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Working with the SAGA Warranty Data Transfer Functions ADP e-Coach | Session 1 © 2007 ADP, Inc. 1 CMS1947.1 WELCOME! Did you say software upgrade? We are going to be talking briefly today… © 2007 ADP, Inc. 2 SESSION 1 Working with the SAGA Warranty Data Transfer Functions Session 1 Session Course Agenda 1 Overview Installation 2 Operation Our primary objective in this course is to learn how to use the new Warranty DTR functions. DTR = DATA TRANSFER © 2007 ADP, Inc. 3 LEARNING GOALS Participating in this session, you will: Survey the Warranty Data Transfer (Warranty DTR) system highlights. Understand the installation process for the Warranty DTR system. Participating means… • Listening Actively • Taking Notes • Being Inquisitive © 2007 ADP, Inc. 4 AGENDA Overview Installation Operation © 2007 ADP, Inc. 5 SAGA & WARRANTY DTR SAGA 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. © 2007 ADP, Inc. DTR The Warranty Data Transfer (DTR) functions are enhancements for the SAGA system. ! Additional training on the SAGA system will augment this Warranty DTR training. 6 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. © 2007 ADP, Inc. 7 DTR PROCESS PROFILE Processing Time Data Accuracy Efficiency 1. 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. © 2007 ADP, Inc. 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. 8 UPGRADE HIGHLIGHTS New Warranty Type Codes Warranty Credit Note Changes No Warranty Claim Acknowledgements Updated ALTG VW / Audi Host Computer Process © 2007 ADP, Inc. 9 NEW WARRANTY TYPE CODES New SAGA Claim Type Old WIN Claim Type Claim Type Description 1AM AM Audi Free Maintenance After Delivery 1E3 E3 California Diesel Emissions Claim 1E2 G10 E2 UC California Emissions Claim Certified Pre-Owned Claim 160 WC Corrosion Claim Customer Assistance – Goodwill (Audi) 2SK 210 Warranty Type Codes have been changed from WIN 2character to SAGA 3-character format. W5 S10 Customer Assistance Goodwill (VW) Enhanced Coverage (Demo Ext) XU XU Extended Warranty Used Car (CPO Certification) 1E1 E1 Federal Emissions Claim 1MA 9MA FM FM Free Maintenance After Delivery Free Maintenance Before Delivery 910 W2 New Car Limited Warranty Before Delivery 110 W2 New Vehicle Limited Warranty After Delivery 150 WP Paint Claim 950 WP Paint Claim Before Delivery 1PT PT Power Train Claim 710 RC Recall After Delivery 790 121 RC S3 Recall Before Delivery Service Part Warranty – Outside NVLW 1SP SP Special Claim After Delivery 9SP SP Special Claim- Before Delivery 131 WS Stock Part Claim 9T1 T1 Transportation Claim © 2007 ADP, Inc. ! Note that some 2-character codes will continue to be used by VW. 10 WARRANTY CREDIT NOTE CHANGES The AGUS function is used to set up your accounting system for warranty credit (payment) data received from VW / Audi. 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. © 2007 ADP, Inc. 11 NO WARRANTY CLAIM ACKNOWLEDGEMENTS Previously, 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. © 2007 ADP, Inc. 12 UPDATED ALTG The Automated Labor Time Guide (ALTG) has been updated with an expanded set of labor operation codes for use with the SAGA system. This new feature supports consistent, accurate pricing and helps to: Promote effective labor rates Increase labor gross profits Improve customer satisfaction © 2007 ADP, Inc. 13 VW / AUDI HOST COMPUTER PROCESS SAGA 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. © 2007 ADP, Inc. 14 CHECK YOUR PROGRESS Match 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 3character format. C. SAGA processes claims on a fourhour cycle. DMS claim input VW and Audi dealerships Warranty Data Transfer (DTR) D. Sets up your accounting system for warranty credit (payment) data received from VW / Audi. AGUS function E. You can now set these up separately using the AGUS function in your ADP Accounting account. Warranty Type Codes © 2007 ADP, Inc. 15 AGENDA Overview Installation Operation © 2007 ADP, Inc. 16 INSTALLATION PROCESS START Pre-installation Stop Patch New Warranty DTR Software Load Post-Installation Processing END © 2007 ADP, Inc. 17 PRE-INSTALLATION STOP PATCH START Pre-installation Stop Patch New Warranty DTR Software Load Post-Installation Processing 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. END Unavailable as of Can be used 11:59 PM on directly after the Tuesday before the software load. software load. Account Function ADP Service SMT PMT 2. General Operation TRD Do not use until the Monday morning after the software load. 3. Operating Procedures ADP DCS © 2007 ADP, Inc. RRC 18 NEW DTR SOFTWARE INSTALLATION START 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: Pre-installation Stop Patch New Warranty DTR Software Load Post-Installation Processing END Warranty Type Codes for all claims that still exist in work files Other new and updated fields ! © 2007 ADP, Inc. Untransmitted warranty data files will stop the load process! 19 POST-INSTALLATION PROCESSING START Pre-installation Stop Patch New Warranty DTR Software Load Post-Installation Processing Automatic Processing Manual Processing END © 2007 ADP, Inc. 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. PMT: For warranties with Warranty Type Codes that cannot be automatically converted to the SAGA 3char. codes, enter new SAGA codes. AGUS: For dual dealerships, update the separate posting accounts for warranty credit note processing. 20 CHECK YOUR PROGRESS Q. Which function(s) must not be used until the Monday morning after the software load? A. TRD A B AGUS PMT A is true. B is true. Both A and B are true. Neither A nor B is true. © 2007 ADP, Inc. 21 CHECK YOUR PROGRESS Q. 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. PMT A B DTR PMT A is true. B is true. Both A and B are true. Neither A nor B is true. © 2007 ADP, Inc. 22 SUCCESS! 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. © 2007 ADP, Inc. 23 FOR MORE INFORMATION e-Learning Course Enrollment www.dealersuite.com/ ADP Support Center 800-877-8147 ADP Training Coordinator 1-866-535-8487 © 2007 ADP, Inc. 24