Pinnacle Release Notes 2008/2

Transcription

1 Pinnacle Release Ntes 2008/2 These release ntes prvide infrmatin n the latest versin f the Pinewd Pinnacle prduct. The Pinnacle 2008/2 Release Ntes prvide infrmatin n the fllwing: General Smart Client Install Future Release Ntes `Remember Me` Optin CRM Enquiry Amendment CRM Map Link SMS Cunt Reprt Vehicles Vehicle Funding Deal Bk Exprt Amendments Invice Header by Type f Sale Dcument Uplad Enter Tax Invice at Adptin Stck Number Allcatin Screen Amendment Custmer Order Cpy Cpyright Pinewd Technlgies Plc 2008

2 Wrkshp WIP Reprting Displays Purchase Order Values Parts Check Main Supplier Parts Checking List Parts Returns Amendment Availability Pp Up Distributin - Pick Cntrl Search Distributin - Delivery Buttn Accunt Status Distributin - Pick Cntrl Authrisatin Distributin - Original Issue Price fr Parts Cllectins Custmer Orders via Web Parts Interface Surcharge Handling via Web Parts Interface Hub and Spke Better buy Parts Exceptinal Sales Distributin - Custmer Order Allcatin Distributin - Custmer Order - Internal Transfers Distributin - Crss Divisinal Accunting Parts Drill frm Valuatin Reprts Accunts Purchase Ledger Autmatic Tax Calculatin Sales Ledger Queried Transactins Divisin ID n Printed Dcuments Nminal Ledger Budgeting Sales Ledger Credit Card Receipts Franchise Integratin BMW IVS Infrmatin Frd Field Service Actin Integratin Hnda Parts Replenishment Prtn Parts Price Updates Renault Key Reader Renault Dialgys Renault PPU Enhancement Renault Stck Order Transmissin DAF Parts Price Cncessin Reprting e-gd Manners Interface Peuget CSI Cpyright Pinewd Technlgies Plc 2008

3 G e n e r a l Smart Client Install The 2008/2 release f Pinnacle requires an update t the sftware installed n yur Windws PC. When lgging in t the Pinnacle System a check will be made t see if this versin is installed n the lcal machine. If prmpted t, the user shuld click the link t install the Pinnacle Smart Client. The user must be lgged in using a Lcal Administratr Accunt n the PC fr the install t be successful. When prmpted please select Run t start the Smart Client install wizard. Once the wizard has been laded please click Next : Cpyright Pinewd Technlgies Plc 2008

4 Clicking Next again will start the installatin: Once the installatin has cmpleted please click Clse : Cpyright Pinewd Technlgies Plc 2008

5 Once the installatin has been cmpleted the user can lg back int the Pinnacle System as nrmal. Release Ntes The Release Ntes fr future Pinnacle Releases can nw be viewed within the Pinnacle System by selecting the Release Ntes side menu heading. Please nte that this will require Adbe Acrbat Reader t be installed n the lcal machine. This is a free dwnlad and can be installed frm `Remember Me` Optin When lgging int Pinnacle a Remember Me check bx has been added. This allws fr a users `User Name` t be remembered when lgging int the same Pinnacle URL n their PC. Cpyright Pinewd Technlgies Plc 2008

6 C R M Enquiry Amendment Functinality: This nw allws a search fr a custmer based n their frename. Prcess: This field can nly be searched n when used in cnjunctin with the existing Surname field. Validatin has been put in place t warn if nly the frename has been selected. Benefit: This ptin enables the use f frenames t enhance the CRM enquiry prcess. This enables yu t search fr Jhn Smith and nt just all the Smiths. CRM Map Link Functinality: It is nw pssible t link t the Micrsft live.cm mapping website frm the CRM recrd t view the custmers gegraphical lcatin. Prcess: The ptin within the Dealer Parameters must be switched n fr the map link t functin alng with the required URL in place When ging int a CRM recrd, in the main Custmer tab, if the map link is switched n the pst cde will be displayed as a hyperlink. Cpyright Pinewd Technlgies Plc 2008

7 Clicking n the link will pen up the hybrid map view f the lcatin assuming the pst cde is valid. Benefit: This ptin enables the user t see the custmer s lcatin. Useful fr cllecting vehicles. Cpyright Pinewd Technlgies Plc 2008

8 SMS Cunt Reprt Functinality: A new side menu item has been added t take the user t the SMS Cunt Reprt, which prvides reprting n SMS usage within the enterprise structure. Prcess: When selected yu will be presented with the search criteria fr the reprt. Depending upn yur user level, yu will be able t select relevant levels within the Cmpany Structure. After selecting a date range the reprt may be run The reprt results may be drilled int t see the next level depending n what level the reprt was run at. If the reprt was run at Enterprise level, the results will shw the ttal number f SMS messages sent fr the Cmpanies belnging t that Enterprise. If run at Cmpany level, the results will display ttals fr related divisins and if divisinal reprt is run the results will display branch ttals. If the reprt is run at branch level, the results will display ttal number f SMS messages sent by each user f the system acrss all departments. Drilling int the user ttals will display all f the messages sent including the date/time sent, custmer name and mbile number the message was sent t. Drilling int the custmer will take the user t the custmer recrd. Reprt run at Divisin level shwing ttals fr Branches: Drilled int branch level t see user ttals: Cpyright Pinewd Technlgies Plc 2008

9 Drilled int users t see details f messages sent: Once the user has drilled in at any level, they can mve back up the drill f results by clicking the Back icn. Benefit: This enables yu t see hw many SMS messages are being sent ver a date range and drill int t find the users and custmers the messages have been sent t. Cpyright Pinewd Technlgies Plc 2008

10 V e hi cles Vehicle Funding SETUP REQUIRED Functinality: The vehicle funding prcess has been written int Pinnacle t facilitate an up t-date psitin n used vehicle stck funding. We have added and pilted successfully a daily feed f funded vehicles t bth Black Hrse and Lmbard vehicle funding t allw yu t maintain the accurate status f yur new and used funded stck. Funding with ther finance huses can be facilitated by exprting the reprt and submitting this manually. Prcess: The submissin f data t the relevant finance huse is autmatically transmitted, subject t the vehicle stck card being marked as funded. We strngly recmmend the cnfiguratin is perfrmed with the assistance f ur implementatin team. Please cntract the Pinewd business develpment team if yu wish t investigate this. Benefit: Accurate stck reprting t yur finance huse with greater freedm t maintain yur wn stcking plans. Deal Bk Exprt Amendments Functinality: A change has been made t the existing Vehicle Deal Bk exprt. Prcess: The exprted file nw cntains the fllwing new fields: Debtr Balance, Creditr Balance prir t mnth end. Benefit: Extra fields n the exprt. Cpyright Pinewd Technlgies Plc 2008

