retail inventory management - cdk global rim dms@… · retail inventory management (rim) makes it...

Product Release Bulletin 5607 New King Street Troy, MI 48098

B16773 September 2006 ADP, Inc. Printed in U.S.A. 1 of 19

*248532*

The ADP logo is a registered trademark of ADP of North America, Inc.

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

OVERVIEW ................................................................................................................................................................2

RIM INTEGRATION PARTS CHANGES...............................................................................................................3 WORK WITH PARTS ...................................................................................................................................................3

Figure 1. Display Part Master Screen................................................................................................................................. 4 RIM PART ORDERS....................................................................................................................................................5

Figure 2. Work with Orders Screen.................................................................................................................................... 5 RIM PART RETURNS ..................................................................................................................................................7

Figure 3. MFR Return Summary/Maintenance Screen....................................................................................................... 7 RIM REPORTS............................................................................................................................................................8

Manually Printing the GM RIM State Code Report..............................................................................................8 Figure 4. GM Reports Menu .............................................................................................................................................. 9 Figure 5. GM RIM State Code Report Example .............................................................................................................. 10 Figure 6. GM RIM State Code Exception Report Example ............................................................................................. 10 Figure 7. RIM Order Exception Report Example............................................................................................................. 10

MAINTAIN COMMUNICATIONS ........................................................................................................................11 Figure 8. RAPID Maintain Communications Screen ....................................................................................................... 11

DISPLAYING THE COMMUNICATION LOG OF EACH TRANSACTION...........................................................................12 Figure 9. Work With GM RIM II Summary Log ............................................................................................................. 12

GETTING ASSISTANCE.........................................................................................................................................13 CUSTOMER SUPPORT................................................................................................................................................13 LOCATING ADDITIONAL RIM INFORMATION ...........................................................................................................13

APPENDIX A ACRONYMS AND ABBREVIATIONS ...................................................................................14 Table 1. Acronyms and Abbreviations ............................................................................................................................. 14

APPENDIX B FIELD DESCRIPTIONS ...........................................................................................................15 Table 2. Add, Change, Delete, Display Part Master Screen Field Definitions ................................................................. 15 Table 3. RIM State Codes ................................................................................................................................................ 18

RIM Retail Inventory Management Product Release Bulletin

2 of 19 September 2006 ADP, Inc. B16773

Overview Retail Inventory Management (RIM) makes it possible for GM to co-manage your parts inventory by automatically replenishing parts as they are sold. GM will generate a state code file processed on your DMS system and will update the parts managed by RIM. GM will provide inventory management for all participating parts; all others must be managed within the DMS application as provided today.

The Automotive Retail Group (ARG) will provide GM with a one time historical file containing up to 12 months of part sales history for all GM parts with sales in the last 12 months from your DMS. Once GM receives the sales history file, GM will work together with you to establish trends and to agree on best-stocking levels of daily-automated parts ordering and shipping policies. There may be a delay in receiving the initial state file while the stocking policies are setup.

The RIM state code file will be sent to your system on an as needed basis, depending on the updates to the stocking policy. For example, your dealership could receive a state file daily, weekly, or monthly. Daily parts sales information from your DMS will also be provided to GM for continual monitoring of part sales trends. GM will then return a confirmed parts order to your ARG DMS consisting of parts being delivered to your dealership. The GM managed parts will display with the GM RIM state code.


B16773 September 2006 ADP, Inc. 3 of 19

RIM Integration Parts Changes Work With Parts

The RIM State Code field displays as a read only field on the Work with Parts - Add, Change, Delete, and Display screens. This field is updated when GM sends a state file to your DMS.

1. Begin at the Parts Main Menu and double-click Parts Maintenance Menu. The Parts Maintenance Menu displays.

2. Double-click Work with Parts. The Work with Parts screen displays.

3. Type a valid GM part number at the Part Number field, and press Enter. The screen will reposition to the part number.

4. Click to select a part number, and then click one of the following buttons depending on the action you wish to perform:

Display to display the Display Part Master screen

Add to display the Add Part Master screen

Change to display the Change Part Master screen

Delete to display the Delete Part Master screen

5. The Display, Add, Delete, or Change Part Master screen displays with the State Code field.

The State Code field will be blank for all parts until the initial state code file is applied to the inventory.

