parts kit

[FixedManager]

Ironchild is correct in his statement that UPQ must be run after price-tapes to update pricing in permanent quotes. Failure to do so will create GL variances that can be huge. It is a best practice to have this run in your jobstack after every price update so be aware if your manufacturer provides a daily update.

With regards to the assertions that SDL will not price properly, this is the only way to have the parts price properly on your repair orders. Permanent quotes should be for limited situations with very special pricing such as a special oil change structure. If a Service Advisor changes the labor type with SDL the parts will price accordingly unless you have forced the prices. Permanent quotes force the prices so they will not reprice should the labor type change. An observant Service Adviser will note this and could take advantage of your special prices to "help" a customer.

If your billed prices are incorrect when using SDL it means your pricing system is not setup to accomplish the pricing structure you wish to use. You will need to revisit your sourcing, pricing matrix, labor type, and labor price settings to have it work for you. Your Parts Associates should rarely need to adjust parts prices, and never need to adjust maintenance items.

I check my pricing exception report every day. If my pricing strategy needs work I modify it as my Parts Associates have enough to do without having to adjust prices on every invoice.

[Stevenspeaking]

We use SDL for recall type repair kits and other similar functions. We also have permanent quotes set up to bill oil changes from. Updating quotes is easy. At the beginning of each month after running PMU, I run UPQ which updates all permanent quotes in the system. You can choose what fields you want to update before running it (cost, list, bin, description, etc). Hope this helps someone!

This is correct and will help to assure the cost for the part number on the quote is correct. However working with Chrysler and their constant part number changes I found the quote system required allot of time to maintain. If a part on the quote supersedes to a new number than the new number would bill but the cost would be stuck at the cost associated with the part on the quote and would not be correct. I would have to edit the quote. I would zero the quantity for the old number (can't delete a single line) and to add the new part number to the list. After the lists get to long with old numbers I would allow them to delete and then remake the list with just the current part numbers. My head hurt after a while and learned to tweak the sources and price codes to make it work just like FixedManager stated.

CDK is funny. The more you dig into it the stronger it becomes.

Steven