11 Invice Headers by Type f Sale Functinality: The system nw allws an invice header t be linked t a Type f Sale (TOS). This allws differently branded business invice headers t be applied fr different custmers. Prcess: An invice header can be specified within the vehicle parameters, Type f Sale screen. Benefit: When a vehicle is inviced, if there is a specific invice header fr the TOS specified, it will be applied. If n specific invice header assigned t the TOS, the default invice header will be used. Dcument Uplad Functinality: A new tab has been added t the vehicle stck card called Vehicle Dcuments, selecting this tab will allw the user t uplad dcuments t the system that relate t the vehicle. Once upladed, these dcuments may be viewed and dwnladed. These dcuments can be the V5 registratin dcument, MOT certificates r appraisal dcuments. These can be saved as sn as the vehicle purchase rder has been created. Cpyright Pinewd Technlgies Plc 2008

12 Prcess: The screen is split int 2 sectins; a grid shwing the dcuments that have been upladed and a preview windw fr viewing the upladed dcuments. Selecting a dcument will lad it int the preview windw (if it is pssible t preview), duble clicking a dcument will allw the user t pen the dcument in its native applicatin, i.e. Adbe Acrbat, r allw the user t save the dcument lcally. Sme dcuments such as Micrsft Wrd/Excel dcuments cannt be previewed autmatically and will need t be pened using the MS applicatin. Mst image file frmats and PDF files can be previewed. T uplad a new dcument t a vehicle, yu need t click the Uplad Dc buttn and the fllwing windw will appear: Cpyright Pinewd Technlgies Plc 2008

13 A dcument name, categry and descriptin are required, ntes are ptinal. The lcatin f the file t uplad needs t be selected, clicking uplad will save the file t Pinnacle. Dcuments being upladed must nt exceed 2mb in size. Dcument categries may be cnfigured befre use. This can be dne within the vehicle parameters general screen. Once in the screen, click amend. A new buttn Dcument Categries will appear. Clicking the buttn will launch a new windw where categries can be managed. Duble clicking a categry will allw the user t edit the Categry name. Cpyright Pinewd Technlgies Plc 2008

14 Fr security reasns dcuments may nt be deleted nce they have been upladed, the details may hwever be amended i.e. Categry changed r ntes added. A user level f 99 exists against the delete buttn meaning it s a high level functin t delete dcuments if necessary. Benefit: Imprtant dcuments can nw be retained with the vehicle stck card. Enter Tax Invice at Adptin Functinality: When csts are being cnfirmed, if the vehicle is adpted yu will nw be asked if yu wish t pst a VAT invice. Prcess: When a new vehicle is brught int stck r if the csts are recnfirmed, shuld the vehicle be flagged as n cnsignment n then the belw pp up will appear. Cpyright Pinewd Technlgies Plc 2008

15 If yes is selected then the standard pst supplier tax invice rutine is fllwed. Csts can nw nt be recnfirmed unless the supplier tax invice has been reversed. Benefit: This will speed up prcessing f adpted vehicles int stck. Stck Number Allcatin Screen Amendment Functinality: The pp-up screen displaying the stck number when bringing new vehicles int stck has been changed. Prcess: The pp-up screen displaying the stck number when bringing new vehicles int stck has been remved if csts are then ging t be cnfirmed as the infrmatin is held n the subsequent screen. If csts are nt being cnfirmed, the stck number allcatin pp-up will still be displayed. Benefit: Less repetitin f infrmatin during cst cnfirmatin prcess. Custmer Order Cpy Functinality: As an enhancement t the vlume prcessing f new vehicles, it is nw pssible t cpy existing Custmer Orders and assciated Supplier Orders fr New vehicles. This will be f particular benefit fr fleet and cmmercial deals. Prcess: Fr this functinality t be enabled, the parameter t allw Multiple Supplier Orders must be set. This is held in the Vehicles, General Parameters screen. Cpyright Pinewd Technlgies Plc 2008

16 A new side menu item has been added t the Vehicle, Custmer Orders sectin; Cpy. Selecting Cpy frm the menu will present the screen t search fr the Custmer Order that is t be cpied. Enter the search criteria and click search. Select the rder t be cpied, the cpy custmer rder screen will appear. Enter number f cpies f the rder required (max 99) and click create. Cpyright Pinewd Technlgies Plc 2008

17 After clicking create, custmer rders and supplier rders will be created fr the amunt requested. The new custmer rders have been created with rder numbers similar t the riginal but with a suffix shwing that it is the 2 nd r 3 rd cpy f an rder. Supplier rders have als been created with similar rder numbers. Cpyright Pinewd Technlgies Plc 2008

18 When a custmer rder is cpied, all ptins, accessries, pre & pst VAT items are created n the subsequent rders that were n the riginal. A custmer rder cannt be cpied if it has supplementary invices against it. If the user attempts t cpy an rder that has supplementary invices a warning will be displayed. Depsits and part exchange details are nt cpied. Benefit: This significantly speeds up the prcessing f the mass purchase and sale f identical vehicles t the same custmer. Cpyright Pinewd Technlgies Plc 2008

19 W r k s h p WIP Reprting Displays Purchase Order Values Functinality: An amendment has been made t the fllwing wrk in prgress reprts t include receipted purchase rder items Summary Ttal Hurs and Parts Aged t hurs and Pars Reprt Prcess: Summary Reprt Amendment When a summary wrk in prgress reprt is generated, the system will nw include prduct grup infrmatin relating t purchase rders that have been received and are attached t pen wrkshp jbs. Ttal Hurs and Parts Reprt Amendment & Aged Ttal Hurs and Parts Reprt Amendment When the ttal hurs and parts wrk in prgress reprt is generated, the cst and retail fields will nw include parts and purchase rder values, and the prduct grup summary sectin f the reprt will nw cntain prduct grup infrmatin relating t purchase rders attached t pen wrkshp jbs. Benefit: The wrk in prgress reprting will nw include purchase rders that have been received. Cpyright Pinewd Technlgies Plc 2008

