units - Auto-IT

Transcription

units - Auto-IT
2013
J U LY
A Message from Auto-IT’s CEO
Software is no longer enough.
®
HEAD OFFICE
Suite 2, Level 1,
333 Drummond St,
Carlton, Victoria
Australia 3053
03 9349 3062
auto-it.com.au
For more than three decades Auto-IT
new financial year will see us lead the way
has designed industry leading dealer
in the Australian Dealer Market with some
Management systems to serve the retail
exciting new products.
dealer market. Our
growth has accelerated
Auto-IT is now growing
in recent years and
aggressively in Australia
“Today’s
business
environment
today we have offices
which is our core
in Melbourne, Sydney,
market and we look
bears little resemblance to the
Brisbane,
Kuala
forward to continued
landscape of even three years
Lumpur,
Wellington
expansion in the new
ago as the pace of change
NZ and Johannesburg
financial year. Recent
continues to accelerate. To
South Africa.
implementations
successfully manage and grow
include Tony Ireland
dealerships in today’s consumer
Business partners and
Motors
in
North
driven marketplace requires
users of our dealer
Queensland, Gateway
more than just software.”
solutions are based in
Motor
Group
in
Australia, New Zealand,
NSW, Etheridge Ford
the
USA,
Canada,
in Victoria and Ian
Mexico, South Africa,
Boettcher Motors in
Malaysia, Singapore, Fiji and Brunei and
South Queensland. Implementations we
our team of more than 100 professionals
will be undertaking early in the new financial
continues to grow.
year include DJ Motors in Tasmania and
Carmichael Ford in North Queensland.
Today’s business environment bears little
resemblance to the landscape of even three
All of these dealerships are large and
years ago as the pace of change continues
important businesses and we at Auto-IT are
to accelerate. To successfully manage
privileged to work with them in the years
and grow dealership in today’s consumer
ahead as their chosen technology partners.
driven marketplace requires more than just
software. End users require an appreciation
Auto-IT also works in conjunction with just
of what is on offer in the digital world and
about every OEM and distributor in Australia
a technology partner with the vision to stay
and over the last 24 months we have seen
abreast of emerging global trends.
a significant increase in demand from the
OEM’s and distributors for interfaces to
As a progressive business in a challenging
their dealer network. This is important for
market Auto-IT continues to embrace
compliance, providing accurate OEM data
the rise of enterprise mobility and cloud
for our dealer customers and ensuring
services by augmenting our core solutions
opportunities for dealer bonuses are
with a range of technology initiatives. These
maximised. One such recent project was
are intended to encourage our partners to
with GM Holden.
leverage our open systems platform and the
Auto-IT Newsletter | July 2013 | Page 1
2013
J U LY
New Factory Interfaces
A Message from the CEO continued
In July 2012 GM Holden invited Auto-IT to work with
them in the upgrade of their DCSNet infrastructure. This
involved the setup of a secure gateway between the
GM Holden dealers and GM Holden’s internal systems.
With the advent of this new initiative the number
of Dealer System Providers authorised to access the
Holden DMS Gateway has now been restricted to two;
one being Auto-IT.
Auto-IT will continue to invest heavily in innovation and
we will continue to do all in our power to make sure
that the relationship between our company and our
partners is not just a financial one.
As Auto-IT’s CEO, I continue to welcome personal
contact from customers at any time. My mobile phone
number is +61 432 689 688.
Ken W Fife
+61 432 689 688
Chief Executive Officer
Auto-IT Pty Ltd
[email protected]
Memory Lane...
Auto-IT continues to develop and enhance factory and
third-party interfaces - many of which can help make
your business more efficient and effective. Don’t miss
out on giving your business a competitive edge.
To find out more about how these interfaces can benefit
your business and to request installation please contact
your Business Relationship Manager.
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BMW Trade Club
Ford Trade Club
Ford UPB Extract (in development)
Holden Capped Price Service (final develop. stage)
Holden Data Exchange Hub
Holden Global Warranty
Holden SAP Parts Integration
Honda Parts/Service Extract (in scoping)
Hyundai Capped Price Program (in development)
Hyundai Service History Extract
Isuzu Trade Club
Jaguar Land Rover Service History Extract
Kia Parts/Service/Vehicles Extract (in scoping)
Mazda Service Data Load
Mazda RMSP Service Job Codes (in pilot)
Renault Service History Extract
Skoda Parts/Service/Vehicles Extract (in dev.)
