Enhancement Highlights

Field updates based on revised government regulations

Fields used to enter Social Security Numbers (SSNs) and Individual Taxpayer Identification Numbers (ITINs) have been updated to validate entries according to revised government regulations.

Transmit and retrieve sales, service, and parts information with the SET DDOA Suite One

The Southeast Toyota (SET) Dealer Daily Open Access (DDOA) Suite One is now available. This suite allows SET dealerships to exchange data automatically with SET using the DDOA F&I Dealer/Credit Contract interface, the DDOA Operation Codes interface, and the DDOA Parts Invoice interface.

Retrieve StockPro parts return information from Mercedes-Benz

The Parts Return interface for Mercedes-Benz now automatically retrieves parts return invoice information for parts controlled by the StockPro program. When a parts return invoice is retrieved, a corresponding parts return is automatically created in the Parts (PTS) System for the appropriate make and can be processed as normal.

Enhancements to TMNA, GST, and SET Dealer Daily Open Access*

At Toyota, Gulf States Toyota (GST), Southeast Toyota (SET), and Lexus dealerships, information from body shop repair orders is now automatically included in files transmitted using the Dealer Daily Open Access (DDOA) Repair Order Reporting (RPO) interface.

New transfer options available in the RITS Operator Console

You can use new transfer options in the RITS Operator Console to perform the following:

• Transfer calls to a specific department using new directory cards for call queues
• Transfer calls to a voicemail box using the new VM button on Virtual Sidecar entries
• Transfer calls to a voicemail box using new voicemail links on the Customer Call History window

Transfer calls using fewer steps

Using a new right-click menu option on the Directory screen, you can transfer calls to employees without manually entering their extensions.

Enhanced criteria options for several RITS Desktop Application reports

For multiple RITS Desktop Application (RDA) reports, you can now include or exclude data for up to 20 dialed phone numbers or 20 external phone numbers. This enhancement is available for the following reports:

• Abandoned Call Analysis report
• Busy Call Hour report
• Call Activity report
• Call Path report
• Conference Meeting report
• Voicemail report

In addition, you can now specify up to 15 voicemail boxes to include on or exclude from the Voicemail report.

Update your availability status using Rep Console or Manager Console windows

You can now review and update your availability status while monitoring call activity on the Rep Console window or the Manager Console window. Similar to other RITS screens, the Communication Status link and the appropriate status icon now display on these windows.

New name for the Only Forward Calls check box

On the Twinning & Call Forward Settings screen in the RDA application and the Call Forwarding screen in the RITS Administration Console, the Only Forward Calls During the Entered Hours check box has been renamed the Only Twin or Forward Calls During the Entered Hours check box to more clearly indicate the purpose of this check box.

Access the Voicemail report summary with a new function key

You can use a new function key to return to the summary version of the Voicemail report after drilling down to review details for a specific voicemail box. Simply press the F4 key to return to the summary version of the report.

Define Email addresses for multi-factor authentication

Prepare for the implementation of Reynolds new MFA solution, dlrSecured Identity Management by entering the corporate email for employees using the new dlrSecured Mass Enrollment screen or using a new section on the Basic Profile Information screen. dlrSecured Identity Management will be rolled out later this year in order to help dealerships comply with the new Safeguards Rule amendments. For more details, see page 2 of Program News.

Additional security access options

Employee access to various IDM actions can now be further customized using new security items in the Security Profiles (SEC) System. Additionally, you can use new security items to grant access to several of these actions individually instead of as a group.

Monitor access to POWER for multiple User IDs

System administrators can use the new Last Sign-On Listing screen in the System Administrator Options System to monitor when active employees most recently signed on and signed off POWER. In addition, you can review the client numbers that each employee accessed while signed on and determine which employees were signed off automatically.

Review inventory value adjustments for sold vehicles

Accounting personnel can now review inventory value adjustments associated with sold vehicles using the new Late Vehicle Costs window. This window can also be used to review upcoming adjustments that need to be resolved, such as open repair orders. To access the Late Vehicle Costs window, select Tools > Late Vehicle Costs. A link to this window can also be added to the My Procedures folder.

