Release Bulletin
5607 New King Street ● Troy, MI 48098
ADP Credit Gateway/RouteOne
DMS@NET
Introducing the ADP Credit Gateway RouteOne DMS@NET Release
Overview ........................................................................................................................ 2
Processing Credit Applications ................................................................................... 3
Sending the Credit Application from Sales ................................................................................................... 3
Figure 1. Sales Main Menu ............................................................................................................... 3
Figure 2. Work With Deals Screen.................................................................................................... 4
Figure 3. Credit Vendor Selection Window ....................................................................................... 5
Exporting the Credit Decision from RouteOne.............................................................................................. 6
Working with Credit Decisions .................................................................................... 7
Accessing the Work with Credit Decisions Screen ....................................................................................... 7
Figure 4. Work With Deals Screen.................................................................................................... 7
Figure 5. Work with Credit Decisions Screen ................................................................................... 8
Assigning a Credit Decision to a Deal........................................................................................................... 9
Figure 6. Assign To Deal Window..................................................................................................... 9
Removing a Credit Decision from a Deal...................................................................................................... 9
Deleting Credit Decisions............................................................................................................................ 10
Figure 7. Delete Credit Decision Screen......................................................................................... 10
Displaying Credit Decisions ........................................................................................................................ 11
Figure 8. Credit Decision Screen .................................................................................................... 11
Displaying Decision Comments ............................................................................................................. 12
Figure 9. Decision Comments Screen ............................................................................................ 12
Printing Credit Decisions............................................................................................................................. 13
Figure 10. Example Credit Decision ............................................................................................... 13
Manually Requesting Credit Decisions ....................................................................................................... 14
F&I Report Logs .......................................................................................................... 15
F&I Reports Available from the RouteOne Web Site.................................................................................. 15
Decision Analysis................................................................................................................................... 15
F&I Insurance Log.................................................................................................................................. 15
F&I Performance.................................................................................................................................... 15
Time Sales Analysis............................................................................................................................... 15
Maintain Communications.......................................................................................... 16
Figure 11. Maintain Communications Screen with Single Application Selection Window.............. 16
Displaying the Communication Log of Each Transaction ........................................................................... 17
Figure 12. Work With ADP Credit Gateway Summary Log ............................................................ 17
Getting Assistance...................................................................................................... 18
RouteOne Customer Support Center.......................................................................................................... 18
The ADP logo is a registered trademark of ADP of North America, Inc.
B16351
*243688*
© October 2005 ADP, Inc. Printed in U.S.A.
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Locating Additional Documentation ............................................................................................................ 18
Appendix A
Field Descriptions ............................................................................... 1
Table 1. Work With Credit Decisions Screen Field Definitions ......................................................... 1
Table 2. Credit Decision (SL223003) Screen Field Definitions......................................................... 2
Overview
The ARG Sales application has been enhanced, beginning with DMS Product
Release 5070, to integrate with the RouteOne credit application. You can
access the RouteOne Web site to review and if necessary modify the credit
application information prior to submitting the credit application to the
preferred lending source(s). You can then import the credit decision (from the
RouteOne Web site) into the ARG Sales application.
Included in this document is information about how to process credit
applications and import decisions.
To enable integration you must first subscribe to the RouteOne application
(visit www.routeone.com for more information) and then to the ARG DMS
integration with RouteOne, which includes a monthly recurring charge.
Contact the ARG Inside Sales Group at 888-424-6342 for additional
information.
IMPORTANT! If your DMS is on a Decentralized Environment, you must
first install the LAI (Layered Application Installation) CD. Please refer to the
ARG LAI Installation CD Load Bulletin.
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Processing Credit Applications
Sending the Credit Application from Sales
To send a credit application to RouteOne, follow the steps below.
1. Begin at the Sales Main Menu (SLMAIN).
Figure 1. Sales Main Menu
2. Click the arrow next to F&I/Delivery/Capping/Billing. The
F&I/Delivery/Capping/Billing Menu displays.
3. Click the arrow next to Work With Deals. The Work With Deals
screen displays.
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Figure 2. Work With Deals Screen
4. Click to select a pended Finance or Lease Deal# and then click Send
Credit App. The Credit Vendor Selection window displays.
Note. If RouteOne is the only credit vendor setup for your company, this
window will not display.
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Figure 3. Credit Vendor Selection Window
5. Click to select the RouteOne credit vendor code and then click Select.
The Work With Deals screen displays with a message indicating the credit
application has been submitted to RouteOne.
Note. Credit applications for the same deal can be sent to multiple credit
vendors; however, at this window you can only select one vendor at a
time. Repeat steps 4 and 5 for each credit vendor as necessary.
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Exporting the Credit Decision from RouteOne
Prior to exporting a credit decision, you must first access the RouteOne Web
site and complete or modify the credit information as necessary.
