As a CARSYNC user, you can now also historise the different correlations of your master data such as driver <-> vehicle, vehicle <-> cost centre, etc. We will show you in a few steps how to make changes to the master data correlation in CARSYNC ECO.
First you have to log in to our CARSYNC portal. To do this, use the e-mail address you selected for registration and the personal password as your individual access data.
2. Correlation of holder organisation
Now click on the "Fahrzeuge" tab in the left-hand side menu under "Mein Fuhrpark" and select the desired vehicle. Now click on the tab "Einstellungen" in the main menu of the vehicle.
Under the heading "Zuordnung" you can view the active assignments of your vehicle to the keeper organisation, service recipient organisation and user organisation. On the right-hand side of each correlation you will see a green clock symbol. If you click on the clock symbol of the respective correlation, e.g. as in our case "Halter Organisation", a new window opens.
If the active organisation correlation has changed, you can enter a new assignment to another holder organisation via the green button "Add".
You can select the current organisation via the drop-down menu "Name Organisation". In our example "Standort München(SM)". In the "Gültig ab" tab, enter the date from which the new holder organisation is to be active.
If you enter the "Gültig ab" date and then click on "Speichern", the current holder organisation changes to the status "Aktiv" in the view and the former holder organisation becomes "Inaktiv". You can also add further holder organisations via the "Hinzufügen" button - in our example, the location "Alzenau" was added. These will then also appear in the overview. Depending on the validity, as "Aktiv" or "Inaktiv".
Just as you can add new holder organisations, it is also possible to delete an organisation correlation. To do this, simply click on the red trash can symbol on the right-hand edge of the respective holder organisation column and then confirm the change by clicking on the "Speichern" button.
In the vehicle overview - "Einstellungen" or assignments tab - you can now view all created holder correlations (past and future) as soon as you click on the green clock next to the holder assignment.
NOTE: It is not possible to enter the same keeper organisation twice in succession.