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Introduction to ETKA 7.3 New Features

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Page 1: ETKA7.3

Introduction to ETKA 7.3 New Features

Page 2: ETKA7.3

Introduction 1

New Administrative Features 2

New Graphic Navigation And Expanded FI Features 4

Extended Search Function 8

Increased Access To Information 10

Intelligent Parts Suggestions 16

The Order Form Opportunity 19

Ability To Make Use Of Nora 30

DMS-ETKA Interface Potential 35

Possible Future Features 36

New Buttons And Displays 37

Additional ETKA 7.3 Resources 39

Table of Contents

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ETKA 7.3 New Features

The new features available with ETKA 7.3 will help you:

• Increasepartselection/orderingefficiency• Optimizepartsprocesses• Increaseyoursparepartssalevolume.

INTRODUCTION

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ETKA 7.3 New Features

ETKA 7.3 includes three new administrative features to help you to work more efficiently and have your work in ETKA be more effective.

• Updates happen while you work! Continue to use ETKA 7.3—even performing searches—while the system completes updates.Thisoptimizedupdatingfeatureconsiderablyreducesthetimeyouneedtospend on data updates.

When the update gets underway, you will see a small pop-up window appear in the upper left corner of your monitor. You can move this window to a more convenient location, if necessary, by positioning your cursor on the blue bar at the top of the window and holding down a left-click of your mouse while you drag the pop-up window to a new location.

You may notice a brief interruption when this updating process is going on and you are working in other software programs.

• Add attachments to your notesNowwhenyoucreateyourownnoterelatedtoapart/partnumber,youcanattachpicturesand/ordocumentsdirectlytothenote.

NEW ADMINISTRATIVE FEATURES

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ETKA 7.3 New Features

• Networked users can access any note another user has created Beginning with notes made in 7.3, if you choose, your notes can be centrally stored for

your network, making them available to all users of your choosing, at all times. In this way, each user can have access to the same information. Photos and other documents can be attached to notes. (Note: You can also choose to move or copy older notes from your C drive to your shared file, so that those notes, too, will be available.)

To take advantage of this feature: •FromETKA7.3’shomepagelickon“MAINTENANCE” •ClickonINI-EDITOR

1.Under“UNIVERSALLY,”clickon“Remarks” 2.Clickonthecheckboxinfrontof“Path” 3. Click on the SEARCH button to browse locations, selecting a path to get to destination file 4. Optional: If access to the path to the central location where you choose to store

your ETKA 7.3 notes requires using a username and password, you can enter and storethematthispointintheset-up,soyouwon’thavetoenterthemeverytimeyou want to access your notes.

5.ClickontheTESTPATHbuttontotestthatyou’veselectedtheintendedpath 6. Click on the STORE button to save.

NEW ADMINISTRATIVE FEATURES (cont.)

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ETKA 7.3 New Features

The panel preview—in two display modes—is now available, in a variety of situations, to help you see everything you need at a glance:

1. In searches from the subgroup overview:

•Selectyourpreferredpanelpreviewdisplaymodebyclickingonthe“Display individualfigures”or“Displayminiatureimages”buttons.

•Youcaneasilygobackandforthbetweenthetwodisplaymodes:

Display of miniaturie images Display of individual figures

= Fade in to individual illustration figures

= Fade out to multiple miniature images

2. In the picture-text view, the panel preview allows you to fade miniature images of the main group in or out.

3.WhenyousearchforapartviaaWordSearchorforpartnumberviaaPAL(formerly,“ATP”)Search,thesearchresultsarenowshowninapanelpreview.Whenyoursearch for a part results in multiple pages, and you select one of the search hits to view, the other results will be shown along the bottom of your screen in a panel preview. This allows you to select another hit to view by just clicking on the panel preview of it, instead of having to back up, remember the other pages, or redo the search in order to access the other search results you might need to look at in order to find the part you need:

NEW GRAPHIC NAVIGATION AND EXPANDED FI FEATURES

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ETKA 7.3 New Features

4. After an FI search:

• Eitherpanelpreviewdisplaymodeisavailableforthesubgrouppanelpreviewaswell(aslong as there is an illustration for the part suggested).

