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In This Issue ISSUE 9 * September 2013 net WORK Parts Pricing System Flexible and Comprehensive Pricing Solution FDC SolutionsParts Pricing System is designed to ensure your dealership has control over the pricing your customers are paying and provides a flexible, customizable tool to implement your dealerships Parts Pricing strategy. Through the use of factors, users can establish mul- tiple uplifts and discounts to work in unison yet still result in accurate customer specific pric- ing. The module works in con- junction with existing DBS/DBSi sell rates and Caterpillar Parts Marketing programs, allowing dealers to build on established policies. The system is totally parameter driven eliminating costly programming changes and IT involvement when pricing strategies change. The Parts analyst now has the ability to monitor and maintain parts pric- ing competitiveness and con- sumer demand in the market- place. Imagine having a flexible and intuitive user interface to handle all of your pricing strategies and unique customer situations— Priceless! Features include: Multiple base price allowing the choice between Dealer Net, Consumer List, or Landed Cost Contract pricing ensures price matching on your cus- tomers PO system Internet order discounts Exchange rates and duty class Security restrictions with complete auditing of the pa- rameter changes by users Future factor dates allowing Pricing analyst to establish factors with an effective date eliminating late night parameter changes Pricing by Major and Minor codes (BEC,CC) at tiered pricing levels Environmental charges Factors by dealer-defined groups of customer num- bers or groups of parts Component and core uplifts Pricing inquiry function to view the pricing detail es- tablished from using any of the other pricing functions Call and schedule a demo of the Parts Pricing Module today and see how you can benefit from an immediate ROI. Pg. 1 Pg. 2 Pg. 3 Parts Pricing System Dealer Happenings Tips, Tricks, and Key- board Shortcuts DICE Team Projects Update From the FDC Employees ERP Support Webinar Series

Sept 2013

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Page 1: Sept 2013

In This Issue

ISSUE 9 * September 2013

net WORK

Parts Pricing System

Flexible and Comprehensive Pricing Solution

FDC Solutions’ Parts Pricing

System is designed to ensure

your dealership has control over

the pricing your customers are

paying and provides a flexible,

customizable tool to implement

your dealership’s Parts Pricing

strategy. Through the use of

factors, users can establish mul-

tiple uplifts and discounts to

work in unison yet still result in

accurate customer specific pric-

ing. The module works in con-

junction with existing DBS/DBSi

sell rates and Caterpillar Parts

Marketing programs, allowing

dealers to build on established

policies. The system is totally

parameter driven eliminating

costly programming changes

and IT involvement when pricing

strategies change. The Parts

analyst now has the ability to

monitor and maintain parts pric-

ing competitiveness and con-

sumer demand in the market-

place. Imagine having a flexible and intuitive user interface to handle all of your pricing strategies and unique customer situations—Priceless!

Features include: Multiple base price allowing

the choice between Dealer Net, Consumer List, or Landed Cost

Contract pricing ensures price matching on your cus-tomer’s PO system

Internet order discounts

Exchange rates and duty class

Security restrictions with complete auditing of the pa-rameter changes by users

Future factor dates allowing Pricing analyst to establish factors with an effective date eliminating late night parameter changes

Pricing by Major and Minor codes (BEC,CC) at tiered pricing levels

Environmental charges

Factors by dealer-defined groups of customer num-bers or groups of parts

Component and core uplifts

Pricing inquiry function to view the pricing detail es-tablished from using any of the other pricing functions

Call and schedule a demo of the Parts Pricing Module today and see how you can benefit from an immediate ROI.

Pg. 1

Pg. 2

Pg. 3

Parts Pricing System

Dealer Happenings

Tips, Tricks, and Key-

board Shortcuts

DICE Team Projects

Update

From the FDC

Employees

ERP Support Webinar

Series

Page 2: Sept 2013

DICE Team Projects Update Latest Additions to FDC Staff

Warranty Claim Web Service Interface

The Warranty Claim Web Service re-

places the current methods of submitting

claims through LU6.2, which will be re-

tired on January 31, 2014. The new in-

terface enables improved claim valida-

tion from CAT with detailed error mes-

saging. It also allows for future improve-

ments including immediate feedback

upon submission if a claim has been

settled or sent for review, reducing the

need to wait on nightly batches for claim

feedback.

We are in the process of working with

FDC Supported ERP Dealers to test and

schedule installation.

Dealers that do not implement the War-

ranty Claim Web Service interface will

be required to manually submit claims

using Claimsi.

PartStore Web Service 2.0

PartStore dealers who use DBS and

want to use the four new features in

PartStore must install DBS enhance-

ments and have the Caterpillar Part-

Store development team turn on Web

Services Version 2.0 simultaneously.

There are several advantages for the

dealer to upgrade to PartStore Web Ser-

vice 2.0. including (but not limited to) the

ability to use Smart Sourcing, Quotes,

Promo Code, Instant Access, OTIF, and

Freight in PartStore.

FDC is contacting their ERP supported

dealers that have not yet installed the

Web service to schedule implementa-

tion.

