Retail Inventory Management Introducing the RIM Release for the Dealerline DMS Product Version 5083

Transcription

1 5607 New King Street Troy, MI Product Release Bulletin Retail Inventory Management Introducing the RIM Release for the Dealerline DMS Product Version 5083 OVERVIEW...2 RIM INTEGRATION PARTSLINE CHANGES...3 WORK WITH PARTS...3 Figure 1. Display Part Master Screen... 4 RIM PART ORDERS...5 Figure 2. Work with Orders Screen... 5 RIM PART RETURNS...7 Figure 3. MFR Return Summary/Maintenance Screen... 7 RIM REPORTS...8 Manually Printing the GM RIM State Code Report...8 Figure 4. GM Reports Menu... 9 Figure 5. GM RIM State Code Report Example Figure 6. GM RIM State Code Exception Report Example Figure 7. RIM Order Exception Report Example MAINTAIN COMMUNICATIONS...11 Figure 8. RAPID Maintain Communications Screen DISPLAYING THE COMMUNICATION LOG OF EACH TRANSACTION...12 Figure 9. Work With GM RIM II Summary Log GETTING ASSISTANCE...13 CUSTOMER SUPPORT...13 LOCATING ADDITIONAL RIM INFORMATION...13 APPENDIX A ACRONYMS AND ABBREVIATIONS...14 Table 1. Acronyms and Abbreviations APPENDIX B FIELD DESCRIPTIONS...15 Table 2. Add, Change, Delete, Display Part Master Screen Field Definitions Table 3. RIM State Codes The ADP logo is a registered trademark of ADP of North America, Inc. B16772 September 2006 ADP, Inc. Printed in U.S.A. 1 of 19 *248531*

2 Overview Retail Inventory Management (RIM) makes it possible for GM to co-manage your parts inventory by automatically replenishing parts as they are sold. GM will generate a state code file processed on your DMS system and will update the parts managed by RIM. GM will provide inventory management for all participating parts; all others must be managed within the DMS application as provided today. The Automotive Retail Group (ARG) will provide GM with a one time historical file containing up to 12 months of part sales history for all GM parts with sales in the last 12 months from your DMS. Once GM receives the sales history file, GM will work together with you to establish trends and to agree on best-stocking levels of daily-automated parts ordering and shipping policies. There may be a delay in receiving the initial state file while the stocking policies are setup. The RIM state code file will be sent to your system on an as needed basis, depending on the updates to the stocking policy. For example, your dealership could receive a state file daily, weekly, or monthly. Daily parts sales information from your DMS will also be provided to GM for continual monitoring of part sales trends. GM will then return a confirmed parts order to your ARG DMS consisting of parts being delivered to your dealership. The GM managed parts will display with the GM RIM state code. 2 of 19 September 2006 ADP, Inc. B16772

3 RIM Integration PARTSLINE Changes Work With Parts The RIM State Code field displays as a read only field on the Work with Parts - Add, Change, Delete, and Display screens. This field is updated when GM sends a state file to your DMS. 1. Begin at the PARTSLINE Main Menu. Type 3 - Parts Maintenance Menu and press Enter. The Parts Maintenance Menu displays. 2. Type 1 - Work with Parts and press Enter. The Employee Authorization screen displays. 3. Type your Employee Number and press Enter. The Work with Parts screen displays. 4. Type a valid GM part number at the Part Number field, and press Enter. The screen will reposition to the part number. 5. At the Opt field, next to the part number, type one of the following depending on the action you wish to perform: 5 to display the Display Part Master screen 1 to display the Add Part Master screen 2 to display the Change Part Master screen 4 to display the Delete Part Master screen 6. Press Enter. The Display, Add, Delete, or Change Part Master screen displays with the State Code field. The State Code field will be blank for all parts until the initial state code file is applied to the inventory. If parts are added to inventory manually through Work with Parts, the default state code is set to 09. If parts are added to inventory by the state code file, the default state code is set to the code associated with the part number within the state code file. If a part is added to inventory by a RIM order, the state code defaults to 02. B16772 September 2006 ADP, Inc. 3 of 19

