svap/equip® system integration · 2020. 11. 9. · equip® ad-hoc report. upgrade to equip® 2080....

SVAP/EQUIP® System IntegrationAustralia and New Zealand

John Deere | SVAP/EQUIP® Integration Workshop | October 20182

Index

SVAP and EQUIP® System Integration Overview

End to End Process Demonstration – Expert Alerts and Agreements

Initial Setup in SVAP and EQUIP® - Preference Settings

Developing in SVAP: Jobs, Service and Support Plans, Subscriptions, Packages

Selling Agreements in JDSC

Invoicing in EQUIP® - Activating Agreements

Managing Agreements – Delivering Jobs in SVAP and EQUIP®

Expert Alert and DTC EQUIP® Integration

Expiration, Renewals and Reporting in SVAP/EQUIP®

Additional Resources and Support


Key Resources

https://www.auto-it.com/ds/jd-svap/EQUIPJohnDeereSVAPIntegrationUserGuide.pdf

EQUIP® and SVAP Integration Guide – By Auto IT

https://www.auto-it.com/ds/jd-svap/EQUIPJohnDeereSVAPIntegrationUserGuide.pdf


Key Resources

SVAP Help and Training Website

• Getting Started Workbook – Australia/New Zealand

http://jdis.deere.com/jdis/sahelp2/index.html

http://jdis.deere.com/jdis/sahelp2/index.html

SVAP and EQUIP® System IntegrationOverview


What is Service Admin Portal (SVAP)?

The Service Admin Portal is a John Deere web based application designed to be a single location to develop, manage and deliver value-added services that include:

• Sales Packages

• Support Agreement

• Subscriptions

• Service plans

The above plans and packages are then sold through the John Deere Sales Center (JDSC) web based application as part of a new wholegoods order or to existing customer machinery.

https://svap.deere.com


Service Administration Portal (SVAP)

One place to Manage and Track:• Presold Agreements

• Service Opportunities

• Expert Alerts

• Machine Alerts (DTCs)

Integrated Environment:• John Deere Sales Centre (JDSC)

• Dealer Business System – EQUIP®

• JDLink


Why Should Dealers Move to Integration?

• Systems fully setup and integrated between SVAP, JDSC and EQUIP®

• Remove manual agreement tracking processes

• Understanding of the Agreement Life Cycle

• John Deere Connected Support, Expert Alerts


What does System Integration Mean?

The integration facilitates an exchange of data between SVAP, JDSC and EQUIP® that enables the following:

• Allow repair orders to be created in EQUIP® for Service Job, Expert Alert and DTC notifications pushed/triggered from SVAP

• Allow EQUIP® to communicate service agreement and repair order status updated to SVAP

• Expert Alert completion integrated with repair orders

• Allow Service Agreements to be retrieved and invoiced in EQUIP®

• Retrieve jobs from business system into SVAP by job code

• Machine serial numbers linked - JDLink


Management

InvoicingSell Agreements

Develop Plans

AgreementManagementProcess

Dealer Agreement

Strategy

ActivationDeliver

Expiration

®®

®


Key Changes in EQUIP® to Enable Integration?

Enhancements to existing programs:

• Contact Code Maintenance

• Debtor Maintenance

• Service Vehicle Maintenance

• Service Resource Booking

• PO interface for MyDeal creation

New development:

• JD Service Agreement Maintenance and Invoicing

• JD Service Agreement Events Due

• JD SVAP Read and Write Message Queue

• EQUIP® Ad-hoc Report

Upgrade to EQUIP® 2080Web Server Installation


Benefits of Agreement Selling

• Drives a follow-up for every machine (Customer Experience & Unresolved Problems)

• Foundational to Proactive and Predictive Future (Uptime)

• Increases Parts Sales (Parts Absorption)

• Increase Labour Sales (Service Absorption)

