Setting Up DMS Connect for RepairLink

KB Article #4508

With DMS Connect, dealers can create a quote in their Dealer Management System (DMS) directly from a RepairLink sales order. In order to import pricing and part availability information into a RepairLink order and to create a quote in your DMS, DMS Connect must be configured with the following information:

• DMS Counter Person ID: A sales person's ID in their DMS that identifies who created the quote.
• DMS Customer Number: The account id of the shop/buyer in your DMS. (The six-digit customer number is required for Reynolds and Reynolds POWER users.)
  -or-
  Default DMS Customer Number: A "catch-all" account id for shops/buyers that do not have a DMS Customer Number.

Notes:

• Parts in a RepairLink order will display an availability of "N/A" and a pricing of 0.00 if the part has not been set up in your DMS.
• Applied part pricing will depend on the part's status in your DMS:
  • If a part is in your DMS and you have it in inventory, prices will be set based on the DMS price for that trading partner.
  • If a part is in your DMS and you do not have it in inventory, prices will be set based on the DMS sell price for that trading partner.
  • If a part is in your DMS but is not marked as active to sell in your DMS, prices will be set based on the trading partner formulas you establish in RepairLink.
  • If a part is not in your DMS, prices will be set based on the trading partner formulas you establish in RepairLink.

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The following tasks must be performed by a user that has administrator-level OEC login credentials.  

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Step 1 - Setting Up the Default DMS Customer Number

1. From the RepairLink tab, click Application Setup.
   
2. Click DMS Connect.
   
3. Type the Default DMS Customer Number in the field provided.
   
4. Click Save when complete.

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Step 2 - Setting Up the DMS Counter Person ID

1. Click Manage Users from the Application Setup menu options.
   
2. Click the I want to drop-down, select Edit an Existing User, and then click the User drop-down to select a sales person.
   
3. Type their DMS employee identifier into RepairLink's DMS Counter Person ID field.
   
4. Click Save to store your changes.

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Step 3 - Setting Up the DMS Customer Number for Shops

1. Click Trading Partner Configuration from the Application Setup options.
   
2. Double-click on the first Trading Partner account listed to view its details.
   
   Note: To locate Trading Partners without a DMS number, click the DMS Customer # column heading. This will sort the Trading Partner list by the customer number, putting the unassigned DMS numbers at the top.
   
3. Type the shop's DMS number in the DMS Customer Number field and then click Save.
   
4. Click Back to return to your Trading Partner List.
5. Repeat this process for each Trading Partner account on your list.
6. When complete, click the Back button at the top of the left-hand navigation menu to close.