The following is a brief description of exporting a RouteOne credit decision.
For more detailed information refer to the RouteOne Quick Start Guide.
1. Access the RouteOne Web site and click the Deal Manager tab. The
credit application you sent from Sales displays with a DMS icon next to the
primary applicant's name. All imported credit applications that display in
Deal Manager are ready to begin the RouteOne application submission
process.
2. Click the Export icon under Functions for the credit application.
(The credit application may have one or more credit decisions associated.)
3. Click the Export button. If a Security Alert window displays, click Yes
to continue.
4. The ADP Credit Gateway window displays the status of the credit
decision transfer to the DMS.
5. Complete one of the following:
‰ Wait for the nightly job to automatically download the Credit
Decision(s) to the DMS.
OR
‰ Access the Sales application to request an immediate download. See
Manually Requesting Credit Decisions on page 14.
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Working with Credit Decisions
Use the Work with Credit Decisions screen to display and work with all credit
decisions returned from RouteOne. Credit decisions are automatically
downloaded to the DMS during nightly processing or from manually
requesting an immediate download. A credit decision exists for a deal if D
displays in the CD column. The credit applications initiated from the DMS are
automatically assigned to the associated decision.
Accessing the Work with Credit Decisions Screen
1. Begin at the Work With Deals screen.
Figure 4. Work With Deals Screen
2. Click W/W Credit Decs. The Work with Credit Decisions screen
displays with all credit decisions assigned to deals that are pended, quoted,
or not assigned to a deal. Decisions associated with capped deals will not
display.
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Figure 5. Work with Credit Decisions Screen
3. From this screen you can attach a specific decision to a deal, which can be
quoted, pended, capped, etc. You can also attach multiple decisions to one
specific deal.
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Assigning a Credit Decision to a Deal
1. Begin at the Work with Credit Decisions screen. Click to select the
Decision #, and then click Assign to Deal. The Assign To Deal
window displays.
Figure 6. Assign To Deal Window
2.
Complete one of the following:
‰ To assign the decision, type the Deal Number and click OK.
OR
‰ To assign the decision to a different deal number, type the new Deal
Number and click OK.
3. The credit decision is updated with the new deal number.
Removing a Credit Decision from a Deal
Use this option to un-assign the decision from all deals.
1. Begin at the Work with Credit Decisions screen. Click to select the
Decision #, and then click Assign to Deal. The Assign to Deal
window displays.
2. To un-assign the decision from all deals, delete the existing Deal
Number, and click OK. The deal number is removed.
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Deleting Credit Decisions
1. Begin at the Work with Credit Decisions screen. (See Figure 5. Work with
Credit Decisions Screen on page 8.) Click to select the Dec # to delete,
and then click Delete. The Delete Credit Decision screen displays.
Figure 7. Delete Credit Decision Screen
2. Click OK to confirm the delete or Cancel to cancel the delete. The Work
with Credit Decisions screen displays.
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Displaying Credit Decisions
A credit decision exists for a deal if D displays in the CD column on the Work
With Deals screen. To display a credit decision for a specific deal or all credit
decisions:
1. Begin at the Work With Deals screen and complete one of the following:
‰ To display a credit decision for a specific deal, click to select the deal
and then click Credit Decs. The Work with Credit Decisions
screen displays if multiple credit decisions exist for the deal. If only
one decision exits, the Credit Decision screen displays.
OR
‰ To display all credit decisions click W/W Credit Decs. The Work
with Credit Decision screen displays credit decisions assigned to deals
that are pended, quoted, or not assigned to the deal.
Figure 8. Credit Decision Screen
2. After reviewing the decision information click Exit or Print.
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Displaying Decision Comments
1. From the Credit Decision screen click Decision Comments. The
Decision Comments screen displays.
Figure 9. Decision Comments Screen
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ADP Credit Gateway/RouteOne DMS@NET Release Bulletin
Printing Credit Decisions
Note. This report can also be printed from the Credit Decision screen by clicking
Print. (The information that prints is the same information on the Credit Decision
screen.)
To print the credit decision report (the deal can be any status):
1. Begin at the Work with Credit Decisions screen. (See Figure 5. Work with
Credit Decisions Screen on page 8.) Click to select the Dec # you want
to print and then click Print. The credit decision report is submitted for
printing.
The following is an example of a Credit Decision report:
SL2233RG
DD/DD/DD
QPADEV00xx
TT:TT:TT
Decision #:
G
Deal #:
Type : F
ADP MOTORS, INC.
Credit Decision
0012501
Decision Date: 09/21/2004
Slsp 1: HENDERSON, JAMEX
56836
Applicant . . . : KITTY, MERLIN
Co-Applicant. . : KITTY, KELLY
Stk #:
99
Year : 1992
Make : BUICK
Model: LESABRE
VIN : 1G4HP53L7NH448130
Purchase Price:
Net Trade Amount:
Vendor . . . . . . . . .
