CDK GLOBAL KT Session for FY'24 PDF

Sreekanth Aupuri © 2021 CDK Global, LLC / CDK Global is a registered trademark of CDK Global, LLC. Sreekanth Aupuri © 2021 CDK Global, LLC / CDK Global is a registered trademark of CDK Global, LLC. Finance & Insurance Learn from other’s mistakes: Below are the corrections required from team in July’22: TCL UD Banks Deal Testing Finance & Insurance Learn from other’s mistakes: Below are the corrections required from team in July’22: Deal Testing Model Line Banks OSL Fields Finance & Insurance Learn from other’s mistakes: Below are the corrections required from team in July’22: We-Owes Lender Codes Interface Updates Clone Cleanup: Learn from other’s mistakes: Below are the corrections required from team in July’22: Menu Vantage Platinum Learning from other’s mistakes: Suggestions: KT Session for Aug’22 New updates on different products MVP Deal Testing Full Installs: Learn from other’s mistakes: Below are the corrections required from team in Aug’22: Full Installs: Learn from other’s mistakes: Below are the corrections required from team in Aug’22: Full Installs: Learn from other’s mistakes: Below are the corrections required from team in Aug’22: Full Installs: Learn from other’s mistakes: Below are the corrections required from team in Aug’22: Full Installs: Learn from other’s mistakes: Below are the corrections required from team in Aug’22: Banks Model Lines FI Installs UD MVP KT Session for Sep’22: Learn from other’s mistakes: Below are the corrections required from team in Sep’22: Model Lines FI Installs KT Session for Sep’22: Learn from other’s mistakes: Below are the corrections required from team in Sep’22: FI Installs ML Setup Deal Testing KT Session for Sep’22: Learn from other’s mistakes: Below are the corrections required from team in Sep’22: QRT Rush MVP KT Session for Sep’22: Learn from other’s mistakes: Below are the corrections required from team in Sep’22: QRT Rush FI setup KT Session for Sep’22: Learn from other’s mistakes: Below are the corrections required from team in Sep’22: MVP Work a Quote (WAQ) KT Session for Sep’22: Learn from other’s mistakes: Below are the corrections required from team in Sep’22: FI Setup FI Setup : TCL Function KT Session for OCT’22: Learn from other’s mistakes: Below are the corrections required from team in Oct’22: FI Setups:- Deal Testing FIU Disclosure types Banks KT Session for OCT’22: Learn from other’s mistakes: Below are the corrections required from team in Oct’22: FI Setups:- Lease Setups Lender codes Dash to Drive KT Session for OCT’22: Learn from other’s mistakes: Below are the corrections required from team in Oct’22: FI Setups:- Even if the banks are not listed in workbook, you should check default steps like PRSPP, PRCASH, adding lender codes etc. Also, Please abide to the timelines on all the setups that we work on specially F&I setups AP function: Avoid the copy paste errors while configuring the labels in Vehicle – Accounting – Sales screens. Also, make sure to follow the default steps in this function. Deal Testing: In the first page of every deal, we have many fields to be configured so be careful not to miss any details like Cash Down for Cash Deal, LMF for Lease Deal and Gap insurance for Purchase Deal KT Session for OCT’22: Learn from other’s mistakes: Below are the corrections required from team in Oct’22: Deal Testing: ANM Function – Add the respective store City, State, Zip & County information in CDKTEST but not in CDKTEST2. Also, do not forget to add the address lines in all the deals that you create MVP: Avoid the minor mistakes like not adding the relevant information / Missing to add certain details like Store contact details, Client Contact details Dash to Drive: Make sure to follow the steps available in word doc for every D2D installs and also watch the recordings and let me know if there are any points that needs to be addressed in team. Also, check in salesforce if assigned FI setup is D2D or just search with same name over there KT Session for OCT’22: Learn from other’s mistakes: Below are the corrections required from team in Oct’22: Flex to Drive: Team mates who got trained on this, please watch those recordings and come up with the default steps so that when the installs are assigned it will be easy to complete the install in time MVP RPA: There is some improvement in the success rate of the installs completed correctly by BOT. I request you to continue monitoring the MVP cases and send the data on weekly basis to Tejaswini QRT Rush: If the data in Target logon is not at all matching with Source then please drop an email stating the same so that you can process it when you receive data from NA VIC. This happens because QRT team doesn’t know whether NA VIC had discussion with client or not KT Session for NOV’22: Learn from other’s mistakes: Below are the corrections required from team in Nov’22: While working on Deal Testing, you can choose from your workbook by looking at above snap KT Session for NOV’22: Learn from other’s mistakes: Below are the corrections required from team in Nov’22: QRT Setups: FI Setups Deal Testing KT Session for NOV’22: Learn from other’s mistakes: Below are the corrections required from team in Nov’22: Deal Testing: For Lease deal – we know that there are two possible rate type (APR & LMF), depending on the rate type the values are defined in DT Workbook so check twice on those parts F&I Setups: QRT Setups: Please be more cautious on default steps like TCL Commands (Months & Year), JOB Stacks (Activate the existing stacks), SUD etc.… Remember that some functions are common for different accounts so don’t forget that KT Session for NOV’22: Learn from other’s mistakes: Below are the corrections required from team in Nov’22: One Eighty: Although we receive these very frequently, Good to see that team is picking up on this setup and completing the task within the time line Credits: As you know, QA team has started doing the QA for FS cases, I see many of them are missing to add the comments correctly in salesforce. If you can ignore it there won’t be any corrections required Also, Please follow the same headers while posting a comment or attaching a file while working on credits For every task that we do, I suggest everyone to be focused and try the utmost not to miss any step KT Session for NOV’22: Learn from other’s mistakes: Below are the corrections required from team in Nov’22: KT Session for NOV’22: Learn from other’s mistakes: Below are the corrections required from team in Nov’22: KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 KT Session for JAN’23: Learn from other’s mistakes: Below are the corrections required from team in Jan’23 QRT setups MVP Setups KT Session for MAY’23: Learn from other’s mistakes: Below are the corrections required from team in May’23 QRT setups KT Session for MAY’23: Learn from other’s mistakes: Below are the corrections required from team in May’23 Deal Testing KT Session for MAY’23: Learn from other’s mistakes: Below are the corrections required from team in May’23 FI Setup KT Session for MAY’23: Learn from other’s mistakes: Below are the corrections required from team in May’23 FYI KT Session for MAY’23: Learn from other’s mistakes: Below are the corrections required from team in May’23 FYI KT Session for MAY’23: Learn from other’s mistakes: Below are the corrections required from team in May’23 FI Weekly Report FYI: MVP QRT KT Session for MAY’23: Learn from other’s mistakes: Below are the corrections required from team in May’23 FYI: Below is the right way to raise a request to re-assign the RMS lines: KT Session for MAY’23: Learn from other’s mistakes: Below are the corrections required from team in May’23 FYI: KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 QRT & FI Setups: QRT – AP function – Vehicle screen - If the target logon is not having trim level then we can delete existing NEW and USED prompts and add the new and used again then make sure the trim level is available now and then it should be marked as Y. As you have added again, you can just make changes in V, A , S screens just as source QRT and FI setups: Delete VERIFY Prompt before handing off to NA VIC QRT/FI Setups: If you are asked to copy employees from source to target then we can only add the employee list which are having the JOB Codes. Ryan confirmed to ignore the employee ids which are not having job codes KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 Full Installs: TCL Function – Few are still