• Connected Support, Machine Health

End to End Process DemonstrationExpert Alerts and Agreements


Delivering Jobs in EQUIP®

https://www.auto-it.com/ds/jd-svap/EQUIPJohnDeereSVAPIntegrationUserGuide.pdf#page=57

Link to EQUIP® John Deere SVAP Integration Guide



End to End Process Overview – Expert AlertsReceiving Expert Alerts


End to End Process Overview – Expert Alerts

• Machine Health alerts (if enabled), including Critical and High Expert Alerts as well as DTC Alerts, or diagnostic trouble codes

• Both Machine and Customer views are sorted according to a Machine Health Ranking score. This score is determined by the number and severity of alerts for a given machine or customer

Receiving Expert Alerts



• To push a RO to EQUIP® for an expert alert, click “Push Job”, this will appear in EQUIP® as job type “alert”

• If the job has already been pushed down and a work order open, the option to view WO will be visible instead

Pushing Job to EQUIP®



• Customer Information

• Machine location

• Last known Machine Hours

• Warranty Information

• Machine last call in time

• Complaint and Correction details

Alert Details in SVAP



• Alert gets pushed to Events Due Tab in EQUIP®

• Job Type is “Alert”

Alert Job in EQUIP®



• Includes Job Complaint and Job Correction details

• Complete RO




EQUIP® will send a LOG COMPLETION invoice notification to SVAP which will include the following information:

• Technician and labour postings/price

• Parts used and price

• Compliant and Correct description

Alert Completion in SVAP


End to End Process Overview – Expert AlertsAlert Completion in SVAP

Alert now appears under “Pending Invoice or Completed Jobs”


End to End Process Overview - Agreement

• Create Service Plan in Excel

• Then create jobs for service plan in SVAP

Creating Service Plan



• Create service plan and add jobs

• Select Active on Invoice




• Prescheduled Jobs in service plan




The service plan is then sold with a new Wholegoods order in JDSC:

A PowerGard Protection Plan equipment specific service was also selected:

Sell Service Plan with New Wholegoods Order



Summary of quotation:




Quotation was converted into a Purchase Order and signed:




A copy of the JDSC Purchase Order PDF which includes details of the service agreements selected.




• The JDSC Purchase Order is retrieved and imported into EQUIP® via the John Deere Sales Center Purchase Order Integration function

• The summary details for the Purchase Order is retrieved

Retrieve and Import PO into EQUIP®



The Get PO Details button is clicked to retrieve the full details of the Purchase Order which includes service agreement details:




The Purchase Order is then imported into EQUIP® and a MyDeal Order is created:




The MyDeal Order created for the Purchase Order is invoiced in EQUIP® via the Multiple Units Sales Entry function.

The MyDeal Order is retrieved:

Invoice Purchase Order (PO)



The service agreements details are reviewed and confirmed in the Service Agreement tab:

Please note that service agreement 2004438989 is associated to a PowerGard plan type and therefore is excluded by default from the SVAP Cost Price.




The summary sale details including the service agreement invoice value are reviewed in the Settlement Details tab and the Invoice button is clicked to process the sales:




General Ledger Posting:




The SVAP Cost Price posted to the SVAP Clearing GL is reflected on the GL Schedule Report:




EQUIP® will send a MANAGE AGREEMENT INVOICE notification to SVAP which will activate the service agreement:




• The jobs for the service agreement will appear in the Future or On Hold Jobs bucket as they are not yet due

• When set to “Activate on Invoice” the system with trigger jobs due

• You can also manually push jobs if work to be completed before trigger date

Jobs In SVAP



Job 8320R-YEAR is manually pushed to EQUIP® by clicking the Push RO button.

Jobs In SVAP



Job notifications received from SVAP are displayed in EQUIP® via the John Deere Service Agreement Events Due function:

Creating Repair Order



Clicking the Job Code ellipsis button will display the job code details:




A repair order is created for the job notification:

:




The repair order created can be viewed in EQUIP® via the Repair Order Maintenance and Invoicing function.




