Term
Client Steps:
1) On -FI, go to the deal information screen (purchase or lease)
2) Go to the line for Trade Allowance
3) If the trade window does not open automatically, enter a 'W' to open it
4) Hit a period (.) then enter to get to the command line of the trade screen. Enter R1 then enter to remove all Trade 1 information then enter R2 to remove all Trade 2 information.
5) Recalculate the deal (key return at command prompt).
6) Book the deal so it can be finalized in FF.
Hint: You can use the prompt in SU>General Setups>Interface Updates:
4) Trade-in stock number deletion option (A=Always, N=Never or P=Prompt):
To determine whether the trade-in information will remain or be deleted if the trade is removed from the deal or the deal event is changed to one that does not update inventory.
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Definition
How do I remove a trade-in vehicle from a deal in FI? The deal may be prompting for trade vehicle information when there is no trade.
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Term
1. On the -FI account, run CSD (found under Setups (SU) or on the F&I Tools (FT) menu.)
2. Enter the Stock number to be cleared
3. Review the display to ensure this is the correct vehicle.
4. Review any messages that display.
5. Press F3 to clear the sold date and other data as indicated above from the unit.
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Definition
| How To: Run Clear Sold Date (CSD) on the F&I Account ???? |
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Term
First thing is to access the setups. To do this please do the following;
1) From the -FI account type in SU at function code and hit enter
2) Next Arrow down to Gross Profit Assumptions and hit enter
3) Then hit enter on the Finance Institution prompt.
4) At the code prompt enter in the bank code you wish to use (for example for Chrysler you may want to use CHRY) and hit enter
5) Next you will get message at the bottom of the screen. "That institution is not on file. Here you will hit F5 to add.
6) Your Cursor then will be on the prompt labelled "General" hit enter.
7) Next you will be in the Name Field window. On the line labelled Company type in the banks name hit enter for the system to accept then F3 to exit the window.
8) Next hit enter until your cursor resides on the "Address 1" line here Type in the street address and hit enter.
9) Next follow throught the prompting until all the banks information is entered in on the correct lines and hit F3 to save it.
10) Then hit return again. This brings you to back to the Finance Institution screen. Hit return 2 times to get to the Purchase Method Name. Unless the Banks are using a specific calculation method for insurance (You will need to check the other banks is using for that) arrow to and highlight the word "FEDERAL" and hit enter.
11)Next you will need to know what Finance reserve method code to choose. The bank should provide this to you. To display existing reserve methods hit "W" and this will open a window that shows all the valid reserve methods on your system. If an existing reserve method exists that the bank uses, arrow to the correct one highlight it and hit enter. If you do not know if any of the existing ones are correct you can look under the Reserve Calculation Methods setups.
12) If you need a new reserve added, please have a copy of the new reserve with examples on how its suppose to calculate.
13) At prompt 4 "Is this the default Purchase Institution" answer Y to make this the default (the one you see first when you access a purchase deal) or N to just make it apart of the bank list and hit enter.
14) Lastly, press period and hit enter to bring you to the bottom of the screen and hit F3 to save and exit this screen. Hit F3 two more times to save out of the setups and return back to the function code.
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Definition
How to add /create a new retail Finance Institution.?
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Term
Client steps:
For Purchases:
1. On -FI, enter function Setups (SU).
2. Select Purchase/Lease Setups.
3. Select Purchase
4. Select Global
5. Select Fee/Option Defaults
Once in the Fee setups, you can add or change existing fee labels, amounts, profit types, cost, etc. You can also hit an F at the command line on page 1 to setup the disclosure type for forms (this is currently used in California and Minnesota). Changes made in this setup screen will affect NEW purchase deals. Fees 9 and 10 are multi purpose fees and may be used as a fee or as a special fee type. Fee 9 may be a non-financed or prepaid fee and fee 10 can be used for Florida doc stamps.
For Leases:
1. On -FI, enter function SU (Setups)
2. Select Purchase/Lease Setups
3. Select Lease Setups
4. Select the Instituion
5. Select Institution calc method setups (changing for one calc method changes for all Lease Institutions using this method)
6. Select Fee/Options Defaults
Once in the Fee setups, you can add or change existing fee labels, amounts, profit types, cost, etc. You can also hit an F at the command line on page 1 to get to a 2nd page of fees. The disclosure types begin on page 3. Fee options for leases may be different types such as Annual (yearly), Initial (part of Amount due at start), Add to cap cost (added into Adj Cap cost and included in the monthly payment). Changes made in this setup screen will affect NEW lease deals.
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Definition
How do I add or change the default amount that pulls for a particular fee option in FI?
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Term
Order a New Form
Client Steps:
1. Have the catalog # and revision date of form you are requesting. (Note: This is normally located on one of the four corners of the form.)
2. ADP will search their National database to see if the form is available in the library. If the form is available, request is logged and client will be notified by phone or fax of the form number when it is loaded onto client system.