If parts are added to inventory manually through Work with Parts, the default state code is set to 09.

If parts are added to inventory by the state code file, the default state code is set to the code associated with the part number within the state code file.

If a part is added to inventory by a RIM order, the state code defaults to 02.



Figure 1. Display Part Master Screen



RIM Part Orders RIM parts are excluded from the normal suggested stock orders. When a RIM order is sent to your DMS, it will display on the Work with Orders screen.

1. Begin at the Parts Main Menu. Double-click Order Control Menu. The Order Control Menu displays.

2. Double-click Work with Orders. The Work with Orders screen displays.

3. The following information for a GM RIM order displays on the screen:

The GM assigned order number is displayed at the Ctl# field.

Note. GM RIM order numbers will consist of R and three numbers. The Part system replaces the R with a zero. After the orders are receipted into Inventory, the Transaction History screen displays the order number in the Document # field as a numeric order number, minus the zero. For example, 0123 would display as 123.

The order type displays as RIM at the Type field.

The Status field displays as Approved so that you can receive the parts into inventory once the order arrives.

Figure 2. Work with Orders Screen



4. One of the following occurs:

A RIM Order Report automatically prints when a RIM order is placed on your DMS. You can re-print this order by clicking to select the order and then clicking Print

OR

A RIM Order Exception report automatically prints when a RIM order is placed on your DMS. If a part, not in your inventory, comes over on a RIM order, the part shows on the exception report and is added to your inventory. If there are no parts added, No Data this report displays on the report.



RIM Part Returns A RIM part return will display on the MFR Return Inquiry/Maintenance screen. To display a RIM part return:

1. Begin at the Parts Main Menu. Double-click Manufacturer Return Menu. The Manufacturer Return Menu displays.

2. Double-click Mfr Return Inquiry/Maintenance. The Manufacturer Return Inquiry/Maintenance screen displays.

3. Click OK. The MFR Return Summary/Maintenance screen displays.

4. Return information for a GM RIM return displays on the screen:

The GM RIM return will display with a return type of RIM in the Type field.

The GM RIM assigned return number will display in the Ret # field.

Figure 3. MFR Return Summary/Maintenance Screen

5. A RIM Return Report automatically prints when a RIM return order is placed on your DMS. You can re-print this order by: a. Click Exit, to return to the Manufacturer Return Menu. b. Double-click Print Mfr. Return Report.



RIM Reports The RIM State Code Exception report displays errors and any RIM parts added

to the Part Master. This report automatically prints after the state code file is sent to your DMS.

Note: The state code for all parts added by the State Code File will default to whatever code is attached to the part within the file.

The RIM Order Exception report displays a list of RIM parts that were added to the inventory which were not part of your dealership inventory. This report notifies you that you need to update the part information in Work with Parts. This report automatically prints after a RIM order is sent to your DMS.

Note: Parts added by the RIM Order will have a default state code of "02"

Note: The RIM Order Exception report and the RIM Exception report print to the printer id setup for the PIRIMEXCP report name within Printer Defaults.

The State Code report displays a list of all parts, updated from the state code file, in your inventory with an associated state code. This report automatically prints after the state code file is sent to your DMS. You can run this report at anytime to identify parts in your inventory with a state code.

Manually Printing the GM RIM State Code Report The GM RIM State Code report can be run anytime you wish to see a listing of all parts in your inventory with associated state codes.

1. Begin at the Parts Main Menu. Double-click Reports Selection Menu. The Reports Selection Menu displays.

2. Double-click GM Reports Menu. The GM Reports Menu displays.



Figure 4. GM Reports Menu

3. Double-click GM RIM State Code Report. The GM RIM State Code Log screen displays the default company number.

4. Verify the company number and click OK to process the report. The report is processed and prints to the assigned printer.



