CDK Drive Parts Catalog Interface Setup Guide -...

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CDK Drive Parts Catalog Interface Setup Guide - Subaru *** IMPORTANT NOTE *** ALL CDK Retailers The Subaru integration ‘Export to CDK Drive’ button will not be fully functional until the Subaru EPC integration is contracted and installed with CDK. Please call CDK at 888.424.6342 or email [email protected] <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< Subaru and CDK have joined together to provide all Subaru U.S. retailers with the newest CDK Parts Pick List for Subaru’s Electronic Parts Catalog (EPC) integration. This exciting new integration provides workflow efficiencies, reduces or eliminates duplicate Parts entries, and automates the parts pick list data integration between Subaru’s EPC and your CDK Drive system. Drive application screens include Add Parts to RO, Create/Modify Parts Invoice, and Special Order Request >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> This guide will help you properly set up the Parts Catalog Interface. For more information, please see the Parts Catalog information page. Installing the DMS Interface for the Subarunet.com EPC. The CDK Subaru EPC Install Bulletin & Support Bulletin can be found on CDK Service Connect (https://serviceconnect.support.cdk.com/login), by searching for: SubaruEPC Parts Pick List Interface Installation Bulletin EPC Interface with Standard View - Support Bulletin - CDK Drive

Transcript of CDK Drive Parts Catalog Interface Setup Guide -...

CDK Drive Parts Catalog Interface Setup Guide - Subaru

*** IMPORTANT NOTE *** ALL CDK Retailers

The Subaru integration ‘Export to CDK Drive’ button will not be fully functional until the Subaru EPC

integration is contracted and installed with CDK. Please call CDK at 888.424.6342 or email

[email protected]

<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<

Subaru and CDK have joined together to provide all Subaru U.S. retailers with the newest CDK Parts Pick List

for Subaru’s Electronic Parts Catalog (EPC) integration. This exciting new integration provides workflow

efficiencies, reduces or eliminates duplicate Parts entries, and automates the parts pick list data integration

between Subaru’s EPC and your CDK Drive system. Drive application screens include Add Parts to RO,

Create/Modify Parts Invoice, and Special Order Request

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

This guide will help you properly set up the Parts Catalog Interface.

For more information, please see the Parts Catalog information page.

Installing the DMS Interface for the Subarunet.com EPC.

The CDK Subaru EPC Install Bulletin & Support Bulletin can be found on CDK Service Connect

(https://serviceconnect.support.cdk.com/login), by searching for:

SubaruEPC Parts Pick List Interface Installation Bulletin

EPC Interface with Standard View - Support Bulletin - CDK Drive

CDK Drive Parts Catalog Interface Setup Guide - Subaru

Using the Subarunet “Export Cart” capability

Export a Cart from Subaru EPC

o Given a cart with parts in it, click the “Export to CDK Drive” button

o Follow the instructions in the pop up dialog to save the soa_partspicklist.xml file to the proper location

on your computer.

Internet Explorer

Click Save

Save as: c:\subaru\download\epc\ soa_partspicklist.xml

Chrome

Click on the file at the bottom left of your browser.

When the file opens, choose File -> Save As

Save as: c:\subaru\download\epc\ soa_partspicklist.xml

Fire Fox

Choose to open file

When the file opens, choose File -> Save As

Save as: c:\subaru\download\epc\ soa_partspicklist.xml

CDK Drive Parts Catalog Interface Setup Guide - Subaru

o Go to CDK Drive Parts Sales Functions (I, PRO, SOR)

Log on to CDK Drive

Launches one of the Parts point of sale functions (I, PRO, or SOR)

Proceed through the function normally until the cursor reaches the PART-NO. prompt

AT PART-NO. PROMPT:

At this point, click on of the following links to complete the steps for the applicable procedure

Express Parts List Transfer

Standard Parts List Transfer

Select a Parts List to Transfer

Select/Edit/Transfer a Parts

CDK Drive Parts Catalog Interface Setup Guide - Subaru

Express Parts List Transfer

Select the Subaru_ExpressTM button in the menu bar to display the

Delete/Save/SaveAs window.

SELECT the Subaru_ExpressTM BUTTON IN THE MENU BAR:

At the Delete/Save/SaveAs window do one of the following:

Click Delete to delete the transferred list from your PC.

Click Save to store the list, with any changes made, under the original list name.

Click Save As to store the list, with any changes made, using a name you provide.

After clicking Save or Save As in the Delete/Save/SaveAs window:

The parts and quantities from the selection list are transferred.

The transfer pauses when user input is needed (parts not on file, parts with

insufficient on-hand quantities, etc.). The prompts for these situations are the same as

if the user had entered the part and quantity directly.

Standard Parts List Transfer

Select the standard Transfer Icon in the toolbar, or click the engine icon (circled in

red) to see the list before it is added to the Function I display:

CDK Drive Parts Catalog Interface Setup Guide - Subaru

Select a Parts List to Transfer

Click Subaru_ExpressTM button to display the “Select Parts List” window, which

shows a list of all available saved parts lists for the selected manufacturer.

In the Select Parts List window, do one the following:

Click OK displays the “Parts Selection” window

Click Express in function I or SOR to skip the Parts Selection window and begin

an immediate transfer of the selected parts list.

Click Express in function PRO to display the Parts Selection window, just like

clicking OK. This allows the user to enter the RO line for each part.

CDK Drive Parts Catalog Interface Setup Guide - Subaru

Select/Edit/Transfer a Parts List

The Parts Selection window displays the parts in the selected parts list. This enables

you to review and change the list before the parts are transferred.

Review the list and make any needed changes, as listed below:

Type over part quantities to adjust them.

(Function PRO only) Type the RO labor line where each part will be sold

(required in PRO).

Click Add Row to add a part number.

Click Del Row to delete the selected part number.

When finished, click OK or Express to begin transferring parts