Automatically enter vehicle inventory accounts for vehicle PRCs

Vehicle inventory accounts can now be automatically entered for vehicle PRCs to post details to the appropriate general ledger (G/L) account. When defining the default G/L account for vehicle PRCs in the Management Accounting Options System, the new INV keyword can be used. To define this setting, simply enter INV in the Default Charge G/L Account field on the PRC tab on the Journal Posting Control screen, make additional entries as normal, and press the F12 key to save the changes. Once the INV keyword is defined as the default G/L account, INV is automatically entered in the Default Charge G/L Account field on the PRC Entry – Vehicle screen in the PRC System when adding a vehicle PRC.

Review check and E-payment details using redesigned windows*

The Checkwriter and E-Payment – Find Details window and the Checkwriter – Vendor Find Details window have been redesigned to display in grid format to make adjusting the display easier. There are also additional fields on each window.

Reynolds Electronic Payments invoice details *

When processing electronic payments using Reynolds Electronic Payment (REP), up to 2000 lines of invoice detail can now be included in a single transmission file sent to FIS.

Exclude paid invoices from demand A/R statements that include multiple G/L accounts

You can now exclude paid invoices from demand accounts receivable (A/R) statements that include multiple general ledger (G/L) accounts. To display only open invoices on a demand A/R statement, simply select the new Suppress Paid Consolidated Invoices check box on the A/R Statement Control Options screen for the statement in the MAC Options System.

Include electronic payment information on Account Analysis reports

Information from electronic payments made using the REP application can now be reviewed on ANA reports. A list of usable keywords when defining the ANA report can be found in the full Program News.

Create AIR files for Washington, D.C.

Affordable Care Act Information Returns (AIR) files can now be created for Washington, D.C. Simply enter DC in the State Code field on the Create 1095-C Electronic Files window in the Payroll System, and make entries in the remaining fields as normal. Once entries have been made, the AIR file can be saved to the PC or a network drive.

Various enhancements available for 5-Year Historical Earnings screen graphs

Graph enhancements include: New right-click menu options are available to copy and print graphs; the toolbar has been redesigned to display options using labels, rather than icons; horizontal grid lines display automatically, but can be hidden.

Create AIR files for corrected 1095-C forms for New Jersey

Affordable Care Act Information Returns (AIR) files for corrected 1095-C forms can now be created for the state of New Jersey. When creating an AIR file for New Jersey, simply enter Form 1095-C Correction in the Transmission Type field on the Create 1095-C Electronic Files window to indicate the AIR file includes 1095-C correction data.

Updates to the Add New PRC screen

When the Add New PRC screen is accessed, the PRC type and journal are now automatically entered in the PRC Type field and the Journal field to match the last PRC added. In addition, if the PRC type in the PRC Type field is updated, the journal and journal variation entered in the Journal fields are automatically updated to match the last PRC you added for the entered PRC type.

Request PRC reports for specific client numbers

PRC reports can now be requested for specific client numbers. Simply select the Only option button in the new Run for Clients section on the PRC Report screen in the Reports System, and then select the check box for each client number to include on the report. When the report is requested, only information for the selected client numbers are included.

Post PRCs without printing

At dealerships where printed copies of PRCs are not required, PRCs can be completed or posted without printing a copy of the PRC by defining new settings using the Management Accounting Options System. For more information, view the full Program News.

Access RouteOne® directly from POWER*

F&I managers can use enhanced RouteOne integration to access the RouteOne website directly from the Finance and Insurance (FIN) System and the Sales Prospect Control (SPC) System. With this new integration, you can access and sign on to the RouteOne website using the single sign-on feature when credit application information is transmitted to RouteOne.

NADA references updated to J.D. Power

On multiple screens and windows where the National Automobile Dealers Association book source is displayed, the J.D. Power name and the icon now display.