4 Figure 1. Display Part Master Screen 4 of 19 September 2006 ADP, Inc. B16772

5 RIM Part Orders RIM parts are excluded from the normal suggested stock orders. When a RIM order is sent to your DMS, it will display on the Work with Orders screen. 1. Begin at the PARTSLINE Main Menu. Type 5 - Order Control Menu and press Enter. The Order Control Menu displays. 2. Type 1 - Work with Orders and press Enter. The Employee Authorization screen displays. 3. Type your Employee Number and press Enter. The Work with Orders screen displays. 4. The following displays for a GM RIM order: The GM assigned order number is displayed at the Ctl# field. Note. GM RIM order numbers will consist of R and three numbers. The Part system replaces the R with a zero. After the orders are receipted into Inventory, the Transaction History screen displays the order number in the Document # field as a numeric order number, minus the zero. For example, 0123 would display as 123. The order type displays as RIM at the Type field. The Status field displays as Approved so that you can receive the parts into inventory once the order arrives. Figure 2. Work with Orders Screen B16772 September 2006 ADP, Inc. 5 of 19

6 5. One of the following occurs: A RIM Order Report automatically prints when a RIM order is placed on your DMS. You can re-print this order by typing 6 - Print at the Opt field. OR A RIM Order Exception report automatically prints when a RIM order is placed on your DMS. If a part, not in your inventory, comes over on a RIM order, the part shows on the exception report and is added to your inventory. If there are no parts added, No Data this report displays on the report. 6 of 19 September 2006 ADP, Inc. B16772

7 RIM Part Returns A RIM part return will display on the Manufacturer Return Inquiry/Maintenance screen. To display a RIM part return: 1. Begin at the PARTSLINE Main Menu. Type 7 - Manufacturer Return Menu and press Enter. The Manufacturer Return Menu displays. 2. Type 3 - Mfr Return Inquiry/Maintenance and press Enter. The Manufacturer Return Inquiry/Maintenance screen displays. 3. Press Enter. The MFR Return Summary/Maintenance screen displays. 4. The following displays for a GM RIM return: The GM RIM return will display with a return type of RIM in the Type field. The GM RIM assigned return number will display in the Ret # field. Figure 3. MFR Return Summary/Maintenance Screen 5. A RIM Return Report automatically prints when a RIM return order is placed on your DMS. To re-print this order: a. Press F3 Exit, to return to the Manufacturer Return Menu. b. Type 5 Print Mfr. Return Report, and press Enter. B16772 September 2006 ADP, Inc. 7 of 19

8 RIM Reports The RIM State Code Exception report displays errors and any RIM parts added to the Part Master. This report automatically prints after the state code file is sent to your DMS. Note: The state code for all parts added by the State Code File will default to whatever code is attached to the part within the file. The RIM Order Exception report displays a list of RIM parts that were added to the inventory which were not part of your dealership inventory. This report notifies you that you need to update the part information in Work with Parts. This report automatically prints after a RIM order is sent to your DMS. Note: Parts added by the RIM Order will have a default state code of "02" The RIM Order Exception report and the RIM Exception report print to the printer id setup for the PIRIMEXCP report name within Printer Defaults. The State Code report displays a list of all parts, updated from the state code file, in your inventory with an associated state code. This report automatically prints after the state code file is sent to your DMS. You can run this report at anytime to identify parts in your inventory with a state code. Manually Printing the GM RIM State Code Report The GM RIM State Code report can be run anytime you wish to see a listing of all parts in your inventory with associated state codes. 1. Begin at the PARTSLINE Main Menu. Type 2 - Reports Selection Menu and press Enter. The Reports Selection Menu displays. 2. Type 24 - GM Reports Menu and press Enter. The GM Reports Menu displays. 8 of 19 September 2006 ADP, Inc. B16772