• AttheWordsearchscreen,besuretoclickontheboxinfrontof“Illustrationoverview”to check it:

Note: Changes made to the Illustration overview checkbox are automatically saved.

NEW GRAPHIC NAVIGATION AND EXPANDED FI FEATURES (cont.)

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ETKA 7.3 New Features

• ThepanelsthatcontainFIsuggestionshavetheillustrationnumbersinblackinboththesubgroup overview and the panel preview. Note that all other illustration numbers are grayed out, except for the one (circled here in red) that is the FI suggestion:

• UsingthenewCompressFIdisplayandDecompressFIdisplaybuttons,youcannowdetermine what results you see in the panel preview:

Compress FI display: Decompress DI display:

NEW GRAPHIC NAVIGATION AND EXPANDED FI FEATURES (cont.)

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ETKA 7.3 New Features

• FIsuggestionsareadditionallyidentifiedwithagreen marking. Original Parts marked in orange have multiple uses; these parts require further information before making a

selection (e.g., items for installation on the left or right side). Color identification is available through either graphic navigation or through the conventional parts search:

NEW GRAPHIC NAVIGATION AND EXPANDED FI FEATURES (cont.)

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ETKA 7.3 New Features

Several new search features help speed up your searches:

• You can now search for PR NUMBERS using their description FindthePRcodeyou’relookingforwiththehelpofthecorrespondingdescriptionofthevehiclefeature/option.Thesearchnarrowsdowntheresultingchoicesaftereachadditionalletterofthedescriptionisenteredinthe“Input”field.

Forexample,ifyou’reinterestedincheckingoutthePRcodefor“tires,”typinga“t”intothe Input field begins narrowing down your search results, and with each additional letter, yoursearchbecomesmoretargetedtotheresulting“tire”entries:

EXTENDED SEARCH FUNCTION

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ETKA 7.3 New Features

• You are reminded of a part number when you perform a PR Number search: If you have just completed a part search and want to perform a search for a PR code, as a helpfulreminder,thepartnumberyoufoundisdisplayedontheheaderofthe“CarData” window.

Onceyou’vecompletedyourPartssearch:

. . . use the right-click menu to initiate a second—a PR-Number—search:

. . . notice that in ETKA 7.3, the part number you found in your just completed searchisdisplayedintheheaderofthe“CarData”window:

. . while the PR codes are displayed as they’vealwaysbeeninthemainpartofthesearch window.

• YouwillexperienceimprovedSDCsearchresults The“hit”accuracyinsearchesusingtheServiceDiagnosisCode(SDC)hasbeen enhanced as a result of improved logic functions taking place in the background.

EXTENDED SEARCH FUNCTION (cont.)

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ETKA 7.3 New Features

• Access to the Chemical Materials catalog from your FI searches AfteranFIsearch,theChemicalMaterialsCatalogcanbeopenedfromthe“CarIdentification”pop-upwindowbyjustclickingthenew“Openinformationonspecialpaintjobs”icontogetyoutothepaintlistingforthatVIN,whetheritinvolvesastandardorspecial color.

For our market, the paint ordering process will remain the same, but the name and last three-digits of the paint code shown will be the same as you will need to order in Excelda.

INCREASED ACCESS TO INFORMATION

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ETKA 7.3 New Features

• AccesstoadditionalinformationonaVIN This feature allows you to easily access any additional information that is available for the VINofthevehicleyou’relookingforpartsfor.

INCREASED ACCESS TO INFORMATION (cont.)