3. If form in not available in the library, client will need to provide 3 blank original forms for ADP to use to build the form.
4. Mail forms to the following address:
Chicago Region
ADP
1950 Hassell Road
Hoffman Estates, IL 60195
Attn: Forms Building Dept
5. Form Pricing
- Standard Form Prices - $150.00 per form
- Volume Discount Price of $120.00 per form on orders of 3 or more forms per request.
- Express Fee - Same Day Service available for $75.00 additional per form
Forms Adjustment Process
Client Steps:
1. Fax a printed example of the form with the problems noted. The fax should include the form number, the deal number, contact name at dealership for ADP to contact with questions and/or notify when complete.
Chicago Region Fax Number 847-490-2060
2. Form Adjustment Pricing
- Forms less than 30 days old - No Charge
- Forms order than 30 days - $75.00 per form
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Definition
| How to: Order new F&I forms or request adjustments ? |
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Term
There are taxes for Purchase and Leases in F&I - this will address both of these deal types.
Client Steps:
For Purchases:
1. On -FI, run function SU (Setups)
2. Select Purchase/Lease Setups
3. Select Puchase Setups
4. Select [GLOBAL]
5. Select Taxes
6. Select Tax 1
7. Change the Default Tax rate (%) on line 3 (also, if your using a variable tax table (line 2 = "2"), note the Tax Table name on line 3, then see "Variable Tax Table" below)
8. To include any of the Fee/Options, Insurances etc in the tax base go to the specific line and change "N" to a "Y". Or to exclude items FROM the tax base change "Y" to "N".
9. F3 all changes back to function code
Variable Tax Table setups:
If you are setup above with a variable tax table then you will need to update the following:
1.On -FI, run function SU (Setups)
2.Select Variable Tax Rates
3.Enter the Tax Table Name from #7 above or #8 below (If you do not know the tax table name, hit "W" and select the table that needs to be updated)
4.Select Display Tax Rates & note which rates will need to be changed, then F3
5.Select Add/Update Tax Rates
6.Use the arrow or enter key to get over to the rate column & update it with the proper rate, then F3
7.F3 all changes back to the function code
Please Note! Any changes made to the tax setups will impact ALL the Purchase finance institutions that are setup. New F&I deals will pull in the new tax percentage; whereas existing F&I deals will not change.
For Leases:
1. On -FI, run function SU (Setups)
2. Select Purchase/Lease Setups
3. Select Lease Setups
4. Select the Instituion (leases are done by each lease calculation method)
5. Select Institution calc method setups
6. Select Taxes
7. Select Lease Sales Tax
8. Change the Default Tax rate (%) in line 2 (also, if your using a variable tax table (line 2 "Tax Rate Option" =2), note the Tax Table Name on this line, then see "Variable Tax Table" above)
9. F3 all changes back to the function code
Please Note!! Any tax changes done for a specific calculation method will impact all Finance Institutions using that calculation method. New F&I deals will pull in the new tax percentage; whereas existing F&I deals will not change. |
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Definition
How to change sales tax setups in F&I. The rate and what is taxed?
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Term
Follow these steps to delete a unit:
1. on the VMA (-V) acount, run AU
2. Enter the production number that you want to delete
3. The vehicle information displays
4. at Function, enter D
5. Select one of the following options:
1 = Set to delete status
2 = Immediately delete
6. Messages display informing you that the unit was deleted or why it was not deleted.
Notes:
1. You can use Report Unit Transactions (RUT), on the Accounting (-A) account, to view information about the delete activity.
2. You can use CF, Information screen prompt 20: ADD UNITS: DISABLE DELETE COMMAND to disable the "D" command in AU. |
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Definition
| How to: Delete units in VMS AU ??? |
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Term
| VEHICLES record exists with different stock number |
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Definition
The client is entering a vehicle in VMS ADD-UNITS (AU) and is getting the error message: Stock # xxxx has the same serial number (where xxxx is the stock number being entered on the 'A'ccounting screen of AU).
What is the cause? |
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Term
CTA Steps:
1. Edit the VEHICLES record (this is VEHID being entered on the 'V'ehicles screen of AU)
Att 10 will be a different value than what the client is entering for stock number in AU. |
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Definition
The client is entering a vehicle in VMS ADD-UNITS (AU) and is getting the error message: Stock # xxxx has the same serial number (where xxxx is the stock number being entered on the 'A'ccounting screen of AU).
