INSIGHT RELEASE. How it All Fits Together

Transcription

1 INSIGHT RELEASE How it All Fits Together v

2 INSIGHT RELEASE The Dealer Management System is categorized into six distinct panels: 1 Financial Management 2 Customer Care 3 Product Support 4 Management Central 5 Configuration 6 Administration S Accounts Receivable Accounts Payable General Ledger Payroll (Canada Only) S Marketing S Rental S Financial Utilities S General Ledger Rental Interfaces Miscellaneous Utilities Global Settings Settings And two helpful dropdown menus (accessible at all times): 1 Support 2 Quick Links

3 1. Financial Management Accounts Receivable Accounts Payable General Ledger Payroll (Canada Only) Customer Profile Group File Changes Activate/Deactivate Agencies Customer Reports A/R Outstanding A/R Reports Credit Limit Analysis Cash Receipts A/R History Authorization Maintenance Apply Late Charges Statements Month End Vendor Profile A/P Outstanding Vouchers Purchase Orders Adjust Outstanding Check Run Month End Check Reconciliation Check Reversal A/P Reports Chart of Accounts Account History Area Sales Financial Reporting G/L Preliminary Rerun Month End Reports Summarized Financials Journal Breakdown Journal List Re-transmit Financials Trial Balance Tax Analysis Customized Reports Journals Subledgers Budgets Fixed Assets Bank Reconciliation Close G/L Period General Invoicing General Billing Run Preliminary General Billing Run Special Billing Employee Profile Direct Deposit Check Reconciliation

4 2. Customer Care Customer Profile Customer Portal Geographic & Business Analysis Call Scheduling Call Analysis Reports Marketing Campaigns Forms

5 3. Product Support Rental Profile Quoting Invoicing Customer Portal Sales Support Portal Purchase Orders Used Evaluations Base & Options Reports Traffic Agreements Prospect Board Billing Run Preliminary Billing Run MOBILE EXTENSION Wireless Inventory Control MobileInspection Work Orders Work Order Adjustments JDWIN JD Signature Bobcat Warranty Customer Portal Job Jacket Supervisor Labor in Progress Work Order Warnings Scan History Work Order Assignment Technician Availability Shop/Bay Availability WIP Labor IntelliTech Scheduling Work Order Quoting Job Codes Time Card Entry Labor Pricing Agreements Traffic Analysis Reports Work in Process Work Order Billing Run Profile Ordering Orders Order History Order Correction Pending Order Receipts DTF Receipts OFC Reclass Automatic Stock Ordering Stock Transfer/ Central Inventory Create Stock Order CCN Web CCN Direct Ship Orders ASL Maintenance Quoting Invoicing Customer Portal Customer Pricing Price Matrix Stock Transfers Inventory Count Cycle Count Surplus Returns Consignment Month End Reports Price Update Utilities Billing Run MOBILE EXTENSION Wireless Inventory Control Rental Counter Customer Portal Supervisor Rental Availability Rental Reports Traffic Agreements Rental Billing Run Preliminary Rental Billing Run MOBILE EXTENSION MobileTech

6 4. Management Central Financial Utilities Customer Profile Geographic & Business Analysis Call Analysis Profitability Customer Reports Accounts Receivable Credit Limit Analysis Accounts Payable Account History Area Sales Financial Ratios Financial Reporting Profile Analysis Open Sales Orders Lost Sales Reports Open Work Orders Work In Process Agreements Profile Group Unit Analysis Sales Purchasers Salespeople Days in Inventory Note Due Expiration Warranty Expiration Lost Sales Reports Rental Availability Rental Reports Data Miner

7 5. Configuration General Ledger Profile Classifications Salespeople Categories Territories Province/State Codes Taxes & Discounts Location Tax Tax 1 Tax 2 Tax 3 Tax 4 Discount Calls Categories Types Reasons Results Accounts Receivable Terms Late Charges Account Payable Vendor Categories Currency G/L Defaults Payroll Plus Import G/L Accounts Account Profile Profit Centers Group Codes D.O.C. Report Area Sales G/L Accounts Account Groupings Account 1st Digits Purchase Orders Location Settings FOB Priority Terms Unit of Measure Ship Via Employee Classes Marital Status Sex Types Payroll (Canada Only) Direct Deposit General Invoice/Quote Messages Agency Invoice Message Agency Remit to Address Daily Sales Budgets User Defined Depreciation KPI Thresholds Profile Defaults Models Group Codes Classifications Classes Option Categories Option Sub-Categories Add Defaults vshepherd Groups General After Sales Accounts Miscellaneous Charges/Credits Used Evaluations Traffic Invoicing History Sub-Types Margin Programs Margin Additional Costs Margin Reserves Margin User Levels Profile Part Adds Types Source of Supply Classes Return Codes Master Price Files Costing Cost Code Order Form Cost Code Updates Additional Ordering Costs General Lost Sales Store Priorities Highlighting Requisitions Highlighting Report Groupings Deposit Freight Case Quote Settings JD PMMANAGE Alternate Charge G/L Accounts

8 5. Configuration (Continued) Rental Interfaces Miscellaneous Work Orders Quick Add Defaults Down Time Delay Codes Reasons Types Shops Bays General Ledger W/O G/L Accounts W/O Premium Code G/L Defaults Miscellaneous Charges Quote Adjustments Agreements & Warranty SAM Programs SAM Schedules Warranty Defaults Warranty Causes Warranty Types General Time Off Labor Barcode/ IntelliTech Setup Job Code Section / Groups Quote Settings Setup Rental Duration Rental Control Setup Rental Reason Codes Demo/Loaner Accounts ADP Payroll Plus (US) G/L Journal Timecard Bobcat Base & Options Warranty Bobcat Alias Account Management Bobcat Financial Transmit Case CNH CRA CNH CRA Mapping NGPC Start Digits CCN Web eprw Picklists Catalog AMAX Caterpillar Interface Configuration Reman Part Import Ditch Witch Order FTP AGDealer Iron Solutions Midnet Media Point 2 Tom Rowe John Deere User Id s JD PMMANAGE Connect 2 DTF ERS Fleetcare JDLink MST/SPG JD Ordering Receipt JDQuote Alias Account Management Kobelco Ordering Komatsu Machine Configured Prices Availability Ordering KomTrax ecentral Retail Sales Inventory Lookup System FTP Vermeer Availability Inventory Ordering Warranty Volvo OEI Interface Shipping Warehouse Online Interface MMI Interface Other Claas Inventory CXML Supplier Punch Out Invemtory EDI PO Transaction Set 850 Interface ESCO Filebound Global TRACS Hensley Interface Interchange Payment Card Interface Manager Pro Catalog SFI Thermo King Configuration vshepherd vshepherd Groups WOLAB Timecare Integration Other Forms Numbers Ship Via Language Promotion Code Laser Overlay Task Types Configure Printers Signature Positioning Mobile Phone Carriers Alert Management Utilities Validate Tables Add A Branch Server Configuration Print File Descriptions Scheduled Jobs Unattended Billing Runs Global Settings Messages

9 6. Administration Settings System User Profiles Security Text Variables Field Names Image Variables Custom Screens Utilities

10 Dropdown Menus MENU NAME Support MENU ITEMS Help Topics System Operator Contact PFW About PFW About IntelliDealer PC Information Performance Monitor PFW Knowledge Database Check For Updates MENU NAME Quick Links MENU ITEMS Messages Printer Output PDF Viewer Task Tracker Check Fax Status Our Home Page