EQUIP® will send a LOG COMPLETION STARTED notification to SVAP which will move the job into the In Progress, Pushed, Triggered Jobs Bucket.




When work has been completed, the repair order is invoiced in EQUIP® via the Repair Order Maintenance and Invoicing function:

Invoice Repair Order



EQUIP® will identify that the repair order is associated to a service agreement and will default the Sundry Code/GL to the SVAP Clearing GL:




General ledger postings:




GL Schedule Report showing balance of SVAP Clearing GL for the service agreement:




EQUIP® will send a LOG COMPLETION INVOICE notification to SVAP which will update the job status and move it into the “Pending Invoice or Completed Jobs” bucket

Log Completion



Clicking the View RO button will display the job completion details received from EQUIP®

Log Completion

Initial Set-upSVAP and EQUIP®


SVAP AccessDealer Profile Administration – Service Admin User Access

**Note: only ONE role (except for Dealer Expert Alert) against any user in DPA set Access Screen. When more than one role is setup, functionalities will not be working as expected.

Roles AccessDealer Administrator This is the highest level of authority and can perform all processes. This is the only role

that can publish templates/Components on to the market

Dealer Agreement Setup User

Second highest level of authority and can perform all the process except publishing to the market

Dealer Manager Has the ability to view basic info and perform high level processes like creating Services to Agreements and logging the work has been completed

Dealer Agreement Servicer A special role focused on scheduling work to be completed and logging the completion of the work. This role cannot change the structure or job needs to be done on Template or Agreements

Dealer Salesman A role focused specifically on selling Agreements. This role cannot change the structure of Templates or Agreements. They cannot change total price on Agreements and select specific Components to add to Agreements

Dealer Viewer Has the right to view very basic high level info about templates and Agreements

Dealer Expert Alert Specific role to manage Expert Alerts. This has to be selected in combination with Dealer Administrator, Dealer Agreement Setup User, Dealer Manager or Dealer Agreement servicer to manage Alerts received from the machine


SVAP AccessDealer Profile Administration – Service Admin User Access


EQUIP® Setup

This New GL Account that is required is Deferred Service Revenue Liability Account.

• Setup required Authority Group and Sundry Codes via Sundry Codes Maintenance.

• Associate Clearing GL account for each Branch via Franchise Rules Maintenance.

Recommendation:

• Single Company GL Account – by Branch is not required as the Reporting will identify the Branch

• Current Liability – Account Type 11

Setup Clearing GL Accounts


EQUIP® Setup

The following items are impacted by SVAP Integration please add through Menu Maintenance based on roles.

New Menu Items in EQUIP®

Service Admin Portal PreferencesSetup


Service Admin Portal Homepage

• Access Service Admin Portal at svap.deere.com• Preferences can be setup at an Enterprise, Location and User level based on

user access


Preferences - Basic

Default settings are created at the Enterprise level:• Language: English

(Australia) or English (New Zealand)

• Currency: Australian Dollar or New Zealand Dollar

• Number Format: US• Recommend to un-

check “Enable users to select their own language and currency preferences”


Preferences – Basic - Notification

Calendar Notification Buffer - The number of days before a job is due you prefer to be notified.Hourly Notification Buffer - The number of hours before a job is due you prefer to be notified.Calendar Dates for Hourly Jobs - Backup Dates are used as a backup to machine hours in case the machine or customer stops sharing the data. Anticipated Dates are used when the dealer does not receive actual hours but wants the system to send an alert at the estimated time.Hourly to Calendar Calculation (# Hours in 1 Year) - The number of hours in a year for machine usage to calculate calendar scheduling for hourly jobs.


Recommendations for your Notification SetupJob Types, RO Creation Timing, Confirmed and Un-Confirmed RO’s

• SVAP allows the Integration to EQUIP® through the Resource Booking Screen – Event Due TAB, with the creation of Sundry Repair Orders.

< this Interface has removed the need for IPO’s to be created for these Jobs >

• The Timing for these EVENTS is controlled through SVAP in the Days Notification.