updating the months incorrectly (Ex: Adding JUNE instead of JUN). Also, forgetting to verify if year is showing the present year or not Interface Updates: Field 4 – workbook is blank & DMS has ‘N’ then we can change it to ‘P’ Banks: Field 9 should be blank and Field 10 should be N. Missing to add Lender codes for known banks. Should add company number in Multiple store setup-QRT Deal testing Buyer and Co-Buyer - County should be added manually in QRT as its not listed in checklist. KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 FI Setups: To copy the banks from Primary to other address use the function FI account, FICP (Fin Inst Copy Primary) function Copying Ins rates – Same C number – Function CCIR (Copy credit insurance rate), Account FI MSS – If the given data not fitting in DMS – Go to function TCL under FI -> ED PRIVLIB DNA (used in FS cases) -> select field no – use replace or directly type what you would like to add to know the field no you can type a random this and that will populate in ED PRIVLIB DNA KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 FI Setups: Model Line – If we have police in the description, we can delete it Model Line – Clear the file before running the report for all ml setups unless the vehicle logon is shared MSS – Profit percent should be 100 in Insurance – Purchase and lease setups Dealer Info – Make name is not needed to be added into DMS Virtual Biller – Misc. sale types – Retails will not be there (no need to add). KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 QRT Setups: Required Fields: Its mandate to check the required fields from source to target. If there are any discrepancies add a note in the checklist ML Setups: If this setups are pending for any reason, make sure to check DMS and let NA VIC know if COA/tapes are pending from long time SUD: source empty – don’t make any changes in target and comment as let me know if i have to make changes. 2) Source empty - made changes in target and comment as let me know if i have to change it to blank If the associate has mentioned clear comments, error willn’t marked KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 FI Setups: Model Line – we add the model names in UIS function, and the account is ?? Deal Testing – For Canadian stores, its suggested to add Canada state instead of USA in lienholder or miscellaneous screens Required Fields – Going forward, This step is mandate for all the FI setups Model Line – If Enhanced RPG doesn’t have vehicle logon and not able to pull it to excel – go to Vehicle account, RPX function select your report – Run – 1- it gives you an option to pull it to excel KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 FI Setups: VMS –If Vehicle management is not available in drive desktop then go to ADP account- >GNRG then run CDK Drive. After finishing running that go to drive desktop and refresh the page and check again if V logon is available or not Then run ADP->GNRG and check enhanced report to check Vehicle management logon If menus are missing under vehicle account in support box, then run ADP->RAT (re-built accountable) & then run ADP->UMP (update master profile)->vehicle management->standard application (Compiling loads)->F3 KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 Full Installs: VMU & MP – Missing to tag the respective make in this step MVP: Client Contact Info – What needs to be taken in primary sheet FI Setup: We should just schedule the stack, not activate it using MD FI Setups - Insurance Rates: If Credit Life (CL) & Accident Health (A&H) info is not given in workbook or checklist doesn’t have this cross-marked then We should be deleting CL/AH lines in Custom Screen & Windows KT Session for June’23: Learn from other’s mistakes: Below are the corrections required from team in Jun’23 FI Setups: Lender codes From PKT, we came to know that BMO has a franchise so we can take BMO as lender code for Bank of Montreal and BMO Harris. In same way, do search part in google KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 Full Installs: Deal Testing: Remember that if you do any mistakes in Buyer info, it will be the same in customer screen for all deals. So, if there are any corrections required in CDKTEST after QA, you should make those changes and re-type the CDKTEST in all deals MVP: As we know we can hand off the rush installs without 3pa due to some reasons, once you hear back about 3pa code or any other fields we should hand it off again with updated workbook Deal Testing: Misc Screen – other name should be your First name KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 Full Installs: QRT : 1. Test Deals – Person working on QRT should create three deals ( Purchase, Cash, Lease) with existing number in number assignments (Ex: Existing number might be 100) 2. Now update the Field 1 in number assignments (Assign same number to Quote & Deals) to “999999” 3. Notes in checklist-” Just Created the deals for Deal testing purpose, will work on it once QRT setups are done” KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 Full Installs: Deal Testing : Person who works on it 1. Has to take the deal numbers from QRT checklist and work on those 2. By any chance the deal number mentioned in QRT checklist is cancelled we can go back to number assignments change number to successive number of existing deals (Ex: QRT has 10,11&12 among this 12 is cancelled so the number assignments will be 13 – Create a deal and then go back to number assignments and add all 9’s) KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 Full Installs: FI Setup: If team received multiple stores in a single project, one person should collate below info and send it in email for future purpose 1. Columns should be Store Name – Logon – Assigned to – Logons Shared 2. If any logons are shared, team should co-ordinate with each other and don’t repeat steps 3. If V is shared we don’t use the TCL command to delete the existing data in report 4. If A is shared, One person should work on NMS function for all logons KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 Full Installs: FI Setup: This month one of the team mate received two stores from a single project with below requirements: 1. Fees and Taxes should be copied from State Standards 2. We-Owes, Commission Plans, Custom screens should be copied from a different logon (same C box) to current received stores 3. SJ templates were marked in checklist, we were asked to just change fees, taxes from SU function and account numbers as per the accounting interface sheet KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 Full Installs: FI Setup: Copying Custom Screen and Windows KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 Full Installs: Continued to Previous page Deal Testing: When we work on multiple stores in a single project with shared A logon: 5. While working on DT, ANM function – Buyer Info – CDKTESTXXX (CDKTEST should be followed by your respective company number). For Co-Buyer info we need not add any numeric following the name as the details are same for every store 6. Same CDKTESTXXX should be there in customer screen of all deals 7. For Enterprise Clients – We should be more cautious while working on these projects KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 WHO & WHERE Commands: If we give WHO in TCL Command-->It gives us C# num & logon WHERE & WHO Commands tells which logon & IP address you are into respectively QRT Setups: For CA State – Customized Vehicle Fields For all CA States we need to check with state standard box whether matching or not If not matching with state standard for CA state then should inform NAVIC. This is in the case of QRT. LIC Exp Date, VLFC Class (These two fields should be there in CA State) KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 QRT Setups: 1. MP Tapes - Load list can be of this month date not necessary that should be current day unless the effective date shows as current day 2. OSL Fields: Make sure that the OSL fields are in both the columns and matches with Source. 3. FYI: SL logon can be created in DMS, this should not be done unless NA VIC informs you 4. Tradestk1 and Tradestk2 will have actual cash values which will reflect in your deals. In this case we should leave a comment in DT workbook KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 Lender codes: 1. Rally Credit Union (formerly known as Navy Army Community Credit Union and Navy Army Federal Credit Union) is a credit union headquartered in Corpus Christi, Texas, chartered and regulated under the authority of the Texas Credit Union Department of the U.S. federal government. 