What are the CTA Troubleshooting Steps? |
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Term
Client Steps:
1. On -S, run function CUSTOMERS AND VEHICLES (CV)
2. Enter option VEH
3. Enter the Vehicle ID
4. Go to the line for Sticker Number and press the Delete key
5. Go to the line for Stock Number and press the Delete key
6. Press F3 to save the changes
7. Return to VMS and continue updates.
OR
1. On the -A account, run Add and Update Units (AUN)
2. Select the Add/update option
3. Enter the Stock number
4. Press F8 to go the the VEH screen
5. Go to the line for Sticker Number and press the Delete key
6. Go to the line for Stock Number and press the Delete key
7. Press F3 to save the changes
8. Return to VMS and continue updates. |
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Definition
The client is entering a vehicle in VMS ADD-UNITS (AU) and is getting the error message: Stock # xxxx has the same serial number (where xxxx is the stock number being entered on the 'A'ccounting screen of AU).
What are the resoulution Steps? |
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Term
Client Steps:
1. On -FI, recall the deal in function FINANCE & INSURANCE (FI)
2. On the Recall/Modification Screen, enter 'U'
3. Enter 'Y' to unwind the deal
4. Recall the unwound deal in function FI again
5. On the Recall/Modification Screen, enter 'CU'
6. This will copy the old deal to a new deal number. Take note of the new deal number
7. Key return to exit the old deal
8. Recall the new deal number and enter 'S' to save
NOTE: The original deal will still be in accounting and any posting adjustments required to remove the old deal should be made in accounting.
IMPORTANT: ADP no longer sets deals back to 'P'ending status from 'F'inalized status.
NOTE: There is a setup under Setups (SU), General Setups, Passwords where the client can allow access to adjusting 'F' status deals. This can also be passworded so that only select users can adjust an 'F' status deal. |
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Definition
How do I reopen an F&I deal so that it can be reworked? |
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Term
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Definition
true or false
The ADP Elite F&I system does NOT allow a finalized deal to be re-opened under the original deal number in order to allow adjustments and re-interfacing to Accounting. The user can Unwind the old deal number and have the system copy the old deal to a new deal number that can then be refinalized and reposted to Accounting. |
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Term
Client steps:
1) On -FI, enter function Update Dealership Personnel (UD)
2) Enter 1 for Add/Update an Employee
3) Enter the employee control number
4) Select General
In the field, Del Code:, there will be the letters DEL. |
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Definition
Client is in function Finalize FI (FF) and on one of the personel lines next to the employee number the error message, SET TO INACTIVE STATUS, displays. Example: 6) CLOSING MANAGER CM SET TO INACTIVE STATUS
What are the Troubleshooting Steps???? |
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Term
Client steps:
1) On -FI, enter function Update Dealership Personnel (UD)
2) Enter 1 for Add/Update an Employee
3) Enter the employee control number
4) Select General
5) Arrow down to Del Code:
6) Press the Delete key to remove the letters DEL
7) Press F3
8) Press X
9) Select Save and Exit
10) Enter the correct job class |
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Definition
Client is in function Finalize FI (FF) and on one of the personel lines next to the employee number the error message, SET TO INACTIVE STATUS, displays. Example: 6) CLOSING MANAGER CM SET TO INACTIVE STATUS
What are the Resolution Steps???? |
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Term
(Use these to help determine if this is the problem)
1. On -FI, run function LIST TEMPORARY DETAIL (TD)
The deals that did not post will display and at least one will have a status of 'Errors'.
(Follow these to fix the problem)
1. On -FI, run function FINALIZE FI (FF) on any deals from the Troubleshooting Steps that had a status of 'Errors' and correct any errors that are found in FF.
2. Run ED
3. Run TD to verify deals no longer display (i.e. deals posted) |
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Definition
The client has run FI End of Day (ED) but deals that were finalized that day did not post into accounting.
What steps do you take to fix the problem? |
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Term
1. On -FI, run function BUILD FORMS (BF).
2. Select option 2 to COPY FORMS.
3. Answer 'Y' to Copy to another F&I account (Y/N) ?
4. Enter the destination logon.
5. Enter the form number to be copied.
6. Answer 'Y' if it is the correct form.
7. Enter the new form number or key return to accept the same form number |
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Definition
How do I copy an FI form to another logon on the same system?
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Term
Accessing RSD:
Reset Deals (RSD) can be run by:
- entering RSD at the Function Code field
- selecting Reset Deals RSD from the F&I Tools (FT) menu
- selecting Reset Deals from the Setups (SU) option list.
Running RSD:
1. When you run RSD, it clears any deals that are no longer locked and
displays only those deals currently locked along with information about who
is currently working on the deal.
2. Select the deal or deals to be unlocked, then press F3 to display the Access
Options window.
3. Highlight the: Allow access to selected deals, option, then press Enter to
release the selected deals. |
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Definition
Client got message that deal is locked by another port and can be released in Reset Deals (RSD).
WHat are the resolution steps?? |
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Term
Client Steps:
1. On -FI, run function SETUPS (SU)
2. Select General Setups
3. Select Days to Retain Deals
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Definition
How do I change the default days to retain deals for the various status codes?