Figure 5. GM RIM State Code Report Example

Figure 6. GM RIM State Code Exception Report Example

Figure 7. RIM Order Exception Report Example



Maintain Communications Use this option to display the status of each communications session with the ADP server. The communication log is updated:

Each time a Part Sales History file is transmitted to GM.

Each time a RIM state code file is created and transmitted to the DMS server.

Each time a RIM order is created.

Each time a RIM return is sent.

To display the Maintain Communications screen:

1. Begin at the DMS@NET Main Menu and double-click RAPID. The Rapid Main Menu displays.

2. Double-click RAPID Administration Menu. The Rapid Administration Menu displays.

3. Double-click Maintain Communications. The Maintain Communications screen displays.

Figure 8. RAPID Maintain Communications Screen

4. Click the asterisk (*) at the Application Selection field, to prompt for valid field entries and display the Single Application Selection window.

5. Click to select GMRIM at the Single Application Selection window.



Displaying the Communication Log of Each Transaction

1. Begin at the Maintain Communications screen. Click to select Summary Log.

2. Click Display. The Work With GM RIM II Summary Log screen displays.

3. If the Stat field displays ERR, click to select the error and then click Display Error to display the error screen.

Figure 9. Work With GM RIM II Summary Log



Getting Assistance Customer Support

To get help with GM RIM issues contact GM Support:

GM Help Desk U.S.: 888-337-1010

GM Help Desk Canada: 800-265-0573

GM Parts Help Desk U.S.: 800-433-6961

Note. The GM Help Desk associates will contact ADP iServer support associates as necessary to resolve any RIM support issues.

Locating Additional RIM Information Additional information is available from the following sources:

The Dealer Download Center on the ARG DealerSuite Web site.

To access ARG publications or the DMS Online Help system on DealerSuite.com, perform the following steps:

1. Launch your Internet browser.

2. At the Address bar type http://www.dealersuite.com/ARG and press Enter. The Automotive Retail Group DealerSuite Web page displays.

3. Under the DOWNLOADS heading, in the far right pane, click Dealer Download Center. The Dealer Download Center Web page displays with links to documentation.

4. Click a link to access any document in PDF format or click the ARG DMS Online Help link to launch the help application in a separate window.

Printed Documentation from ADP

Documentation is available from ADP in printed form for a fee. Contact ADP Support to order any ARG documentation.

http://www.dealersuite.com/ARG



Appendix A Acronyms and Abbreviations

Table 1. Acronyms and Abbreviations

Acronym or Abbreviation

Description/Definition

ADP Automatic Data Processing ARG Automotive Retail Group DMS Dealer Management System GM General Motors Corporation PDF Portable Document Format - a file format developed by Adobe Systems. To

view a file in PDF format, you need Adobe Reader, a free application distributed by Adobe Systems.

RIM Retail Inventory Management

http://www.webopedia.com/TERM/P/PDF.html##



Appendix B Field Descriptions Below are field descriptions (listed from left to right) for the affected screens included in this document.

Table 2. Add, Change, Delete, Display Part Master Screen Field Definitions

Field Description

Mfr/Part Number The manufacturers code and the part number. This is a required field. Desc The parts description. This is a required field. Stocking Group The stocking group to which the part belongs. This is a required field. Group Number The service group code that explains the parts usage on the vehicle. The

group number is also related to the labor operation codes. Stock Status The Stock Status code is a required field. Valid values are:

MP Manual Part PM Phase Out Manually SP Stocked Part PO Phase Out NP New Part

On Hand Quantity The on-hand quantity of the part listed. This field is optional. Model Year Lo/Hi The earliest and latest vehicle model year in which the part fits. This field

is optional. Unit Pack The quantity of parts in one package. This is a required field. Part Add Date The date the part was added to your inventory. Carline/Model The car line and model. This is an optional field. Last Sale Date The date the part was last sold. Unit Cost The amount your facility paid for the part. This field is required. Core Part Click to select the checkbox, (Yes), to indicate this is a core part. This is a

required field. Unit Trade The parts trade price. This is the price charged to other customers, such

as retailers and wholesalers. This field is optional. Part Taxable Click to select the checkbox, (Yes) to indicate tax is to be charged on the

part. If left blank, (No) indicates this is a non-taxable part. The default for this field is checked, (Yes). This is a required field.