2. Capital Bank and First Tennessee Bank were unified and rebranded as First Horizon Bank. KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 FYI 1. Know the difference in workbooks received from NA VIC. Few times we receive the report just as we see in compare sales setups and sometimes we receive workbook with all other sheets 2. While adding lease banks, there will be many steps to do in different sections. For ex: FMCCL bank might have different loss payee address, Disposition Fee, Acquisition Fee, Buy rate etc., 3. Validating setups: Don’t just depend on the formulae, do the checking part manually KT Session for July’23: Learn from other’s mistakes: Below are the corrections required from team in Jul’23 FYI IF YOU HAVE TTCU BANK IN YOU LIST - HERE IS LENDER CODE Tulsa Teachers Credit Union To know list of groups for your dealer or store A/c-ADP Fun-TCL where TCL COMMAND = MM.PGM.LIST.GROUPS KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 FYI Check the knowledge base that was shared by April for the financial statement of any make using the guidelines listed in the email. KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 FYI Since June the update on AutoNation was repeating in FI Weekly Report with same notes as ‘ AutoNation doesn’t need clones they just need test deals’. Nobody has checked this pattern How to copy RPG reports from Source to Target: 1. Function will be: BP-COPY-RPG -→ Run this in FI and V Accounts of Source ***Not in Target*** KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 VMS MP – Manufacturer Pricing Load AP – Add Unit Prompts AU – Add Units ML – Model Line Information UPDATE - F&I :- TX state –TAXES - Add VIT tax as per the workbook only , please ignore even though if it match with state standard box. KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 Deal Testing: 1. Purchase Usedstkno - Misc – Sale type should be Either Used/CPO/Pre-Owned/PO etc., if its not listed then we can take RETAIL – If both are not listed among options then go for NEW 2. Lease Deal – DT Workbook – Field 8 – It should have only either APR value or LMF value depending on the bank you have selected for your deal 3. All deals – Misc Screen – Field 10 – Aux Fields – Y – If it has name, city etc., with any word other than OTHER just check with QA team and update 4. All Deals – If some fields like Insurance, Disposition Fee are not available in home page KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 Deal Testing Contd: 1. All Deals – If some fields like Insurance, Disposition Fee are not available in home page then go to command and enter ‘DP’ for all purchase/cash deals and Use ‘DL” for lease deal 2. All Deals – Gross Screen – We need not check about the values listed below as it keep changing depending on previous screens or any changes done by anyone. We should be adding the details as given in workbook and then add the snap 3. Cash Deal – If there are any value for APR it might reflect as deferred price in homepage so please do check that and remove it. As we know there are no rates for this deal KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 Deal Testing Contd: 1. Purchase Usedstkno – as we are working on usedstkno, the stock number that you add in this deal should be usedstkno ***don’t expect that this should also be said multiple times*** 2. Team is following in adding company number to buyer name if they are having shared A logon for multiple FI logons. Ex: For Autonation, I have seen that done without miss 3. Add county even though its not listed in qrt checklist, we can check in google 4. CDKTEST – If OSL fields are not matching, then as usual we are not adding the data from workbook and also adding snap of DMS into workbook KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 F&I: 1. Banks: a) CV reminder should be Blank and Field b) Do remember well known lender codes 2. Vehicle Cost- F&:I: New and Used vehicle dollar value should be added as per Comm Plans 3. Upper Case / Sentence Case: we can add data either in UPPER or Sentence Case 4. Insurance: MBI, GAP & MAINT should be having profit % as 100 unless there is new % given in workbook 5. We-Owes: If workbook is not clear for Hard/Soft , Please take Soft for all we-owes KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 F&I: 1. NMS: Dup check – Names to check should be ‘All Names’ & Active Dup checks should have (Sound) in the brackets of what you add 2. Hyundai Lease Titling trust – we can take Hyundai lender code 3. If NA VIC requested in workbook/checklist to add Balloon Bank for a particular bank – OPTION will be your purchase method etc., 4. By default for Generic1 Method- Lease related steps should be done even if its not listed in your workbook KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 F&I: 1. We-Owes: Tire and Wheel /Wear and Tear – if this is already existing in DMS and workbook has different code/name pls del and add it as per workbook. If Code and name is matching, we can directly add values as per workbook 2. Employees (UD): There are many misses in one of the enterprise client while adding employees, There might be duplicates with same details except middle name 3. Ex: 2354 - John Luther King and 2354 – John King (In this case without noticing you will add two ids and the data that gets saved is the second one added by you. Mention this in checklist KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 F&I: 1. Banks: re-iterating again to have a meet among yourselves when we had received multiple stores from a single project – Share your inputs/findings with others so that they will not do those mistakes 2. Having a bank code as PNC with bank name as People National Credit will not be okay to take lender code as PNC 3. Workbook: If there is no info on rate type or acq fee type – please do mention the comments in checklist on what you had taken even if na vic confirms KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 F&I: 1. VMS: AP Function – New & Used Vehicles - Most of them has missed to update Fields 27-34 as ‘N’ in sales screen (Except CA State) 2. Custom Screen and windows: we have to refile banks listed in Product sales also 3. While adding employees, the emp id and names might be repeated with different job roles, in this case we can directly add two roles to that name (always recommended to check data twice before you configure that into respective logons) KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 QRT Clone Cleanup: 1. Job Stacks:: If stacks are not available in FI/V account, its always recommended to add snaps 2. VMS: Few are missing in matching the target labels with source correctly after they delete existing new & used because of trim level not existing 3. Missed to add lender codes for Ally, Westlake, wells fargo etc., which are available in almost all stores 4. Aux Fields: Field details calculation in target logon might mismatch with source-Do check KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 QRT Clone Cleanup: 1. Required Fields: should be matched with source and then If this step is not there in checklist, please add it in other misc 2. VMS: AP function – new and used – Accounting screen – If this screen in target is matching with source, you need not post comments as UMS not matching with user defined fields 3. If A logon is shared then add the snap of UMS in checklist KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 MVP: 1. Store Address: Missing to add the total zip-code 2. CCI: Client might have two different phone number, must check in Project work client contact or related content 3. Do remember to add the new update of adding a note for all mvp hand offs, email was sent by Dilip 4. Please don’t wait in handing off if everything is there except not knowing UUP password. If its Rush as we know we can hand off without 3pa (if it’s taking more than 24hrs) KT Session for Aug’23: Learn from other’s mistakes: Below are the corrections required from team in Aug’23 QA SharePoint: Few of them are missing to add the details correctly while uploading the installs for QA Going Forward as per the suggestion received from our leaders, QA team will be considering that as an error and your score will be reduced Ex: Mistakes that usually happen are: 1. Posting incorrect need by date 2. Adding the details of one store and the attachment will be of some other