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Term
On -FI, run function FI
2. Enter 'R' to recall the F status deal
3. Enter the deal number
4. At command, enter 'U' for Unwind
5. Remember to make the proper adjustments in accounting for the postings
specific to this deal.
6. If you interface to Sales Management - also on -FI run function RV for the
same deal number. |
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Definition
| How do I unwind a finalized deal in F&I? |
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Term
1. From the MAINT account, run the Update User Profile (UUP) routine.
2. Select the Update option.
3. Enter the user.id for the user who is encountering the error message and press ENTER.
On servers before the SY828 release , the "Slave Type:" field, will be blank.
On servers on SY828 or greater, the AttachedPtr" field located on the second UUP screen (F7 key allows you to get to second screen) , will be blank. |
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Definition
User is logging in to the DMS using w.e.b.Suite views and when running the Finance & Insurance (FI) function, receives this message: "Before you will be able to print Impact forms, you must run function UF TRM to set up a forms printer. Press Enter to continue without forms printing."
What are troubleshooting steps to help determine if this is the problem??? |
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Term
1. From the MAINT account, run the Update User Profile (UUP) routine.
2. Select the Update option.
3. Enter the affected user.id. and press the ENTER key.
4. On servers prior to SY828 release, use the arrow key to navigate down to the "Slave Type:" field, and press the F1 key to display the various slave printer type options.
On servers on SY828 release or greater , press the F7 key to access the second UUP screen, navigate down to the "AttachedPtr" field, and press the F1 key to display the various slave printer type options.
5. Use the arrow key to navigate to the appropriate slave printer type and press the ENTER key to select the correct FI printer type the user is using.
6. Use the arrow key to navigate to the appropriate "SLAVE LPI setting and press the ENTER key to select the correct Lines Per Inch setting.
7. Use the arrow key to navigate to the appropriate "SLAVE CPI setting and press the ENTER key to select the correct Characters Per Inch setting.
8. Press the F3 key to save the user.id setups.
9. Press the F3 key to exit the Update routine.
10. Press the F3 key to exit the UUP routine.
11. The user can now log back onto w.e.b.Suite and at Function enter FI, and should now be taken into the FI menu without getting message to run TRM.
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Definition
User is logging in to the DMS using w.e.b.Suite views and when running the Finance & Insurance (FI) function, receives this message: "Before you will be able to print Impact forms, you must run function UF TRM to set up a forms printer. Press Enter to continue without forms printing."
How do you fix this problem?? |
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Term
Client steps:
1. On -FI, at function code, enter function LF (LIST FIELDS).
2. Select the field type(s) to print at the prompt:
3. Answer the printer prompts to choose where to output the report |
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Definition
How do I print off a list of fields in F&I to show what is available for forms and reports?
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Term
1. On -FI, run function SETUPS (SU)
2. Select General Setups
3. Select Number Assignments
4. On line 1, enter 'N' (Assign same number to quotes and deals)
This will open a window where the next quote and next deal number can be changed. |
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Definition
| How do I change the next assigned deal number in FI? |
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Term
1) On the -FI account, go into function SU.
2) Hit enter on Gross Profit Assumptions,
3) Arrow down to Commission plans and hit enter.
4) Either click on New to create a new plan, or click on Modify to modify a plan.
5) Make the appropriate changes to the plan, then click Save.
6) F3 out to save.
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Definition
| How to setup / modify a Commission Plan ?? |
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Term
Client does not want the Tax to calculate automatically and wants to flat in an amount. They need to override the amount it calculated. An example of this is a lease deal where the clients customer is from out of state and they need to include the sales tax on the lease.
1. Go into the Total Sales Tax Window and position cursor over the Tax Rate. Enter "\" and hit enter, at this point the word "FLAT" will come up and then the client will be able to enter the tax amount. This can be done on all lines displaying values in the tax window - purchase or lease deal. Once the change is made, say Y at the "correct" prompt and the tax window will close.
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Definition
| How to: Flat out Sales Tax ??? |
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Term
| Trade vehicles from FI are assigned status codes automatically by VMS End Of Day (ED). FI enters the trade vehicle into accounting/VMS without a status code. The client can either wait for VMS ED to run or can assign a status manually in VMS Add Units (AU). |
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Definition
When the client enters a trade on an F&I deal, the trade is not getting a status code of 'S' for in stock. How/when does this occur?
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Term
1) On -FI, run function Setups (SU)
2) Select Gross Profit Assumptions
3) Select Financial Institutions
4) Enter the code for the financial institution to be deleted
5) Press F2
6) Answer 'Y' to delete the financial institution
7) Answer 'Y' if you wish to remove the financial institution from the accounting logon
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Definition
| How do I delete obsolete financial institutions on the F&I account? |
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Term
CFRG (F&I Report Generator) is an optional product offered by ADP Car!nk available for use by the dealership sales (F&I) department.