Toyota TIPS 2013/14 Update
VW Service Job Codes (in pilot)
VW Parts/Service/Vehicles Extract
Auto-IT Newsletter | July 2013 | Page 2
2013
J U LY
Auto-IT Continues to Grow - New Faces Everywhere!
It's getting harder to walk around our offices
without bumping into a new face. Here, we
welcome more of the intelligent, highly talented
people who've just joined the Auto-IT family.
DMS related roles including maintaining vehicle pricing,
factory liaison, Installations and testing. Katrina has
started her call program and is looking forward to
meeting her clients in the region.
Jason Zhang
Jason has just recently joined the
Auto-IT team as a Developer. In July
2012, he obtained his Masters in
Information Technology, majoring in
web application development (JSP,
ASP.NET), with a high distinction result
on average, from Monash University. Jason is looking
forward to learning and absorbing new information. He
is looking forward to seeing his skills grow and is excited
to leverage his knowledge to contribute to Auto-IT.
Ashlee Hodge
Ashlee has been a part of the
Melbourne Auto-IT team for about
6 months as an Installations and
Support Consultant. Leaving school
back in 2010, he completed a
Diploma of Network Engineering at
the Brisbane North Institute of TAFE. Whilst studying,
Ashlee was also working as a casual IT and Network
Support Consultant at Hi-Powered Networking, dealing
with building and configuring IBM servers, configuring
Cisco routers and going on-site to perform general
network maintenance.
Jo Anne Gormly
Jo Anne Gormly joins the Auto-IT
team as a Support and Installations
consultant. Growing up in the
family owned Toyota dealership
in Wangaratta, Jo worked as a
receptionist there at the age of 14 on
Saturday morning and school holidays.
He then went on to work for Grand Prix Mazda primarily
doing IT support where his main duties consisted of
maintenance of the network, making sure backups had
run successfully and general IT support. Ashlee is looking
forward to the challenges ahead with Auto-IT.
At the age of 22, she took over the accounts area and
had moved up to the role of Financial Controller by the
time she had left 23 years later. Relocating to Melbourne,
she then worked as an accountant at Haeuslers
Shepparton for a period of time. Attaining her education
at Wangaratta College of TAFE, Jo also worked for the
Family Medication Centre and as an Admin Manager at
Immersion Technologies.
Katrina Fulton
Katrina recently joined us to perform
the role of Business Relationship
Manager for UNITS and EQUIP
clients for Victoria and Tasmania
and has spent the last thirteen years
working in either Dealerships or with
a DMS provider. She has been involved in showroom
administration, stock control, and undertaken numerous
Kerry Shanahan
Kerry joins the Auto-IT team as a
Showroom Consultant with over
30 years of dealership experience.
Starting as a receptionist at a Holden
dealership, Kerry then progressed
through the ranks to assistant
accountant in charge of the IT side. She was then an
installation consultant for Reynolds & Reynolds before
returning to a financial controller/company secretary
role and then back to being an installations consultant.
Kerry moved from this position onto the DMS help desk,
special projects, manager of import and distribution
and then onto Synergy consulting until finally landing
in development as a Product Manager. Her final tally of
years with Pentana Solutions, as they are now known,
was 24 years.
Auto-IT Newsletter | July 2013 | Page 3
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J U LY
Nigel Gates
With over 15 years of experience in
the automotive industry, Nigel joins
the Auto-IT team as the NSW Business
Development Manager. He has a
degree in Economics and has worked
in both retail and manufacturing
environments. Like a true Leo, Nigel is looking forward
to the conquest of new businesses and dominating the
NSW region, making a positive contribution to Auto-IT.
Pieter Van Der Meer
Returning to the Auto-IT team as the
UNITS® & EQUIP® Product Manager,
Pieter brings with him over 30 years of
experience. Starting out in Tasmania,
he was the Operations Manager for
Hazell Brothers before working for
Webster Limited as the State Service Manager - both
PACE2000 Clients.
