SERVICE GUIDE. AFCS ENTERPRISE CDK INTERFACE Model

Transcription

1 SERVICE GUIDE AFCS ENTERPRISE CDK INTERFACE Model Alemite, LLC 167 Roweland Drive, Johnson City, Tennessee Copyright 2017 by Alemite, LLC FORM: Version 1 SER

2 AFCS ENTERPRISE CDK INTERFACE SER Contents Introduction Sites Enter site Site settings... 3 Dispenses Customize dispense fields... 4 Description Integration Billing Add Part Billing Add Part Pricing Configuration Enterprise Dispense Log errors Warranty Introduction AFCS Enterprise is a software platform for Alemite`s fluid management system, the AFCS Enterprise series. It is a browser-based application for use with Microsoft Internet Explorer v10 or newer, or Google Chrome Alemite, LLC

3 SER AFCS ENTERPRISE CDK INTERFACE Sites To access Sites window, click Sites icon at top right of screen. All users other than system administrator refer to Site settings for directions upon entering site. Enter site To display or edit site details or to activate/ deactivate site, click on personalized site name in site list. Panel of site name appears. Options include: Details Displays Sites information. Edit Displays Sites editing panel. Deactivate Makes site inactive. Select Deactivate Site to confirm. Enter This Site Accesses site as site administrator. Click Enter This Site listed next to CDK integration. Dispense Log displays and directory panel appears in upper-right corner. Click on Settings icon. Site settings Administrators and managers set and manage basic site settings using Settings panel. Site settings are organized in tabs by category: Preferences Set general preferences. Dispenses Set dispense preferences and add custom dispense inputs. Hardware Define network information and IP addresses for dispense units and keypads. Tanks Manage tank related settings. Hoses View, manage and add hoses. Integration Enable, manage and customize integrations. Billing Enable, manage and customize integration. Site managers only have visible access to Tanks and Billing tabs. Alemite, LLC

4 AFCS ENTERPRISE CDK INTERFACE SER Dispenses Dispenses tab generates Dispense Field Headers upon initial application start up that are built in and uneditable. Values must be supplied at time of actual dispensing. Under Dispenses, users can set or define Dispense Timeouts: Pre-Dispense Time duration of inactivity allowed between newly entered dispense and actual fluid dispensing. Check Enabled box to start Pre-Dispense. Post Dispense (for Preselect Dispenses) Time duration of inactivity allowed during fluid dispensing. Check Enabled box to start Post Dispense. Post Dispense (for Free Dispenses) Time duration of inactivity allowed during non-preselect dispensing. Check Enabled box to start Post Dispense. Require A Valid PIN With Each Dispense Check Enabled box to set a safety PIN requirement. Customize dispense fields Define and manage custom dispense log fields specific to site. Dispense fields are listed with: Dispense Field Header Lists custom fields displayed in dispense log. Dispense Field Type Displays field type. Order Displays order of creation. Add Dispense Field Click to create custom dispense fields in dispense log: Field Type Enter new field type. Field Header Enter new field header. Click Save to add new custom dispense field. Edit Edit dispense field headers. Field Type and Field Header are displayed. Delete Delete any custom dispense field headers. Confirmation popup window appears. Select Delete Dispense Field to confirm. Description Dispense validates RO Number and RO Line Code entered into Enterprise software and automatically sends selected information to CDK. Information posts on RO Number and RO Line Code when dispense is complete. This process verifies configuration is set up correctly. Information selected is pre-validated before dispense begins. After dispense completes, results are sent to CDK. Software integration requires the following mandatory Dispense Fields: RO Number RO Line Code Employee # must be entered under User Profile in Users panel before employee can make a dispense Alemite, LLC

5 SER AFCS ENTERPRISE CDK INTERFACE Integration To display Integration Info and Integration Fields, click on Integration tab. Integration panel appears. Options include: Integration type Displays Integrations available for site. Enabled Turns on and opens integration. Click on box and check mark will appear. Check mark indicates integration is active. Test Connection Sends test communication to CDK system to verify Uri entered is correct and integration software is available. Integration Uri CDK provided server address. Users can edit Uri if necessary. Integration User Name Customer specific user name for interface provided by CDK. Integration Password Customer specific password for interface provided by CDK. Edit Allows customization of Integration Field Value. Select Edit on line of Integration Field to be adjusted. Enter Integration Field Value and select Save to confirm changes. System does not check for correct user name and/or password while testing connection. Integration Uri, User Name, and Password require entry one time. Once information is entered, it is saved and not required to be re-entered in the future. Software integration requires the following mandatory Integration Fields: Dealer ID RO Type CDK Employee Number Integration Field Values are supplied by CDK. Alemite, LLC

6 AFCS ENTERPRISE CDK INTERFACE SER Billing To display Part Billing click on Billing tab. Billing panel appears. This is a tool designed to setup special fluid Part Billing and Pricing Configurations. Add Part Billing To display Add Part Billing, click on part number, or select Edit. Options include: Fluid Choose fluid type. Part Number Enter part number for fluid provided by CDK. Part Qty Volume Unit (liters, gallons, quarts, pints, ounces) Enter unit of measure for fluid. Add Part Pricing Configuration To display Part Billing Configuration, click on part number, or Edit, and Add Part Pricing Configuration will appear. Select Add Part Pricing Configuration. Options include: Pricing Configuration Name Enter name of pricing configuration (Ex: Early Bird Special). Enabled Click on box and check mark appears. Choose Enabled to turn on Pricing Configuration. Priority Enter number to prioritize price configuration. List will appear in ascending order with highest priority being Alemite, LLC

