-character to SAGA 3-character format.C. SAGA processes claims on a four-hour cycle.D. Sets up your accounting system for warranty credit (payment) data received from VW / Audi.E. You can now set these up separately using the AGUS function in your ADP Accounting account.DMS claim inputVW and Audi dealershipsOK, before continuing on, let’s do a fast review of what we’ve discussed so far. Press spacebar: [Alphabet animation disappears]Silently, to yourself, match the correct term to each statement. Let’s start with statement A and work our way down the list. Pause Press spacebar: [Statement A answer shown]For statement A, if you selected “Warranty Data Transfer,” you are correct. Press spacebar: [Statement B answer shown]For statement B, if you selected “Warranty Type Codes,” you are correct. Press spacebar: [Statement C answer shown]For statement C, “DMS Claim Input” is the best match. Press spacebar: [Statement D answer shown]For statement D, “AGUS function” is the answer. Press spacebar: [Statement E answer shown]Finally, statement E.If you missed any of these answers, you may want to jot a note about the term or terms that you were unsure about. Press spacebar: [NEXT slide]Warranty Data Transfer (DTR)AGUS functionWarranty Type Codes
17 Pause 5 seconds INSTALLATION PROCESS Before we look in detail at the operational changes you will find in this Warranty DTR upgrade, let’s look briefly at the installation processNote that there are basically three stages in this process. Press spacebar: [NEXT slide]
18 Pause 5 seconds Pause PRE-INSTALLATION STOP PATCH ADP will electronically distribute a patch to each dealer’s DMS seven days prior to the SAGA “go live” date. It will trigger automatically at 11:59 p.m. on Tuesday of the week before the “go live” date.All ROs closed from Wednesday through Sunday will have an invalid status. Hence, each claim closed from Wednesday through Sunday must be reviewed after the Warranty DTR software has been loaded.The SMT, PMT, and RRC functions will be unavailable until after the new Warranty DTR software has been loaded. The TRD function will be unavailable until the Monday morning after the new software load. Pause 5 secondsAlthough you will not be involved in the installation of this software upgrade, you should take note of the “installation window.”Also, notice how the use of the TRD function is restricted until the Monday morning after the software load. Pause Press spacebar: [NEXT slide]AccountFunctionUnavailable as of 11:59 PM on Tuesday before the software load.Can be used directly after the software load.Do not use until the Monday morning after the software load.ADP ServiceSMTPMTTRDADP DCSRRC2. General Operation3. Operating Procedures
19 Pause 5 seconds NEW DTR SOFTWARE INSTALLATION For all existing claims in work files, Warranty Type Codes are converted from WIN 2-char. to corresponding SAGA 3-char. code format when an automatic conversion is possible.In some cases, an automatic conversion will not be possible.So, after the new Warranty DTR software has been loaded, you must use the PMT function to review:Warranty Type Codes for all claims that still exist in work filesOther new and updated fields Pause 5 secondsWell, as we all know, “automatic” sometimes isn’t!That’s where you come into the picture. Press spacebar: [NEXT slide]Untransmitted warranty data files will stop the load process!
20 Pause 5 seconds POST-INSTALLATION PROCESSING Automatic Processing Warranty backup files will be deleted (the old format is incompatible with the SAGA changes).Warranty Credit Note setups will be updated for both VW and Audi Warranty Type Codes.If both VW and Audi are in same DCS account, the VW AGUS GL account setups will be copied to create a separate set of new VW and Audi setups.Manual Processing Pause 5 secondsPlease note that after the software load, you must use PMT to review all claims to ensure that the new Warranty Type Codes are used.We will look more closely at PMT and some of the other Warranty DTR functions, but first… Press spacebar: [NEXT slide]PMT: For warranties with Warranty Type Codes that cannot be automatically converted to the SAGA 3-char. codes, enter new SAGA codes.AGUS: For dual dealerships, update the separate posting accounts for warranty credit note processing.
21 CHECK YOUR PROGRESSQ. Which function(s) must not be used until the Monday morning after the software load?A. TRDAGUSABPMTLet’s do another fast review of the Warranty DTR installation process. Press spacebar: [Alphabet animation disappears | Question is displayed] Pause 5 seconds (while trainees read / consider question)Press spacebar: [Mr. A’s answer is displayed] PausePress spacebar: [Ms. B’s answer is displayed]Press spacebar: [Answer options are displayed]Again silently, to yourself, select the most correct answer to the question. Press spacebar: [Correct answer is shown checked]If you answered “Neither,” you are correct. Press spacebar: [Correct answer is displayed under Question]And if you knew that TRD is the function in question, kudos to you! . Press spacebar: [NEXT slide]A is true.B is true.Both A and B are true.Neither A nor B is true.A is true.B is true.Both A and B are true.Neither A nor B is true.
22 CHECK YOUR PROGRESSQ. After the upgrade software has been installed, what function(s) in the ADP Service account should you access to enter the new SAGA Warranty Type Codes?A. PMTDTRAPMTBNow consider this question Pause 5 seconds (while trainees read / consider question)Press spacebar: [Mr. A’s answer is displayed] PausePress spacebar: [Ms. B’s answer is displayed]Press spacebar: [Answer options are displayed]Now, as before, select the most correct answer to the question. Press spacebar: [Correct answer is shown checked]If you answered “B,” you are correct. Press spacebar: [Correct answer is displayed under Question]PMT is the function in question. Press spacebar: [NEXT slide]A is true.B is true.Both A and B are true.Neither A nor B is true.A is true.B is true.Both A and B are true.Neither A nor B is true.
23 You have successfully completed Session 1 of this course. Please complete this course by continuing on to Session 2 of Working with the SAGA Warranty Data Transfer Functions.To gain the most benefit from this course, please continue with the second and last session.[Music will continue to play] Press spacebar: [NEXT slide]
24 e-Learning Course Enrollment www.dealersuite.com/ FOR MORE INFORMATIONe-Learning Course EnrollmentADP Support CenterADP Training Coordinator[Music down]Please order reference materials thru DealerSuite.com or by calling the ADP Support Center. Thank you[Music up] END Session 1