Pieter then made the move to Melbourne, working for
KGM/Auto-IT Melbourne as a Product Manager. In 2009,
Pieter became the Group Operations & Systems General
Manager for A.P. Eagers – Bill Buckle Brookvale before
returning to the Auto-IT team earlier this year. In his
spare time, Pieter enjoys a spot of sailing.
Matthew Lamperd
With this being Matthew’s first
position in IT, he joins Auto-IT as
the Queensland PMDS Business
Relationship Manager. Starting
with Auto-IT back in January, he
has approximately 12 years of
automotive dealership experience spread across sales
and service roles in a variety of franchises in Brisbane
and Melbourne.
Matthew attained his Bachelor of Business (Management)
with QUT in 2012 and has worked in technical and
diagnostic training for Snap-On Tools Australia. He
has also contributed to a newly-released text book,
Fundamentals of Automotive Technology – Principles
and Practice, published by Jones & Bartlett Learning in
the US.
Alex Tung
Re-joining the Auto-IT team as a
Senior Developer, Alex previously
worked for Auto-IT back in 2008 to
2010. He holds a bachelor degree
in IT and has more than 13 years
of experience in information and
communications technology, specialising in software
design, development, support and implementation.
He works primarily in the client/server architectural
environment using a wide range of Sybase, Oracle and
Microsoft products. Alex has previously worked for
Fujitsu Australia as a Lead Application Specialist in the
Application Services Department as well as being assigned
as an IT consultant to Medibank Private Limited. He was
required to provide technical consultancy, development
and support on the migration and enhancements of
Medibank’s multimillion dollar private health insurance
claiming system as well as being the main coordinator
between Fujitsu and Medibank.
Mathew Stamfel
Auto-IT’s new Support Consultant
based in Sydney, Mathew Stamfel
started in the middle of March this
year. Obtaining his Certificate 4 in IT
Networking in 2011 and a Diploma
in 2012, he also has a background
in customer service. Mathew has a great interest in
computer modifications and builds and is looking forward
to being a part of the Auto-IT team. He sees it as a place
where he can exercise his problem solving skills.
Shanta Montegrejo
Shanta joins the Auto-IT team as our newest Admin
Officer. Originally from a small coal-mining town called
Moranbah, Queensland she moved to Melbourne in 2007
to experience “the big city life”. Shanta started work with
the Office of Housing, Department of Human Services
shortly after her move. Obtaining a Certificate IV in
Business Administration, she worked in the public service
for 5 years contracting in various roles within DHS, from
administration, events management, communications
and marketing and, lease management.. In March 2013
she started working with Auto IT Australia and so far she
has found it wonderful.
Auto-IT Newsletter | July 2013 | Page 4
2013
J U LY
Clive Mills - 20 Years of Service
Every now and then we like to highlight some of our
longest-serving staff and recognise their dedicated and
meritorious service to clients. One such staffer is the
irrepressible Clive Mills. Here, we note just some of the
milestones Clive has passed on the way and thank him
for his down-to-earth, practical approach to business
over the last 20 years. Thank you, Clive!
Clive joined us in 1993 after he’d been with
UNISYS for 14 years. During his time there,
he’d held sales positions in Local Government
Systems, the Ford Dealer Service Bureau and
the national Ford Dealer Network. In the final
year, he managed the UNISYS Victoria Dealer
Network.
From 1993 to June 1997, Clive
was our Victorian Account
Manager,
selling
PACE2000
systems and project managing
implementations till live-run. During this period, he also
worked in southern NSW and eastern South Australia.
He was responsible for the first UNIX implementation
of PACE2000 at Colin Kerr Ford and the first sale of
PACE2000 to John Deere dealers (three at once) – to
Windmill Ag, Meeniyan tractor Service and Northern Ag.
In 1997, Clive switched to being a self-employed sales
agent and contractor for KGM Management/AutoIT, servicing the Victorian ex-metro regions and other
states when requested by Auto-IT or its agents. Typical
of his diverse skill-set, he performed a range of complex
tasks, including:
• Sale of KGM / Auto-IT products and services
• Direct provision of services, including consultancy,
project management, tendering, project execution
and staff/management training,
It was also during this period that the merger of KGM
Management and Newmans Information Services took
place, leading to the formation of Auto-IT and the
release of UNITS®.
