August 2014

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In This Issue ISSUE 13 * August 2014 net WORK ERP Support DBS/DBSi FDC Solutions Inc. (FDC) is proud to announce the addition of four Caterpillar dealers using our DBS/ DBSi Support Services. We take pride in providing the functional and technical needs of a dealer and welcome the following dealers to our Support Network: Fabick Mining, LLC Carrier Mills, IL Foley Inc. Piscataway, New Jersey Kramer LTD. Regina, Saskatchewan, Canada Peterson Holding Company San Leandro, California The use of our support ser- vices has grown tremendously over the past few years, and this change reflects our commit- ment to ensuring that our out- standing customer support con- tinues to scale with our growth. Pg. 1 Pg. 2 Pg. 3 ERP Support PartStore Quong Dealer Happenings Webinar Series From the FDC Employees DICE Team Projects Update Test Environment Refresh Tool Quoting Enhancement An enhancement has been com- pleted by FDC Solutions Inc. (FDC) in conjunction with the Caterpillar PartStore team to pro- vide customers the ability to cre- ate, review, and activate quote documents using PartStore. From a procedural standpoint, the quote creation is identical to the Sale Document creation process in PartStore with the exception of the final action taking place on the Place Order Screen. The quote functionality will mimic the DBS quote creation process performed in CRTCTRSL. The part prices will be locked and the inventory will not be held. The taxes and other miscellaneous charges will be estimated until the official or- der is placed at which point the charges will be recalculat- ed for the document. Dealers that would like to im- plement this feature can con- tact FDC Solutions Inc. (FDC) for assistance.

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FDC Solutions - Newsletter

Transcript of August 2014

In This Issue

ISSUE 13 * August 2014

net WORK ERP Support

DBS/DBSi

FDC Solutions Inc. (FDC) is proud

to announce the addition of four

Caterpillar dealers using our DBS/

DBSi Support Services. We take

pride in providing the functional

and technical needs of a dealer

and welcome the following dealers

to our Support Network:

Fabick Mining, LLC

Carrier Mills, IL

Foley Inc.

Piscataway, New Jersey

Kramer LTD.

Regina, Saskatchewan, Canada

Peterson Holding Company

San Leandro, California

The use of our support ser-

vices has grown tremendously

over the past few years, and

this change reflects our commit-

ment to ensuring that our out-

standing customer support con-

tinues to scale with our growth.

Pg. 1

Pg. 2

Pg. 3

ERP Support

PartStore Quoting

Dealer Happenings

Webinar Series

From the FDC

Employees

DICE Team Projects

Update

Test Environment

Refresh Tool

Quoting Enhancement

An enhancement has been com-

pleted by FDC Solutions Inc.

(FDC) in conjunction with the

Caterpillar PartStore team to pro-

vide customers the ability to cre-

ate, review, and activate quote

documents using PartStore. From

a procedural standpoint, the

quote creation is identical to the

Sale Document creation process

in PartStore with the exception of

the final action taking place on

the Place Order Screen. The

quote functionality will mimic the

DBS quote creation process

performed in CRTCTRSL.

The part prices will be locked

and the inventory will not be

held. The taxes and other

miscellaneous charges will be

estimated until the official or-

der is placed at which point

the charges will be recalculat-

ed for the document.

Dealers that would like to im-

plement this feature can con-

tact FDC Solutions Inc. (FDC)

for assistance.

DICE Projects Update

Retirement of Packed Layout

In order to allow implementation of the Ster-

ling Integrator (SI) mailbox system, all mail-

box interfaces must use “unpacked” field file

layouts. This requires changes to a number of

mailbox interfaces that still used “packed

field” fie layouts. FDC Solutions Inc. (FDC)

has made the necessary changes and are in

the process of pilot testing the affected inter-

faces listed below.

ANTARES Order Acknowledgement

ANTARES Parts Ordering

CMIS Core Credit Request

CMIS Core Credit Request Grief

CMIS Core Entitlement Transfer

CMIS Core Master Payments

Dealer Parts Inventory Sharing -

Share file

Parts SCPV - Supply Chain Parts

Visibility (formerly JMI)

RMS - Receivables (Charge) Statement

RMS - Receivables (Credit) Statement

Warranty Claims Web Service

Phase 1 of the Warranty Claims Web Service

project replaced the LU6.2 interface with a

web service interface for warranty claims

transmissions. This interface is now available

for implementation.