20 P arts Recmmended Stck Order - Check Main Supplier Functinality: An enhancement has been made t the parts recmmended rder prcess t supprt part recrds that are available frm multiple parts suppliers. Prcess: When a parts supplier is selected within the recmmended rder screen yu will receive the fllwing ppup:- If yu select the yes ptin, the system will nly cnsider parts where the supplier is marked as the main supplier fr that recrd fr recmmending t be rdered as per current rutine. Hwever if yu select n, then the system will cnsider any part n which the selected supplier has been applied in any f the 3 supplier fields. Having selected the n ptin, Pinnacle will check the supplier recrd t determine if the parts suggest rder qty needs t be amended t rder t the multiple f the UOP using the fllwing rules:- If the supplier selected is marked as the main supplier f the part recrd the system will calculate the rerder quantity t a multiple f the UOP as per current functinality. If the supplier is nt marked as the main supplier f the part the system will nt amended the recmmended rder quantity t the multiple f the UOP. Benefit: A recmmended rder can nw be run that will include parts where the supplier is nt the main supplier. Cpyright Pinewd Technlgies Plc 2008

21 Parts Checking List Functinality: The ability t print a list f parts displaying custmer rder infrmatin ahead f the parts being received int stck has been cmpleted. Prcess: Within the rder number search screen a new print buttn has been added. This buttn will be activated when a user selects a parts supplier rder t print the required checking list. This can be selected when either rder r receipt types have been selected. The print will cntain the fllwing infrmatin relating t the enquiries. Benefit: Enhanced reprting. Parts Returns Amendment Functinality: A change has been made t prevent the same part number being issued n a return mre than nce. Prcess: The system will nw prevent yu frm entering the same part number nt a parts return, if yu select a part number that has already been allcated t a return yu will receive the fllwing validatin warning. Cpyright Pinewd Technlgies Plc 2008

22 When yu clse the validatin warning, the system will remve the part number frm the part number details sectin f the screen. Yu can then select the part recrd that has already been allcated t the return and amend the quantity t return infrmatin. Benefit: Yu cannt duplicate part numbers n parts returns. Availability Pp-Up Functinality: The availability pp up has an additinal field Prcess: A new clumn has been added which shws the number f mnths passed since the last receipt f the part. Benefit: Yu can nw cnsider the ptential bslescence f parts befre deciding which site t request frm. Cpyright Pinewd Technlgies Plc 2008

23 Distributin - Pick Cntrl Search Functinality: Pick cntrl screen has an additinal field fr future runs Prcess: Within the Pick Cntrl screen a new filter has been added allwing fr Future Runs t be shwn: A change has als been made t ensure that Deleted and Disabled rutes and runs d nt appear in the related drp dwn bxes. Benefit: Future runs can nw be seen. Distributin - Delivery Buttn Accunt Status Functinality: An amendment t the current delivery rutine has been made when distributin has been activated. Prcess: When the deliver buttn is selected frm within the parts invice screen, the system carries ut an accunt status validatin as per the parts invice rutine, prmpting r preventing the user frm cntinuing with the prcess depending n the accunts status. Yu will be warned f the fllwing issues with the selected sales ledger accunt:- Accunt n Stp At this pint the system will prevent the user frm cntinuing with the prcess. Credit Limit exceeded The system will check if the credit limit f the selected accunt has been exceeded r will exceed with the value f the current invice infrmatin. If the accunt will exceed the credit limit the system will validate the sales ledger parameters. Cpyright Pinewd Technlgies Plc 2008

24 If the user has selected the prevent a sale if credit limit exceeded, the deliver buttn is greyed ut. Benefit: Accunt validatin at pint f delivery. Distributin Pick Cntrl Authrisatin Functinality: An amendment t the verify prcess has been made t carry ut an accunt status check t ensure the delivery can take place. Prcess: The prcess is the same as the delivery authrisatin check abve. Cpyright Pinewd Technlgies Plc 2008

25 Benefit: Accunt validatin within pick cntrl prir t delivery. Distributin Original Issue Price fr Parts Cllectins Functinality: An amendment t the parts cllectin prcess has been made. When yu select a delivery nte that is attached t an internal supplier fr return, the system will use the issue price f the riginal invice as the return price. Prcess: Once yu have verified the parts have been returned, the system will pst a nminal psting fr the required stck nminal cdes using the riginal invice price. Original Parts Receipt Psting Cpyright Pinewd Technlgies Plc 2008

26 Parts Cllectin Psting When the return is verified, the system will recalculate the average cst at bth lcatins. Benefit: Stck calculatin f average cst is cnsistent. Custmer Order Prcess via Parts Web Interface Functinality: It is nw pssible t present a parts sales ptin as part f yur editin web presence r as a link frm a third party web site. Prcess: If this ptin is f interest please cntact ur business develpment team. Benefit: This nline web parts rdering system allws trade custmers t place rders directly against yur stck. Surcharge Handling via Parts Web Interface Functinality: When a part recrd is selected frm the parts web interface if the part recrd cntains a surcharge value, the system will display t the custmer that the selected part recrd has a surcharge value attached. Cpyright Pinewd Technlgies Plc 2008

27 Prcess: When a part recrd is selected frm the parts web interface if the part recrd cntains a surcharge value, the system will display t the custmer that the selected part recrd has a surcharge value attached. If the custmer selects t add the part rder, the system will autmatically attach the surcharge part recrd that is assciated t the selected part recrd, with the matching quantity t the infrmatin entered n the main part recrd. The ability t edit r remve the surcharge part recrd is nt present t yur custmer. If the custmer edits the quantity assciated t the main part recrd, the system will autmatically update the quantity infrmatin assciated t the surcharge value. If the custmer remves the main part recrd frm the rder list, the system will autmatically remve the assciated surcharge part recrd frm the list. When the user prcesses the parts web rder bth part numbers are passed int Pinnacle fr prcessing. Benefit: Surcharge handling within the parts web interface. Cpyright Pinewd Technlgies Plc 2008