Automatically decode vehicle model numbers from the VIN

Vehicle model numbers can now be defined to be automatically entered when adding a new vehicle to inventory using the Add Vehicle screen. Access the System Options screen in the VIN Options System and select the OEM Build Data: Pull Build Data Model to Model# on Add check box.

Process to receive documents electronically for in-store deals streamlined

Customers who select to receive deal documents electronically for in-person deals are no longer required to enter a confirmation code during the deal process. Once all deal documents are signed and the Email Forms button is selected on the docuPAD Workstation, the customer simply receives the documents in a password-protected .zip file as an attachment to an Email message, as usual.

Automatically transmit signed forms for Product Rating and Booking products

Forms for sold products can now be automatically transmitted to the Product Rating and Booking provider. When the customer signs a form on the Form Presentation screen on the docuPAD workstation and clicks the Continue button, a message window displays to indicate the form is being transmitted electronically.

Review chained repair orders and additional labor time information on the RO/Reservation List window*

You can now determine whether repair orders and reservations displayed on the RO/Reservation List window are chained to other repair orders and review each repair order in a chain. In addition, new columns are available on this window for you to review the overall labor time that is allowed, completed, and allowed but not completed for a repair order. To access the RO/Reservation List window, click a link in the Skill Availability list box on the Reservation Availability screen. The name of this window varies based on the link used to access the window.

Most recent database selection retained on the Operation Lookup window

The database most recently selected on the Operation Lookup window is now retained the next time the window is accessed. When you access the Operation Lookup window, an option button in the Database section is automatically selected based on your previous search.

New notification option for transferred reservations*

Service personnel can now be notified by SMS text message or by Workflow alert when a reservation is transferred to another client number. Using the new Transferred Reservation row on the User Notifications and Settings window, you can define the method by which service personnel receive the notification.

Monitor the reasons reservations are deleted

You can now require employees to enter a predefined reason code before deleting a reservation. In addition, deleted reservations, along with the reason for each deletion, can be reviewed using the new Deleted Reservations report. For complete instructions on how to define and require reason codes and how to request the Deleted Reservations report, view the full Program News.

Define default comments for posting write-off amounts

You can now define a default comment to be entered when posting write-off amounts to a general ledger (G/L) account. Using new Comment fields on the Policy Adjust and Charge To Accounts screen in the SVC Options System, a unique default comment can be defined for each G/L account to explain the reason for the associated write-off entries.

Identify repair orders and reservations included in values on the Reservation Availability screen

You can now view a list of repair orders and reservations that are included in values displayed on the Reservation Availability screen. The values in the Resv Jobs, Resv Hours, Queued Hours, Queued Jobs, Hold Jobs, and Hold Hours columns now display as links. Simply click a link to display the new RO/Reservation List window, where information about the repair orders and reservations included in the corresponding value can be reviewed.

Include distribution codes on Internal View modules

You can now include the distribution codes for internal service records on Internal View modules on the Dynamic Service Management screen. For instructions on how to do this, view the full Program News.

Repair Order history screens updated to fourth generation POWER System

Screens used to review and update repair order history in the SVC Options System, such as the Repair Order History screen and the Edit Line window, have been updated for the fourth generation POWER System. Fourth-generation POWER System screens include advanced tools and options, such as lookup windows and customizable columns.

Automatically send front counter documents using Email messages

Front counter parts documents, including invoices, advice notes, and credits, can now be sent to customers automatically as an attachment to an email using the new Email Invoicing feature. New screens and windows are available in the Parts System and in the Name and Address (NAD) System to allow you to define Email Invoicing settings for customers. After these settings have been defined, documents can be sent using email when you print an invoice, advice note, or credit for the customer.

Enhanced process for adjusting special order part quantities and voiding projects

To help reduce occurrences in which special order (SPO) parts are canceled or voided in error, SPO part quantities can now only be adjusted in specific situations, and projects that include SPO parts can only be voided in specific situations. In addition, when the quantity of an SPO part is adjusted or a project that includes SPO parts is voided, a message window now displays to allow you to cancel the corresponding SPO.