Unit List The customer retail sale amount for the part. This field is optional. Discount Allow Click to select the checkbox, (Yes), to indicate the part can be discounted.

Leave the checkbox blank, (No), to indicate that the part cannot be discounted. The default for this field is checked, (Yes). This is a required field.

Wholesale Comp Wholesale Compensation Amount. This is an optional field.



Field Description

Seasonal Part Click to select the checkbox, (Yes), to indicate that this is a seasonal part. Order Guide calculations will take into consideration the seasonal part status when ordering. If a part has been in inventory for less than one year, you cannot assign the part as seasonal: there needs to be at least one year of part history on the system before a part can be classified as seasonal. This field is required.

Locator Usage This field is for GM and Chrysler manufacturers only. Use this field when the Rapid Locator On (Y/N) or the Chrysler Locator On (Y/N) field is set to Y (Yes). Click to select the checkbox at this field to exclude a part from the Rapid or Chrysler Locator.

Lifetime Wty For GM parts only. Click to select the checkbox, (Yes), to indicate the part is included in the Goodwrench Service Plus Lifetime Service Guarantee. This means that for the life of the part, it can be replaced at the original facility at which it was installed. This field is required.

GSMP For GM parts only. Y (Yes) indicates the part is a Goodwrench Service Merchandising Part or N (No) if it is not. This is a required field.

Locator Min Qty This field is for GM and Chrysler manufacturers only. Use this field when the Rapid Locator On (Y/N) or the Chrysler Locator On (Y/N) field is set to Y (Yes). Use this field to control when parts are added or deleted from the Rapid or the Chrysler Locator. For example, if you normally stock 24 of a part, set the Locator Min Qty to 24; this part will only be placed on the Rapid or Chrysler Locator when the quantity exceeds 24.

Return Code Indicate whether the part is eligible for return to the factory. Valid entries for GM parts are:

R Returnable

N Not Returnable Other manufacturers may use different return codes type the appropriate value at this field.

Min/Max O/H The minimum and maximum quantity of the part you should have in inventory. This number is used to calculate your replenishment order. This field is optional.

Movement Code The value for this field varies by manufacturer. Low/high Days If a Low Days supply is typed here, it will override the Low Days value

specified at the Add/ Change/Copy/Display Stocking Group screen (Work with Stocking Groups option from the Parts Maintenance Menu). If a High Days supply is typed here, it will override the High Days value specified at the Add/Change/Copy/Display Stocking Group screen (Work with Stocking Groups option from the Parts Maintenance menu).

Price Ctl Ind GM only. Indicates the part pricing is controlled by GM. Primary Bin The primary bin location of the part. This is a required field. Warehouse Code This field is optional. Auxiliary Bin 2 The auxiliary bin locations of the part.



Field Description

List Ovr Code The system uses the List Price Overrides percentages (columns 1 8) on the Price Matrix screen to calculate prices for individual parts. The prices are calculated by applying the percentages to the part cost or list, based on the entry next to the Compute From Override field on the Price Matrix screen. A part with a list override cost of zero, or blank, will be priced according to the matrix. Parts with other codes in their master records will be priced according to the percentages below the corresponding code on the Price Matrix screen, with the exception of code 9: this code displays on the master record for parts that have been assigned a flat price. The system assigns prices for these parts from the Flat Price Table. This field is optional.

Auxiliary Bin 3 The auxiliary bin locations of the part. Part Type DaimlerChrysler only.

Two-character alphabetic code from the DaimlerChrysler Manufacturer file. This value cannot be changed.

Core Part Number The core part number. This field is optional. Auxiliary Bin 4 The auxiliary bin locations of the part. Distribution Pck Distribution Pack Quantity. Quantity of parts in the pack. State Code RIM State Code See Table 3. RIM State Codes on page 18. Price Matrix Price Matrix code that defines part pricing.