28 Hub & Spke Functinality: Hub ands spke prcessing allws parts t be surced frm selected internal departments. It is recmmended that assistance frm Pinewd is sught frm ur implementatins team when cnsidering this ptin. This ptin prvides the ability when generating a recmmended rder t check and suggest if any f the parts that have been generated n the rder, can be supplied frm excess stck at specified internal parts departments. This functinality is nly currently available when distributin is activated, as this prcess ties int internal supplier rder prcessing. Prcess: Hub and Spke Prcessing T activate hub and spke functinality the new parameter Hub and Spke Enabled available within parts parameters department details 1 shuld be enabled. The system will nly allw yu t activate this parameter, if distributin has been activated. Once Hub and Spke integratin has been activated, yu can enter the required parameter infrmatin. The Hub and Spke parameters can be fund under the parts parameter sectin f the system:- Cpyright Pinewd Technlgies Plc 2008

29 When yu select the hub and spke heading frm the side menu, yu are presented with the fllwing screen infrmatin:- The hub and spke parameters enable the user t determine by franchise if they are a hub r spke parts department, and then wh are there assciated hub and spke parts departments. T enter the departments settings yu will select the add buttn. When the user selects the add buttn they will receive the fllwing screen t enter the required infrmatin:- Cpyright Pinewd Technlgies Plc 2008

30 The franchise field will cntain all the parts franchises that are setup in the parameter details 2 screen. Once a franchise has been selected yu have the ability t determine if there parts department is a hub r a spke fr the franchise. Als within the parameter screen yu have the ability t enter a target chase uplift if required. This will increase the suggested rder value n a recmmended rder based n this uplift. If the dealership has an external better buy prcess yu can enter this infrmatin. If yu want t amend the infrmatin assciated t the entered department franchise infrmatin, yu can highlight the required rw frm the parameter screen. Cpyright Pinewd Technlgies Plc 2008

31 And then select the amend buttn. This will lad the franchise infrmatin where yu can amend the required infrmatin:- If yu attempt t amend the department type, where the select department is already assciated as a hub r spke at anther lcatin, the system prevents amendment f the department type infrmatin. T amend the department type, the department can nt be assciated t any ther hub and spke parameters. Once yu have cmpleted the required amendment yu can select the accept buttn t save the required changes. If yu wish t delete a required franchise frm the department list, yu can highlight the required franchise and select the delete buttn. If the franchise and department are nt attached t any ther parts departments hub and spke parameters the system will remve the franchise infrmatin frm the parameter screen. If the department and franchise are attached t anther parts departments hub and spke parameters, the system will prevent yu frm being able t delete the required supplier. Yu als have the ability t print the department / franchise parameter infrmatin if required by selecting the print buttn. Once yu have entered there department infrmatin relating t hub and spke, yu then have the ability t specify the required hub and spke departments that yu shuld check when prcessing a recmmended rder. T set up the required hub departments that the system shuld review yu will need t select the hub tab, when yu select this tab yu will be presented with the fllwing screen. Cpyright Pinewd Technlgies Plc 2008

32 The first thing t d is determine which franchise the hub departments are being set up fr, when yu select the franchise drp dwn, the system will present yu with a list f franchises assciated t the department parameters. Once this is selected yu have the ability t add an internal department by selecting the add buttn. When the add buttn is selected yu will receive the fllwing ppup:- At this pint yu can select the franchise that the required hub supplier relates t and then can select the required internal parts supplier that must be initially created within supplier maintenance. Once yu save the infrmatin, yu have the ability t enter what rank this department shuld be reviewed, by using the increase and decrease rank buttns within the parameter screen. Cpyright Pinewd Technlgies Plc 2008

33 The system will always check fr slw mving parts t be fulfilled at the highest rdered ranking hub department s when setting up the hub and spke parameters it is imprtant the crrect rdering is entered within the parameter screen. Yu have the ability t delete a hub supplier by highlighting the required supplier recrd and selecting the delete buttn. Yu als have the ability t print the hub parameters if required. If yu want t enter yur spke parts departments, yu can select the spke tab. If yu have created the department as a spke department the system will grey ut the spke tab, as spke parts departments can nly rder frm parts departments set up as hub departments. If the department is set up as a hub department, when yu select the spke tab yu will be taken t the fllwing screen. This screen wrks in the same way as the hub tab with the same functinality. Once the parameters have been created, when yu generate a recmmended rder fr the main supplier fr a franchise yu have created in the hub and spke parameters the system will view t see if the parts that appear n this rder can be surced frm slw mving parts at any f the hub and spke parts departments yu have entered in parameters t review. If there are any parts yu will receive the fllwing validatin warning when the recmmended rder is generated:- Cpyright Pinewd Technlgies Plc 2008

34 If yu select the n ptin the system will place all the parts n the supplier recmmended rder. If yu select the yes ptin the system will display the fllwing ppup t the user:- The system calculates this infrmatin based n the fllwing rules:- The fllwing prcess steps and rules shuld be applied t prduce the list f recmmended suppliers and supplied quantities t be displayed in the Hub and Spke Excess Stck Surcing screen. The prcess refers t the prcess step labelled Can any parts be surced frm excess at H&S sites?. Select all Hubs and Spkes setup in the departments hub and spke parameter screen with crrespnding franchises t that currently being wrked upn Order the selected Hubs and Spkes by rank, placing all hubs abve spkes Check if the part number is marked as excess stck (slw mving) n the first related department n the list Cpyright Pinewd Technlgies Plc 2008

35 If the part is marked as excess check if the recmmended rder quantity can be fulfilled If the quantity can be fulfilled then select the department fr the supplier f the part number and rder the required quantity If the quantity cannt be fulfilled then select the next supplier n the list and cmplete steps 3, 4, and 5 until a supplier that can fulfil the required rder quantity is fund r until yu reach the end f the list If the end f the list is reached then g back thrugh the list in rder and select the first supplier where the part is marked as excess and that can supply a quantity greater than zer If the end f the list is reached again the part recrd shuld nt be added t the list f parts available fr supply by related hubs and spkes and shuld remain n the recmmended rder list At the end f cnsidering all parts fr hub and spke supply that are listed n the recmmended rder, if the list is empty the Review excess stck? ppup shuld nt be displayed. T Prcess the rders int uncnfirmed supplier rders, yu can select all the items t be rdered internally r amend the quantity if required s the remaining quantity will remain n the recmmended rder, this is carried ut by selecting r deselecting the rder field. Once yu are happy with the required infrmatin, select the accept buttn, which will cmplete the recmmended rder prcess. The system has als created uncnfirmed supplier rders fr the infrmatin selecting t be rdered internally frm the hub and spke prcess. Cpyright Pinewd Technlgies Plc 2008