setup/store 3. Creating duplicates- adding same install twice KT Session for Sep’23: Learn from other’s mistakes: MVP Adding Lease Calculation Method: While handing off the MVP workbook, check if your FI logon is having any lease banks with any calculation method Ex: 1. Finance institutions – If we don’t have any lease bank with lease cal method, please do inform anyone of the tenured team member KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 FI Updates: 1. Update from April in Teams Channel: FES Request - Other than a dash (-) , Please omit special characters for Bank codes, We-Owe Codes and We-Owe description Example: Bank Code BBT – It should be Just BBT, recommended not to add BB&T as a code (follow the same for We-Owe Codes and We-Owe description) the same information was informed by Jim in yesterday’s call KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 FI Updates: 1) If the Lease bank is FORD and if you have the Reserve Method as “FORD.RC”, please perform all the steps in FORD.RC, GENERIC1 and GMAC 2) Mileage Factor Fields will not match for FORD Screens and GENERIC1/GMAC Screens in Lease Setups. Leave them as it is. Just ensure that the Taxes, Fees, and Insurance are matching in all Reserve Methods. KT Session for Sep’23: Learn from other’s mistakes: FI Updates 3) If the Lease bank is not FORD, just ensure that all the steps are performed in GENERIC1 and GMAC. 4) In case, if there is no GENERIC1 bank available to perform Lease Setups, just create one bank in SU with the name GENERIC1 using the Reserve Method as GENERIC1 and Split Method as LQ1 and perform all Lease setups. (Refer to the below snapshot) Rate type take it as APR for now and mention the same in checklist (***Do Not follow same for GMAC***) KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Employees (UD): Below are the few points discussed: a. To avoid confusion on Last name - First name and Middle name, Jim will ask NA VIC’s to add Middle name in the workbook and add the details accordingly b. If we have duplicates with same emp id-same job codes and different names, it is confirmed to take the employee id that has more information Example: Assuming 160960 is repeated twice in your sheet where all the details are same except First name KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Continued… First snap: First name is Just Charles Second Snap: First name is Charles Bud so here first name will be Charles and Middle name will be Bud KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Multi-Store Project: Its always recommended to pull the Finance institutions and We-owe report from Compare sales setup then check the banks and we-owe which are common in multiple stores. Please note that common banks and we-owe should be same in all multi-stores that we work on. To make it easy firstly add the common banks/we-owes in one store and then we have to run the commands (this was shared to team through email) to copy the banks or we-owes from one logon to other logon (Only if the banks or we-owe are same in multiple stores from a single project) KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 FI Setups- Michigan State: Under Purchase Setups – Go to State Taxes – Enter “F” for forward KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 FI Setups- Michigan State: Ensure that line 5 is “Yes” KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Model Line: Email format to be sent to respective accounting vic when certain information is not available, or models not accepted while running the ML report ***As per the VMS Model Line (ML) setups, which sets up of the mapping of Year/Make/Model Number/Model/Model Desc/Inventory Acct/Sale Account per unit in AU. This information is used for Inventory Units (ML), Sold F&I Deals, and Virtual Biller for Each FI Install and or Virtual Biller install. *** Note – Please also include the models that are throwing errors for sale account number in the body of the email. (Please copy Jim Manna, April Archer and respective NA VIC ) KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Model Line – Default Email template to be followed while sending an email to Accounting VIC KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Vehicle Sale/Cost accounts for ML: Use as Best Practices - If additional vehicle sale accounts are not itemized on the Financial Statement (F/S) for a “like” model, (items like: Fuel types - Hybrid, Hybrid Plug-in, Electric, Diesel, or trim levels LX, EX, DX or 2WD and 4WD, etc.) then we would not need additional Sale Account for ML setups. We would use the same Retail/Lease account on all the “like” models. Exception would be if VIC indicates a need for additional numbers, per client’s request. Rule of thumb: If F/S does not break out a model with variances for a model, and no instructions were given to differ from the COA Retail/Lease vehicle sale account, additional accounts are not needed. KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 When sending email requests between NA and IN VIC’s: The subject line format to include - PW# and Project Name, Project Number – Purpose of email The body of the email to include - Install Location Name, CMF#, Logon Name, CO #. Thank you! Example: Subject Line: PW-00954861 - ZA 10 SITES ADVENT UNHOOK 1113101 – ML Sale Account issues Location: Yuma Honda CMF: 76071167 , Logon: YH-FI, CO#: 30 KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 MVP: Make sure to add correct country, few have added the county QRT: TCL – Year should be 23 not 2023 or any previous or future years AP function – New & Used – Target Labels should be matching with Source Missing to add snapshot of job stacks for FI & V accounts, please do add even if its blank Model Line: If there are multiple sale accounts for a model, check key words like 2wd, 4wd, Hybrid, cross trek etc., As per update we should not worked on Police models in ML. Few of them have updated BOLTEV and EUV as Car in ML report but as per Financial statement it is Truck KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Finance Institutions: HYUNDAI Purchase Bank(s) no longer use FEDERAL calc method they should use HYUNDAI1 instead (ends with capital (i) and number one (1) If same bank code is given twice with different address, take a different code for the second one Multiple store setup – Add full data in TCL→ ED PRIVLIB DNA PRCASH, PRSPP – Field 3 should be filled out KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Deal Testing: Missing to add Model Description in Newstkno & Usedstkno To see if there are any fields missing in first screen of a deal, we can go to command and type ‘DP’/’DL’ and see if the missing fields are existing in that screen Re-iterating again that reserve method for cash should be either 0/1 if any other notify it Purchase Deals: Trade screen – Trade 1 – Tax credit is checked for few stores, Notify it Many are missing to add data from DMS to workbook sply insurance names. Also, in ANM function if you have taken CDKTESTXXX, not adding the same in DT Workbook KT Session for Sep’23: Learn from other’s mistakes: Below are the corrections required from team in Sep’23 Deal Testing: Adding the data twice in a field and not removing lines in gap insurance for a cash deal Lease Deal – Add the right mileage values from DMS to workbook Snapshots in G screen keeps changing so whenever you re-work pls check and update FI Setups: we are missing to delete CL/AH lines in custom screens ( this is performed only if there is no info listed in workbook/checklist/email) KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 FYI: Ryan confirmed that OWL projects are not Enterprise Clients with Ravi. OWL is not an enterprise, it’s a consulting company that dealerships hire Enterprise Clients - Mostly They never setup from state standards, they will ask to clone from some logon Full Installs QRT (if source is given for FI setups)- AP Function: Tiffany Confirmed that target should have same templates as listed in source, if the templates in target are not having trim level we can delete and add the same names again so that the trim level populates and then match the other labels with source KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 FYI: For one of ML setups, Tiffany confirmed we can’t use sale account that ends with D/L Do not use any accounts that end in D or L D=dealer trade L=lease passwords in SU also had a password to enter and we couldn’t find the password for Gross Screen which we needed for deal testing. In such