• To enable Service Department Work Flow Management for your Service Teams it is recommended the Notifications is set to between 60-90 Days. This will enable the RO’s to be raised with this timeline facilitating the organising of staff and importantly Parts Ordering.

• Importantly also consideration of Confirmed and Un-Confirmed RO’s will need to be considered. Confirmed RO’s defined as the Arrival Time has been Agreed with the Customer for Commencement.


Preferences - Notifications

Can be set up at the enterprise and location level (each location can be setup individually)Individuals set up for notifications at the enterprise level will receive notifications for all locations as long as no location specific settings have been made.• Alert Type – notify a user for the alert type based on the selection• Department – notify a user when any alert type triggers for a specific or all departments• Resource – notify a user for any or all the resources based on the section This set up is for email notifications. SVAP will push job due notifications to EQUIP® when appropriate, regardless of this setup


Preferences – Labour Pricing

• Can be set up at the enterprise and location level (each location can be setup individually)• Labour pricing will be utilised by SVAP’s can be used for price calculations in job code setup.**Location settings will override enterprise settings.


Preferences – Parts Pricing

• Can be set up at the enterprise and location level (each location can be setup individually)• Parts pricing can be selected as JDPoint or JDParts.• Parts pricing will be utilised by SVAP’s also be used for price calculations in job code setup.• **Location settings will override enterprise settings.


Preferences – Travel Pricing

• Travel Pricing can be set up at the enterprise and location levels• A Travel additive can be added to agreements during creation or at the time of sale.


Preferences – Tags & Terms and Conditions

Tags are user defined filters and can be added at the time of plan creation• The use of tags is completely optional

The language in Terms and Conditions will be added to the bottom of a purchase order created in Service Admin Portal

Developing in the Service Admin Portal


Management


Develop Plans


Dealer Agreement

Strategy

ActivationDeliver

Expiration

®®

®


Plan Types

Service PlanWork to be

performed on a set date or hour

interval

SVAP will send a notification

when work is to be scheduled

Inspection plans

StartupsAnnual

Maintenance

Support PlanCoverage for a period of time

Customer Contacts the

Dealer for Service

Phone SupportTraining

SubscriptionCoverage for a period of time

No work will be performed (Access)

JDLinkRTK

PackageTwo or more plans bundled together

for sale

Combining service,

support plans and

subscriptions

BasicPremiumUltimate


Develop Agreements

PackageSupport Plan Service Plan

Job Job Job Job

JobJobJobJob

Subscription


Service Admin PortalJobs

• Oil/Filter Change

• AMS Update

• Seeding Start-Up visit

• Remote Display Access Session

• AMS EQUIP®mentTraining

Plans

• Remote Support Connections

• Seeding Maintenance

• Apex Setup/Training

• Operator Training

• Tractor Maintenance

• Pre-season Inspection

Packages

• Seeding Maintenance and Support Package

• Field Data Mgmt. Package

• John Deere Field Connect Package


• JDLink™ Setup

• Service ADVISOR™ Remote connection


• AMS Equipment Training

• Setup/Training


Service Admin PortalJobs


• AMS Update

• JDLink™ Setup

• Service ADVISOR™ Remote connection

• Seeding Start-Up visit


• AMS Equipment Training

Plans

• Remote Support Connections

• Seeding Maintenance

• Setup/Training

Package

• Seeding Maintenance and Support Package

• Pre-season Inspection


Developing Plans and Packages

• Service plan – Wok to be performed on a set date or hour interval; SVAP will send notification when work is scheduled

• Support plan – Coverage for a period of time; customer contacts dealer for service

• Subscription – coverage for a period of time; no work will be performed (access)

• Package – a bundling layer for combining service, support and subscription plans


Developing a Service Plan

• Start Date will allow you to publish a plan for sale on a future date• Initial Quote Status gives the option for a plan to be auto-accepted

• The plan can still be declined but a salesperson must offer the plan• Sales Type

• Prepaid – Customer pays up front• Pay As You Go – Customer pays at time of service• Included – Plan is included (i.e. free) to the customer – price changed to $0.00

• Revenue Recognition• Deferred – Revenue recognised at the time of service• Immediate – Sales amount can be driven to any account

• Auto-Activate on Invoice/PO will process activation automatically without user input


Developing a Service Plan – Add Equipment

Select Equipment using the enterprise product hierarchy or by searching for a model number.