7 SER AFCS ENTERPRISE CDK INTERFACE Rounding Method Enter method of choice for rounding fluid volume. Options include: Use No Rounding Method Decimals are not rounded to whole numbers. Use Standard Rounding Number is rounded up to closest whole number if digit after decimal point is 5 or greater. Number is rounded down to closest whole number if digit after decimal point is 4 or less. Use Standard Rounding With Minimum of 1 Standard rounding applies unless number is less than 1. Any amount less than 1 will always round up to 1, not down to zero. Round up to Nearest Whole Number is rounded up to closest whole number if digit after decimal point is greater than zero. Numbers ending in.0 will always remain the same. Round Down to Nearest Whole Number is rounded down to closest whole number if digit after decimal point is greater than zero. Numbers ending in.0 will always remain the same. Round Down to Nearest Whole w/ Minimum of 1 Number is rounded down to closest whole number if digit after decimal point is greater than zero, unless number is less than 1. Any amount less than 1 will always round up to 1, not down to zero. Numbers ending in.0 will always remain the same. Quantity Enter volume of fluid. Pricing Method Enter method of choice to compute price. Options include: Use Integration Price With Actual Qty Price set by CDK and quantity dispensed with selected Rounding Method applied. Enterprise sends orderqty and fillqty to CDK. Use Billing Setup Price and Actual Qty Price set by operator in Part Pricing Configuration and quantity dispensed with selected Rounding Method applied. Enterprise sends orderqty, fillqty and saleprice to CDK. Use Integration Price With Billing Setup Qty Price set by CDK and Quantity set by operator in Part Pricing Configuration. Enterprise sends orderqty, fillqty and saleqty to CDK. Use Billing Setup Price and Qty Price and Quantity set by operator in Part Pricing Configuration. Enterprise sends orderqty, fillqty and saleprice to CDK. Price Enter cost per volume, or fixed price. Schedule Type Choose option for how often price configuration will be available. Options include: Daily (Default), Specific Day(s) of Week, Specific Day(s) of Month, or Specific Month(s) of Year. Start Time Enter time special will begin. Options include All Day, as well as every hour from 1:00 AM until Midnight. End Time Enter time special will end. Options include All Day, as well as every hours from 1:00 AM until Midnight. Pricing Method options vary based on integration selected. Add On Second, Third, and Fourth Part Number Enter part number for any parts associated with set special pricing. For example, if windshield wipers can be purchased at discounted price when special pricing is applied, part number for windshield wipers would be entered here. Alemite, LLC

8 AFCS ENTERPRISE CDK INTERFACE SER Enterprise Dispense Log errors Error Explanation Hose In Use Hose Controller In Use Fluid Level Inadequate Fluid Stop Level Validation Not Approved Canceled Timeout Canceled Ended Complete Timeout Complete Ended Complete Tank Low Controller Offline Bad Controller Address Dispense unable to start because hose specified is being used for another dispense. Try again when hose is not in use. Dispense unable to start because fluid controller for hose specified is being used for another operation. Try again when controller is not in use. Dispense unable to start because there is no fluid in tank. When sufficient amount of fluid in tank, assign correct current tank level and try dispense again. Log into system as Manager or Administrator, select Settings icon, and under Tanks tab, select correct tank. Click on Assign Fluid Level and enter current amount of fluid in tank, in gallons or liters. Be sure to select Save when finished. Dispense unable to start because tank level was below designated Stop level. When sufficient amount of fluid in tank, assign correct current tank level and try dispense again, following procedure above. To view or change Stop level, log in as Administrator and click on Settings icon. Under Tanks tab, select correct tank and click on Assign Warning Levels. Dispense was not approved by external system integrated with Enterprise to further manage fluid dispenses. Reason for failure is displayed in Dispense Log under Integration Status and Integration Message. Dispense was automatically canceled because no fluid was dispensed within designated time limit. Time limit is set up under heading Pre-dispense timeout in Dispenses tab of Settings screen. Canceled dispense by clicking End Dispense button before any fluid was dispensed. Fluid was dispensed, but less than amount originally specified. Afterward, system automatically declared dispense as complete because no more fluid was dispensed within designated time limit. Time limit is set up under heading Pre-dispense timeout in Dispenses tab of Settings screen. Fluid was dispensed, but less than amount specified. Then End Dispense was clicked, indicating completion. Dispense was completed, but left tank at level below Low Warning level. This is just a reminder. It is likely tank will be able to dispense again, but plan to refill tank in near future. Dispense could not be started because fluid controller used for this hose cannot be reached by system. Controller may have lost power, or network connectivity. IP address in configuration may not match controller s actual address. System IP address in configuration may not match actual IP address of computer that Enterprise software is installed on. In rare instances, controller may need to be rebooted by removing power from it for a few seconds. This should be avoided if there are any Pending dispenses on hoses that use this controller. Dispense could not be started because system is improperly configured. Either configured fluid controller IP address is not correct, or configured System IP address is not correct. Administrator must log in and correct in Hardware tab of Settings screen. Integration Message is sent from CDK Alemite, LLC

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12 Alemite, LLC 167 Roweland Drive, Johnson City, Tennessee