EBM Code setup for the "Stock" – Harley-Davidson Setup Guide

Modified on Fri, 06 Oct 2023 at 10:45 AM

1. General 

Setting the accurate Code type for the codes in the Report group "Stock" is important. For this report group, two Code types can be set:

  • Quantity – Units (the number of units in stock)
  • Amount  Amount (the monetary value of the bikes in stock) 

Image 1.1 illustrates the Code type settings that were configured for the Harley Davidson pilot client.

Image 1.1 

For the Harley-Davidson pilot customer EBM Code setup for the section "Stock" required the use of the following "Filter types":

  • Dimension 
  • Customer 
  • Entity state 
  • Age 

2. Stock: Dimension 

In order to accurately represent only the value of Harley Davidson motorcycles in stock, it was essential to set the Dimension MERKE (Make) for new Harley Davidson motorcycles (code lines ST1000 - ST1020) (see Image 2.1).

Image 2.1 

To set the Dimension MERKE (Make), simply click on the search icon in the Dimension column and then select the appropriate option from the available choices (Image 2.2).

Image 2.2

The next step is to choose the desired Dimension value from the provided list (Image 2.3):

Image 2.3

Under the "Dimensions" tab in Quick3, you have the capability to add any new Dimensions or Dimension values.


3. Stock: Entity state and Customer 

For the Harley Davidson pilot client, the EBM Code setup for the "Stock" section included all three types of Entity State: NY (New), BRUKT (Used), and DEMO. To configure settings for "Used Bikes", there is no need to set a Dimension since this code shall include all makes. To get all Used Entities in stock you must choose the correct Customer from the search list (see Image 3.1 and Image 3.2).


Image 3.1 

To choose the customer, click on the search icon in the Customer column (see arrow 1, Image 3.1) and select the customer on which the corresponding transactions are carried out.  In Image 3.1, we can observe the line of code ST1040.1 from the EBM Setup of the Harley Davidson pilot customer. This code is designed to display used bikes that are currently in stock within the 0-60 days range. To accomplish this, we need to enter the customer number or name in the search window and then select "Lager Brukt Kapitalvare" (Stock of used capital goods) from the list (Image 3.2). This way, the system will accurately represent the correct information for the EBM Report.  

Image 3.2  

For codes representing demo versions of bikes, similar settings must be configured for the corresponding Customer and Entity State, just as it was done for the used bikes. The correct customer associated with demo bike transactions should be selected from the search list ("Lager demokjøretøy" - Stock demo vehicle), and the appropriate Entity State "DEMO" should be set to accurately represent the demo bike information in the system (see Image 3.3): 

Image 3.3 

4. Stock: Age

The Age filter for the "Stock" section in the Harley Davidson pilot customer can be configured with the following options:

  • from 0 to 60 days
  • from 61 to 90 days
  • from 91 days and beyond (91+)

To set the Age value for new Harley Davidson bikes that have been in stock for more than 91 days, you should fill in the first column (Age from) with "91" and leave the second column (Age to) empty (see Image 4.1). This configuration will accurately capture the desired criterion for the Age filter. 

Image 4.1

Review the following articles about the settings of other Report groups: 

EBM Code setup for the "Sales" – Harley-Davidson Setup Guide

EBM Code setup for the "Service" – Harley-Davidson Setup Guide

EBM Code setup for the "Parts" – Harley-Davidson Setup Guide

EBM Code setup for the "Finance" – Harley-Davidson Setup Guide

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