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ETKA 7.3 New Features

ClickingontheAdditionalInformationiconresultsinthedocumentspertinenttotheVIN being brought up in the Search tab in Infoline:

• Remember,thenewtechnicaldocumentvisibilityfeatureinInfoline—ETKA’sinformationwarehousefororiginalspareparts—mayprovideyouwithmoreinformationduringyourpartssearches,allowingyoutomakemoreinformeddecisions.

A technical document posted on Infoline may be found one of three ways:1) Part Information screen – linked to a specific part2) Search function – user defined search criteria3)Viewlistofdocuments

Option #1) AccessingInfolineDocumentsviaETKA

FromwithinETKA,yousearchforapartasusual,byclickingonthe“DisplayFunction List”iconandthensearchingbyPartNumberorPAL.

INCREASED ACCESS TO INFORMATION (cont.)

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ETKA 7.3 New Features

After clicking on the icon, the Infoline website will open showing only the document(s) linked to that part number. In order to open a specific document, click on the arrow next to the document name:

INCREASED ACCESS TO INFORMATION (cont.)

Option #1 (cont.)

WhenthereisanInfolinedocumentlinkedtoapartnumberinETKA,the“Opentechnical information”iconwillbevisibleinthe“AdditionalInfo”boxsectionofthe“Part Information”window:

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ETKA 7.3 New Features

Option #2) Search Function

FromthisInfoline“Search”tab,youcansearchforanyotherdocumentbyenteringsearch parameters in any of the fields shown above the Search button:

Once the search is complete, open the item you are interested in by clicking on the arrow to the left of the item.

Option #3) Viewing the List of Documents

You may also open and explore the list of all technical documents loaded on Infoline by clicking on the Technology tab.

On the Technology tab, there are links to GP Bulletins and to EP Bulletins:

•GPBulletins–bulletinsrelatdtooriginalparts •EPBulletins–bulletinsrelatedtoexchangeparts

INCREASED ACCESS TO INFORMATION (cont.)

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ETKA 7.3 New Features

To open any document, simply click on the arrow to the left of the document title.

Note:Youcanclickonthe“News”tabtofindcurrentinformationpostedbyGermany.

Notes to all users: • Beawarethatonlydocumentscontainingapartnumberthatislinkedtothepartscatalog

will appear in the Infoline list; it is not intended as a comprehensive list of all technical documents. Please continue to refer to ServiceNet and ElsaWeb for technical information as needed.

• Pleasemakesuretorefertovehicleapplicationinformationcontainedwithinthedocument, as some parts appear in multiple catalogs. The bulletin may not apply to all vehicles in which the part is used.

• Formoreinformation,consulttheETKA: Infoline User Guide (September 2, 2010).

INCREASED ACCESS TO INFORMATION (cont.)

Option 3 (cont.) To make locating a specific type of file easier, local naming convention begins document names with the document type (see underlined documents in the screenshot):

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ETKA 7.3 New Features

• TakeadvantageofintelligentpartssuggestionswiththenewFittingPartsfeaturestohelpyougeteverythingyouneedthefirsttime.

Intelligent parts suggestions help you order items that belong together, suggesting many of the parts you may need for a repair. This feature is currently available in all Volkswagen FI-active catalogs, and is a feature Audi users will be able to take advantage of soon.

The parts that should also be replaced when a repair is made are shown in the picture-text view and on the Parts Information screen:

INTELLIGENT PARTS SUGGESTIONS

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ETKA 7.3 New Features

OnthePartsInformationscreen,aswellasreceivingthe“alsouse”message,younowhavetheopportunity to click on the Open Fitting Parts button:

INTELLIGENT PARTS SUGGESTIONS (cont.)

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ETKA 7.3 New Features

. . . Which brings up the Fitting Parts screen, allowing you to approve adding the additional needed part(s), by clicking on the ASSUME button, or to uncheck the additional part(s) before approving the original part be added to your ETKA order form (by clicking on the ASSUME button):

Note: The additional parts recommendations provided through the Fitting Parts feature are suggestions only. You are responsible for verifying you have all the necessary and correct parts required for the repair. If you discover any missing or incorrect information via the Fitting Parts feature, please submit a Web Support ticket.