CFRG provides dealership Management with complex reports of F&I deals. An easy user interface allows the user to select and sort on any of fifteen different categories on any range of dates. Reports generated with CFRG can be used for:
- Salesperson commissions
- Marketing feedback
- Many other business purposes
Dealer's interested in CFRG may do any of the following:
- Contact their local ADP Sales Representative.
- Call ADP Car!nk at 800-382-8199 (US only) or 305-630-1700 (Canada).
- Send an inquiry email to sales@carink.com
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Definition
What is the ADP Car!nk CFRG (F&I Report Generator) product?
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Term
1. The job codes in UPDATE DEALERSHIP PERSONNEL (UD) are used to designate the various job classifications. The following is a chart of the codes:
BC - BILLING CLERK
CM- CLOSING MANAGER
DC- DELIVER COORDINATOR
FI- F&I MANAGER
SM- SALES MANAGER
SP- SALESPERON
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Definition
| How to: Determine what are the personnel job codes? |
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Term
1. From the C (F&I CUSTOMER SCREEN), enter CO (Co-Buyer) at the FUNCTION prompt.
2. The cursor will then be positioned at the CO-BUYER number field.
3. At this prompt, enter a backslash (\) and then answer Y (yes) at the 'Remove Co-Buyer information (Y/N)? N' prompt. |
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Definition
| What procedure should be used to remove the co-buyer from a purchase or lease deal using ADP software release level AE7.0 (FI970B/FI975)? |
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Term
1. On -V logon, run function End of Day (ED)
NOTE: The ED function is located in the MAIN menu
It can also be setup in your Daily Job Stack on the -V logon. |
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Definition
| How to: run VMS End of Day |
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Term
1. On the -SL logon, run function Sales Month End (SMD)
NOTE: The SMD function is located in the Account Maintenance (AM) menu |
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Definition
| How to: run Sales Management month end ??? |
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Term
| The -FI account is interfaced to Sales Management and the lender code in FI-WIP <73> is either corrupt or (more likely) missing from the SLS-FINANCE-SALES file. It is possible that the file could be missing items as a result of an incomplete conversion process. If this is the case, the item id for the lender code will typically contain the wrong branch name. |
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Definition
Err: FINANCE SOURCE IS NOT SET UP, FINALIZE CANNOT PROCEED
What is causing this problem? |
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Term
| The fastest way to correct this problem is to simply re-file the lender code in SU (Setups); Gross Profit Assumptions; Financial Institutions. If further investigation indicates that the problem was caused by a conversion procedure, you may consider contacting the conversion team that was involved in the project so that they can evaluate the possiblitiy that other files may be corrupt and take appropriate measures to correct them. |
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Definition
Err: FINANCE SOURCE IS NOT SET UP, FINALIZE CANNOT PROCEED
What is the fastest resolution? |
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Term
1) Go to the -V account and into function code AU.
2) Enter in the stock number.
3)Go to the S (sales) screen and verify that there is a sold date on line # 1 and that the status is set to G for gone. If so, just type E to exit out of the screen. If either of these are missing, please fill them in. Just use today's date as the sold date, and file out.
4) Now, go to function VEH on the -S account.
5) Arrow down to the second line called Vehicle ID and enter in the last 8 digits of the VIN.
6) The vehicle information will populate. Arrow down to the STOCK # field and hit the delete key.
7) Arrow over to the STICKER # field and hit the delete key.
8) Make sure that the Stock # and Sticker # fields are empty.
9) F3 to exit out of the vehicle.
10) At the Service Functions menu hit E to exit the menu.
You have successfully removed the link between the old stock # and the VIN, so now you can go back into function AU on the -V account and stock in the correct stock #.
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Definition
| How to remove a vehicle out of inventory when they have a VMS logon. |
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Term
**ACCOUNTING**
1. -A logon
2. Function: UIS
3. Option: 2 = UPDATE CAR DESCRIPTION
4. Choose option to update MAKE or MODEL
5. Enter Make or Model Abbreviation to add
6. At prompt NEW ENTRY (Y/N)?, answer Y
7. Enter remaining information about the make and/or model as prompted
**SERVICE**
1. -S logon
2. Function: UDS
3. Choose option to update MAKE or MODEL
4. Enter Make or Model Abbreviation to add
5. At prompt NEW ENTRY (Y/N)?, answer Y
6. Enter remaining information about the make and/or model as prompted |
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Definition
| How to: Add new make or model abbreviation ?? |
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Term
1. On -FI, run fuction SETUPS (SU)
2. Select Gross Profit Assumptions
3. Select Financial Institutions
4. Enter the financial institution code you wish to update
5. Enter a period and press enter to go to the command prompt
6. Go to line 1 and press enter and answer 'Y' to update the name and address
7. Hit enter in the "General" menu item in the "Add/update Names - General" screen.
8. Update any necessary fields in the window
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Definition
| How do I update the name and address information for an F&I financial institution? |
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Term
Client Steps:
1. On -FI, run function UPDATE DEALERSHIP PERSONNEL (UD)
2. Select option 1 (1=ADD UPDATE AN EMPLOYEE)
3. Enter the salesperson control number
4. Enter in the information under the General Tab to add in the employee and F3 Save and Exit
5. At job class code enter in SP for sales person
There are other job classes as well:
SM= sales mgr
FI= fi mgr
BC= billing clerk
DC= delivery coordinator
CM= closing mgr |
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Definition
How do I add a salesperson if I have sales management installed?