As an agent, Clive sold the first UNITS® system to a John
Deere Dealer – Armstrong Finley Sales and Service, as
well as the first to Ford dealers including Rural Ford,
Morley Ford and others.
Also during this period, at Auto-IT’s request, Clive
provided UNITS® and EQUIP® implementation
services to Grant Savage’s clients in South
Australia. John Payne also joined Grant Savage
and the team of three did many successful
and referenceable implementations of
EQUIP® over a couple of years, with Clive
taking the roll of team leader.
In August 2005, Clive re-joined the Auto-IT
payroll to take on the initial position
of Business Relationship Manager for
Victoria and Tasmania. There was no
job description, just some ideas and the
knowledge that we needed to improve
our relationship with clients once UNITS® and EQUIP®
were established.
Answering to the National Sales Manager, he was
responsible for the maintenance and development of
the company’s relationships with clients once they had
purchased and implemented Auto-IT software. The
delivery of training and consultancy services was also
involved.
On July 30th 2008, Clive retired from full-time
employment. Since July 2008 Clive has worked for us on
a casual basis taking on various tasks as requested. He
has upgraded many PACE2000 users to UNITS® - both
making the sale and executing all implementation and
training services required.
He has also delivered a considerable volume of customer
training and consultancy services to his clients.
Clive - thank you for your outstanding service and loyalty.
Twenty years.... don’t they go by in a flash?
Auto-IT Newsletter | July 2013 | Page 5
2013
J U LY
Lots of Sore Legs but Smiles all Round!
The Inaugural Auto-IT Business Relationship Manager Conference
It was a sunny autumn week in Sydney when the
Auto-IT Client Relations team came together for
their inaugural BRM Conference. The theme was
‘Leverage our Experience & Grow as a Team’.
All of our BRMs have deep industry experience
as well as system knowledge so the conference
provided an opportunity to come together and
leverage that collective knowledge and experience
in order to keep improving our client relationship
skills.
The business relationship management function within Auto-IT is one
of the best ‘value-adds’ Auto-IT clients receive and it is an important
part in our customer service philosophy. We're always looking at ways
to improve our offerings and our levels of service so the conference
comprised a series of workshops, meetings & training around products
and service delivery principles.
The conference was held at The Royal Automobile Club by Circular Quay.
Since there are some new members in the team, getting
everyone together proved to be a great experience. One of the
highlights was the 'Romp in the Rocks' team-building exercise,
which the group undertook with vigour. The Rocks Romp was
a two hour treasure hunt around Sydney’s historic Rocks area.
It was part 'Amazing Race', part 'Urban Trek'. After a brief
introduction each team was given a checkpoint sheet and a
map. Teams decided the order in which they'd complete each
checkpoint. Once all clues were collected, the final destination
was revealed and the teams had to race back.
Team Savage won the day - comprising Grant
Savage, Nick Acquarola, Andrew Aldred and Lucy
Kelly. There were a lot of sore legs the next day,
but a great time was had by all!
Lucy Kelly - PMDS® Client Relations Manager
Auto-IT Newsletter | July 2013 | Page 6
2013
J U LY
Job Clocking on your Mobile Device
Preview of Technician Mobile Clocking
Auto-IT’s Mobile Technician
Clocking module is a simple
application designed to allow
convenient time clocking for
technicians via hand-held
devices, such as a smartphone
or tablet PC.
The business benefit is that
technicians do not need to
find or wait for an available
terminal / PC. They can clock
on and off whereever they
are. This also extends to
mobile servicing! Technicians
can clock on and off jobs as
well as their day’s attendance
whilst actually working onsite
at a client location. The best part is it’s
extremely simple.
To log in, simply enter your normal login
and password. On the next screen there
are just two options – Repair Order
and Attendance. To clock onto a job,
touch the Repair Order ‘Log On’ button
and to clock on for the day touch the
Attendance Log ‘Log on’ button.
You can then simply choose the
appropriate R/O and the appropriate job
and touch the log on or off button on
your phone / tablet.
