Posts Tagged ‘DealerTrack Wiki’

Is the DealerTrack DMS Integrated with GM Global Warranty?

March 2nd, 2010  |  No Comments  | 

share on facebook  | 

YES!! The DealerTrack DMS is fully integrated with the new General Motors Global Warranty application for robust submission of Warranty Claims. Currently, the DealerTrack DMS Support Center is in the process of rolling customers from the WINS program to the Global Warranty program. The rollover is done by regions, as determined by General Motors.

service

For more information on when you will be rolled over to Global Warranty, please contact our Support Center at 877-357-8725 ext 1.

If you would like to learn more about using Global Warranty within the DealerTrack DMS, please visit the DMS Wiki: https://www.arkona.com/website_09/support/wiki/index.php/Warranty_Claims_Global_Warranty_-_General_Motors

Tags: , , , , , ,
Posted in Q&As | No Comments »

I’m Having Difficulty Accessing the DMS Wiki. What Should I Do?

February 16th, 2010  |  No Comments  | 

share on facebook  | 

The DealerTrack DMS Wiki login credentials are the same used to access the DealerTrack DMS. You will also need to enter your two or four digit Enterprise Code in the Enterprise box. This is a recent change; in the past, you may not have entered your Enterprise Code.

0215 Wiki Enterprise Code

If your login credentials and Enterprise code are entered correctly but you still cannot access the Wiki, please contact the DealerTrack DMS Support Center at 877-357-9725×1. A Support Center Representative will ensure the Wiki has been properly set up for your store.

Tags: , , ,
Posted in Q&As | No Comments »

How to run a Financial Analysis with DealerTrack DMS

November 20th, 2009  |  4 Comments  | 

share on facebook  | 

The Financial Analysis tool is a powerful reporting feature that allows you to build customized reports on any combination of general ledger accounts.  Use this tool to help build your budgets, forecast expenses, analyze trends, and much, much more.

With Financial Analysis reports, you can display up to 16 columns of customized information and print up to 12 columns. You can drill down to any dollar amount in the analysis, either to the GL journal or the source document. Other Dealer Management Software companies, including ADP and Reynolds and Reynolds, do not have this feature, making it unique to the DealerTrack Dealer Management System. You can also set up forecasts to see if you are meeting their goals throughout the month. Some owners may be interested in trended expense reports to monitor their expenses.

The Financial Analysis screen can be reached from the General Ledger application menu.

User Guide

After selecting “financial Analysis” from the General Ledger application menu, the screen that displays lists all Financial Analysis reports that have been created and saved.  The following Options and Functions are available from this screen:  Line options that are available from the Financial Analysis Report List Screen Are:

  • 1=Work With – Use this option to build or modify a report.
  • 2=Edit – Displays the Financial Analysis Report Definition Screen. Make changes to the Report Title and report lines from this screen.
  • 5=Display – Displays the report.
  • 6=Print – Prints the report selected. When this option is used, the Financial Analysis View Selection Screen will display.
  • 8=Forecast – Allows different forecast amounts/units to be entered for any G/L line in the report.
  • 9=Print Exception- Lists accounts not routed in a doc according to selected type and department, and lists accounts routed more than once in a doc. This can be used for troubleshooting purposes.
  • 10=Security – Add display/change security to different users. Use this option to display the Financial Analysis Report Security Window for the selected report.
  • OK – Confirms selection of the indicated option
  • Exit – Returns to the General Ledger application menu
  • Add – Displays the new report definition window, for building a new report. Previously built reports will display on the Financial Analysis list screen.

GL_Finanical_Analysis_List_screen

Quick Start Guides

For more information on using the Financial Analysis function please visit the DealerTrack Wiki by clicking on one of the links below.

    Tags: , , , , ,
    Posted in Best Practices, Tip of the Week | 4 Comments »

    Watch Video Tutorials for Year End Processes

    November 17th, 2009  |  2 Comments  | 

    		share on facebook  | 

    year end video

    Year end is sneaking up on us.  Get a jump start by visiting the Year End page in the DealerTrack Dealer Management System Wiki.  It includes helpful tips, quick Start guides, video tutorials and just about everything you need to get the most out of your dealer management software.   Click on the photo above to see the video tutorial on printing 1099 and 1096 forms.  You’ll find a large selection of video tutorial just like this one on the Wiki.  Click on the photo below to visit the year end page on DealerTrack’s Wiki.  Make sure to come back often as we will be adding more information as the year end gets closer.

    year end wiki

    Tags: , , , , , , ,
    Posted in Hot Topics, Tip of the Week | 2 Comments »

    Find answers with the DealerTrack Wiki

    November 5th, 2009  |  1 Comment  | 

    		share on facebook  | 

    Welcome to the DMS Wiki! The DealerTrack DMS Wiki is now available for our customers. It’s another great support tool resulting from our absolute commitment to helping our dealers succeed.

    The DMS Wiki is a web-based user guide, that contains QuickStart Guides, Setup Guides, and User Guides for nearly every screen in the DealerTrack DMS. The Wiki is updated on a daily basis, making it the most current source for written documentation about the DealerTrack DMS.

    You can use the Wiki to learn how to perform specific functions and processes within the DMS, as well as learning about the different screens you work with.

    The Wiki can be reached from the Help icon in the Web Access client. It can also be accessed from the DealerTrack Web site. You will need to sign onto the Wiki using your DMS user name and password.

    To use the Wiki, take the following steps:

    1. Browse to the Wiki using the following address: www.dealertrackdms.com/wiki
      1. Please bookmark this site for future reference.
    2. The Wiki Login box will display.
      1. At Login ID, key in your DMS User Name. This is the user name you use to enter the DMS.
      2. At Password, enter your DMS password. This is the password you use to enter the DMS. The password will automatically update when your password in the DMS is changed.
      3. At Enterprise, key in your enterprise code, ONLY IF you host the DMS on your own in-house server. This is rare. Leave this field blank if you do not have an in-house server. Typically, this field will be left blank.
      4. Select Log In. You will now be directed to the Wiki.wiki
    3. The Wiki will now display. From this screen you can navigate to the QuickStart Guides or through the Applications.

    Tags: , , ,
    Posted in Hot Topics, Tip of the Week | 1 Comment »