Intra Dealer Stock Transfer:

Position Name Position Type Access Read Only

Sales Manager (Showroom) Dlr Sales Mgr Y N
Dealer Finance Manager Dlr Finance Manager
N N
EDP Dlr EDP
Y N
Stockyard In-Charge Dlr Stkyrd Incharge
Y N
GM Sales Dlr GM Sales Y Y
GM Head Operations Dlr GM Operations Y Y
Dlr Prinicpal CEO Dlr DP/CEO
Y Y
Area Sales Manager Sales AM Y Y
Regional Sales Manager Sales RM Y Y
Zonal Head Sales Sales ZH Y Y
National Sales Head Sales NSH
Y Y
HAI Associate DMS IT DMS Assoc
Y N
HAI Manager IT IT Mgr Y Y
HAI Associate IT IT Assoc Y Y
HAI BRM ERP IT BRM ERP Y Y
HAI BRM - CRM & DMS IT BRM CRM&DMS Y Y
HAI Associate - DMS
Support
IT DMS Support Assoc Y Y


Facility1 Stockyard Manager will query for Vehicle in the inventory of the Facility2 or
inventory of another facility within dealership. Facility1 Stockyard Manager/Sales
Consultant/Sales Manager/Team Leader will query for Vehicle in the inventory of the
Facility2 or inventory of another facility within dealership. The Query of Vehicle in the
Inventory is allowed to Sales Department users for allotment of Vehicle against Vehicle
Booking. A Vehicle booking created in a facility can be alloted a Vehicle from invenotory of
another facility which is Parent facility or which is child facility under the same parent
facility.
Facility1 Sales Manager will place offline request to Facility2 Stockyard Manger for Transfer
of Vehicle.
Vehicle Stock Transfer Request:
1. Facility1 Sales Manager should go to Vehicle In view in the Vehicle Stock
Transfer screen. Click on New button, Query for Vehicle, Select the VIN. Vehicle
with Status Available and Allotted from the inventory within the Dealership
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should be available for selection. At this point status of the Stock transfer transaction
should be created with sttus as Open.
2. Facility Sales Manager should click on the button Request Transfer. The Status for
the Stock Transfer should become Requested.
Vehicle Stock Transfer Approval:
1. Facility2 Stockyard In-charge should get to see all the Vehicle Stock Transfer
Requests in the list applet of Vehicle Out. Facility2 Stockyard In-Charge should be
able to approve the Transaction with status Requested only. Stockyard In-charge
should click on button Approve and the status of the Stock Transfer Request
transaction should change to Approved from Requested. At this point, the
Inventory Transaction should get fired and the Organization name should be changed
to Facility1 from Faciltiy2.
2. BIP report for the Stock Transfer should be allowed to print for transaction with status
Approved only. This Stock Transfer Document is also as Gate Pass.
Vehicle Stock Transfer Receipt:
1. Facility1 Stockyard In-Charge, on physical Receipt of the Vehicle should navigate to
Vehicle Stock Transfer Screen, Vehicle In view, Select the Stock Transfer
transaction for the VIN and click on the button Received. On click of the button
Vehicle Receipt, the status of the transaction should change to Received from
Approved.
Business Rules and Automation:
1. The Vehicle Stock Transfer should be for Facility2 Stockyard Manager should be able to
transfer Vehicle with status Available or AllotedAllotted only for Stock Transfer from
Inventory within the Dealership. Vehicle with status In-transit Damaged, Invoiced,
Delivered, In-transit, In-transit-AllotedAllotted, In-transit Invoiced should not be
allowed for stock transfer. (AllotedAllotted Vehicle are allowed as Sales Consultant from
Facility1 can In-transit Allot a Vehicle from Inventory from Facility2)
2. In the Vehicle Stock Transfer Screen, there should be two aggregate views:
a. Vehicle In
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Comment [SD1]: If Allotted vin is transfer to
Intra Dealer Transfer then what will be the status of
that vin in Second Dealer Inventory will it be
Available Stock or Allotted. In process it is not
mentioned that if the vehicle is in allotted state we
need to de-allocate and then transfer the Vin.
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Comment [SD2]: Please Explain in details
Inventory within the Dealership for example EVM
has 5 Dealership in Diff location will EVM 1 will be
able to do the stock transfer from other EVM 2, 3,
4,5 Dealership within the Same Group?
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Comment [SD3]: Please explain this point as it is
not clear.
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b. Vehicle Out
3. In the Vehicle In view, there should be field Source Inventory where the VINs
current Inventory name should be populated. There should be Destination Inventory
where the Users Organizations Inventory Name should populate. Both these fields
should be read only.
4. In case of Vehicle Stock Transfer Return, Facility2 Sales Manager should place a request
to the Facility1 for Stock transfer; the Vehicle Stock Transfer should be repeated.
5. There should be Transaction ID, Transaction Date, VIN#, Type (Vehicle Stock Transfer),
Source Location, Destination Location, Transfer Status (Requested, Approved, And
Received)