That’s all there is to it. When logging off, simply log back into TMC and hit the “Log Off” button and it will assign the end
time matching the time this was hit.
If you clock onto another job whilst already logged onto a job, the current job you’re clocked onto will automatically be
clocked off with the end time matching the start time for the new job.
Auto-IT Newsletter | July 2013 | Page 7
2013
J U LY
Do I really need a car?
A Thought-Provoking Perspective from a Gen Y Staffer
Bewildered by the fact
that at one stage in
time, cars did not exist,
telephones were not
portable and you could
not take your music
everywhere you went,
Gen Y is the unique
generation that has
grown up within the
digital revolution.
Gen Y is living and
breathing
technology
like no other generation. This, in turn, has many wide
reaching implications with several studies showing that
Gen Y are just not as interested in owning a car. Cars are
simply not ‘top of mind’ with the cost of owning a car
unappealing to the youngest generation of
drivers.
So, what are the reasons driving this trend?
Budget Issues
With many of the Gen Y generation
swimming in university debt and associated
costs, a looming shadow even after
entering into full-time work, a car is just
simply not in the budget. A typical three year Bachelor’s
degree costs on average $24,000 and that’s not taking
into consideration the costs of stationary, additional fees
and textbooks which can cost up to $2500 per year.
Then there’s the cost of a car itself. Costs include buying
the car, servicing, registration and petrol before even
mentioning the cost of feeding parking meters and
paying traffic fines. Finding parking at university or work
is usually a mission and this is even before considering
that roads tend to resemble parking lots during peak
hours.
There’s also a shift in
priorities. For Gen X, the
first big purchase they’d
make would be a car. For
Gen Y, that has changed
and most aim to save
for a backpacking trip
overseas or investment
into a laptop or iPad.
Many Gen Ys now
prioritise travelling and
technology over owning
a car which also tends to
be more affordable.
Social Media
With Gen X, they required a car to stay connected and see
friends and family but this is no longer the case with Gen
Y. Technology and the social media boom
has enabled Gen Y to stay in touch without
physically travelling anywhere. With Skype,
FaceTime, texting, Facebook, WhatsApp
and so many other applications, you don’t
even have to leave the house to see and
talk to friends and family. There is no need
for a car when there is no immediate need
to get from A to B.
Their ‘Love’ of Public Transport
Okay, so ‘love’ is a bit too strong of a word, but it does
fall under the ‘love-hate’ relationship category. The
commute on public transport allows Gen Y to multitask
and read a newspaper/magazine, study, listen to music,
surf the net on their smartphones, Facebook and email
all in the one go. Driving doesn’t exactly give you that
luxury with attention purely dedicated on the road
whether cruising along or sitting in a traffic jam. Despite
the horrible service and conditions of public transport
around most of Australia, it offers convenience and
further fuels Gen Y’s love affair with technology.
Auto-IT Newsletter | July 2013 | Page 8
2013
J U LY
Award Winners Celebrating Success
Do I Really Need a Car? continued
Driver's Licences
With increasing rules and regulations, Gen Y have to
jump through the most hoops of all the generations in
order to get their licence. One recent study by the NSW
Bureau of Transport Statistics shows that people under
35 are less likely to hold a licence.
Twenty years ago, almost 80 per cent of people between
the ages of 20 and 24 had their full licence but by 2009
that figure had fallen to 51 per cent. Without the ability
to drive, why would you need a car…?
The ‘Free-Loaders’
Gen Y is the generation living at home the longest and
“free-loading” off their parents. The perks of that?
Getting to borrow Mum and/or Dad’s car rather than
Gen Y getting one themselves. When a car is available
at home, the best of both worlds is accessible - access
to a car without having to pay the associated costs. Why
mess with a good thing!
Environmental Warriors
Last but not least – Gen Y is also arguably the most
environmentally conscious generation. Saving the
planet one tree at a time, a lot of Gen Ys are looking to
alternative modes of transport such as walking, public
transport and riding a bike. With many Gen Ys trying
to go paperless with iPads and laptops, pumping out
carbon emissions by driving a car isn’t exactly consistent
with an environmentally friendly approach.
