17.3 Release Notes. Dealertrack DMS Job Aid. Revised: 08/09/2017

Transcription

1 17.3 Release Notes Dealertrack DMS Job Aid Revised: 08/09/2017

2 Introduction The Dealertrack 17.3 Release Notes are designed to notify you of recent software enhancements and help you navigate through new features and changes. The Dealertrack DMS 17.3 Release will be added to the Dealertrack DMS beginning August You will receive an notification letting you know the specific date your system will be upgraded. Our goal at Dealertrack is to provide our users with transparency and the best knowledge related to unlocking all of the benefits you can enjoy from using our product. Many of you have asked us to enhance our Release Notes by adding documentation related to our most recent developments within our DMS (in addition to the new functionality we traditionally describe in the Release Notes). To that end, we are pleased to provide you with a comprehensive list of successfully resolved cases that were brought to our attention by Dealertrack DMS users. We strive for continual improvement and thrive on the feedback our user community provides. We hope that providing you with this list of revisions to the DMS helps you utilize our DMS using best practices, and encourage you to continue our dialogue related to how our DMS can continue to meet your needs. Please contact the Dealertrack DMS Support Center at if you have any questions. Icon Key Time Security Money Compliance Workflow Data Integrity Revised: 08/09/2017 Page 1 of 11

3 Table of Contents Business Office General Ledger... 4 Transmitting your Wells Fargo Positive Pay has always been secure, now it s more secure using enhanced technology Payroll... 6 Updates to the Louisiana Unemployment Report help keep you state compliant Updates to the Missouri Unemployment Report help keep you state compliant You now have the option to Print Technician Time Detail on paystubs Parts Inventory and Invoicing... 8 You can now automatically update Quantity on Hand for your Yellow Pad parts during Partial or Perpetual part inventory Service Department Expanded Discount field in the Labor Profit Analysis Report provides data for a larger date range OEM Save time on your Chrysler Warranty submissions by submitting multiple Claim Types on one Repair Order Toyota is now accepting longer Labor Operation Code Descriptions Hyundai warranty claims with multiple lines now transmit more efficiently Case Maintenance Revised: 08/09/2017 Page 2 of 11

4 Business Office Business Office Dealertrack DMS 17.3 Release Notes Case Number Rebate Prints on the Cap Sheet. N/A Accessory Price line accepts negative dollar amounts The system will validate the designed tax group is active before applying to a deal. If the tax group is inactive, the system will move to the next highest ranked tax group When add to cost is deleted, the list will re-sequence allowing the user to build a deal and proceed to the recap screen. N/A New Service Contract type in the tax group screen allows users in Colorado to exclude warranties and maintenance agreements from State Tax. N/A Local Fees mapped to Route One to add the fees to the payment. Revised: 08/09/2017 Page 3 of 15

5 General Ledger General Ledger Dealertrack DMS 17.3 Release Notes New Features Transmitting your Wells Fargo Positive Pay has always been secure, now it s more secure using enhanced technology. Updates to the Positive Pay integration allows you to send your Wells Fargo Positive Pay file to your bank using Secure File Transfer Protocol (SFTP). Setup 1. Contact your Bank Relationship Manager to have the automatic transmission setup at the bank. 2. Once the bank setup is complete, back in the DMS, select Bank Accounts from the General Ledger Application Environment. 3. Select Change by the Wells Fargo bank account. 4. Enter through the Bank Account Definition screens until you reach the Positive Pay Definition screen. 5. Select the SFTP checkbox. 6. Update the Bank Format to WELLSF03S. 7. Enter your Security ID, then select Schedule Job. Revised: 08/09/2017 Page 4 of 11

6 General Ledger 8. The Positive Pay Schedule screen displays. Complete the screen as follows: a. Frequency Select Daily b. Time Select the Time the file should be sent (between 7:00PM and 4:00AM). c. Notification Address Enter the address of the person who should be notified when the file is sent. 9. Select OK to save your settings. Case Number Open Payables Total To Pay amount clears when the transaction posts. Revised: 08/09/2017 Page 5 of 11

