18.2 RELEASE NOTES DEALERTERACK DMS JOB AID. Revised: 4/03/2018

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1 18.2 RELEASE NOTES DEALERTERACK DMS JOB AID Revised: 4/03/2018

2 INTRODUCTION The Dealertrack 18.2 Release Notes are designed to notify you of recent software enhancements and help you navigate through new features and changes. The Dealertrack DMS 18.2 Release will be added to the Dealertrack DMS beginning April 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 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: 4/03/2018 Page 2 of 14

3 TABLE OF CONTENTS Business Office... 4 A new Optional Fee Table helps you keep compliant with the State of California General Ledger Payroll Parts A new enhancement helps to ensure billed freight charges and fees are collected when special orders are filled Save time processing BMW Motorcycle part orders with Supply Replenishment Dealer Service OEM Save time processing BMW Motorcycle part orders with Supply Replenishment Dealer Case Maintenance Revised: 4/03/2018 Page 3 of 14

4 BUSINESS OFFICE Business Office Dealertrack DMS 18.2 Release Notes New Features A new Optional Fee Table helps you keep compliant with the State of California. A California Improvement Fee Table has been added to calculate the new California DMV Improvement Fee. Setup 1. Create the California Improvement fee table. a. From Business Office Application Environment, select Optional Fee Tables. b. Choose California Improvement Fee Table. Revised: 4/03/2018 Page 4 of 14

5 BUSINESS OFFICE c. The California Improvement Fee Table definition screen displays. Select Add. d. Complete the screen as follows: Table Value - Enter the Vehicle Value. Fee - Enter the Registration Fee Amount. Revised: 4/03/2018 Page 5 of 14

6 BUSINESS OFFICE e. Enter all applicable values and fees to the table, then select OK to save. Select Cancel to return to the previous screen. Revised: 4/03/2018 Page 6 of 14

7 BUSINESS OFFICE 2. Assign the California Improvement Fee Table to the Lending Fee. Note: Please contact a Dealertrack DMS Forms representative to add a new fee if necessary. a. From Business Office Application Environment, select Lending Fees. b. The Lending Fee Definition screen displays, select Add. c. Complete the screen as follows: Description - Enter the fee Description. Include: - Select New and Used. Use Table - Choose California Improvement Fee Table. Global Fee Seq# - Select Registration (9). Fee Type - Choose Registration Fees (3). Income/Payable Account - Enter the applicable accounts. d. Select OK to save the new Lending Fee. 3. Assign the California Improvement Fee Table to a Lease Fee. Note: Please contact a Dealertrack DMS Forms representative to add a new fee if necessary. a. From Business Office Application Environment, select Lease Fees. b. The Lease Fee Definition screen displays, select Add. c. Complete the screen as described in step 2c. Revised: 4/03/2018 Page 7 of 14

8 BUSINESS OFFICE Case Number N/A Oregon Privilege tax populates when appropriate The Michigan Police Book Vehicle Acquisition Report sorts by Acquisition Date Credit life formula for American Republic Insurance in Alaska has been added The Michigan tax method updates the trade cap amount. N/A Georgia Payment tax includes Cash rolled over from inception CO# displays when entering car deals into Reflections. N/A CapitalizeSalesTax defaults to the DMS tax group when a deal is pushed from VIN Solutions using the Opentrack DealAdd/DealUpdate API. Revised: 4/03/2018 Page 8 of 14

9 GENERAL LEDGER General Ledger Dealertrack DMS 18.2 Release Notes Case Number The aged report displays the amounts in the aged columns when intercompany accounting is used. N/A Reformatted the Vendor and Charge Customer screen to display the information without the need to page up and down to view. N/A Open purchase orders can be sorted by date Clean duplicate customers with the customer merge function An account number that contains a hypen in the account can be added to the Transaction List report. N/A Vantive credit card integration is available on itrack Control and Reference default to the last 6 of the VIN on car deals when the account is controlled by the VIN6. N/A Entries continue to post if stores have an apostrophe in their name when using the Opentrack GLPost API. Revised: 4/03/2018 Page 9 of 14

10 PAYROLL Payroll Dealertrack DMS 18.2 Release Notes Case Number N/A The is ready for the 1 st quarter 2018 reporting The file for efiling Iowa W2 wages has been updated NJ SDI reporting correct values on W Employees that are FICA exempt do not display a YTD amount for FICA. Revised: 4/03/2018 Page 10 of 14

11 PARTS Parts Dealertrack DMS 18.2 Release Notes New Feature A new enhancement helps to ensure billed freight charges and fees are collected when special orders are filled. Counterpersons now have the option to hold freight and fee charges until the special order arrives. 1. Create a special order invoice. a. Add the special order part to the invoice. b. Add the freight charge or fee. Note: Percent fees cannot be placed on hold if a total is due. c. Select Hold Part (H) or (HP) by the freight charge or fee. The charge displays as HD (Held). Revised: 4/03/2018 Page 11 of 14

12 PARTS d. Close the invoice. 2. Order and receive the part using your normal process. 3. Retrieve and bill the special order using your normal process. The freight charges and fees automatically populates to the first retrieved invoice. o If the held fee is a percentage, the appropriate percentage populates each invoice accordingly. 4. Close the part invoice using your normal process. Save time processing BMW Motorcycle part orders with Supply Replenishment Dealer. Dealertrack DMS is pleased to announce our SRD integration with BMW Motorcycles. Please see the following article for additional information: Case Number The taxes and totals display and print correctly when there are multiple sale types on quotes Able to scroll through parts kit when multiple parts are assigned. Revised: 4/03/2018 Page 12 of 14

13 SERVICE Service Dealertrack DMS 18.2 Release Notes Case Number The RO Event Log repositions when additional buttons display in a repair order When a loaner vehicle is requested, it cannot be reserved if assigned during the same time frame. Revised: 4/03/2018 Page 13 of 14

14 OEM OEM Dealertrack DMS 18.2 Release Notes New Features Save time processing BMW Motorcycle part orders with Supply Replenishment Dealer. Dealertrack DMS is pleased to announce our SRD integration with BMW Motorcycles. Please see the following article for additional information: Case Maintenance Case Number Chrysler warranty sends a combination of the service writer employee number and the initials setup in Service Application Environment Unusual sales are no longer sent to Chrysler. Revised: 4/03/2018 Page 14 of 14