Dealer Workbench Layout

The workbench consists of:

  • Toolbar
  • Customer tab
  • Items tab
  • Details pane

Toolbar

You can use these options on the toolbar:

  • New Customer ( )

    Allows you to add a new customer. The New Customer window is displayed wherein you can specify the details of the customer.

    Note: If the Business Partner Defaults is linked to the user in the Dealer Workbench Authorizations (tsmdm1165m000) session, LN defaults the data for the new customer based on the linked Business Partner Defaults. Else, LN defaults the first business partner data with the Business Partner Role field set to Customer or Customer and Supplier in the Business Partner Defaults (tccom4101m000) session.

  • Dealers List

    Allows you to select a dealer from the list of business partners. The data in the workbench is displayed for the selected dealer.

    Note: This option is displayed only if in the Dealer Workbench Authorizations (tsmdm1165m000) session, a dealer is not linked to the LN user who accesses the workbench. If the LN user and the dealer are linked, the user can view only the details of the dealer linked to the user in the Dealer Workbench Authorizations (tsmdm1165m000) session. The name of the dealer is displayed and the user cannot select another dealer.

  • Refresh ( )

    Synchronizes and updates the data in LN.

Customer tab

On this tab, you can view:

  • The list of customers linked to the selected dealer.
  • The list of sub-dealers linked to the selected dealer.
  • The list of customers linked to the sub-dealers.
Note: To view the list of customers linked to the sub-dealers, click corresponding to the sub-dealer. To collapse the list, click .

When you select a customer, these tabs and options are displayed in the Details pane:

  • Details tab

    The details of the selected customer are displayed.
  • Items tab

    The list of items owned by the selected customer are displayed.

    Click corresponding to an item to view the details in the Item window.

  • Claims tab

    The list of claims linked to the selected customer are displayed.

    Click corresponding to a claim to view the details and the claim lines linked to the claim, in the Claim window.

    Click to view the list of claim lines linked to the selected claim. To collapse the list, click .

  • The Edit Customer option

    Use this option to edit the details of the selected customer. The Edit Customer window is displayed wherein you can modify the Customer Address and Contact for the customer and the dealer. After you save this data, the modified data is updated in the related LN sessions.
  • The Register Item option

    Use this option to sell an item to the selected customer. See Registering an item using the Dealer Workbench.
  • The New Claim option

    Use this option create a new claim with an Item or without an Item specified. See Creating a new claim using the Dealer Workbench.

Items tab

On this tab, you can view the list of items and the corresponding owners, for a specific dealer.

When you select an item, these tabs and options are displayed in the Details pane:

  • Details tab

    The details of the selected item are displayed.
  • The Components tab

    The list of components linked to the selected item and the details of the component such as Shipment ID, Shipment Line and the Claims, are displayed.

    Click corresponding to a component to view the details in the Component window.

    Note: If an Anonymous Item is selected, LN displays the number of claims that have been availed from the available number of claims for the selected serial number, in the Claims column. The count of the claims is calculated based on the sales order lines that are created for the item and the items shipped to the dealer in LN.

  • The Claims tab

    The list of claims and the linked claim lines for the selected item. You can also view the details of the claim lines such as Cost Type, Cost, Status and Breakdown Date.

    Click corresponding to a claim to view the claim details and the claim lines linked to the claim, in the Claim window.

    Click to view the list of claim lines linked to the selected claim. To collapse the list, click .

  • The Edit Item option

    Use this option to modify the details of the item. The Edit Item window is displayed wherein you can modify only the Contact of the customer, for the item. The modified data is updated in the related LN sessions.
  • The Register Item option

    Use this option to register an item with the selected customer. See Registering an item using the Dealer Workbench.
  • The New Claim option

    Use this option to create a claim with an Item or without an Item specified. See Creating a new claim using the Dealer Workbench.