Table 3. RIM State Codes

Code DMS Behavior Description

01 Parts are included in the daily sales file from the dealer to GM. Parts are managed through the DMS Parts application / Suggested Stock Orders and Return Process. Parts can be phased in or phased out through the DMS Parts application.

Part not eligible for RIM management / replenishment

02 Parts are included in the daily sales file from the dealer to GM. RIM parts are managed by GM and excluded from the DMS suggested order. The best stocking level is provided in the state code file and is accessible in the Maximum On-hand Quantity field from the Work With Parts screen. Parts cannot be phased in/phased out or deleted from inventory. RIM parts with this state code can be included or excluded from the DMS Suggested Return. Stocking status is set to SP (Stocked Part) when the part(s) are updated during the state code update.

Parts with an approved RIM stocking policy and currently RIM replenished

03 Parts are included in the daily sales file from the dealer to GM. Parts are managed through the DMS Parts application / Suggested Stock Orders and Return Process. Parts can be phased in or phased out through the DMS Parts application.

Permanently Excluded Parts (from RIM management)

04 Parts are included in the daily sales file from the dealer to GM. RIM parts are managed by GM and excluded from the DMS suggested order. Parts cannot be phased in/phased out or deleted from inventory. RIM parts with this state code can be included or excluded from the DMS Suggested Return. Stocking status is set to MP (Manual Part) when the part(s) are updated during the state code update.

RIM managed but current demand does not warrant a RIM stocking policy

05 Parts are included in the daily sales file from the dealer to GM. RIM parts are managed by GM and excluded from the DMS suggested order. Parts cannot be phased in/phased out or deleted from inventory. RIM parts with this state code can be included or excluded from the DMS Suggested Return. Stocking status is set to NP (New Part) when the part(s) are updated during the state code update.



Code DMS Behavior Description

06 Parts are included in the daily sales file from the dealer to GM. RIM parts are managed by GM and excluded from the DMS suggested order. The best stocking level is provided in the state code file and is accessible in the Maximum On-hand Quantity field from the Work With Parts screen. Parts are not eligible for the phase in/phase out or deletion from inventory. Parts with this state code are not eligible for a RIM return. They are only eligible through the DMS Parts application suggested return. Stocking status is set to SP (Stocked Part) when the part(s) are updated during the state code update.

Dealer inserted stocking policy for RIM management although demand - merits no stocking policy

07 Parts are included in the daily sales file from the dealer to GM. Parts are managed through the DMS Parts application / Suggested Stock Orders and Return Process. Parts can be phased in / phased out through the DMS Parts application.

Excluded from RIM for ten weeks

08 These parts can be phased out through the DMS Phase Out process. Stocking status is set to PO (Phase Out) when the part(s) are updated during the state code update.

Purged Parts from inventory

09 These parts are new in inventory and have never had a stocking policy. Parts are included in the daily sales file from the dealer to GM. You can order and return these parts through the DMS Parts application since there is no stocking policy for RIM to manage. Stocking status is set to NP (New Part) when the part(s) are updated during the state code update.

Never had a stocking policy

99 An error message occurs. A RIM Exception Report automatically generates with a listing of error parts.

Error Handling

OverviewRIM Integration Parts ChangesWork With PartsFigure 1. Display Part Master Screen

RIM Part OrdersFigure 2. Work with Orders Screen

RIM Part ReturnsFigure 3. MFR Return Summary/Maintenance Screen

RIM Reports Manually Printing the GM RIM State Code ReportFigure 4. GM Reports MenuFigure 5. GM RIM State Code Report ExampleFigure 6. GM RIM State Code Exception Report ExampleFigure 7. RIM Order Exception Report Example

Maintain CommunicationsFigure 8. RAPID Maintain Communications ScreenDisplaying the Communication Log of Each Transaction Figure 9. Work With GM RIM II Summary Log

Getting AssistanceCustomer Support Locating Additional RIM InformationTable 1. Acronyms and AbbreviationsTable 2. Add, Change, Delete, Display Part Master Screen Field Definitions Table 3. RIM State Codes

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