Congratulations to our dealers below who’ve been
recognised by their franchises for excellent performance!
Mercedes-Benz
• Carlin & Gazzard of Mt Gambier was awarded the
Provincial/Rural Dealer of The Year
• 3 Point Motors was awarded the top metro award
for Mercedes-Benz vans
BMW Group Australia
• McGuigan BMW (Port Macquarie, NSW) was
awarded a ‘BMW Trophy’
• Coastline Mini Garage from Caloundra, QLD was
awarded top provincial dealer award for the Mini
Brand
Volkswagen
• Jackson Motor Company in TAS was awarded the
provincial and major rural Dealer of the Year award
Volvo
• Allan McKay Autos, Moss Vale, NSW was awarded
the highest PMA New Vehicle Market Share
Subaru Awards
• Neil Buckby Motors of Launceston, TAS was a
regional award winner
• Bunbury Subaru in WA was also a regional award
winner
Kia
• Sharp Motor Group, Tweed Heads, QLD was awarded
bronze in the category of provincial Kia Dealers
Fiat Chrysler Group Australia
Will the tree-hugging ways of Gen Y change as their
life situation changes? When you consider they will
eventually move out, increase income, have children will this change the need to purchase a new car or will
the current view of using public transport and saving
money persist?
• Lance Dixon Fiat Alfa Romeo, Doncaster, VIC was
awarded the Italian brands Dealer of the Year
• Ken Muston CJD, Shepparton, VIC was awarded the
Southern Regional Dealer of the Year
• Northstar CJD, North Brisbane, QLD was awarded
the Northern Metro Dealer of the Year
The relevance of owning a car is coming under fire and
only time will tell how the battle for the hearts and minds
of Gen Y will be won or lost. Perhaps understanding my
opinion may re-align your marketing focus?
We don’t always hear about all the awards won by our
dealers so if you have won a franchise-related award
please do let us know! It pleases us when our dealers
are successful and we are more than happy to advertise
this in our newsletter.
Kelly Nguyen - Marketing Assistant
Auto-IT Newsletter | July 2013 | Page 9
2013
J U LY
Tech Tips
Think you're protected?
With literally thousands of Internet threats discovered
every day - many posing a real risk to the integrity of
your business systems - are you adequately protected?
When we talk about internet security, most will think
of common, every day viruses; however these days,
internet threats extend far beyond to a whole myriad
of cyber-attacks including Worms, Trojans, Spyware,
theft and costly hoaxes. The
minute you turn on your PC, you
are at risk. Viruses and other
attacks are generally designed
to give hackers access to your
business data and steal valuable
information such as bank account
and credit card numbers, contact
details and addresses.
It’s no surprise then that network
security is high on the agenda for
most organisations throughout
the world. The mere fact that
cyber-attacks can be very costly
for some organisations, and very
profitable for cyber criminals,
means internet security should
be the highest priority of your IT
strategy. Hackers will continue
to find new ways to circumvent
IT security and therefore organisations need to be
continually vigilant.
There are many simple ways that help a business improve
network and internet security including the following
suggestions:
Strong passwords are a must. Avoid using family names,
words relating to the business, or even relevant dates
such as birthdays. Try to use special characters and
numbers. The best passwords are those generated from
completely random characters that form no relevance
to the individual or business. Change your passwords
on a regular basis and do not share with peers.
Keep your anti-virus software up to date. Most
intelligent anti-virus systems will keep your servers
and desktops up to date automatically as long as you
have a current subscription for the anti-virus product.
Make educated decisions when reading email. Avoid
forwarding too many funny emails or opening messages
offering free products or incentives. Do not open
suspicious attachments that you were not expecting,
or that have been sent from an unfamiliar source.
Log off business applications
shut
well
this
at night and if
down your
as improving
will also save
possible
PC. As
security,
energy.
All networks should have a
robust and industry recognised
firewall solution in place. An
off-the-shelf ADSL modem
is simply not sufficient.
Consider content filtering
devices to limit the type of
internet activity that is allowed
on the network. Content
filtering devices also have the
ability to scan email for viruses
before they enter the network.
Ensure that your computers
and servers have the latest
Windows updates installed.
