Responsible to verify and confirm information in Case for MCO creationCredit approvalReview & application of marketing programsService history: service letters, oil sampling, and Dealer Product Support Search (DPSS) results. Identify service definitionsPSET and approvals
Verify the service case provides clarity on MCO & work order structure (PSET integration) to align scope / budget / schedule agreed to in quote
MCO and Work Order opening.
Provide Repair Planner visibility to any threats or risk to Finning discovered while researching service history, nature of repair, or other factors that disclose a potential of risk to the business
Review for Service Excellence Governance ensuring all commercial & service requirements are met prior to submitting service request