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Term
1) In Drive, on either the left or right hand side of your screen, click on "LAUNCH FUNCTION"
2) Click on DMS connection.
3) Underneath "FUNCTION CODE" (in the blank area underneath it) just right click on your mouse.
4) Click "PRINT SETUP" from the menu.
5) Verify that the Device name is correct. It should say "GENERIC TEXT ONLY" or the name of the actual printer (ADP 6350, 7350, etc.).
6) Verify that "ALWAYS USE WINDOWS DEFAULT ON STARTUP" prompt is UNCHECKED.
7) Verify that under the Method of Printing is set to "PASSTHROUGH -SEND ALL DATA DIRECTLY TO THE PRINTER".
8) Verify that the Wait Time setup is set to zero seconds.
9) Click apply then OK.
10) Click on the green save disk in the upper left corner of screen.
11) Log completely out of ADP Drive.
12) Log back in and test. |
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Definition
How to setup the default impact printer for ADP Drive. You can use this KB for a 6350, 7350, or any ADP F&I slave printer.
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Term
ACCOUNTING
1. -A logon
2. Function: UIS
3. Option: 1 = DISPLAY CAR DESCRIPTION
4. Enter appropriate Make abbreviation or ALL
5. View the list of abbreviations
6. Model abbreviation entered above will NOT appear in the list
NOTE: At this point, client may see they were using the wrong abbreviation.
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Definition
Err. INVALID MODEL
What troubleshooting steps would you take in -A logon??? |
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Term
1. -S logon
2. Function: UDS
3. Option: 2 = MODEL
4. Enter Model abbreviation
5. If Model abbreviation is NOT on file, the NEW ENTRY (Y/N) prompt will appear
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Definition
Err. INVALID MODEL
What troubleshooting steps would you take in -S logon??? |
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Term
1. -A logon
2. Function: UIS
3. Option: 2 = UPDATE CAR DESCRIPTION
4. Choose option to update MAKE or MODEL
5. Enter Make or Model Abbreviation to add
6. At prompt NEW ENTRY (Y/N)?, answer Y
7. Enter remaining information about the make and/or model as prompted
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Definition
Err. INVALID MODEL
What steps would you take to fix the problem if in Accounting?
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Term
1. -S logon
2. Function: UDS
3. Choose option to update MAKE or MODEL
4. Enter Make or Model Abbreviation to add
5. At prompt NEW ENTRY (Y/N)?, answer Y
6. Enter remaining information about the make and/or model as prompted
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Definition
Err. INVALID MODEL
What steps would you take to fix the problem if in Service? |
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Term
Client Steps:
1. On -FI, recall the deal in function FINANCE & INSURANCE (FI)
2. On the Recall/Modification Screen, enter 'U'
3. Enter 'Y' to unwind the deal
4. Recall the unwound deal in function FI again
5. On the Recall/Modification Screen, enter 'CU'
6. This will copy the old deal to a new deal number. Take note of the new deal number
7. Key return to exit the old deal
8. Recall the new deal number and enter 'S' to save
NOTE: The original deal will still be in accounting and any posting adjustments required to remove the old deal should be made in accounting.
IMPORTANT: ADP no longer sets deals back to 'P'ending status from 'F'inalized status.
NOTE: There is a setup under Setups (SU), General Setups, Passwords where the client can allow access to adjusting 'F' status deals. This can also be passworded so that only select users can adjust an 'F' status deal. |
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Definition
| How do I reopen an F&I deal so that it can be reworked? |
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Term
1. Enter function Update User Profile (UUP) from the MAINT account.
2. Select Update from the toolbar.
3. At User ID: type the user you wish to modify and hit enter.
The information for that user will appear.
4. On Motorola (8200/8400/8800) or NGP (9200/9300) or Linux with no websuite:
Arrow-key down to the Accounts field and hit F6.
Now the list of accounts appears.
On Linux (9400/9500) :
Arrow-key down to the Accounts field and press F6. The list of available accounts display. On servers that are on SY821n or greater, instead of hitting F6, hit F5 and chose Customize Menu Functions .