Prevent cancellation of issued special orders

Special order (SPO) parts can no longer be canceled after being rolled to a parts ticket. In addition, the statuses used to track SPO parts have been updated to help you determine when the parts are rolled to a parts ticket and when invoices are printed.

New tabs and links on Part Special Order Information window

The Part Special Order Information window has been reorganized into four tabs. In addition, the special order number and the part number now display as links to additional information about the special order (SPO) part. The following tabs now display on the Part Special Order Information window.

• Customer Information. This tab displays basic information about the customer for whom the part was ordered, such as the address and phone number of the customer.
• Part Information. This tab displays SPO details, such as the bin and the price.
• Order Information. This tab displays details about the ticket to which the part was rolled, such as the salesperson number and invoice number.
• Timestamps. This tab displays timestamps indicating when the special order was updated, such as the dates and times the order was receipted and issued.

Easily access records related to special orders

Employees can now access repair orders, reservations, and Name and Address (NAD ) records related to special order (SPO) parts using the Related Links window. To access this window, display an SPO record on the Special Order Information screen and select System Tools > Related Links or click the (Related Links) toolbar button. Based on the information entered for the SPO, the following links can display on the Related Links window.

• NAD Basic Data. This link displays if an NAD number is entered in the NAD# field on the Special Order Information screen. Double-click this link to display the corresponding NAD record on the Basic Data screen in the NAD System.
• Service for RO. This link displays if a repair order number is entered in the RO# field on the Special Order Information screen. Double-click this link to display the corresponding repair order on the Basic Data screen in the Service (SVC) System.
• Service for Reservation. This link displays if the SPO has been added to a reservation. Double-click this link to display the corresponding reservation on the Basic Data screen in the SVC System.

Review special order parts statuses using a new column

You can now review the status of special order (SPO) parts on the Display Pending Parts window and the Reserve Parts for Reservations screen using the new SPO Status column. If the Service Department Scheduling (SDS) System is licensed, you can also review the status of SPO parts on the ROs On Parts Hold screen using the new column.

Hide part numbers on parts quotes

You can now prevent part numbers from displaying on printed parts quotes. Using a new check box on the Print Invoices screen, you can define part numbers to display as ********** (Asterisks) on printed quotes. In addition, you can use a new check box on the Invoice Print Format screen in the Parts Options System to define whether part numbers are printed or hidden on quotes by default.

Search and select vendors for the Receipt Reconciliation report using new options

You can now use a lookup feature to search for vendors to include on the Receipt Reconciliation report. To search for vendors, simply press the F2 key in the Vendor field to display the Search Vendors window. On this window, press the F2 key in a field to display the Vendor Lookup window, where a list of valid vendors displays.

Automatically notify parts personnel of missed and transferred reservations

Email notifications can now be sent to parts personnel using the Electronic Mail (EMA) System when reservations with parts are missed or transferred to another client number. Each Email message includes information about the reservation, such as the reservation number, the reservation time, and the customer for whom the reservation was scheduled. Managers can define settings for these notifications using new check boxes on the Back Counter tab on the Invoicing Options screen in the Parts Options System.

Access External Parts Orders window from the Folder List

Employees can now access the External Parts Orders window from the My Procedures folder using the new External Parts Orders link. This link can be added using the My Procedures tab on the My Favorites screen. Once the External Parts Orders link has been added, you can click the link to display the External Parts Orders window, where you can search for pending external parts orders that were added outside of POWER.

Define wholesale parts compensation type at Ford dealers

For Ford wholesale customers, wholesale compensation types A – Authorized, I – Internal, and R – Retail are now available in the Wholesale Compensation: Type field on the Parts Invoicing Data screen in the Name and Address System. This information is included in files transmitted to Ford using the Ford Unified Database interface in the Dealer Communication System.