CatUsed Equipment

CatUsed.cat.com enables dealerships to

list used equipment for sale through the

Internet. Dealers that use the CatUsed

MidTier interface are required to imple-

ment a Web services interface. FDC

Support is contacting their ERP support-

ed dealers to schedule rollout if they

have not yet implemented the Web ser-

vice.

We are pleased to introduce the

newest members of FDC Solutions:

Greg Carlson and Katie Johannsen.

Greg joined FDC Solutions in July

2013. He has 29 years of experi-

ence working at a Caterpillar deal-

ership. His experience includes

working as a technician, parts city

desk, TEPS Program Manager,

General Manager of Used Parts,

and Inventory Control Manager.

Greg is an experienced team leader

and built an outstanding inventory

control team to provide parts sup-

port for 22 store locations.

In his new role at FDC, Greg will be

providing parts support for DBS/

DBSi and FDC’s parts related prod-

ucts. In his free time, Greg enjoys

spending time with friends, working

in the yard, bicycling, and playing

with his dogs, cats, and the newest

additions to his zoo - a Hyacinth

macaw named Myranda and Eclec-

tus parrot named Elliot.

Katie Johannsen will be joining

FDC on September 3, 2013.

She joins the organization with

12 years of dealership and

DBS/DBSi experience at Ne-

braska Machinery in the EMS,

Service, help desk and training

areas. She has recently relo-

cated to the Chicago area, and

with her varied experience and

friendly personality, we are ex-

cited to welcome her to the

Support team.

CRM & Sell Rate Efficiency—Service Operations

FDC’s webinar series promotes

efficiencies, best practices, and

general philosophies to our DBS/

DBSi ERP support dealers. Dedi-

cated exclusively to our ERP Sup-

port dealers, the monthly webinar

series helps dealers expand their

working knowledge of and maxim-

ize utility with DBS/DBSi.

Recent Webinars include:

CRM

(Customer Information)

Tips and guidelines to help you use the module to its full capaci-ty as it was designed.

Sell Rate Efficiency

(Service Operations)

Sell rate topics related directly

to Service Operations

Set-up(s)

Efficiencies

General Philosophies

Best Practices

FDC offers this forum to our

ERP Support Dealers as anoth-

er value-added service free of

additional costs. As always,

dealers are welcome to contact

our team with questions, sug-

gestions, or feedback.

Page 3: Sept 2013

Dealer Happenings

New Dealer Implementations: Inventory Control Solutions (ICS) Empire Machinery Arizona August 2013 A competitive edge is delivered by our fully integrated and optimized risk-based technology that has routinely delivered stock savings of over 20% while simulta-neously lifting customer service levels by several percentage points. Contact FDC for a demo of the system! If you can answer yes to one or more points below regarding your business environment, then FDC’s ICS system is the right choice for your dealership!

Mostly, you must hold stock because customers won’t wait, or your internal processes can’t wait

Your business is in a competitive mar-

ket or time-critical

Your sales or consumption is spread

over many customers

You need to forecast demand

You don’t have iron-clad protection or a

monopoly

Service is important to your survival

Stay tuned for updates on Empire’s progress in future articles.

20th ERP Support Dealer CB Mining (Cleveland Brothers Bucyrus) Pennsylvania September 2013 Marketing Claims for Flat Rate Workorders Holt of California California August 2013 SAP Kernel Upgrade MacAllister Machinery Indiana August 2013 Freight and Tax Modules Whayne Supply Kentucky

C.I. Walker Machinery West Virginia Parts Audit Trail Monark Equipment Phillipines

Contact us:

FDC Solutions Inc.

456 Fulton Street, Suite 298A

Peoria, IL 61602

(309) 676-7795

[email protected]

For DBS System Users

Document Inquiry

When inquiring on a document, using the function, DSPPCDOC, if you enter a “?” at the end of the root document number, the screen will display the document status of ALL the documents (root, A, B, etc). Next, you can select the document that you need to review and press enter. By following this tip, you do not have to key in each document separately, only to review its status. In case you are won-dering, yes, you still have to key in each document separately to re-view the parts and shipping information.

Copy and Paste Shortcuts

Getting familiar with keyboard shortcuts not only helps you get the work done faster, but also makes you more efficient. If your dai-ly routine uses several key strokes, here are a couple keyboard shortcuts you might want to check out.

For “Copy”

Click the ‘Remap Keyboard Functions’ icon on the toolbar.

1. In the ‘Select a Key’ box, select the ‘C’ key.

2. In the ‘Select a Key-Action’ box, select ‘Edit Copy’ from the Function dropdown menu.

3. In the ‘Change Current Actions for Selected Key’ box, click on the ar-row for ‘Ctrl’.

4. Click File - Exit to close. When prompted to save changes, click ‘Yes’.

For “Paste”

1. In the ‘Select a Key’ box, select the ‘V’ key.

2. In the ‘Select a Key-Action’ box, select ‘Edit Paste’ from the Function dropdown menu.

3. In the ‘Change Current Actions for Selected Key’ box, click the arrow for Ctrl.

4. Click File - Exit to close. When prompted to save changes, click ‘Yes’.