5. Select the account (in this case MAINT) and hit enter.
6. REM is in the Utility functions so we need to select UF and hit F6 .
7. Select the REM and hit F3 four times to save this with the user-id.
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Definition
| How to add a specific function to an existing user id. For an example, we'll use the function Remote Logon (REM) from the MAINT account |
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Term
Client Steps:
1. On the -FI logon run FF (FI Finalize), enter the posting date, deal number, source journal, and the refer number.
2. Will receive this prompt on the screen similar to:
REFERENCE xxxxx IS ON FILE
DO YOU WISH TO CONTINUE?Y
Answer this with Y.
3. On the next screen, at ENTER FUNCTION? type in SB
(SB = Set Booked)
You will receive a message similar to: DEAL NO. xxxxx RESET TO BOOKED STATUS |
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Definition
How do you set deal back to BOOKED status after it has been finalized but before end of day has run?
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Term
1. Right-click on a w.e.b.Suite Terminal Emulator screen, and select Print Setup.
2. Click Change Printer, select the attached printer that was just set up for
Windows, and click OK.
3. Uncheck the Always Use Windows Default checkbox
4. Select the printing method:
For impact printers, select Passthrough, Send All Data Directly
For non-impact printers, select Windows API.
5. Click Apply, and then click OK.
6. Place a check in "Suppress Form Feed at End of job" (This will keep the rollers from spining after printjob completes.
7. Uncheck "Display Print Dialog box before each Print job" if the user does not want to be prompted which printer to use before each print job.
8. Save the configuration.
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Definition
| Client needs to set up a slave "impact" (dot matrix) printer for use in w.e.b.Suite |
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Term
. On -FI, ED SLS-SETUPS MONTH-END and take note of the following
Att 1 is current year
Att 2 is current month
Att 3 is post-ahead month
Att 4 is the internal date of last time MONTH END (MD) was run
2. On -AC, run Set Up Posting Calendar (AGMP) to determine the current accounting month (see KA 6345)
The current accounting month will be at least 1 month ahead of what was found in step 1. |
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Definition
Client is trying to run function FINALIZE FI (FF) and is getting an error message similar to: :MENU FF ACCOUNTING MONTH IS FEB SALES MONTH IS JAN PLEASE RUN MONTH END (AI SM MD) TO UPDATE SALES MANAGEMENT FILES
What are the troubleshooting steps?? |
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Term
On the the deal in question (make sure the deal is in a P Pending status prior to making changes), from the recall/modification screen perform the following steps;
1) Enter in P if deal is a Purchase or L of deal is a Lease deal. This will take you to the Purchase/Lease Information screen.
2) Here, look for the MBI window. This could be lableled Ext Serv Contact, Warrenty, or something similiar. There will be a dollar amount on the line. Go to that line and open up the window.
3) With the MBI window open, look at the "Limit in miles" line. This will be 0 (zero) or blank. This line needs to be filled in with the mileage limit the MBI contract is. For example say the contract is a 72 Mos 100000 mile plan. Then the Term is 72 and the Limit in Miles line is 100000.
4) Line 4 Beginning miles should be the actual miles on the vehicle at the time of sale.
5) The ending miles will calculate depending on what is entered in lines 4 and 5. If its Odometer, then the ending miles will be the same as the Mileage Limit. If its Incremental miles, then the line 3 Limit in miles will add to line 4 Beginning miles and will total on the Ending mileage line. |
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Definition
Err Ending mileage cannot be a negative number.
What are the resolution steps??? |
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Term
1. On the F&I account, run Setups (SU)
2. Select Gross Profit Assumptions
3. Select Reserve Calculation Methods
4. Choose New to enter in a new reserve. Choose Copy to copy a reseve method to a different name. Choose Delete to delete a method. Choose Table to either enter in, edit, copy, or delete an existing table. Choose Report for a report of all the existing Reserves that are set up.
5. Enter information for the method you want to setup. |
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Definition
| Client needs help setting up Reserve Calculation Method in F&I |
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Term
. On -FI, edit SLS-SETUPS MONTH-END
Att 5 will NOT be a null
NOTE: This indicates that MD was interrupted the last time it was run
IMPORTANT:
If attr 5 is equal to 1, then refer to KA 6755 for resolution steps.
If att 5 is greater then 1, refer to KA 6756 for resolution steps. |
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Definition
The client is trying to run FI MONTH END (MD) and is getting the error: MONTH END (AI SM MD) IS CURRENTLY IN PROCESS .
What are the troubleshooting steps?
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Term
1. On -FI, edit SLS-SETUPS MONTH-END
2. Null att 5
3. Have client rerun MD
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Definition
The client is trying to run FI MONTH END (MD) and is getting the error: MONTH END (AI SM MD) IS CURRENTLY IN PROCESS .
What are the Resolution steps? |
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Term
1. On -V, run function Model Line Information (ML)
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Definition
| How do I add a new model line to VMS? |
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Term
The System Administrator should p\rform the following steps to resolve issue;
1)On the Maint account enter in UUP and hit enter.