7 Payroll and Personnel Management Payroll Dealertrack DMS 17.3 Release Notes New Features Updates to the Louisiana Unemployment Report help keep you state compliant. Download your Unemployment Report, then upload it to the state of Louisiana. The Louisiana Unemployment Report file now includes the standard form, Hourly Pay Rate Calculation, and the Employee Job Code. Report Setup 1. Verify each employee has a 6-digit Job Code. a. From the Payroll application menu, select Employees. b. Choose option Performance (11) by each employee. c. Enter the employees 6-digit Job Code, then select OK to save. 2. Run the State Unemployment Report as usual. 3. Upload State Unemployment Report per state guidelines. Updates to the Missouri Unemployment Report help keep you state compliant. The Unemployment Report for the state of Missouri now includes a Probationary Code. You now have the option to Print Technician Time Detail on paystubs. When the Technician Time Detail setting is selected, the technicians paycheck stubs will include the information below. Note: Technician Time Detail automatically defaults for dealerships with California state tax setups. Name of Employee and Last 4 of SSN Hourly Rates Pay Period Deductions Gross/Net Wages Earned Total Hours Revised: 08/09/2017 Page 6 of 11

8 Payroll and Personnel Management Setup 1. From Payroll Application Environment, select Payroll System Preferences. 2. Choose General System Setup. 3. Select Technician Time Detail, and then OK to save your changes. Case Number Payroll Register displays as negative or positive amounts as entered Mailing labels include terminated employees Excel Output Type reports all fields Payroll Deduction Codes set with % of T calculates based on the percentage of Gross minus taxes. Revised: 08/09/2017 Page 7 of 11

9 Parts Inventory and Invoicing Parts Inventory and Invoicing Dealertrack DMS 17.3 Release Notes New Features You can now automatically update Quantity on Hand for your Yellow Pad parts during Partial or Perpetual part inventory. When entering a Yellow Pad part to a partial/perpetual physical inventory, you have the option to update the quantity on hand. When Update Quantity On Hand is selected, the quantity on hand updates once the physical inventory is posted. If you do not want to update the quantity on hand, simply uncheck the Update Quantity On Hand checkbox. Note: Update Quantity On Hand only displays when performing a partial/perpetual physical inventory. Revised: 08/09/2017 Page 8 of 11

10 Parts Inventory and Invoicing Case Number Enter negative quantity on Parts Purchase Orders Parts kits reflect in Customer Values No Sales Tax Parts Quotes assigned to Tax Exempt Customers A plus sign (+) displays in Parts Transactions when there are multiple Bins assigned to the part Reuse Factory Return numbers once final part is posted. Revised: 08/09/2017 Page 9 of 11

11 Service Department Service Department Dealertrack DMS 17.3 Release Notes New Features Expanded Discount field in the Labor Profit Analysis Report provides data for a larger date range. The Discount field on the Labor Profit Analysis summary screen has been expanded to 7 characters to display larger amounts when running the report for longer periods of time. Case Number Service Fees add to repair orders when converting from an appointment. Revised: 08/09/2017 Page 10 of 11

12 OEM OEM Dealertrack DMS 17.3 Release Notes New Features Save time on your Chrysler Warranty submissions by submitting multiple Claim Types on one Repair Order. You can now submit one Repair Order with multiple Claim Types. When a Repair Order has multiple Claim Types, the 2 nd Claim Type is sent to Chrysler with a suffix to indicate a new Claim Type. For example, repair order has claim types W and S. When the repair order is sent to Chrysler claim type W will transfer as and claim type S will transfer as A. Toyota is now accepting longer Labor Operation Code Descriptions. Previously Toyota accepted up to 60 characters of the Labor Operation Description; they now accept up to 100 characters. No additional steps are required; however, you may now enter a more detailed description if desired. Hyundai warranty claims with multiple lines now transmit more efficiently. Multiple-line Hyundai warranty claims will now be transmitted with a suffix to indicate separate lines. For example, claim has 3 warranty lines. Line 1 will transfer as A, line 2 as B, and line 3 as C. Case Maintenance Case Number Warranty Claims clear when downloaded to Mercedes-Benz. Revised: 08/09/2017 Page 11 of 11