Creating DMS Pick Tickets in RepairLink

KB Article #6798

Pick Tickets allow you to push RepairLink Shop orders directly to your DMS, potentially removing the need to log in to RepairLink to push an order to your DMS. Once DMS Pick Tickets are set up in RepairLink, they can be created manually or automatically. 

Notes:

• A DMS Connect subscription is required to use this feature. (Click here to learn more about DMS Connect.)
• This functionality is currently only available for CDK and Procede DMS.
• You can recognize CDK orders in your DMS using the transaction number. These numbers are found in the Comment field, formatted as "OEC RLM: XXXXXXXX". 
• DMSConnect can also be used with Payments Powered by OEC in RepairLink to process parts‑order transactions. Users interested in setting up this connection can find enrollment instructions in the article Getting Started with Payments Powered by OEC.

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Click an option below to get started:

• To create a DMS Pick Ticket manually:
  1. Open the RepairLink order. 
  2. Use the or icons to move all parts you are selling from the Buyer Request section to the Response to Buyer section. 
     
  3. Once all desired parts have been moved, click Create a DMS Pick Ticket.
     
  4. If blank, fill in the DMS Cust # in the provided field. 
     
  5. If not already populated, type the Counter Person ID in the provided field.
     
  6. Review the parts listed. When ready, click Send to DMS.
     
  7. A success message displays if successful. Click Back to Transaction to return to the order.
     
     1. If any parts were not found in your DMS, an error message may be included with the success message that says, "The following parts were not included in your pick ticket as they were not located in your DMS."
        
         
     2. If there is an issue communicating with your DMS (invalid or incorrect DMS number), an error message displays that says, "OEC has encountered an error communicating with your DMS. This will not prevent you from completing the transaction. If this issue continues, or you experience additional issues, contact OEC Customer Support at 888-776-5792, Option 1."
        
  8. Once the Pick Ticket is created, a note is added to the top of the order and the Status updates to Working On. 
     

• Important: Be sure the desired Trading Partner is set up to allow Pick Tickets to be automatically created. 

  To create a DMS Pick Ticket automatically:

  1. Once the buyer/shop has placed the order in RepairLink Shop, the Status of the order automatically shows as Completed.
  2. A new order displays in RepairLink with a Status of Committed or Submitted for Reimbursement (if there are promotions in the order). 
  3. Within the order, the Pick Ticket details display. 
     
     1. If there was an issue with the order and a pick ticket could not be automatically created:
        1. A yellow icon () displays next to the order in the Overview. 
        2. Within the order, a message displays that states the error (e.g. DMS connection failure, invalid parts). 
           
        3. Review all parts on the order to ensure they are valid.
        4. Ensure the trading partner has a valid DMS Customer number. (Click here for more information on setting up Trading Partners for Automatic Pick Tickets.)
        5. Ensure the salesperson you assigned to the trading partner has an assigned DMS Counter person ID.
        6. Attempt to create the Pick Ticket manually.
  4. You will now find the order in your DMS.