9 Figure 4. GM Reports Menu 3. Type 4 - GM RIM State Code Report and press Enter. 4. The GM RIM State Code Log screen displays the default company number. 5. Verify the company number and press Enter to process the report. The report is processed and prints to the assigned printer. B16772 September 2006 ADP, Inc. 9 of 19

10 Figure 5. GM RIM State Code Report Example Figure 6. GM RIM State Code Exception Report Example Figure 7. RIM Order Exception Report Example 10 of 19 September 2006 ADP, Inc. B16772

11 Maintain Communications Use this option to display the status of each communications session with the ADP server. The communication log is updated: Each time a Part Sales History file is transmitted to GM. Each time a RIM state code file is created and transmitted to the DMS server. Each time a RIM order is created. Each time a RIM return is sent. To display the Maintain Communications screen: 1. Begin at the Dealerline XL Main Menu. Type 9 Rapid and press Enter. The Rapid Main Menu displays. 2. Type 6 - Rapid Administration Menu and press Enter. The Rapid Administration Menu displays. 3. Type 2 - Maintain Communications and press Enter. The Maintain Communications screen (CC ) displays. Figure 8. RAPID Maintain Communications Screen 4. Press F4 at the Application Selection field to prompt for valid field entries and display the Single Application Selection window. 5. At the Single Application Selection window, type X at the Sel field next to GMRIM and press Enter. B16772 September 2006 ADP, Inc. 11 of 19

12 Displaying the Communication Log of Each Transaction 1. Begin at the Maintain Communications screen. Type 5 - Display at the Summary Log Opt field to display the Summary Log. 2. Press Enter. The Work With GM RIM II Summary Log screen displays. 3. If Stat field displays as ERR, type 9 Display Error to display the error screen. Figure 9. Work With GM RIM II Summary Log 12 of 19 September 2006 ADP, Inc. B16772

13 Getting Assistance Customer Support To get help with GM RIM issues contact the GM Support: GM Help Desk U.S.: GM Help Desk Canada: GM Parts Help Desk U.S.: Note. The GM Help Desk associates will contact ADP iserver support associates as necessary to resolve any RIM support issues. Locating Additional RIM Information Additional information is available from the following sources: The Dealer Download Center on the ARG DealerSuite Web site. To access ARG publications or the DMS Online Help system on DealerSuite.com, perform the following steps: 1. Launch your Internet browser. 2. At the Address bar type and press Enter. The Automotive Retail Group DealerSuite Web page displays. 3. Under the DOWNLOADS heading, in the far right pane, click Dealer Download Center. The Dealer Download Center Web page displays with links to documentation. 4. Click a link to access any document in PDF format or click the ARG DMS Online Help link to launch the help application in a separate window. Printed Documentation from ADP Documentation is available from ADP in printed form for a fee. Contact ADP Support to order any ARG documentation. B16772 September 2006 ADP, Inc. 13 of 19

14 Appendix A Acronyms and Abbreviations Table 1. Acronyms and Abbreviations Acronym or Abbreviation ADP ARG DMS GM PDF RIM Description/Definition Automatic Data Processing Automotive Retail Group Dealer Management System General Motors Corporation Portable Document Format - a file format developed by Adobe Systems. To view a file in PDF format, you need Adobe Reader, a free application distributed by Adobe Systems. Retail Inventory Management 14 of 19 September 2006 ADP, Inc. B16772

