ATTENTION GM Dealer parts managers & fixed op directors
RIM Order Temporary Suspension
GM CCA has announced that as a result of the
UAW work stoppage, effective 9/22/19, the RIM order generation will
be temporarily turned off.
For detailed information, please contact GM or refer to the communication your dealership has received from GM.
ATTENTION MULTI-COMPANY DEALERS WHO SHARE NAMES AND VEHICLE INVENTORY BUT SPLIT ACCOUNTING
New Acct. Co. Field in Vehicle Merchandising
Auto/Mate has added a new field, Acct Co. (Accounting Company), in the Vehicle Merchandising Module for multi-company dealers who share Names and Vehicles but have separate Accounting companies. This enhancement has three key features that will improve Accounting vehicle cost look up, assigning vehicle inventory ownership control numbers by company, and filtering the vehicle inventory list.
If a Multi-Company Dealer shares Names and Vehicles but has separate Accounting, the new Acct. Co. field enhancement will have the following key features:
Dealerships can continue to use the Lot Number field in Vehicle Merchandising, but employees will now have the option to set up a user preference for their Vehicle Inventory Log by selecting the Default Acct. CO filter to only view vehicles for a specific Accounting Company.
Previously, the Lot Number dictated which company was used to look up the Accounting Cost for the vehicle and dealers were required to sync the Lot Number with the actual Accounting company number. With this new feature, the Acct. Co. field will dictate which company will look up the vehicle cost.
Dealers can now set up different Vehicle Ownership Control Numbers per company as they are assigned by Accounting Company. This feature will make it easier for specific companies to search for a New or Used inventory vehicle including in the Service Module.
For additional information on this new feature, a short document is now available on the AMU Portal Reference Center. Use the search keyword: Acct-CO
The New Deal Close Out and Deal Unwind in Desk/Mate will allow dealers to close out deals in the Desk/Mate module instead of accessing the F&I module. In conjunction with previous Desk/Mate enhancements, this will now allow dealership employees to work on deals, print forms, bill out, close out, and unwind deals all in the Desk/Mate Module.
Features and Benefits:
Enhanced Security give System Administrators more control over which employees can Close a Deal and also edit and/or unwind a Sold or Closed Deal.
The new Audit Log records which employees performed the Close Out process and when.
Intuitive Messaging guides employees through Deal Close Out process.
Action-Based Status Changes eliminate the error of accidentally marking or forgetting to mark the deal as Sold.
Automated Deal Unwind removes the necessity to perform the process manually.
*** IMPORTANT: CHANGES TO F&I MENU ***
In an effort to streamline Deal Processing in Auto/Mate, upon Desk/Mate Deal Close Out/Unwind Deals activation, the F&I program numbers listed below will be removed from the F&I Module Menu screen. Review documents that illustrate how to perform these deal functions in Desk/Mate are now available on AMU.
#2: Working Deals
#3: Billing Deals
#5: Close Out Deal/Update Other Systems
#6: Auto/Mate Credit Bureau Options
#8: Schedule Inquiry-Vehicle Inventory
#13: Print Forms
The general rollout to dealers is currently underway at no additional cost!
Have no worries! Deal Posting Templates will NOTbe affected. The only thing that will change is how to access them… in Desk/Mate instead of the F&I Module.
For dealers who have the Desk/Mate module but are not currently using it, we highly recommend you begin using Desk/Mate.
Rollout Process & Self Training
We will update dealers in groups and they will be notified via the AMU “Heads Up” activation announcement when scheduled. In the meantime, we have created a Learning Path on the AMU Portal Training Center that contains review documents. Check it out!
To access the Learning Path, on the AMU screen, click on the TRAINING CENTER option and select MY LEARNING PATHS. The Learning Path titled “* New Feature Training – Deal Close Out & Deal Unwind in Desk/Mate” contains documents to learn the basic functions of the above enhancement.
Newly Redesigned Accounting Reports
Auto/Mate has streamlined several reports in the Accounting Module. These reports are easy to use and feature the same functionalityand look plus the ability to easily save, print, or export. They also offer better navigation with point and click and keyboard hot keys.
The following reports will be updated:
Program 23: Print Detailed GL and PL Reports
Program 24: Print GL Trial Balance
Program 27: Print Annual GL Summary
Program 28: Print Monthly Trans. Journals
The general rollout is underway!
We will update dealers in groups and will be notified via the AMU “Heads Up” announcement. In the meantime, we have created a Learning Path on the AMU Portal Training Center that contains review documents. Check it out!
Please visit the AMU Training Center and access a Learning Path labeled “* New Feature Activation Training – Accounting Reports Enhancements” and review the short documents. Each document has step by step instructions on use the new reports.
The short documents are also available on the AMU Reference Center. Use search keyword: acct-reports.
The Parts and Service Cashiering Rollout is Currently UNDERWAY!
Are you still using the previous Service Cashiering version shown here?
Click the button below to get the New Service and Parts Cashiering sooner!
We now have a New Parts
Cashiering program and Revised Service Cashiering program. Both programs will
be integrated with the Cash Receipts Module to create Parts and Service Cash
Receipts automatically when Repair Orders and Invoices are Cashed Out.
New Parts Cashiering
You can now print your Parts and SOR Invoices without worrying about methods of payment
Manually excluding Parts Invoices from the End-of-Day process has been eliminated
You’ll now be able to cash out Parts Invoices and Special-Order Request invoices
You now have the option to split the customer total amount into multiple payment methods
Parts invoices can now be used for parts delivery and cash out with the correct method of payment when payment is acquired
You now have the option to use a non-cash payment method, such as a Gift Cards
Accounting Cash Receipts transactions will automatically be created when Parts and SOR Invoices are cashed out for reconciliation and deposit slips
New Service Cashiering
You now have the option to split the customer pay total amount into multiple payment methods
Set your preferred method of payments for easy invoicing and cashiering
You now have the option to use a non-cash payment method, such as a Gift Cards
Cash out your Service customers from Program 3
Accounting Cash Receipts transactions will automatically be created when Repair Orders are cashed out for reconciliation and deposit slips
The general rollout to all dealers is underway!
We will be migrating dealers in groups. If you want to get it sooner, email theGo Teamor call us at518-831-2200.
For a smooth migration for your dealership, we have created a Learning Path on the AMU Portal Training Center that contains documents and tutorial videos. Encourage your employees to review the training materials prior to activation.
To access the Learning Path, select TRAINING CENTER and click on MY LEARNING PATHS. The learning path titled “New Feature
Activation Training – New Parts & Service Cashiering and Cash Receipts
Reconciliation” contains documents and tutorial videos to help your
Service, Parts, Cashiers, and Office employees learn the basic functions of the
new Cashiering features and know what to expect during migration.
Cash Tracking Report Enhancements in Cash Receipts
Program 5: Cash Tracking Report in the Cash Receipts module now offers three new report criteria options.Once an employee selects an option, it will be saved for the next time the employee enters the Cash Receipts Reporting screen to run the report.
Show Only 8300 Payment Methods: If this option is selected, the Reporting screen will only display payment methods that have been set up in the 8300 Setup in System Configuration.
Show Subtotals Per Control Number: If this option is selected, the Cash Tracking Report will display all control numbers applicable for the selected journal sources, payment methods, and date range, with a subtotal for each.
Only Show Control Numbers with Subtotals Over $10,000: Only Show Subtotals Per Control Number must be selected before this option will be enabled. The report will produce control numbers that have transactions totaling more than $10,000 for the selected date range, journal sources, and payment methods.