INTELLIGENT PARTS SUGGESTIONS (cont.)

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ETKA 7.3 New Features

• TheETKAOrderFormcannowassistyouinbuildingyourpartsorders.

In our market, at this time, you will continue to order parts through Parts On Command or your DMS, as you have in the past. However, you may find that the ETKA Order form can save you time and increase the accuracy of your orders.

The order form serves as a helpful tool in collecting all the necessary parts in one list that you want to order for a repair, particularly for large repair orders. Once you have the list, you can print it out and have it available to help you place your parts order.

To use the ETKA Order Form for listing the parts you intend to order in POC:

1. Choose which of two ways you will use to create the order form:

•Select“OrderForm“(orpressF10)fromtheDisplayFunctionList:

THE ORDER FORM OPPORTUNITY

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ETKA 7.3 New Features

. . . which will take you to your most recent order, from which you can click on the OVERVIEWbuttontostartaneworderoraddtoanexistingone:

OR...

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New Features

•Onceyouhavedouble-clickedonthepartnumberyouwantontheCatalogpage:

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New Features

. . . And, if receiving this message, have clicked on the OK button . . .

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New Features

•...LandingyouonthePartInformationscreen(seebelow),whereyouclickon the Open Fitting Parts button . .

THE ORDER FORM OPPORTUNITY(cont.)

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ETKA 7.3 New Features

. . . to get to the Fitting Parts screen and see the additional parts that are recommended, uncheckingthecheckboxesprecedinganypartyoudon’twantbyclickingonthecheckbox(es),before clicking on the ORDER FORMS button:

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New Features

. . . EITHER WAY, YOU’LL END UP ON THE ORDER FORM . . .

2. A)IntheCreatefield,enteranidentifyingtitlefortheorder,suchasyourCustomer’slast name (Note: The identifier you enter in the Create field can have no spaces in it). Or B) choose to add your chosen parts to an already-started Order Form.

A new feature of ETKA 7.3 version is—for those who have used Order Forms in the past—that now the order you are looking for can be found directly by means of the customernameoranotheridentifier,whatevernameyou’vecreatedfortheorderform.

3. Click OK.

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New Features

4. Clickonthe“ASSUME”buttontoindicatetheorderformcontentsarewhatyouintended.The“ASSUME”buttonservesthefunctionofwhatan“OK”buttonusually does:

Notice also, that on this screen, you can find the Order Form identifying name, the quantity,theVIN.

Note:Itisnolongerpossibletoaccidentallyadda“basic”partnumbertoanOrder Form. If you select a part without the color code—by double clicking on it—the

ASSUME button will be grayed out in the Part Information window, so it is not possible to add this incomplete part number to an Order Form.

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New Features

5. Once a part has been added to your order, a shopping cart symbol appears in front of the part number on the catalog page:

6. If you hover your cursor over the shopping cart in front of the part number, the quantity of that item on your order form will be displayed:

7. At any time, from any place in the Catalog, clicking on the Shopping Cart icon on the vertical tool bar at the top of the screen will open your current order:

Note: The feature indicated by the Multiple Shopping Cart icon, located above the “single”ShoppingCarticon,doesnot apply to our market.

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New Features

8.OPTIONAL:AdjusthowtheETKAOrderFormwillprintouttoaccommodateyour needs:

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New Features

9.Clickon“PRINTOUTSETTINGS”buttonandselectyourpreferencesbyclickingon checkboxes:

Note:Inthetranslatedprint-outsettingspop-upwindow(below),theword“over”is usedinplaceof“out”;thephraseshouldread“Takeout.”

Noticethatyouhavetheopportunitytoremovethedate,thetime,thepricesand/or the part number(s) from the order form printout. You may select these changes for the current order form or set them permanently for all order forms that you print out in the future.