2)Hit enter on the "Update" function.
3)Enter in the UserID of the person you need to change
4)Hit F5
5)Hit enter on Appliction Global Options
6)Find the applicable -FI account, arrow to that and hit enter
7)Then UNTAG the DENY for the Sales managers or F&^I manager Desktop.
8)F3 out of the setups to save changes, Have the affected user log completely off and log back on so changes take affect. |
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Definition
How do I grant access to the Salesmanagers or FI managers desktop?
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Term
On the Accounting (-A) account, perform these steps:
1. Run Add and Update Units (AUN)
2. Select the Restock option from the menu bar
3. Enter the stock number
4. Review the informaton displayed and if this is the correct unit to be restocked, press F3 to remove stocking information from the unit and make is available for sale.
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Definition
Client wants to make a unit available for sale again For example when a unit (with the same stock number) was sold, traded in and is now being sold to another customer.
How do you restock? |
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Term
1. On the -FI account, run function AI (ACCOUNTING INTERFACE).
2. Select the SJ function (SET UP FI JOURNAL TEMPLATES).
3. Choose one of the following:
* Choose NEW to create a new journal template.
* Choose EDIT to retrieve an existing template in order to view or
change it.
* Choose COPY to save a copy of an existing template under an new name.
* Choose DELETE to permanently remove an existing template.
* Choose PRINT to print a summary or detail report of templates.
* Choose UTIL to access general system functions such as Electronic
Mail and help on the standard ADP user interface.
* Choose EXIT to exit the Set Up Journal function.
* Press F3 to exit out to the menu system.
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Definition
| How to: Setup, copy, and modify journal templates in FI. |
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Term
1. On ADP or MAINT, at function code run LIST PORT STATUS (LPS)
A port will be listed as being in FI-FINALIZE (FF)
User Menu Start Start Port
Port. Name.... Account Name.. Func Routine Name(s).... * Date. Time. Type tty.
6001 bob FES-FI FF FI-FINALIZE 02/12 08:10 NORM 6001 |
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Definition
The client is trying to run FI END OF DAY (ED) and it getting the error: END OF DAY CANNOT BE RUN WHILE 'FI-FINALIZE' IS RUNNING
What are the troubleshooting steps? |
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Term
1. On -FI, recall the deal in function Finance & Insurance (FI)
2. Enter 'P' to go to the purchase screen or 'L' to go to the lease screen depending upon the deal type
3. Go to the line for MBI and enter 'W' to open the window
NOTE: The line for MBI could be named other things such as 'Service Contract'
There will be a zero for the warranty term. |
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Definition
The client is booking a deal in FI and getting the error message: The following error(s) occurred while attempting to update Service: Term cannot be a negative number.
What are the troubleshooting steps? |
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Term
1. On -FI, recall the deal in function Finance & Insurance (FI)
2. Enter 'P' to go to the purchase screen or 'L' to go to the lease screen depending upon the deal type
3. Go to the line for MBI and enter 'W' to open the window
NOTE: The line for MBI could be named other things such as 'Service Contract'
4. Enter the correct value for warrant term
NOTE: If there is not a warranty sold on the deal, then the term should be null. This can be correctly long-term in SETUPS (SU) by nulling out the default of zero. |
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Definition
client is booking a deal in FI and getting the error message: The following error(s) occurred while attempting to update Service: Term cannot be a negative number.
What are the resolution steps? |
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Term
1. On the affected F&I account at function type in SU and hit enter.
2. Hit enter on General Setups.
3. Arrow down to Multiple Store Setups and hit enter.
4. Arrow over to Edit and hit enter.
5. Highlight the store you with to change and hit enter
6. Arrow down to line you'd like to change and make the necessary changes.
7. Hit F3 to exit out and save your changes. |
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Definition
How do I change Dealership name and/or address?
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Term
1. If client has VIN explosion, he can run Transfer Vin Descriptions (TVD) to update file with new information.
2. If client does not have VIN explosion, he can run Unit Inventory Setup (UIS), then select option 2 = Update Car Description. If it is a new MAKE, the make must be entered first. If they are adding a new model to an existing make, then they can just add the new model and model abbreviations.
Remind client to print the report from option 1, Display Car Description and circulate to the Service Dept so they are all using the same abbreviations.
Note: Service can also update this file from the Service function Update Vehicle Descriptions (UDS)
Information regarding these functions can be found in the Accounting Guide. |
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Definition
| How to: Update Model or Make Name or Abbreviation |
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Term
1) On -FI, run function SU
2) Select General Setups
3) Select Passwords
4) Enter the letters 'SEC' at the prompt "Enter password for the Password setup screen: "
5) This will display the passwords that have been setup including the password for the screen you are in "Password to this screen:"
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Definition
How do I determine the password that the client has setup to enter the password setups in function Setups (SU) on the -FI account?
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