36 Benefit: Ordering f parts frm internal suppliers befre purchasing parts frm yu franchise. Better Buy Functinality: The ability t stre a better buy parts file against a parts supplier, and then cmpare parts pricing against any pen supplier rder r t cmpare pricing when a recmmended rder is generated fr a main supplier t see if the parts can be surced at a cheaper price, than the price generated n the recmmended rder, r pen supplier rder. This is especially useful with the Frd franchise. Prcess: Once activated. There is a new parameter within the department details 2 tab called Cmpetitive Parts Categry. This parameter enables yu t select a categry that has already been created within the categry parameters t identify cmpetitive parts. When generating better buy rders, the system will then always place parts that cntain this categry at the tp f the list. Better buy Integratin Parameter Setup Within the parts mdule yu can select parts, maintenance, manufacturer. Cpyright Pinewd Technlgies Plc 2008

37 Once selected a tab called better buy will be present fr the user t select. When yu select this tab yu are presented with the valid ptins available within the better buy integratin. T set up the valid better buy parts supplier recrds, and uplad the required suppliers price file yu will need t select the better buy suppliers heading. Having selected this heading the system will present yu with the fllwing screen infrmatin. T create a new better buy supplier yu will need t select the add buttn, nce dne yu are presented with the ability t search and select a valid parts supplier frm the list f created parts suppliers fr the selected parts department. Cpyright Pinewd Technlgies Plc 2008

38 Once a supplier recrd has been selected yu have the ability t identify if the imprt file received frm the selected supplier includes a header recrd, if the header n imprt ptin is selected fr a supplier the first line n the file is ignred when prcessing the price file against a part rders. Once yu have created a better buy supplier this supplier infrmatin is displayed within the better buy supplier screen. The ability t amend a better buy supplier is available by highlighting the required supplier and selected the amend buttn. When yu select t amend a better buy supplier recrd yu will receive the fllwing screen:- The nly infrmatin available fr yu t amend at this stage is the header n imprt infrmatin. T imprt a better buy file yu can either highlight the required supplier recrd and select the imprt buttn, r duble click n the required supplier. When yu select this ptin they are presented with the fllwing screen:- The yu have the ability t brwse nt the users machine r netwrk and select the required supplier price file. Cpyright Pinewd Technlgies Plc 2008

39 The supplier price file needs t be a tab delimited file cntaining the fllwing infrmatin:- Header Recrd if required. Part Number Purchase Price When imprting the file, the system checks t ensure the frmat f file is crrect. If the file is in the crrect frmat the system will save file against the selected parts supplier. If the selected file is nt in the crrect frmat, the system will present the fllwing validatin warning:- At this pint the file will need t be reviewed t ensure that the file frmat is crrect. T delete a supplier recrd frm the list f suppliers if required, yu can highlight the required supplier and select the delete buttn. Better buy Order Prcessing The better buy rder prcessing ptin allws yu t review any pen supplier rders fr any part recrds attached t the rder that have nt already been prcessed via the better buy prcess t see if any f the part recrds n the supplier rder can be supplied cheaper by a better buy supplier. T review the pen supplier rders yu will duble click n the prcess rder prcessing ptin. If there is any existing better buy rders pen the user will be presented with the fllwing message:- Cpyright Pinewd Technlgies Plc 2008

40 If yu select the view ptin yu will be taken t the existing better buy rders screen. If yu select the create ptin the system will review all pen supplier rders and generate any new better buy rders fr review. If there are n current better buy rders the system will autmatically check fr any new better buy rders. Once the system has generated better buy rders, yu will be taken t the prcessing screen t review the generated better buy rders:- The system will display all the suppliers that cntain suggested better buy rders in the supplier drpdwn:- Once a part has been marked as being under better buy review the riginal supplier rder is placed n hld until the rder is prcessed. Once yu have selected a supplier yu have the ability t print a list f parts t send t the better buy supplier, r yu can the list t supplier. If yu select the ptin yu will receive the fllwing ptin t enter the required address infrmatin int:- When yu send an , the recipient will receive an with a csv attachment cntain the rder infrmatin. If the supplier can prvide the required parts yu can select the rder buttn. When yu select the rder buttn, the system will generate a cnfirmed supplier rder fr the required parts, and remve the items rdered frm the riginal supplier rder, this als then clears the link t the main supplier rder s the remaining parts can be rdered frm the riginal supplier. Cpyright Pinewd Technlgies Plc 2008

41 If a supplier can nt supply a part n the list, yu can highlight the required part recrd and select the can t supply buttn, the system will then check if the part number can be supplied by anther better buy cheaper than the price attached t the supplier rder. If there is anther available better buy supplier yu will receive the fllwing message:- If yu select the yes ptin, the part number will be remved frm the current better buy rder and will be placed nt the next cheapest suppler, if yu select the n ptin, the part will be remved frm the better buy rder and will remain n its riginal supplier rder. At this pint this part will als be placed nt the exceptins reprt fr review. If yu select the can t supply ptin and there are n ther better buy suppliers wh can supply the part recrd yu will receive the fllwing message:- If yu say n t cntinue yu will be returned t the screen t surce frm the current better buy supplier. If yu select the yes ptin the part recrd will be remved frm the better buy supplier, and will remain n the riginal supplier rder. The part will als then be placed nt the exceptins reprt. Exceptin Reprting If yu select the exceptin reprt heading yu will be taken t the fllwing screen:- Cpyright Pinewd Technlgies Plc 2008

