As long as it shows incompatibility of the program quotes when the estimated delivery date changes and rolls into a new program cycle/or the current one expires at least.
We definitely need to be able to have users be able to select an extended warranty period near year end. FYI - You can 'tweak' the claims programs by putting in a different start date (I put all of my 2022 programs to start 1/1/21 so my reps were able to select them).
On a seperate but related note, I was going to propose an idea to have CAT Finance Program Options as a new item in the "Manage Menu" in Model Admin. You could set up "Finance Specifications" and "Finance Rates Period's" the same way that Warranty and Preventative Maintenance Specifications and Periods are now. See attached screenshot to illustrate where it would be.
Families and Models could then have mapped data for the current CAT Finance program i-rates & terms applicable to the base models and machine families.
Joseph Abbas
As long as it shows incompatibility of the program quotes when the estimated delivery date changes and rolls into a new program cycle/or the current one expires at least.
David, I think that's a fantastic idea.
How about if the list of programs available are the only ones that apply according to the expected machine delivery date?
We definitely need to be able to have users be able to select an extended warranty period near year end. FYI - You can 'tweak' the claims programs by putting in a different start date (I put all of my 2022 programs to start 1/1/21 so my reps were able to select them).
On a seperate but related note, I was going to propose an idea to have CAT Finance Program Options as a new item in the "Manage Menu" in Model Admin. You could set up "Finance Specifications" and "Finance Rates Period's" the same way that Warranty and Preventative Maintenance Specifications and Periods are now. See attached screenshot to illustrate where it would be.
Families and Models could then have mapped data for the current CAT Finance program i-rates & terms applicable to the base models and machine families.
Thanks.
Would like to see this possibility with Extended Warranty Pricing as well.