Note: You are also able to change your print-out preferences by clicking on MAINTENANCEontheETKAhomepageandthenselectingINI-EDITOR.Chose“Order Form,”underUNIVERSALLY,tohavethescreenaboveappear.

THE ORDER FORM OPPORTUNITY (cont.)

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ETKA 7.3 New FeaturesABILITY TO MAKE USE OF NORA

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ETKA 7.3 New Features

Note: If the NORA Order Forms button in your ETKA header appears grayed out, go through Maintenance on the ETKA homepage to the INI-Editor, under “COMMUNICATION,”selecttheNORAOrderFormConfiguration,clickonthecheckbox preceding“EditNORAOrderForm”tocheckit,andclickontheSTOREbutton:

Note: You must perform this step independently for each brand in order to activate the NORA Order Forms button.

ABILITY TO MAKE USE OF NORA (cont.)

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ETKA 7.3 New Features

• Takeadvantageofthebenefitsofpartslink24,theweb-basedcatalogserviceLexComofferstoindependentrepairfacilities(IRF).Asanauthorizeddealer,partslink24allowsyou to e-mail illustrations and receive NORA orders from IRFs. Send your NORA customers an e-mail with a link that allows them to open the corresponding picture-text page via partslink24. This allows your NORA customers to conduct their own searches and order the required Genuine Part directly from you via partslink24.

partslink24 for you: •Accessfordealerstopartslink24isfree •HavingadealershipaccountallowsanIRFtoselectyouasanauthorizeddealertofill

their parts order •Clickon“Contact”onthepartslink24websitetosendarequesttoLexComforyour

dealership account to be set up:

ABILITY TO MAKE USE OF NORA (cont.)

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ETKA 7.3 New Features

partslink24 for your IRFs• ThereisasmallmonthlyfeeforIRFusers;accessisavailablefordifferentdurationsof

time• IRFusersclickon“RegisterNow”intheupperrightcornerofthepartslink24websiteto

register• Onceregisteredwithpartslink24,anIRFuserhasunlimitedaccesstotheinformationinpartslink24andisabletosubmitorderstoauthorizeddealers

• AnIRFusermustsetupawww.partslink24.comaccountforongoingaccess,butnoaccount is required to use the e-mail function only

• Withoutanaccount,anIRFuserwillhave24hourstoaccessaspecificcatalogpagethatyou have e-mailed to them

• IRFuserscansendyouaShoppingCartwiththepart(s)theywishtoorderbasedontheirexploration of the ETKA catalog page link you have provided.

The NORA Order Form functionOnceyourdealershippartslink24accounthasbeensetup,youwillbenotifiedbye-maiLwhen you receive a new NORA order from an IRF through partslink 24.By clicking on the NORA icon in the ETKA header:

ABILITY TO MAKE USE OF NORA (cont.)

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ETKA 7.3 New Features

Additional information about an order maybe indicated by the appearance of one or two icons on the order line:

- indicates that there is a message included with the order

-indicatesthatthecustomer’sdeliveryaddressisdifferentfromthebilling address

An individual order can be opened by clicking on the order line. Within the order screen, changes can be made to the order such as adding or removing an item or changing the quantity.ThedealercanalsodoaPAL(formerly,ATP)searchofapartfromtheorderto view the catalog page and verify the application.

Note: See the ETKA: partslink24 User Guide for additional information regarding e-mailing an ETKA catalog page to an IRF in partslink24.

. . . you can open the entire list of orders you have received from IRFs:

ABILITY TO MAKE USE OF NORA (cont.)

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ETKA 7.3 New Features

Once your DMS has decided to create the interface with ETKA, even more new features will be available to you!

A DMS-ETKA interface consists of bi-directional communication between the DMS and the ETKA Catalog to allow customer repair orders (ROs) to be opened in the Catalog, the necessary parts selected and transferred back to the DMS, with the goal of reducing the need to re-type or copy andpasteVINandpartnumbers,therebyreducingthepossibilityofmanual-data-entry-relatederrors.