Phase 2 retires the mailbox interface and in-

cludes changes within the DBS warranty and

workorder screens to allow for new fields

CAT will be requiring on claims in the future.

This Phase is currently in pilot testing and will

be rolled out shortly.

Parts Bargain List Interface

Would you like to receive the Parts Bargain

List electronically from CAT? FDC Solutions

Inc. (FDC) can provide documentation to FDC

supported ERP dealers with instructions on

how to download the file and display if a part

number is available on the Bargain List at the

time of sale and when consulting Parts Avail-

ability.

Test Environment Refresh Tool

Refreshes DBS/DBSi Test Environment

Is the data in your test environ-

ment outdated and in need of a

refresh? FDC Solutions Inc.

(FDC) has developed a Test

Environment Refresh Tool for

dealers to use on DBS/DBSi.

The framework is customized

for each dealer providing the

ability to refresh environments

quickly and accurately without

wiping out development pro-

gress, test environment settings,

or overlaying certain parameters

from production.

These tasks generally take a

considerable amount of time –

and the FDC product reduces

this effort to executing a com-

mand on the system.

Benefits:

Save time with the Test Environment Refresh Tool

Automated tool elimi-

nates the possibility for

entering the wrong library

name or skipping a pro-

cess in one of the many

steps needed to manually

refresh an environment

Customized for each

dealer

Eliminates the need to

enter parameters previ-

ous established

Users can test scenarios

in a clean environment

without affecting produc-

tion data

Training is provided for

dealers to use the tool on

their own, or FDC can

perform the service a la

carte, too

Contact FDC Solutions Inc.

(FDC) if you are interested in

learning more about this

product.

Dealer Happenings Batch Support Ring Power St. Augustine, Florida Wheeler Machinery Salt Lake City, Utah Allied Price Upload Program Western States Equipment Boise, Idaho Johnson Machinery Riverside, California Test Environment Refresh Tool Ohio Machinery Broadview Heights, Ohio Western States Equipment Boise, Idaho Freight and Tax Module Thompson Tractor Birmingham, Alabama Parts Bargain List Western States Equipment Boise, Idaho AGCO Interface Whayne Supply Louisville, Kentucky Western States Equipment Boise, Idaho Refresh SAP Development and Test Environments Carolina Tractor Charlotte, North Carolina Service and EMS Training Gentrac Guatemala City, Guatemala PMMENU and Contract Tracking Training Butler Machinery Fargo, North Dakota Upgrade Service Packs Cogesa San Salvador, El Salvador Gentrac Belize Ladyville, Belize Gentrac Guatemala Guatemala City, Guatemala

Contact us:

FDC Solutions Inc.

(309) 676-7795

[email protected]

http://fdcsolutions.net

Renting with a Maintenance Contract

FDC Solutions Inc. (FDC’s) lat-

est support webinar contained

an overview of Renting in DBS

with a Maintenance Contract.

The session was dedicated to

reviewing:

How dealers can include

Preventive Maintenance

coverage on long-term

rentals

Combining PM into the

rental amount

Including as a separate

invoice to the customer

FDC Solutions Inc. (FDC)

offers this forum to our ERP

Support Dealers as another

value-added service free of

additional costs. As always,

dealers are welcome to con-

tact our team with ques-

tions, suggestions, or feed-

back.

Additions to FDC Staff and Extended Family

We are pleased to introduce the

newest members of FDC Solutions

Inc. (FDC) and its extended family:

Robert Packtor

joined FDC in

June 2014. He is

an IT profession-

al with extensive

dealer experi-

ence and a

strong emphasis on customer ser-

vice. Robert has worked over 26

years in Information Services and

has accumulated a comprehensive

skill set in all phases of applications,

including systems analysis, design,

coding, testing, training, and imple-

mentation. Over 20 years of his ex-

perience has been working on the

AS400 platform in addition to work-

ing with other organizations to pro-

vide interfaces and linkages for data

exchange. In his free time, he enjoys

reading, playing with his dogs, and

working around his house.

Jeremy Lindley and his wife

Amy welcomed Rosabelle Hope

into their family on June 8,

2014. She was 7 lbs.,3 oz. and

19.75 inches long. We, along

with Rosabelle’s big brother

and sister, Braden and Aubree,

share in their happiness and

congratulate them on the littlest

Lindley!