15 Appendix B Field Descriptions Below are field descriptions (listed from left to right) for the affected screens included in this document. Table 2. Add, Change, Delete, Display Part Master Screen Field Definitions Field Mfr/Part Number Desc Stocking Group Group Number Stock Status On Hand Quantity Model Year Lo/Hi Unit Pack Part Add Date Carline/Model Last Sale Date Unit Cost Core Part Unit Trade Part Taxable Unit List Discount Allow Wholesale Comp Description The manufacturer s code and the part number. This is a required field. The part s description. This is a required field. The stocking group to which the part belongs. This is a required field. The service group code that explains the part s usage on the vehicle. The group number is also related to the labor operation codes. The Stock Status code is a required field. Valid values are: MP Manual Part PM Phase Out Manually SP Stocked Part PO Phase Out NP New Part The on-hand quantity of the part listed. This field is optional. The earliest and latest vehicle model year in which the part fits. This field is optional. The quantity of parts in one package. This is a required field. The date the part was added to your inventory. The car line and model. This is an optional field. The date the part was last sold. The amount your facility paid for the part. This field is required. Type Y (Yes) to indicate this is a core part. This is a required field. The part s trade price. This is the price charged to other customers, such as retailers and wholesalers. This field is optional. Type Y (Yes) to indicate tax is to be charged on the part. N (No) indicates this is a non-taxable part. The default for this field is Y (Yes). This is a required field. The customer retail sale amount for the part. This field is optional. Type Y (Yes) to indicate the part can be discounted. Type N (No) to indicate that the part cannot be discounted. The default for this field is Y (Yes). This is a required field. Wholesale Compensation Amount. This is an optional field. B16772 September 2006 ADP, Inc. 15 of 19

16 Field Seasonal Part Locator Usage Lifetime Wty GSMP Locator Min Qty Return Code Min/Max O/H Movement Code Low/high Days Price Ctl Ind Primary Bin Warehouse Code Auxiliary Bin 2 Description Type Y (Yes) to indicate that this is a seasonal part. Order Guide calculations will take into consideration the seasonal part status when ordering. If a part has been in inventory for less than one year, you cannot assign the part as seasonal: there needs to be at least one year of part history on the system before a part can be classified as seasonal. This field is required. This field is for GM and Chrysler manufacturers only. Use this field when the Rapid Locator On (Y/N) or the Chrysler Locator On (Y/N) field is set to Y (Yes). Type X at this field to exclude a part from the Rapid or Chrysler Locator. For GM parts only. Y (Yes) indicates the part is included in the Goodwrench Service Plus Lifetime Service Guarantee. This means that for the life of the part, it can be replaced at the original facility at which it was installed. This field is required. For GM parts only. Y (Yes) indicates the part is a Goodwrench Service Merchandising Part or N (No) if it is not. This is a required field. This field is for GM and Chrysler manufacturers only. Use this field when the Rapid Locator On (Y/N) or the Chrysler Locator On (Y/N) field is set to Y (Yes). Use this field to control when parts are added or deleted from the Rapid or the Chrysler Locator. For example, if you normally stock 24 of a part, set the Locator Min Qty to 24; this part will only be placed on the Rapid or Chrysler Locator when the quantity exceeds 24. Indicate whether the part is eligible for return to the factory. Valid entries for GM parts are: R Returnable N Not Returnable Other manufacturers may use different return codes type the appropriate value at this field. The minimum and maximum quantity of the part you should have in inventory. This number is used to calculate your replenishment order. This field is optional. The value for this field varies by manufacturer. If a Low Days supply is typed here, it will override the Low Days value specified at the Add/ Change/Copy/Display Stocking Group screen (option 2, Work with Stocking Groups from the Parts Maintenance Menu). If a High Days supply is typed here, it will override the High Days value specified at the Add/Change/Copy/Display Stocking Group screen (option 2, Work with Stocking Groups from the Parts Maintenance menu). GM only. Indicates the part pricing is controlled by GM. The primary bin location of the part. This is a required field. This field is optional. The auxiliary bin locations of the part. 16 of 19 September 2006 ADP, Inc. B16772