These updates generally contain security enhancements
to help combat the latest threats and should therefore
be installed as soon as possible.
It is important that users can have confidence in their
business’s IT systems. Auto-I.T.’s Technical Consultants
can assist with ensuring that your network is adequately
protected and help improve your network and internet
security and minimize cyber threats and attacks.
Nick Dimax - Customer Service Manager
Auto-IT Newsletter | July 2013 | Page 10
2013
J U LY
FAQs - Workshop, Parts & Stock Units
NOTE: These FAQs are specific to user of Build 2075.
Service Parts Issue Entry
Question: What do I do when an repair order (RO) is locked and the message displayed is:?
Answer: Ask your system administrator to add the System Object Register Maintenance Program to the relevant
personnel’s menu, this will allow them to deregister these locked ROs (Refer Build 2075 Release documentation for
more information).
Generic Data Extraction Utility
One of the benefits of automating Generic Data Extracts via the UWS software is to deliver specific reports to key
personnel on a regular basis.
Question: How do I configure a PSR report to run in UWS?
Answer: Launch the UWS program (Please note UWS may be installed on the Database Server and will require a
System Administrator to complete the task). Then:
•
•
•
•
•
•
Select Utilities from the Folders panel
Select Generic Data Extraction Utility
Select Add New Batch
Check the Batch Enabled checkbox
Enter the Batch Description
Select a database connection (A message will appear, stating ‘The batch parameter needs to be cleared. Clear the
Batch Parameter’) Click Yes to this message
• Select a user from the SysNotes dropdown
• Save the batch
See screen on the next page.
Auto-IT Newsletter | July 2013 | Page 11
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J U LY
FAQs - Workshop, Parts & Stock Units
Generic Data Extraction Utility continued
Question: How do I select the PSR report and enter the required parameters in UWS?
Answer:
• Select the Parameter tab
• Click the “Browse” button. A Select Files response window will prompt. Navigate to the PSR’s directory and select
the required file
• Enter the required parameters (Please note, a blank field equals ALL)
• Select the file export format (Defaults to CSV)
• Browse to a directory on the server to export the file too
• Save the latest changes
See screen on the next page.
Auto-IT Newsletter | July 2013 | Page 12
2013
J U LY
FAQs - Workshop, Parts & Stock Units
Generic Data Extraction Utility continued
NOTE: FTP Upload and Email options can be setup by checking the required option and entering valid credentials.
Refusing to participate in politics means you end up being governed by your inferiors. Plato
We would all like to vote for the best man but he is never a candidate. Kin Hubbard
Politics is the art of choosing between the disastrous and the unpalatable. John K Galbraith
Auto-IT Newsletter | July 2013 | Page 13
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FAQs - Workshop, Parts & Stock Units
Question: How to Schedule the report in UWS?
Answer:
•
•
•
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Select the Schedule tab
Select a Schedule Task from the dropdown box
Enter a Start Time for the report to run
Save the latest changes
NOTE: The Log parameter will record the report’s progress.
Auto-IT Newsletter | July 2013 | Page 14
2013
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FAQs - Workshop, Parts & Stock Units
Question: How do I save reports as a PSR?
Answer:
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Open the report in UNITS®
Right click on the report and select Save As
Change the Save As Type to Sybase Portable Format (.PSR)
Enter the File Name and save the report to the required directory
NOTE: Certain reports can’t be saved in UNITS® as a PSR and run through the Generic Data Extraction Utility in UWS.
Auto-IT Newsletter | July 2013 | Page 15
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FAQs - Workshop, Parts & Stock Units
NOTE: These FAQs are specific to user of Build 2075.
Multiple Stock Unit Sales Entry
Question: A message is being
displayed showing ‘Unit Type
cannot be empty in Warranty
Details grid view’. What do I do?
Answer: This is now a mandatory
field. Enter a Unit Type for each
Warranty line.
Example: If the warranty line is
based on kilometres enter KLMS
in the Unit Type field or if the
warranty line is based on hours,
enter HRS in the Unit Type field.
Auto-IT Newsletter | July 2013 | Page 16
2013
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Retro Computing
END
Auto-IT Newsletter | July 2013 | Page 17