Developing a Service Plan – Add Job

Integrated DBS:

Entering the job code number from the DBS will populate the job code information including the complaint, correction, estimate time, and pricing.

Non-Integrated DBS: Add a job code, complaint, correction, and pricing information.

• The job code will be included in notification emails so it is recommended that you utilize your DBS job code in this setup


Developing a Service Plan – Job Code Integration

Adding the job code from the business system will link the job code in the DBS to the job code in SVAP which will allow for automated updating.


Job Code Integration – Automated Updating

Utilising the DBS job code integration will allow SVAP to identify changes to a DBS job code and suggest updating the job and associated plans and packages to incorporate the changes.


Developing a Service Plan - Overview


Developing a Service Plan - Pricing

• Pricing will default to the total of the jobs on the service plan• List price can be edited and will adjust the price of jobs accordingly• User can choose between unit and per acre pricing• Allow multiple quantity will enable this plan to be sold in quantities

• Allowing multiple quantities will also enable the ability to do volume discounting


Developing a Service Plan – Volume Pricing

Volume pricing allows for dealer defined tiers• Progressive pricing will

charge a unit price for each additional quantity

• Flat Rate pricing will adjust the per unit price based on the quantity tier that is met


Developing a Service PlanOnce your service plan has been put together, select an action:• Make Draft will save the service plan for

later but will not make it available for sale or to be included in packages

• Make Available for Sales Packagesmakes it so you can add this plan to a package but the plan will not be available for sale by itself

• Make Sellable in Service Admin will allow the ability to sell this plan from the Service Admin Sell Screen but not available in JDSC

• Publish to Quote/Configurator will make this plan available for sale within JDSC

The plan can be saved as you work, deleted when no longer being used, or a copy can be made that can be further edited.


Developing a Support Plan

The basic setup for a support plan will have the same options as were available on a service plan. However, there are a few differences detailed in the upcoming slides.


Developing a Support Plan

A support plan provides the customer coverage over a period of time for an undetermined amount of work.• By default, sessions are unlimited, but you can set a session limit in the above section• You will have two options for scheduling

• From Activation will start the plan on the activation date• From Specified Start Date will start the plan on a date that you select

• Specifying a start date will also give access to advanced scheduling detailed on the next slide


Advanced Scheduling

With Advanced Scheduling, you can setup a time periods that dictate the start date of your plan. For instance, in the above picture, a plan sold between Jan 1 and Jun 30 will begin on Feb 1 of the current year. A plan sold after Jun 30 will begin Feb 1 of the following year.


Developing a Support Plan – Multiple Job Options

• Support Plans offer the customer support over a period of time, but also allow for flexibility in the type of support offered.

• The jobs loaded for a support plan are the jobs that are available to be used at the time of service. In the above example, the technician assisting the customer can complete a Remote Display Access or In Field Monitoring segment.

• The Estimated # of Sessions can be used to help determine an appropriate price for the support plan. By estimating the number of times each session will be used, the system will suggest an appropriate price. **Note: The number of times a job can be performed is based on the session limit set up in the Support Plan Details section.


Creating a Subscription

The basic setup for a subscription will have the same options as were available on a service or support plan. However, there are a few differences detailed on the next slide.


Creating a Subscription

Subscriptions show customer access over a period of time and do not have jobs, therefore, the job section has been removed.You will have two options for scheduling:

• From Activation will start the plan on the activation date• From Specified Start Date will start the plan on a date that you select

– Specifying a start date will also give access to advanced scheduling detailed on the next slide


Developing a Package

A Package is a bundle of plans. Less decisions need to be made in the setup of a Package because accounting, payment options, and job scheduling will carry through from the Plans that are included.


