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Archetype EQUIP

Equipment makers with dealer networks

25 functions in scope. 6 missing and 11 partial. Planned / not in the catalog yet (suggested by legacy F500 review) for those.

Example companies

Deere (S19); Caterpillar; Cummins; Paccar.

Source codes link to excerpts we read. Companies without a code are listed from general knowledge.

Closest Simca industry pages

Gaps for this archetype

Planned / not in the catalog yet (suggested by legacy F500 review).

Fit: C core candidate, E element candidate, X specialist: integrate or leave out.

IDFunctionStatusFitSuggested module
B11Customer-specific and contract price lists Partly in catalog Present partiallyCPRC: Pricing & Tax Rules
E04Extended warranty and protection plans Partly in catalog Present partiallyENew module (suggested): Warranty, protection plans and service contracts
E14Service-level and appointment-based support plans Gap MissingENew module (suggested): Warranty, protection plans and service contracts
L01Vehicle (VIN) inventory, deals and desking Gap MissingXNew module (suggested): Dealer management
L02Finance and insurance (F&I) products Gap MissingXNew module (suggested): Dealer management
L03Service lane: repair orders, technicians and flat-rate time Partly in catalog Present partiallyESVC: Service Businesses (repairs, work orders, rentals)
L04Parts counter, special orders and core charges Partly in catalog Present partiallyEINV: Inventory, Products & Purchasing
L05Manufacturer warranty claims and recalls Partly in catalog Present partiallyENew module (suggested): Warranty, protection plans and service contracts
L06Maintenance and repair contracts, extended service agreements Partly in catalog Present partiallyENew module (suggested): Warranty, protection plans and service contracts
L07Telematics and subscription services revenue Partly in catalog Present partiallyENew module (suggested): Subscriptions and recurring billing
L08Dealer wholesale and retail financing Gap MissingXNew module (suggested): Consumer credit and financing
Q05Preventive maintenance and work orders Partly in catalog Present partiallyESVC: Service Businesses (repairs, work orders, rentals)
Q06Field technician dispatch and mobile work Partly in catalog Present partiallyESVC: Service Businesses (repairs, work orders, rentals)
Q07Service-level agreements and contract entitlements Gap MissingESVC: Service Businesses (repairs, work orders, rentals)
Q08Equipment rental with meters and utilisation Partly in catalog Present partiallyESVC: Service Businesses (repairs, work orders, rentals)
R04Dedicated account teams and Pro desks Gap MissingECRM: Customers & Relationships
U22Credit applications and credit checks for trade accounts Partly in catalog Present partiallyECRM: Customers & Relationships

Functions already described in the planned catalog

IDFunctionStatusFitSuggested module
E05Product registration and serial number history Planned Present in catalogCINV: Inventory, Products & Purchasing
E06Repair intake and service tickets Planned Present in catalogCSVC: Service Businesses (repairs, work orders, rentals)
E08Tool and equipment rental Planned Present in catalogESVC: Service Businesses (repairs, work orders, rentals)
F04House accounts and trade credit (net terms) Planned Present in catalogCBK: Bookkeeping, Ledger & Accounting
N05Accounts receivable, aging and collections Planned Present in catalogCBK: Bookkeeping, Ledger & Accounting
N08Accruals, deferrals and revenue recognition Planned Present in catalogCBK: Bookkeeping, Ledger & Accounting
Q03Telematics and GPS tracking Planned Present in catalogCLOGI: Simca Logistics (overlay on the CONN supply network): Load Board, Dispatch, Reputation
R01Quotes, proposals and estimates Planned Present in catalogCTKT: Tickets, Orders & Order Types