6. In the VIN pick applet, VIN number, VIN status, Variant Code, Variant Description,
Color Code and Color Description, Booking Number, Inventory Location should be
displayed.


7. A VIN selected for Stock transfer transaction should not be available for another Stock
Transfer transaction.

8. In case of any damage during In-transit, it should be handled offline.

9. In the Vehicle Out view no information for the transaction should be editable.


10. The VIN status throughout the Stock Transfer process should not change.

11. The Values for Stock Transfer transaction should be Open, Requested, Approved,
and Received only.


12. Buttons:
a. Request Transfer button should be enabled for transaction with status Open
b. Approved Button Should be enabled for the transaction with status Requested
c. Received Button should be enabled for the Transaction with status Approved
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Comment [SD4]: Why Booking No. Required
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Comment [SD5]: If the Vehicle is damaged
during the Transit then while doing the Stock transit
Receiving dealer should able to change the Status as
Damaged, the Damaged status for the received vin
should be changed to good with the RO process
defined for the in transit damaged vehicle.
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Comment [SD6]: AT which point dealer is going
to issue the Vin.
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d. On the Status Received, all the buttons Request Transfer, Approved,
Received.
13. Facility2 Stockyard Manager should be able to transfer Vehicle status Available or
Alloted only for Stock Transfer. Vehicle with status In-transit Damaged, Invoiced,
Delivered, In-transit, In-transit-Alloted, In-transit Invoiced should not be allowed for
stock transfer. (Alloted Vehicle are allowed as Sales Consultant from Facility1 can In-transit
Allot a Vehicle from Inventory from Facility2)
Facility2 Stockyard Manager will select the Vehicle and will select the Source Inventory as
Facility2 Stockyard and Facility1 stockyard as Destination inventory. Facility2 Stockyard
Manager will click on the button Submit Transfer.
Facility 2 Stockyard Manager should only get to select the Inventory of his Location only in
the Source Inventory.
Facility2 Stockyard Manager should get to select Inventory within his dealership only. An
inventory of another dealership should not be available for selection as Destination Inventory.
Facility2 Stockyard Manager Should not be allowed to transfer vehicle to External Location.
An Inventory Transaction should get fired in the Siebel DMS application and the
Organization field of the VIN should be updated to Facility1 Name from Facilit2 Name.
On Completion of the Intra Dealer Transfer there should be a Stock Transfer BIP report. There
should be no Gate Pass generated in the Siebel system.
Admin Rights for the Process should be given to HAI MDM position.
Comment [SD7]: Comment not Clear
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Roman, 12 pt
Formatted: List Paragraph, Numbered +
Level: 1 + Numbering Style: 1, 2, 3, + Start
at: 1 + Alignment: Left + Aligned at: 0" +
Indent at: 0.25"
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Before: 0 pt, After: 0 pt, Line spacing:
single, Numbered + Level: 1 + Numbering
Style: 1, 2, 3, + Start at: 1 + Alignment:
Left + Aligned at: 0" + Indent at: 0.25", Tab
stops: Not at 4.66"