CHECKING BOLS & POSTING RECEIPTS TO AMS (Sheet header: “Vehicle Release Authorization / Bill of Lading”=

BOL)

Writing Run # and Stock # on BOL

Function>Vehicle>Information

-pop up window Vehicle Search - Vehicle Information-

 Enter last 6 of vin

-pop up window Vehicle Information-
1) Click Activity tab, look left lower section
 “Current Owner of Vehicle” = no Lot # yet
 If Lot # is listed, write on BOL above barcode
o eg. G10
2) Click Inventory tab, find Stock # listed very top of right column.
 If no Stock #, will look Stock #:_______
 Handwrite Stock # under barcode
o eg.
G10 top right corner of BOL
|||||||
779210

3) Click Financial tab, find Pickup Fee - Red Carpet Off Lease under Description. Find handwritten Pickup Fee on bottom of
BOL.
o eg.

45 75 bottom right corner of BOL

5.60 toll 10 gas

 Proof numbers are correct, checkmark if good on bottom of BOL ( as shown in diagram above).
  If incorrect, circle on BOL and tell Betty
- charge can be added manually via Post, use Pickup Fee – Red Carpet Off Lease option

Adding Driver’s mileage to Inventory Management

AMS: Function>Vehicle>Inventory Management
-popup window Vehicle Search – Inventory Management-
 Enter Stock #, click Search or Enter
-popup window Inventory Management-

1) Click Vehicle tab and reference Odometer listing (center column, 3rd down)
2) Click Commercial tab and locate “Mileage at Pickup per Dealer:” (2nd column, 5th down)
 Compare this number to Odometer listing from Vehicle tab
 If mileage is lower than Vehicle tab, next compare Pickup per Dealer: to mileage handwritten on BOL by pickup
driver.
o If mileage written on BOL makes sense, list the driver’s mileage under Commercial tab for “Transport
Pickup Mileage” (found on left-side column).
o If dealer’s mileage is not okay, list Vehicle tab odometer value in Commercial tab for “Auction Confirmed
Mileage” and list driver’s mileage from BOL in “Transporter Pickup Mileage.” (Both found of left-side
column)
o If driver’s mileage written on BOL does not make sense, investigate to determine mistake. If none found,
can sometimes use Pickup per Dealer mileage.
**FM/repurchase/enterprise do NOT have per Pickup or per Dealer mileage under Commercial tab
3) Click Save (top middle banner)
4) Legal Sale? Popup – Ok
5) x to close window
6) if no receipts to be Posted, date stamp on top right of BOL (small space, may need to stamp sideways).

Posting Charges from BOL receipts to AMS

1) Click Charge button at top window banner

-popup window Vehicle Charges-

2) Enter VIN Last Six: from BOL unit
3) For gas receipts:
 Click Event: dropdown menu, select Fuel Fee (5th option down)
-popup window Select Sale Type-
Dropdown menu select:
 Ford Motor Credit – choose Consignment Sale (first option) (for Betty)
 Ford Motor Company – choose Ford Factory Sale (2nd option down) (for Sharon)
-popup window Select Department Code –
Dropdown menu select:
 0350 – Transportation (2nd option down)
For toll receipts:
 Select All Event from Events section of popup
 Click Event Group: dropdown, select Vehicle Transportation
 Click Event: dropdown menu, select Pickup Fee – Red Carpet Off Lease (7th option down)
-popup window Select Sale Type-
Dropdown menu select:
 Ford Motor Credit – choose Consignment Sale (first option) (for Betty)
 Ford Motor Company – choose Ford Factory Sale (2nd option down) (for Sharon)
-popup window Select Department Code –
 Dropdown menu select:
 0350 – Transportation (2nd option down)
4) Enter CAN#/BOL# into Comment: textbox (below Event: dropdown)
**for all receipts except gas, type charge type below CAN# (eg. toll, wipers, air)
5) Enter receipt amount in Amount: textbox (on right side of Vehicle Charges popup)
6) On BOL, circle total charge from receipt.
7) Click Post button (first option on top banner) to save
8) Checkmark next to circled total charge amount of receipt on BOL.
9) Repeat process, if needed
10) When all receipts are posted, date stamp BOL on top right.

No lot/run# = goes “To File” hanging folder on left side of cabinet behind Betty
Has lot/run # = give directly to Betty
FM units goes on top of Sharon’s file cabinet in office.