Developing a Package

Plans can be bundled together to create Packages• Pricing will default to the total of all added plans but can be changed• Required check boxes appear in each plan

• Not requiring a plan will allow a salesperson to remove a plan from a package to customize the package at the time of sale (removing a plan also removes the price associated with the plan)

Selling an Agreement in JDSC


Management


Develop Plans


Dealer Agreement

Strategy

ActivationDeliver

Expiration

®®

®



To include a service agreement to a quote/PO, select Add Service Agreements.



• Equipment specific Services will included plans associated equipment

• Customer Specific Services section will display plans not assigned equipment

• Customer Equipment Services will identify existing equipment that the customer owns that plans could be added• Selling new plans to

existing equipment



Travel can be added to an agreement by selecting type• Visit• Distance• Zone

Plans/Packages• Set up in SVAP under

Initial Quote Status as “offered” will auto appear as accepted – green tick

• Plans can be accepted or declined

• Option to select multiple quantities



Selecting the drop down arrow will display the available plans and their details


Selling an Agreement in JDSC - Recap


Selling an Agreement in JDSC – Purchase Order

• The service agreement number is included on the purchase order

• This agreement will now appear in SVAP

Invoicing in EQUIP®


Management


Develop Plans


Dealer Agreement

Strategy

ActivationDeliver

Expiration

®®

®


JDSC Purchase Order Integration

There is an existing program for retrieving purchase order details from JDSC to create a corresponding MyDeal order to facilitate invoicing through the Multiple Stock Unit Sales Entry (MUSE) function

The below EQUIP® Enhancements have been applied to this program:

• Addition of a New Service Agreement tab

• Integration with SVAP to retrieve service agreement details

• Saving service agreement details against the MyDeal order created


MyDeal and MUSE



EQUIP® Service Agreement Maintenance and Invoicing


New Program


Activating Agreements


Management


Develop Plans


Dealer Agreement

Strategy

ActivationDeliver

Expiration

®®

®


Activating an Agreement

On the home screen, you will be able to see any plans that require activation in the Agreements quick link section.

Note: Plans set to Auto-Activate will not require this activation step:

• Activate On Invoice

• Activate on PO



In your Manage Dashboard, you can identify agreements with plans needing activation by the Inactive status.• Clicking Plans to Activate on the homepage will filter for inactive plans• Verify the agreement status in the left hand column is appropriate

• Dealers with Integrated DBS will only want to select Invoiced


Activating a Plan

• During activation, each job can be assigned to individual locations, notification dates/hours can be updated, and the equipment serial number can be updated.

• Once updates are complete, each job can be activated or the entire plan can be activated by selecting Activate all at the top of the page.

• Schedule date – can also be changed

• Machine serial number will auto-update

Managing Agreements


Management


Develop Plans


Dealer Agreement

Strategy

ActivationDeliver

Expiration

®®

®


Managing Agreements

• Manage Dashboard

• View by customer or machine

• Machine health jobs

• Agreement jobs

• Total plans

• Filters options

• Support plans and sessions


Managing Agreements – Manage Dashboard• The Manage in SVAP will

provide Machines/Customers with Jobs/Plans/alerts information based on quick view, group by, and user filtered settings.

• Color dots in New manage indicates the machine health or the jobs/plans which need immediate attention

• Jobs/Plan can be grouped by Machine or Customer. Quick view on the left hand side helps to quickly filter through different status of Jobs/Plans


Manage Dashboard – Filtering

Delivering jobs in SVAP and EQUIP®


Management


Develop Plans


Dealer Agreement

Strategy

ActivationDeliver

Expiration

®®

®


Deliver an Agreement – Service Admin Portal

• Most of the actions on the Jobs/plans can be performed right from the manage dashboard

• Clicking on the job name will navigate the user to the Job details

• Clicking on the Log WO on a job will direct the user to the WO/Completion details screen


Deliver an Agreement – Service Admin Portal

The Log WO screen will allow you to input information about the work performed. It is important to remember that the cost figures in the bottom right of this screen will be used in the SVAP Reporting section so providing more detail will ensure the most accurate reporting.