cases, please use SEC password CL/AH lines: Before performing FIU there are no CL/AH lines existing. After performing FIU step, we should check Custom Screen if CL/AH lines are showing up KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 FI: Updating the tax rate and sale types from workbook or matching the target with source TCL – Year should be current year, focus on these areas – Year and Months- FF should throw error if the year or month is incorrect VMU & MP Tagging: Make sure you are tagging your respective make in the respective country – Don’t be in a hurry to tag, check if your store province and country Lender codes – don’t go with bank code, check with bank name first Ins rates – If you are asked to copy setups from one logon to other, then check ins rates also whether those need to be copied. KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 FI: Same project – different stores – same banks with loss payee, title details – check if whether Title, Loss Payee is having different details in workbook for those stores While tagging manufacturer in VMU and MP function, check if multiple makes are listed Cab west LLC: we can take FMC lender code QRT Setups: Comments on Number Assignments, MP Tapes, Tagging and snapshots in checklist for Job Stacks, FF function Interface updates: Target should match with Source – Field 4 details will pop up only if you hover on that field KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 QRT Setups: Lender code for Chrysler Capital is DCS, don’t get confused with chrysler credit To avoid misses in setups, follow an order from list of steps to be done like Defaults first, Compare sale setups, SU function related steps, checklist comments, salesforce comments Deal Testing: Gross Screen – All deals Snaps of this page should be added in the end Misc Screen – Sale types, Employees if any (if empty we can add default ones) Lienholder and Guarantor screens – Try to fill the full name in required fields KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 Deal Testing: Tradestk1, Tradestk2 screens – Even if sale screen is not listed, check if there is any value under actual cash value as this might reflect in deals All Deals – Be specific on stkno depending on deal you are working on ANM – If county is not available in QRT/FI, check list of counties for that province in google Buyer and Co-Buyer – Any changes made in ANM or changes required after QA, be cautious that we should go to each deal and retype those so that the updates details will populate KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 Deal Testing: Few SU function related Fields: Reserve method all deals – Buy rate if existing – Term – Rate – Ins Names MVP: UUP – Default Org if you are adding menuv as the new one, update Last Name as - Menu Vantage Platinum etc., Dealer Phone number – if all 9’s in Data ware house Primary client phone numbers might be two numbers , check those twice in multiple fields KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 Model Line: Few are missing to take inv account for truck or suv Adding incorrect sale account numbers for models listed in the ml report- this generally when you do not filter the models or drag the number correctly Follow up on emails sent to accounting VIC regarding missing accounts FS Cases: Before sending for Disptach please update case comments Please raise a case and update case number for address mismatching KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 Model Line: 1. If there are two different sale accounts for a model then you must consider the one which is available in Knowledge Base and matching with COA 2.If you see any Inv Account listed for SUV Used Truck in COA, Please drop an email to NA Accounting VIC copying Jim Manna asking if there is any Inventory Account for SUV New In detailed explanation is sent through email Form Chain: As per the email received, Which form type we are asked to work on ? KT Session for Oct’23: Learn from other’s mistakes: Below are the corrections required from team in Oct’23 SL Logon Creation - Prerequisites: Tejaswini has sent the email, please check that and let her know if you have any questions. For any updates sent in the email it would be better if that person takes a session to the team either in KT Session or schedule a meeting separately Deal Testing: we must fill different random details in insurances, don’t repeat same values for any two insurances. Like we have MBI, Ins1 as Gap and Ins2 as US Warranty and Ins3 as PPM then we add values listed in DT workbook but as we don’t have any values in US warranty, we can add random values but remember cost should be less than premium KT Session for Nov & Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 Model Line – Vehicle Sale or Cost Accounts: Use as Best Practices - If additional vehicle sale accounts are not itemized on the Financial Statement (F/S) for a “like” model, (items like: Fuel types - Hybrid, Hybrid Plug-in, Electric, Diesel, or trim levels LX, EX, DX or 2WD and 4WD, etc.) then we would not need additional Sale Account for ML setups. We would use the same Retail/Lease account on all the “like” models. Exception would be if VIC indicates a need for additional numbers, per client’s request. Rule of thumb: If F/S does not break out a model with variances for a model, and no instructions were given to differ from the COA Retail/Lease vehicle sale account, additional accounts are not needed FYI: Add model type and account numbers correctly. Drop an email to Accounting VIC if required on sale accounts etc., KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 FS Cases (Honda & CUDL) – If NA VIC requests IND team to perform this setups, we should be checking if its billed or not (Dilip has the access to check invoice details). This will be explained in detail on Monday. Dilip will take a session as few of them in the team are missing to create the case even if it’s ‘no matching dealer found’ or any other issue (Creating a case is mandate). Tejaswini and Ram has the access to add the required information in CDK Admin so team should notify them including Dilip whether the case is created or not KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 Deal Testing – For all Deals, G screen – Sell rate should be more than Buy Rate. If its not in this way we can go to Gross and update $200. Updated workbook has been shared through email, as we are into new year 2024 look at the dates in Lienholder and other screens FRS Cases: If you have the FRS for the AUTONATION USA stores then below it the update from Terry Kortas - "None of the AN USA Stores have VMS“ MVP: For store address, while copying the contact number see if its store phone number or fax number. When you receive any excel sheet from PM/NA VIC please double check with others if you have any issue in accessing the sheet, don’t directly assume the things and repeat same question to PM KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 QRT: AP function – All the existing templates in target must have trim level, if its not there we can delete those templates – create a new one with same name – match the labels in target with source FYI for Lender code purpose -Mercedes-Benz Financial Services India Private Limited (MBFS India), formerly Known as Daimler Financial Services India Private Limited (DFS India), is a wholly owned subsidiary of MBGAG , Germany, incorporated in the year 2010 as a Private Limited Company. Remember to take lender code as MB when we have Daimler as a bank name in finance institutions. Also, remember CCAPL is Chrysler Capital so take lender code accordingly KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 QRT: AP function – Labels in target are not changed as per source FF function: is password protected, However as per email received, we can unlock it using 'SEC’ and check out if its not throwing any error and the correct it if required (Year, Months) TCL : Remember the year will be 24 QA Share Point: Do not forget to attach the emails received from NA VIC/PM when you are uploading setups for QA. From November month, you are getting marked down on missing this Form Chain: If any form is missing in target, mention the comments clearly with form number/description and then with the form numbers. KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 Deal Testing: Lease Deal - Residual was not changed to 50%, MSRP & Selling Price is different in workbook when compared with DMS. Disposition Fee was not added