42 This reprt prvides by date range and by all r specific supplier a list f parts that have been suggested t rder better buy, but have been marked as can t supply and have been rdered frm the riginal supplier rder. This reprt will display the cst price the parts have been rdered at, and the price frm the better buy suppliers file. The system will then display the difference saving that wuld have been made if the parts had been rdered frm the better buy supplier. The system prvides the ability t print r dwnlad this reprt. Benefit: Better buy parts surcing. Parts Exceptinal Sales Functinality: It is nw pssible t flag a parts lst sale as an exceptinal sale. Prcess: When prcessing a parts invice r wrkshp issue, if the exceptinal sales ptin is selected, the system will nt update the sales histry cunt fr the selected part number, this will then prevent this sale frm effecting the recmmended re-rder calculatin. Benefit: Exceptinal sales will nt have an impact n the parts recmmended rder calculatin. Distributin - Custmer Order Allcatin t Supplier Enhancement Functinality: An enhancement has been made t make transfers f parts between different accunting businesses. Prcess: Yu will be able t indicate a number f parts t be rdered fr a specific rder type. When the screen is then accepted the ability t select a supplier t surce the selected parts is available. When a supplier is Cpyright Pinewd Technlgies Plc 2008

43 selected, the system will prvide the user the ability t generate a new supplier rder, r amend an existing supplier rder. If the selected supplier is an internal parts supplier, the system will autmatically generate the internal parts request when the custmer rder is prcessed. Benefit: Custmer rders t internal suppliers will autmatically be generated fr internal parts requests as part f the custmer rder prcess. Distributin - Custmer Orders Internal Transfers Functinality: An amendment t the internal parts transfer prcess rutine has been made. When a new request is received the system will nw place all these requests int the internal transfers tab within the custmer rder screen. Frm this screen the ability t reserve, rder, r decline the request is available. Prcess: If the parts are reserved, this infrmatin will be passed int pick cntrl t enable the picking list t be generated and the parts picked and verified. If the parts are selected t be rdered, the infrmatin will be passed int the allcate rders sectin f custmer rders t enable the parts t be surced. If the parts line is declined, the infrmatin will be returned t the requesting site and will appear within the supplier rder exceptins reprt fr review. Benefit: Enhanced custmer rders. Distributin Crss Divisin Accunting Functinality: When receiving internal parts relating t an internal parts supplier, where the parts department attached t the supplier is nt within the same accunting divisin, the system will nw autmatically create a purchase ledger invice transactin marked as apprved at the pint f receipt. Prcess: When receiving the parts int stck, the system will check the tax categry assciated t the supplier recrd is marked as internal. If the categry is nt marked as internal, the system will receive the parts int stck as an external supplier and generate GRNI entries t be manually prcessed when the invice is received by the accunts team. If parts have been cllected via the cllectins and returns prcess, at the pint f cnfirmatin f the part being received, where the parts department attached t the riginal request fr the cllectin is nt within the same Cpyright Pinewd Technlgies Plc 2008

44 accunt divisin as the receiving site, the system will nw autmatically create a purchase ledger credit nte transactin marked as apprved. Benefit: Autmatic invice psting saving the need t pst invices frm GRNI fr internal transfers. Parts Drill frm Valuatin Reprts Functinality: The ability t view individual part recrds when reviewing the parts valuatin reprt has been added. Prcess: Once the required valuatin reprt has been generated, the ability t duble click nt a specific part recrd has been added. When yu duble click nt a part recrd the system will lad the part recrd infrmatin int a ppup where yu can review the required part recrds infrmatin. Benefit: Yu can nw investigate parts within the valuatin reprts. Cpyright Pinewd Technlgies Plc 2008

45 Ac c u n t s Purchase Ledger Autmatic Tax Calculatin Functinality: Yu nw have the ptin t have the system suggest a VAT value f a purchase ledger invice using the standard VAT value when psting purchase ledger invices. Prcess: Within purchase ledger parameters select the transactin parameters tab. There is nw a tick bx labelled Autmatic Tax Calculatin. If yu click this when purchase ledger invices are psted the tax value will be calculated when yu select the tax bx. Benefit: Autmatic tax calculatin n purchase ledger invices. It remains the respnsibility f the business t crrectly enter Input VAT. Sales Ledger Queried Transactins Functinality: Enhancements have been made t the registering and reprting f queried sales ledger transactins. The changes affect the sales ledger enquiry and reprting functins. Prcess: Sales Ledger Enquiry The Surce buttn has been remved frm the sales ledger enquiry screen. The details frmerly displayed in this ppup are nw available via the Drill buttn. Select a transactin, and then select the Narrative buttn. A field has been added t the ppup in the frm f a tick bx labelled Queried Transactin. When the bx is checked it will indicate that the transactin is under query by the custmer. The bx will remain checked, and therefre the transactin retains its status f queried, until the tick is remved manually r the invice is paid. A number f narratives may be entered between the time the transactin is set as queried and when the query is reslved. The narratives will be displayed in the mst recent first rder, and will retain the queried status at the pint f each narrative entry. Cpyright Pinewd Technlgies Plc 2008

46 Sales Ledger Reprting A new tab has been added t the sales ledger reprting functin labelled Queried Transactins. The reprting functin will prvide bth printed reprts and CSV exprts. The reprt can be generated frm a cmbinatin f the fllwing selectin criteria fields and will shw the invice date, date f query and the number f days in a queried state. Upn generatin f the reprt yu can perfrm the fllwing actins. Duble click n a transactin t generate the Drill ppup in the same manner as the sales ledger enquiry screen. Highlight a transactin and select the Narrative buttn. This will present the narrative ppup in the same manner as the sales ledger enquiry and allw the user t view / add narrative histry. Print the reprt. Cpyright Pinewd Technlgies Plc 2008

47 The exprt f the reprt is as a CSV file. Benefit: A list f queried sales ledger items can nw be maintained within the accunt. Divisin Number ID n Printed Dcuments Functinality: Fr multi site businesses an enhancement has been added t include a unique divisin ID n a range f dcuments prduced via the system. Prcess: Select Nminal Ledger Parameters, select the Cmpany Structure tab, select a Divisin. A new field has been added labelled Divisin Dcument cde. This field has been restricted t 5 alpha numeric characters and must be unique in the enterprise. The fllwing ppup will be displayed if the value exists in anther divisin within the enterprise. Once set, this cde will appear n the fllwing printed dcuments. Wrkshp Invice / Credit Nte Parts Invice / Credit Nte Sales Ledger Sundry Invice Sales Ledger Statement Purchase Ledger Remittance Purchase Ledger Cheque Purchase Order Vehicle Qute, Custmer Order and Invice Vehicle Depsit Benefit: Ability t trace certain printed dcuments by divisin ID. Cpyright Pinewd Technlgies Plc 2008