• If you have an integrated DBS, this page will fill out the information automatically upon completion of the work order in your DBS.

• Completing a work order in SVAP will not make financial entries in your DBS


Delivering Jobs in EQUIP®


Link to EQUIP® John Deere SVAP Integration Guide


Expert Alerts and DTCs EQUIP® Integration


Expert Alerts (What it is)

Expert Alert

ActionableSolutions

PrognosticsDiagnosticsAnalytics

TelematicsMachine

Data

A Solution to Machine Health

• System to deliver proactive notifications

• Maximize speed and quality of repair

• Drive action from dealer vs. customer

Alert Requirements

• Actionable Recommendations

• Reduce Diagnostic and Repair time

• Machine Down issues


Expert AlertsNotifications


Expert Alerts - SVAP Landing Page


How It Works - SVAP Homepage

The goal of High Expert Alerts should be to contact the customer immediately upon receiving the alert and complete necessary repairs within a week.

The goal of Critical Expert Alerts should be to contact the customer immediately upon receiving the alert and complete necessary repairs within a day


Expert Alerts

• Machine Health alerts (if enabled), including Critical and High Expert Alerts as well as DTC Alerts, or diagnostic trouble codes.

• Both Machine and Customer views are sorted according to a Machine Health Ranking score. This score is determined by the number and severity of alerts for a given machine or customer.


Expert Alerts

• To push a RO to EQUIP® for an expert alert, click “Push Job”, this will appear in EQUIP® as job type “alert”

• If the job has already been pushed down and a work order open, the option to view WO will be visible instead


Expert Alerts

• Customer Information

• Machine location

• Last known Machine Hours

• Warranty Information

• Machine last call in time

• Complaint and Correction details


Expert Alerts – View Machine Location

Clicking on the machine location icon will bring up a map with the location of the machine last call time.



• Alert gets pushed to Events Due tab in EQUIP®

• Job Type is “Alert”



• Includes Job Complaint and Job Correction details

• Complete RO


Expert Alert Job Completion

EQUIP® will send a LOG COMPLETION invoice notification to SVAP which will include the following information:

• Technician and labour postings/price

• Parts used and price

• Compliant and Correct description


Expert Alerts Job Completion

Alert now appears under “Pending Invoice or Completed Jobs”


Diagnostic Trouble Codes (DTC)

• DTCs are machine alerts generated when a fault condition occurs for a specific period of time.

• Click on the “view DTCs” and the DTC window will appear



DTCs are machine alerts generated when a fault condition occurs for a specific period of time.

DTCs are ranked according to the severity and potential hazard to the machine and/or operator, and are colour-coded based on risk:• Red – critical• Yellow – high• Blue – low/normal

DTCs can be filtered by checking the tickbox• Stop – immediate service is required; critical issue

exists that may cause machine to fail• Service alert – routine service is required• Info – no service is required; machine information

only



Create DTC job• Select DTCs that are required to

complete, then select “create DTC job”

Set All to Good• If DTCS have been resolved, click this

Report Nuisance• Click this fF DTC is deemed unnecessary

and a nuisance• It will be moved to the nuisance DTC

section• This reporting feature helps John Deere

identify low-value DTCs and improve alert process


Diagnostic Trouble Codes (DTC) – Send to RO

Send to RO

• This function will send job notification to EQUIP®

• LOG COMPLENTION details will be sent to SVAP once job is completed in EQUIP®

Log completion in SVAP

• There is functionality to also manually enter completion details

Expiration, Renewals and Reporting in SVAP/EQUIP®


Management


Develop Plans


Dealer Agreement

Strategy

ActivationDeliver

Expiration

®®

®


EQUIP® Reporting


Plans to Renew

• To view plans that are expired or ready for renewal, click on “Plans to Renew”• This will lists the plan that are expired or ready for renewal


Renewals

• Update plan information including agreed price, begin and end dates, and servicing location as needed.