correctly from DMS to workbook DT - Insurances: Many are getting confused on adding Insurance values from workbook to DMS depending on the names. Check SU function to know which ins is MBI,GAP, Maintenance Few are still not updating the correct deal numbers in Deal testing workbook CL/AH lines: Delete these if there is specific info listed in email/checklist/workbook. Remember to do the same for checklists received to add UD, ML, FIU etc., Notify NA VIC in this scenario KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 QRT: Lender code is available for ROCKLAND bank ; the list of lender codes might vary depending on project so please do check the list for every bank until you get confident on deciding whether a particular bank is listed or not Lender code: if you have any doubt , please do check in google for logo for the bank you have, and the lender code name listed in DMS. World Omini has a lender code VMU & MP: Whether the Tagging is done or not by you or if its already existing-→ Respective comments should be posted in Full installs UMS- Dealer Defined Fields/ AP – Accounting screen – User Defined fields: Post comments acrdngly KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 Deal Testing: These days we have come across a scenario where QRT is completed by the team few weeks back, now before go live NA VIC send you checklist/to do tasks with special instructions. In this case, remember to see if there are any fees, insurance, we owes updated by you in SU function are reflecting in the deals worked by the team Ins1: While working on insurances in all test deals, do not get confused with names. Ex: MBI – Auto Group ;Ins1 – Expressway; Ins2 – Auto Group Gap; ins3 – Auto Group Maintenance Over here, you will add respective values as listed in DT workbook according to names listed in DMS, For Ins1 as informed earlier take random values and mention the same in DT workbook KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 If the ins1 field is blank in DMS then please remember to keep it blank in DT workbook too ANM: Buyer info – While working on Canadian setups make sure to add those state details in all other required fields. Remember any changes made over here should reflect in all deals Lease Deal: All Mileage Fields might be pre-existing in DMS, do not make changes to match DT workbook. Suggested to take snaps that has time and date of the tool. Few are missing to add snaps of fees, taxes. While selecting banks in all deals, check if it’s available in your logon, few banks are existing in name file. Add correct values of Security deposit, disposition from DMS-WB We-Owes: For all test deals, do not assume the cost values depending on sale values KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 Ins Names: For Texas state, you know ins2 is maintenance and ins3 is gap. Follow same in DT Test Deals: Test Deal for Purchase Newstkno – Test Deal for Purchase Usedstkno – Test Deal for Cash – Test Deal for Lease. Update the comment in this way for deals you work on Typo Mistakes: Be cautious while adding the data from workbook to DMS Misc., Screen: In all deals except purchase Usedstkno, take RETAIL if its existing in the list Single Setups: When you receive same data for couple or more stores, Develop the habit of doing compare sale setups for the banks, we owes and save it in your desktop KT Session for Nov& Dec’23: Learn from other’s mistakes: Below are the corrections required from team in Nov& Dec’23 F&I: These days as we are not receiving much FI setups, you tend to forget few steps like NMS, FIU,CSR-SETUP, Deleting CL/AH lines etc., To Avoid this, make a habit of checking these steps when you work on QRT Rush installs but remember not to update lines in NMS, CSR-Setup etc., Banks: while adding banks, we might have different address/Zip for Loss, Title, PO Box , check those ones before adding and highlight it so that you won’t miss it while adding banks all at once. *** Please revise the default steps in F&I setups specially the steps to be followed depending on the state like California , Texas etc., *** KT Session for Jan’24: Learn from other’s mistakes: Below are the corrections required from team in Jan’24 F&I: If Service contract profit type is ‘N’ in lease fees, please change it to ‘B’ CAVS: Checklist has been shared through email, please check it UUP Password: How to know the password when this function is password protected, an email has been sent. FIU: not needed on QRT, Will be done only if there are new banks in target account then we select the added banks and then do FIU FYI: Tag the NA VIC in chatter for the pending tasks like Employees etc., so that respective VIC will get pop up on the tasks KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for Jan’24: Below are the corrections required from team in Jan’24 Learn from other’s mistakes: KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 Lender Codes: Mercedes-Benz is the lender code for Diamler Trust. Likewise few snaps were shared earlier in KT sessions, do refer above slides Banc of America Leasing and Capital LLC - BOA is the lender code CAVS SETUPS: SLS Screen: D40900 -> DIS RTL CHARGER ICE (Untagged all DIS, TBD related accounts as few are showing as discontinued in AGSA) Missing Errors: Any Errors found while performing setups please do mention those in body of the email and highlight it so that respective NA VIC will raise to ticket to resolve the issue Service Privlib File is Missing; Program will terminate KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 F&I: Banks - Update Disposition Fee for Lease Banks. For all banks, Field 10 should be N. Check for duplicate bank codes while adding banks as having same code for two different addresses AP Function: We should add New and Used if its blank. User defined fields in Accounting screen should be updated as per UMS. Also, trim level should be there in new and used (vehicle screen) Few are missing to perform default steps like SUD, Required Fields, AC,CF,VMS&MP tagging, FF, Refiling Custom Screens, Deleting CL/AH lines etc., Also, Lease Setups – Allow waiving off We-Owes: CPO and HPO – there should not be any duplicates while adding them KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 F&I: Lender codes go with the bank name and look if same address with different code or name is listed for lease banks. Few of them have missed to take correct lender codes like for BOA, taking BBT lender code Multi-Store Project: If you have copied taxes or any other setups, please do mention those comments clearly in your checklist. Observed that still not following of setting up a meeting withing the team who are working on multiple stores from a single project that has similar workbooks. For miracle store everyone of them has the same error ***Please don’t delay in dropping emails to NA VIC’s on any kind of issues*** KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 Virtual Biller: Firstly, make sure to take the correct scripts checklist and when you are done with a store do not save it. Do remember to send the workbook and checklist shared by me while handing off Dealer: Reference should be either stock or Deal depending on the loaded tab. If refer number is matching with deal/stock, update the same in dealer tab. Check with NA Vic if refer not matching with either Deal / Stock Billers: Take all the names listed over here after pasting the script irrespective of the function. While searching emp id, if there are one or more you can add both and mention the same in notes KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 Virtual Biller : While handing off make sure the cursor in each sheet is on A1 cell Inv New: All the makes listed over here should be added in Models (both standard and luxury). If any make info is not listed, leave a comment in notes GL Sheet: First two column should be left aligned and delete blank rows. While you add the data in columns A-L, data will auto-populate in Column ‘M’. Same goes for Sold New, Sold Used etc., We-Owes: All the data in different columns should be center aligned Ins_Fee_Tax: Make sure to add the fee rates for purchase and lease. Few are missing to add the data in respective columns, column breaks are not done correctly while copy pasting KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 Virtual Biller : Journals Used: Sometimes we can have two companies listed over here, consider both. Depending on journals listed in journals used, we should highlight those in green color - journals in accounting AC, FFSU: Once you add FI logon, if company is not populated and its listed in F12 then we can consider that and save it so that journals in accounting and sale type data is found at one place. If you receive error as single multi-company not listed, do check in AC, AGSJ for journals in accounting and for sale types use the script “ED PRIVLIB SALE.TYPES’ KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 CAVS : First step is to check multiple store setup to see what all the makes to be considered CAVP Function: If modify is blank, then we can create a new one and tag respective accounts Cost/Sales Screen: Refund, Adj, Discontinued models should not be tagged. If you see any new word or terminology, please do check in google. Below is the example (its not a model so do not tag it in FE Gross): Simoniz is designed to help car owners maintain the appearance and cleanliness of their vehicle. The product is used to clean, polish, and protect the exterior and interior surface KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 CAVS : Make sure you tag all the required accounts in sale and cost screens as it has all the accounts related to models, Fees, insurance and all other products. If you do this correctly, the next steps are easy, you just have to tag the respective accounts in FE Gross, Warranty, Finance Reserve etc., (P/O – Pre-Owned) Gross- Warranty - Lease Initial Fee 3 name shows as License fee so we should not tag it, look for service contract and tag if its under any other ADP Field name. There are already clear instructions for Gross on what to be tagged please do check the snaps before you proceed in uploading for QA KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 CAVS : C/S-EXC WEAR TEAR NEW NIS (Here EXC stands for EXCESS) Buy Here, Pay Here (BHPH): is an auto dealership in which the financing for the vehicles purchased is done in-house. These types of dealerships are typically involved in the sale of heavily-used cars, and they tend to cater to customers with relatively poor credit ratings Gross – If warranty has field names as not defined we are not tagging them Models – Many of them are even missing to tag the models for the respective makes that they are working on, please do check in google or atleast check the list of models shared by sai krishna KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 CAVS and VB: Checklists shared by me has all the updates please check it whenever you start working on these setups so that those instructions will be in your mind while working Also, Please do hand off QRT: NA VIC confirmed to copy banks if target is not matching with source. If QRT setups are completed and we have FESAI SJ lines listed in RMS we can close them as no step required and mention the same in salesforce. Model line is mandate to be completed for all QRT setups, please keep checking on those as the COA won’t be available when you complete the clone setups KT Session for April & May’24: Learn from other’s mistakes: Below are the corrections required from team in April & May’24 Advent stores as per state standard default setups: Gross profit calculations Misc should be showing for 99D,99W,99H for SP,SM,FI Miscellaneous screen setups Purchase rates line 2 to 13. KT Session for April & May’24: Below are the corrections required from team in May’24 Below are the corrections required from team in April & May’24 KT Session for April &May’24: Below are the corrections required from team in May’24 Below are the corrections required from team in April & May’24 KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 CAVS: Gross- warranty - insurance 1 - we need not tag “not defined” Sale and Cost Screens: Refund. Adjustment and do not use can not be tagged. SALE ACCOUNT- We should Tag 42306 SLS N/T ACADIA Anything Specific like below ones, please mention those in the checklsit CST C/C, CST F/C CST G/C, CST C/T CST F/T KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 CAVS: Sales- We can tag 44000 SLS RTL RECREATIONAL VEH (Rv's) 44800 SLS U/C WHOLESALE 45200 SLS U/T WHOLESALE 45400 SLS USED GM PLANS-PROT 45500 SLS USED OTH PLANS-PROT 45600 SLS USED OTHER AUTOMOTIVE KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 CAVS: Cost- We can tag 45005 C/S N/V NON AUTO & OTHER 85300 REPO LOSSES NEW VEH 85377 BD REPO LOSSES NEW VEH 85400 REPO LOSSES USED VEH FE Gross: we should not tag products 49500 SLS USED DIV EXT PROT PROD KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 VB-E: Fees: Purchase fee - Fee option 10 - DO NOT USE - Please add this in your workbook Dealer: Journals in Accounting was not highlighted depending on the journals used Misc Sale types used: As per ED PRIVLIB SALE.TYPES, we can add internet sale although its not showing up in FFSU Billers: auroram15 - emp id is incorrect, remove it from workbook and mention this comment in notes INV NEW - Standard Model - We can delete row 22 - as this is just the sum of the above models count KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 VB-E: Dealer - Refer# has been added. Please overwrite to Deal as Refer and Deal number matches Dealer: Instead of Account logon, vehicle logon was added Deal Event Codes: Virtual Biller Ready vehicle order should be the one as listed for Finalized. I see you have taken incorrect one 6 which is for booked Billers: 705 was also having same employee name so mention both in workbook. Please remember that we can add multiple ids if we have multiple o/p for the search we do Models - Luxury - Subaru vehicle data is not added KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 Single Setups: Don’t get confused when you are working on any single task like adding employees, We owes. Check for duplicates if there are any before adding those into DMS QRT: Please do close the vision case id after handing off the setups through email and salesforce Also, if we receive multiple checklist for a single store in a span of a week its suggested that the initial person who worked should be completing it (unless you are not available) Please do add snaps in the checklist for the functions like JOB, TCL, FF, FIU etc., Deal Testing: If verify is already existing in AP function, please do mention the same in checklist and do not delete. If you have created it then please do remember to delete it before hand off KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 Deal Testing: Lease Deal – Remember that residual is 50%. The residual value is the amount that a company expects to receive for an asset at the end of its service life less any anticipated disposal costs If tax credit is checked in trade allowance, please notify the same through comments in the checklist to NAVIC For USEDSTKNO – Misc Screen- Sale type should be CPO/Pre-Owned/Cert/Non CPO/Used (If those are not existing we can look for retail/new) KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 F&I: Banks - By default, please do add Tax id in Federal Tax id. Please do check copying address from primary to all other and before saving it check lender code and default is Y/N respectively If VSI/PPI are listed in WB, but not available in Fees then please do check which is blank in fees sheet and look for the same in custom screen & window and then post your respective comments in the checklist AP Function: Vehicle Screen – Trim level should be Y irrespective of what is given in WB. We-Owes: We have a disclosure type named “NONE” in DMS, don’t assume none means nothing. No duplicates should be available in DMS for any we owe KT Session for Jun’24: Learn from other’s mistakes: Below are the corrections required from team in Jun’24 Model Line: While working on the report, many of us are doing the filter incorrectly, this is why I have seen the team doing things incorrectly among the below categories: 1) Sale a/c for the models: If we have multiple sale a/c under a single model, double check with the search you do in COA. We will have HB (hatchback), SD (Sedan), HEV (Hybrid Electric Vehicle), Plug-in HEV etc., 2) Inv a/c for Car & Truck: Truck inv a/c taken for car and vice-versa KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for June’24: Below are the corrections required from team in June’24 Below are the corrections required from team in June’24 KT Session for July’24: Below are the corrections required from team in July’24 Below are the corrections required from team in July’24 KT Session for July’24: Below are the corrections required from team in July’24 Below are