48 Nminal Ledger Budgeting Functinality: A new functin has been created t manage the creatin and amendment f budget values against psting nminal ledger cdes. Prcess: Nminal Ledger Budgeting The budgeting functin can be accessed via the new Budgeting side menu ptin within the nminal ledger. Yu can generate a view based n the criteria pane fields. The Financial Year will default t the current year. The Budget type drpdwn has tw ptins; Financial Detail, and Units. A start and end nminal cde must be defined. The Financial Details view will present mnetary value budgets, whereas the Units view will present the sale unit budgets fr use against vehicle sale nminal cdes. Exprt Cpyright Pinewd Technlgies Plc 2008

49 The exprt functin allws yu t exprt a CSV with either Budget r Actual values. This is a useful start pint as previus years results can be prduced and mdified as a basis fr re imprting as a budget imprt. The exprt file has the same structure as an imprt file, thus allwing the file t be manipulated and then re-imprted. The exprt file will cntain the cdes generated in the view pane. As per the ntes in the imprt sectin, please nte that Excel will strip leading zeres frm the nminal cde if the CSV is directly imprted r pened in Excel. A slutin t this is t imprt the CSV int Excel using the Data > Frm Text functin, and setting the nminal cde clumn t imprt as text. When the file has been created in Excel it shuld be saved as CSV fr imprt int Pinnacle. An individual nminal cde can be amended by duble clicking n it in the view pane. Yu can amend the Drive, Tlerance, and bth the mnetary and unit budget values. Cpyright Pinewd Technlgies Plc 2008

50 The Save buttn will cmmit the data, and the Clear buttn will clear all f the budget values allwing yu t then save this and zerise the budgets fr the cde. Imprt The imprt functin allws yu t uplad and prcess a CSV file t autmatically create budgets fr nminal cdes. Upn selectin f the imprt functin a ppup will be presented. The ppup cntains a buttn labelled Sample File which can be used t dwnlad an example file frmat. The imprt file will need t have the fllwing values defined fr each recrd t imprt. Nminal Cde : Must be a valid psting nminal cde Descriptin : Descriptin f the nminal cde (will nt verwrite nminal parameters) Drive : + r t determine which directin a psitive variance shuld be Tlerance : Percentage value after which t highlight a negative variance P01 Values t P12 : Budget fr the perid; either mnetary r unit. Perid values must all be f the same type in an imprt file; IE, mnetary r units. Yu can select the financial year and the budget type fr the imprt, alng with a file. When Uplad is selected the imprt will take place. If errr cnditins are identified these will be presented in a warning summary. There is an verride tick bx ptin fr warnings which will result in the file being imprted and values updated where pssible. When warnings are presented the file shuld be amended t crrect the warning cnditins. Please nte that nminal cdes beginning with 0 must include the leading 0. Excel will strip leading zeres when creating files. If creating an imprt file frm scratch in Excel yu must ensure that the clumn fr the nminal cde is frmatted as type Text. Upn successful imprt the user will be able t generate a view displaying the imprted values. It is nt pssible t create budget values fr clsed perids via the manual amendment r imprt rutines. The budget values and units will be visible n the prfit and lss, and deal bk reprts. Benefits: This enables budgeting t be perfrmed within Pinnacle. Cpyright Pinewd Technlgies Plc 2008

51 Sales Ledger Card Receipts Functinality: New functinality has been added t the Sales Ledger mdule t allw utstanding transactin values t be paid by credit card. The functinality will nly be available where Pinnacle Chip & Pin card prcessing is being used. Prcess: Within the Allcated Cash ptin in sales ledger select an accunt number and search. Select transactins t be paid via the card and then select the Card Receipts buttn. Validatin will take place t ensure that the transactin value is a payment, refunds cannt be made via this functin. If the transactin value is psitive yu will be presented with a ppup t enter a reference and sub reference t be used n the transactin psting. Yu will then be presented with the standard card prcessing ppup t enter the card details and nce cmmitted will receive the apprpriate dialg as t whether the transactin has been accepted, declined r referred. Discunts and write ffs can be taken befre payment by card. An accepted transactin will then result in the cmpletin f the allcatin rutine. A receipt transactin will be created fr the transactin values being paid, and will be allcated against the transactins. The apprpriate nminal pstings will be made t the sales ledger debtr, and credit card cntrl nminal cdes. Nminal ledger Card Parameters A new parameter has been added Access Level Fr Sales Ledger Card Receipts. The parameter has a drpdwn t define user access level fr ding card receipts. Upn implementatin it will default t 0 and must be set t between 1 and 99 fr the card receipts functin t wrk. Benefits: The ability t take credit card receipts t directly clear utstanding sales ledger transactins.. Cpyright Pinewd Technlgies Plc 2008

52 F r a nchi se Integratin BMW IVS Infrmatin Functinality: The ability fr users t view and Print the details f the IVS file fr BMW Fleet Custmers has been added. Yu can print the list f custmers and the drill int the custmer t find the applicable discunts. This can als be printed and the discunts will be highlighted n the printut. This is updated daily frm BMW s central server. Prcess: Select the manufacturer ptin frm within the vehicle mdule side menu and yu will see the belw. Cpyright Pinewd Technlgies Plc 2008

53 Benefits : Ensures SA3 pricing fr direct sales is crrect withut the need t cntact BMW. Field Service Actin Integratin Functinality: The ability t check whether a vehicle has a Field Service Actin flagged against it has been added. T activate this please cntact supprt. Prcess: Within wrkshp, select parameters and then click n manufacturer. Click n Edit Warranty Parameters and yu will see 2 new fields. Add yur FSA Accunt, this is usually yur warranty accunt. When bking r receiving a Wrkshp jb, clicking n the CCC search bx will display the CCC pp-up screen. An FSA buttn has been added t this pp-up: Cpyright Pinewd Technlgies Plc 2008

54 Clicking the FSA buttn will check fr any Field Service Actins flagged by Frd dependant n the VIN number: Cpyright Pinewd Technlgies Plc 2008