• Click Renew, or Renew All if renewing several plans at once


Renewals

• Once agreement number is confirmed, go to EQUIP® to complete customer specific service agreement invoicing process


Agreement ReportingThe reporting section in SVAP will give you a dashboard view of agreement activity within your system.


Agreement Reporting

The Offered, Sold, and Activated line chart will give you the ability to see agreement sales activity for the past 12 months.• An Offer occurs anytime an agreement is accepted on a Quote or Offer for a customer• An agreement is considered Sold when the Quote is turned into a Purchase Order• Activation occurs when an agreement has been put in an active status through either

invoicing in an integrated DBS or by marking the agreement active within SVAP


Agreement Reporting

The revenue section will give you a few different ways to look at agreement revenue activity.

• The Revenue section will display the total revenue of all agreements that have been activated in the past 12 months. This information is broken out by recognized and deferred revenue to show what has been reported on your income statement to date.

• The Revenue Pipeline will show you when deferred revenue is expected to be claimed based on the due date of jobs where revenue has been deferred.

• The Sales Funnel will allow you to take the total dollars of agreements on offer sheets and convert, by percentage, the amount expected to become purchase orders and then the percentage of purchase orders that will become active agreements. This will allow you to estimate upcoming agreement sales based on offer sheets and historical sales information.


Agreement Reporting

The above charts will show the top selling packages and plans by quantity. In addition, you will have a pie chart showing the break down of the various types of plans you are selling and what percentage of total plan sales they make up.


Agreement Reporting

Clicking on any of the charts on the dashboard will drilldown further into the information and provide detailed reporting. There is a variety of ways that detailed reports can be filtered and sorted including by customer, location, salesperson, offering, etc. Detailed reporting can show agreements being offered and sold or agreement profitability.

• Detailed reports can also be exported to Excel for further manipulation.

Additional Resources


WalkMe – Available in SVAP

The Service Admin Portal is a John Deere web based application designed to be a single location to develop, manage and deliver value-added services that include:

• Sales Packages

• Support Agreement

• Subscriptions

• Service plans


Training and Resources

DealerPath > Information Technology > Applications > SVAP - Training

Available on DealerPath


SVAP Help and Training Website

Training Website:http://jdis.deere.com/jdis/sahelp2/docs/region4.html

Videos:http://jdis.deere.com/jdis/sahelp2/docs/region4/home/app-overview.html

Getting Started Workbook – Australia/New Zealandhttp://jdis.deere.com/jdis/sahelp2/docs/region4/AU-NZ_SVAP_EQUIP_IntegrationWorkshop_October2018.pdf

http://jdis.deere.com/jdis/sahelp2/docs/region4.html

http://jdis.deere.com/jdis/sahelp2/docs/region4/home/app-overview.html

http://jdis.deere.com/jdis/sahelp2/docs/region4/AU-NZ_SVAP_EQUIP_IntegrationWorkshop_October2018.pdf


Training WebsiteOverviews and Step-By-Step Instructions

• Use the left navigation plane to explore the reference sections or use the top search bar

• Results include overviews and step-by-step instructions for how to perform specific tasks in Service Admin


Video SeriesApplication Demonstration


Feedback

Support


Support

JDL Support

Installation & RolloutKirsty Coombs

Craig Scott

Post Go LiveProcess Support:

Kirsty Coombs

Technical Support:Support Center

Auto IT Support

Installation & RolloutDominic AlfonsiJono Sutherland

Post Go Live

[email protected]

New [email protected]

http://supportcenter.deere.com/dp

mailto:[email protected]

mailto:[email protected]

svap/equip® system integration · 2020. 11. 9. · equip® ad-hoc report. upgrade to equip® 2080....

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