17 Field Description List Ovr Code The system uses the List Price Overrides percentages (columns 1 8) on the Price Matrix screen to calculate prices for individual parts. The prices are calculated by applying the percentages to the part cost or list, based on the entry next to the Compute From Override field on the Price Matrix screen. A part with a list override cost of zero, or blank, will be priced according to the matrix. Parts with other codes in their master records will be priced according to the percentages below the corresponding code on the Price Matrix screen, with the exception of code 9: this code displays on the master record for parts that have been assigned a flat price. The system assigns prices for these parts from the Flat Price Table. This field is optional. Auxiliary Bin 3 The auxiliary bin locations of the part. Part Type DaimlerChrysler only. Two-character alphabetic code from the DaimlerChrysler Manufacturer file. This value cannot be changed. Core Part Number The core part number. This field is optional. Auxiliary Bin 4 The auxiliary bin locations of the part. Distribution Pck Distribution Pack Quantity. Quantity of parts in the pack. State Code RIM State Code See Table 3. RIM State Codes on page 18. Price Matrix Price Matrix code that defines part pricing. B16772 September 2006 ADP, Inc. 17 of 19

18 Table 3. RIM State Codes Code DMS Behavior Description 01 Parts are included in the daily sales file from the dealer to GM. Parts are managed through the DMS Parts application / Suggested Stock Orders and Return Process. Parts can be phased in or phased out through the DMS Parts application. 02 Parts are included in the daily sales file from the dealer to GM. RIM parts are managed by GM and excluded from the DMS suggested order. The best stocking level is provided in the state code file and is accessible in the Maximum On-hand Quantity field from the Work With Parts screen. Parts can not be phased in/phased out or deleted from inventory. RIM parts with this state code can be included or excluded from the DMS Suggested Return. Stocking status is set to SP (Stocked Part) when the part(s) are updated during the state code update. 03 Parts are included in the daily sales file from the dealer to GM. Parts are managed through the DMS Parts application / Suggested Stock Orders and Return Process. Parts can be phased in or phased out through the DMS Parts application. 04 Parts are included in the daily sales file from the dealer to GM. RIM parts are managed by GM and excluded from the DMS suggested order. Parts can not be phased in/phased out or deleted from inventory. RIM parts with this state code can be included or excluded from the DMS Suggested Return. Stocking status is set to MP (Manual Part) when the part(s) are updated during the state code update. 05 Parts are included in the daily sales file from the dealer to GM. RIM parts are managed by GM and excluded from the DMS suggested order. Parts can not be phased in/phased out or deleted from inventory. RIM parts with this state code can be included or excluded from the DMS Suggested Return. Stocking status is set to NP (New Part) when the part(s) are updated during the state code update. Part not eligible for RIM management / replenishment Parts with an approved RIM stocking policy and currently RIM replenished Permanently Excluded Parts (from RIM management) RIM managed but current demand does not warrant a RIM stocking policy 18 of 19 September 2006 ADP, Inc. B16772

19 Code DMS Behavior Description 06 Parts are included in the daily sales file from the dealer to GM. RIM parts are managed by GM and excluded from the DMS suggested order. The best stocking level is provided in the state code file and is accessible in the Maximum On-hand Quantity field from the Work With Parts screen. Parts are not eligible for the phase in/phase out or deletion from inventory. Parts with this state code are not eligible for a RIM return. They are only eligible through the DMS Parts application suggested return. Stocking status is set to SP (Stocked Part) when the part(s) are updated during the state code update. 07 Parts are included in the daily sales file from the dealer to GM. Parts are managed through the DMS Parts application / Suggested Stock Orders and Return Process. Parts can be phased in / phased out through the DMS Parts application. 08 These parts can be phased out through the DMS Phase Out process. Stocking status is set to PO (Phase Out) when the part(s) are updated during the state code update. 09 These parts are new in inventory and have never had a stocking policy. Parts are included in the daily sales file from the dealer to GM. You can order and return these parts through the DMS Parts application since there is no stocking policy for RIM to manage. Stocking status is set to NP (New Part) when the part(s) are updated during the state code update. 99 An error message occurs. A RIM Exception Report automatically generates with a listing of error parts. Dealer inserted stocking policy for RIM management although demand - merits no stocking policy Excluded from RIM for ten weeks Purged Parts from inventory Never had a stocking policy Error Handling B16772 September 2006 ADP, Inc. 19 of 19