55 After selecting the required actins and clicking Accept, an Operatin will be created with the Descriptin, CCC cde, and accunt specified in the parameters: Benefits : Integratin f the FSA prcess. Hnda Parts Replenishment Functinality: The ability fr Hnda dealerships t FTP r Dwnlad a.csv reprt cntaining their Parts Stck Hlding and their Parts Sales Histry has been added. Prcess: Select parts, maintenance and then manufacturer. A parameters screen has been added allwing fr the Dealer Cde t be specified, and fr the transmissin infrmatin t be set: Cpyright Pinewd Technlgies Plc 2008

56 Tw exprt types are available when selecting the Parts File Histry page: Selecting the Hnda Parts Stck File shws a histry f when previus Stck Files have been created, whether this was an Autmatic Creatin, and whether the file was transmitted successfully. Clicking the Transmit buttn prduces a pp-up. The user is able t check the Dwnlad bx t dwnlad a.csv file cntaining the Parts Stck fr the dealership. Nt checking the Dwnlad bx will FTP the file t the site specified in the parameters. Selecting the Hnda Parts Sales Histry File shws a histry f when previus Sales Histry Files have been created, whether this was an Autmatic Creatin, and whether the file was FTP d successfully. Clicking the Transmit buttn prduces a pp-up. An Exprt Date can be selected t create a.csv file fr a specific day s sales histry. Checking the Bulk Exprt bx will prduce a file cntaining the last 52 weeks wrth f Sales Histry. Yu can check the Dwnlad bx t dwnlad a.csv file cntaining the Parts Stck fr the dealership. Nt checking the Dwnlad bx will FTP the file t the site specified in the parameters. Cpyright Pinewd Technlgies Plc 2008

57 Benefits : Integratin with the Hnda parts replenishment prgramme. Prtn Parts Price Update Functinality: The availability f a Parts Price Update fr the Prtn franchise has been intrduced. Prcess: This functinality will allw Prtn Parts t be updated frm a Master Price File supplied by Prtn. Super sessin s will be autmatically created and linked t the Superseded Part as part f the price update prcess. Benefits : Parts pricing updates fr Prtn. Renault Key Reader Functinality: Whilst receiving a wrkshp jb it is nw pssible fr Pinnacle t interrgate the Renault Key Reader. Prcess: The Key Reader is a device that is capable f reading and writing infrmatin nt a Renault Key Card. This infrmatin is used t search the Diary fr a matching bking, display it n the screen, and aut fill in the mileage, and display a ppup f the car has a recrded fault that requires attentin. The Key needs t be left n the reader whilst the bking takes place, as Pinnacle is als capable f writing infrmatin back t the reader if it is hlding mre details than the Key has, i.e. Fabricatin Cde. Benefits : Faster wrkshp bkings Cpyright Pinewd Technlgies Plc 2008

58 Renault Dialgys Functinality: It is nw pssible t integrate the Renault Dialgys system t Pinnacle. Prcess: Please cntract the Pinewd business develpment team if yu wish t investigate this. Benefits : Dialgys integratin. Renault PPU Enhancement Functinality: We have enhanced the Renault Price Update rutine s that it nw als updates the Unit f Purchase and Family Cde fr Renault Franchise Parts. Renault Stck Order Transmissin Functinality: We have enhanced the Renault stck rder prcess s that the file generated frm Pinnacle can be directly upladed t Renault, withut the need t rename the file. Prcess: Yu will need t set yur next Renault batch number in the parts manufacturer screen prir t using this rutine nce the build has been applied. Benefit: Enhanced wrk flw. DAF Parts Price Cncessin Reprting Functinality: Once DAF integratin has been enabled with in the parts Manufacturer s screen there is an additinal ptin f Parts Price Cncessin Reprt. Prcess: When parts are price matched Trade custmers at a lwer than nrmal price, this then appears n this reprt s that yu can use this reprt t claim a rebate frm DAF fr the difference. The rutine uses the Fleet Sales Discunt Matrix, which is maintained within Parts, Manufacturer Interface. The rutine checks t see if parts have been sld at a cst lwer than if the Fleet 100 discunt had been applied. Any parts that have been sld like this are then included in the reprt. Benefits : Easier parts price cncessin reprting Cpyright Pinewd Technlgies Plc 2008

59 e-gd Manners Interface Functinality: It is nw pssible t enable the Transmissin f CRM recrds frm Pinnacle int the Vlkswagen hub fr e-gd Manners. Prcess: Once this has been activated a set f screens appear under CRM, Parameters, Manufacturer. A username and passwrd must first be entered under the Edit Parameters screen, Once that has been dne the Sales Persns need t be mapped frm Pinnacle int e-gd Manners. This is carried ut within the Edit Users screen. First select the CRM Sales Persn, and their User Rle frm the drp dwn list, then click add, Pinnacle then crss checks against the e-gd Manners system and tries t match this t a Sales Persn setup n there. When this is successful the screen is updated t display the e-gd Manners user ID that CRM recrds will be assigned t. When CRM recrds are created fr a Sales Persn that has been mapped t an e-gd Manners user ID, this is then written t a transactin lg. An vernight task will then write these transactins t the e-gd Manners hub fr nward prcessing. Please nte that cntacts made n e-gm will nt be written back int the Pinnacle CRM recrd. Benefits : Autmated e-gd Manners feeds frm sales persns cntacts in Pinnacle. Peuget CSI Functinality: This new Peuget CSI Rutine will autmatically generate an Excel spreadsheet and it int Peuget n the 1 st f each mnth. Prcess: When this ptin has been enabled this screen appears under the Manufacturer sectin in wrkshp. Cpyright Pinewd Technlgies Plc 2008

60 Yur 7 digit dealer cde shuld be entered int the first field, fllwed by the Dealer Name. The destinatin address fr the file is entered in the third field. Finally enter an address in the furth field that the rutine will send a cnfirmatin t when run. If the rutine fails t run r is required during the mnth, then again within the Manufacturers sectin f the wrkshp, select the Transmissin Histry ptin. Select the Transmit buttn and it presents this ppup Cmplete the pp up with the dates required and select the dwnlad bx if yu wish t dwnlad the file t yur PC, r leave it unselected if yu wish the file t be ed t the destinatin address held in the parameters. Benefits : Autmated Peuget CSI transmissins. Cpyright Pinewd Technlgies Plc 2008