• IfyourDMSproviderhasmadethemovetointerfacewithETKA...youwillbeabletosearchforarepairorder(RO)usingacustomer’snameorlicensenumber.ViasuchaDMSinterface,ETKAisabletoaccesstheROsyou’vecreatedthroughyourDMSsystem,so instead of looking up all of the parts for a repair in ETKA and then manually entering themontheRO,youcanopenETKAtoaccesstheRO.Onceyou’vesearchedbycustomername(orlicensenumber),theVINwillautomaticallypopulate,youcanproceedto select the necessary parts, add them to the quote and save it. When you return to your DMS system, you can open the quote and save it to the RO.

• IfyourDMSproviderhasmadethemovetointerfacewithETKA...theOptimizedWarehousing feature may prove beneficial for multiple-location dealers. When you make an inventory inquiry, ETKA will take the storage location of your multiple-locations into consideration and display inventory available per dealership location via Parts information.

[NOTE TO ADP USERS: For more information about the ADP interface with ETKA, see your ADP-ETKA Catalog Interface User Guide.]

DMS-ETKA INTERFACE POTENTIAL

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ETKA 7.3 New Features

In the future, our market may be able to take advantage of or decide to adopt these additional ETKA 7.3 features:

• PhotoswillbeavailableintheColorCombinationtaboftheVpages:VolkswagenandAudiplantoaddphotosatthislocationinthefuturetohelpyouvisualizetheavailablecolor combinations for a model at a glance by clicking on the camera icon.

• “Best before date” icon indicates which parts from Germany (e.g., engine oil) have anexpirationdate.LookforthisdisplayiconinthefarrightoftheAdditionalInfoportiontowardthebottomofthePartInformationscreen.There’snoneedtoclickonthisicon;itjust is an indicator that the part has an expiration date, not what that date is.

• Servicekeydisplay: In 2012, we expect to roll out this feature, which will provide you with information related to customer data and vehicle maintenance history.

• Depotavailabilitydisplay: We are currently investigating the functionality of this feature forourmarket’smulti-tieredwarehousesystem.

POSSIBLE FUTURE FEATURES

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ETKA 7.3 New Features

Part is in shopping cart

(Note:Thisisadisplayicononly;theiconisnot“clickable”althoughwhenprecedinganorder part in the Catalog, can be hovered over to display the quantity ordered.)

On Parts Information screen: Open additional technical informationCarIdentificationscreen:OpenadditionaltechnicalinformationonVIN

Open information on special paint jobs

Compress FI Display

Decompress FI Display

Display miniature images

Display individual figures

Open fitting parts

Note“Bestbeforedate” (Note: This is a display icon only, indicating that an expiration date exists for the part; theiconisnot“clickable”anddoesnotprovidethedate.)

NORA message at parts number level – indicates that there is a message included with the order

(Note:Thisisadisplayicononly;theiconisnot“clickable”anddoesnotopenthemessage.)

Deliveryaddressisnotbillingaddress–indicatesthatthecustomer’sdelivery address is different from the billing address

(Note:Thisisadisplayicononly;theiconisnot“clickable”anddoesnot“open”eitheraddress.)

NEW BUTTONS AND DISPLAYS

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ETKA 7.3 New Features

Retrieve multiple warehouse display

(Note: This is an active icon only for multiple-location dealers that have a DMS interface.)

Open marketing information

Icons related to features not for our market at this time:

NEW BUTTONS AND DISPLAYS (cont.)

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ETKA 7.3 New Features

TohelpyouoptimizeyouruseofETKA7.3,consulttheadditionalsupportmaterialsandtraining:

• ETKA: Infoline User Guide • ETKA: partslink24 User Guide• ETKA 7.3 Self-Study Program (available the 2nd quarter of 2011)• ETKA 7.3 Instructor-Led Course (available in the 3rd quarter of 2011)

ADDITIONAL ETKA 7.3 RESOURCES