the corrections required from team in July’24 KT Session for July’24: Below are the corrections required from team in July’24 Below are the corrections required from team in July’24 KT Session for July’24: Below are the corrections required from team in July’24 Below are the corrections required from team in July’24 KT Session for July’24: Below are the corrections required from team in July’24 Below are the corrections required from team in July’24 KT Session for July’24: Learn from other’s mistakes: Below are the corrections required from team in July’24 Virtual Biller: Kevin confirmed as whatever is listed in DMS that needs to be added into workbook irrespective of blanks and other information Depending on the journals used section we should highlight those templated in journals in accounting Recently we have been coming across few scenarios where used data is not there in the logons we are working on, in those cases you should mention the same in email and notes section in WB KT Session for July’24: Learn from other’s mistakes: Below are the corrections required from team in July’24 Virtual Biller: Reminder to post your comments in salesforce once you hand off through email to NA VIC Reminder If we have multiple logons received from a single pw/single c number then only one person should run AC TCL command and FI TCL command should be done respectively depending on the logon assigned to you Few are missing to add the data correctly from DMS to WB. Ex:– Journals in Accounting etc., All the manufacturers listed in Inv New sheet, should be available in Models sheet (Ignore only if no setups are found) KT Session for July’24: Learn from other’s mistakes: Below are the corrections required from team in July’24 Virtual Biller: Project id is added incorrectly- as per salesforce its 1195148 Journal Templates: You have added description but forgot to add template ids TEMPLATE ID:- CPOUSED, DLR-TRD,DT,LEASE,NEW,USED,WS GL: Deleted row 2 as its blank you can do the same for future projects Models: Same for Row 4 as suggested above 2) luxury - Jeep - row 84 - add the name as WAGO in model column Banks: Same for Banks - Deleted row 2 as its blank- also the same in Loaded sheet KT Session for July’24: Learn from other’s mistakes: Below are the corrections required from team in July’24 Virtual Biller: Adjustments: RO/PO - Count is not added correctly- Starting with get ready count is 16 but you added 17 and the same followed to other description Model Line: Model F600 2023 and 2024 model type,Inv account and sale account not added. Model name and sale account added wrong for F-600 chassis model for line 188 and 607 Model name MAVE is not added for Maverick description line 608. Model E350T has to be taken as E350 or make E450 to E450T KT Session for July’24: Learn from other’s mistakes: Below are the corrections required from team in July’24 Model Line: Police descriptions has to be deleted which is not deleted from ML report for line 78,95,485,504,774 F450 and F550 sale account 63740 missed to add. MUSTME sale account added wrong it should be 63136. search with MACH in sale account Plugin Hydbrid Model – Model code should be created if not existing already KT Session for July’24: Learn from other’s mistakes: Below are the corrections required from team in July’24 F&I: Below are the misses by the team Missed to update D profit type for Initial Fee 4 & 8 HLTT - Default Y was not added for Lease bank Multiple Store Setup: Fax number in DMS is not matching with WB Banks - Reserve Method - L78 is added but you should go to reserve calculation method and change field 22 from C75 to C78 AP: New - Sales - Field 22 & 24 - DMS isn't matching with WB KT Session for July’24: Learn from other’s mistakes: Below are the corrections required from team in July’24 F&I: Below are the misses by the team Missed to update D profit type for Initial Fee 4 & 8 Lender code for SFS (STELLANTIS FINANCIAL SERVICES INC) lease bank Deal Testing:- We-Owe (Sale Amount always grater than cost amount) Please update cost amount for MBI as per workbook Please change the first payment date in workbook from 45 to 30 Missed to add the customer information for Lease deal KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 Distro list for NA VIC IMP-Front End Barbor AU Function: Just to make you aware when you update the fields in AP (SEEN BELOW) you will need to then go to AU and check that they updated on all templates. We are seeing that it is only updating the new template on the AU side even though it is correct in AP. So far to fix this I have been going into the used template turning all of them off … then FILE out…. Go back in and turn them on and FILE out. This is them making them appear on the AU side. KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 30) USER-DEFINED 1.. Y 31) USER-DEFINED 2.. Y 32) USER-DEFINED 3.. Y 33) USER-DEFINED 4.. Y 34) USER-DEFINED 5.. Y 35) USER-DEFINED 6.. Y 36) USER-DEFINED 7.. Y, 37) USER-DEFINED 8.. Y KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 Ongoing VMS Display Issue: Please do remember that to do the below point in all the Full installs: AP Function: Create new templates if trim level is not available – Next trim level should be Y and Axle number should be N. By default, we should at least have one field N in all the templates. If its not done it will create an issue in AU Function @QA Team: ***Please do add this to QA checklist while performing QA*** KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 F&I – Purchase Setups: We should not add in 2.5 on the rate setups maximum add-on. See below. Instead, please make line 2 the same as line 3 ( example below first pic ) KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 F&I – Purchase Setups: For California State, please do remember to do the below changes as per state standards: KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 Model Line: For all the model codes listed in the pulled ML report from DMS, please do check the UIS. If you have multiple model codes for a single model take the appropriate one like Example: Bronco Sport model has two different codes one is BRONSP and the other is BRONCO, in this case please do take BRONSP as it has sport in the code If there is a inv a/c for SUV, please do filter in Description and then add the respective a/c in the Pre-ML report KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 Port Lock: Please when port is locked, we are performing RSD & TCL function right. If RSD Function throws error, then we should not perform TCL- LOGOFFVB prtnum It will erase all data, if customer is changing anything from his/her side. April asked to cascade this info to our entire team. Please don't perform LOGOFFVB when RSD doesn't work Solution: You have to wait, the roadblock until pass. or need to call IMP support to fix it. CAVS: start working on CAVS setup for all installs(QRT and F&I) KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 Impact Tool: We can view Impact Tool through this below link regarding VMU- Manufacture/Make search Link:- http://dsiishe.hoffman.ds.adp.com/OrderRelease/GUI/LoadList.aspx But the method of searching the Make has been changed in this above link. Below are the steps to perform: 1) From the above link you need to give Box Id, which appears as below. KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 2) Box Id will be obtained from Data Ware House. Just provide CMF# in Data Ware House under Customer Detail. When screen appears, just scroll down: 3) Then you will be able to see Backlog Box ID number under Backlog System Information Column. Which has to be given in Impact Tool. KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 4) Using this Box Id you can check in Impact tool as shown below. Make sure to remove spaces while pasting Box Id. KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 5) Now you can check using CMF# for your respective Manufacture/Make in this screen. 6) Note: This is temporary solution as of now to check Manufacture/Make in Impact Tool. KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 KT Session for August’24: Learn from other’s mistakes: Below are the corrections required from team in Aug’24 © 2021 CDK Global, LLC / CDK Global is a registered trademark of CDK Global, LLC. © 2021 CDK Global, LLC / CDK Global is a registered trademark of CDK Global, LLC. 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CDK GLOBAL KT Session for FY'24 PDF

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