Finance Company. . . . .
Approved Indicator . . .
Approved Amount. . . . .
Payment. . . . . . . . .
:
:
:
:
:
Balloon/Residual. .
Down Payment/CCR. . . :
Dealer Rebate . . . . :
Manufacturer Rebate
Money Factor. . . .
Rate (%). . . . . .
Term (Months) . . .
Application Status .. :
. :
.
.
.
.
:
:
:
:
Figure 10. Example Credit Decision
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Manually Requesting Credit Decisions
Use this option to manually request an import of credit decisions from the
ADP Credit Gateway to the DMS. If credit decisions are not imported during
the day using this option, they will be imported during the scheduled nightly
processing.
1. Begin at the Work with Credit Decisions screen (See Figure 5. Work with
Credit Decisions Screen on page 8.) Click Request Credit Dec to
request that the available credit decisions be imported.
2. The following message displays:
Credit Decision import has been submitted.
3. Any credit decisions that were pre-selected on the DealerTrack Web site
are imported to the DMS. Any import status entries are made in the
communications log (successful/unsuccessful).
4. Press Exit to exit the screen and then select the option to display the
Work with Credit Decisions screen (see Accessing the Work with Credit
Decisions Screen on page 7 ). Any new pre-selected credit decisions
display.
Note. There will be a short delay once a request is submitted before the
actual data is displayed on the Work with Credit Decisions Screen.
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F&I Report Logs
An additional benefit of RouteOne integration is the reporting suite. All
capped deal information, whether a credit application was submitted or not, is
extracted from the DMS and imported nightly into RouteOne to populate
reports – making the reports much more powerful and complete.
F&I Reports Available from the RouteOne Web Site
Decision Analysis
Use this tool to monitor and mix, by finance source, credit applications with
decisions. Input parameters permit focused analysis of specific portfolio
segments (such as new/used, retail/lease, all applications/purchase only, etc.).
Additionally, you can request data from two date ranges for time-over-time
comparisons on all queries
F&I Insurance Log
Provides a comprehensive sales record, displaying relevant attributes for each
sale’s transaction and totals/averages for the selected date ranges and input
parameters. This report closely models many of the manual and automated
F&I Logs used today. Additionally, optional input parameters provide filtered
views of the transaction records and sort able columns increase display
flexibility.
F&I Performance
Displays comprehensive Finance & Insurance performance data sorted by F&I
Manager and Department total, in both detail and summary levels. This report
includes profit (average and per vehicle retailed) and penetration calculations
for each F&I product line. Input parameters allow for new/used as well as
car/truck data segmentation by F&I Manager. Two date ranges are available
for time-over-time comparisons.
Time Sales Analysis
Provides share analysis by finance source showing finance penetration both as
a percentage of total vehicle sales and as a percentage of finance contracts
(available "time sales"). Input parameters permit focused analysis of specific
portfolio segments (such as new/used, retail/lease, all applications/purchase
only, etc.). Additionally, you can request data from two date ranges for timeover-time comparisons on all queries.
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Maintain Communications
Use this option to display or print the status of each communications session
with the ADP Credit Gateway. The communication log is updated:
•
Each time a credit application is created and transmitted to the ADP Credit
Gateway.
•
Each time credit decisions are imported to the DMS.
•
Each time F&I logs are transmitted to the ADP Credit Gateway.
To display the Maintain Communications screen:
1. From the Sales Main Menu, double click the arrow next to Credit
Bureaus. The Credit Bureau Menu displays.
2. Double click the arrow next to Maintain Communications. The
Maintain Communications screen displays.
Figure 11. Maintain Communications Screen with Single Application Selection
Window
3. At the Application Selection field click the * (asterisk) to show
and select from valid field entries.
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4. At the Single Application Selection window, click to select ADPCG
Credit Gateway and click OK.
Displaying the Communication Log of Each
Transaction
Use this option to display or print the status of each communications session
with the ADP Credit Gateway.
1. At the Maintain Communications screen (See Figure 11 on page 16), click
to select Summary Log.
2. Click Display. The Work With ADP Credit Gateway Summary Log
screen displays.
Figure 12. Work With ADP Credit Gateway Summary Log
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Getting Assistance
RouteOne Customer Support Center
To get help with RouteOne issues contact the RouteOne Help Desk at:
866-768-8301
248-827-9683 (fax)
[email protected]
Locating Additional Documentation
Additional documentation for the ADP Credit Gateway system is available
from the following sources:
•
The Sales User Manual available on the Automotive Retail Group
DealerSuite Web page.
•
The Dealer Download Center on the ADP DealerSuite Web site. To access
ADP publications on DealerSuite.com:
1. Launch your Internet browser.
2. At the Address bar type http://www.dealersuite.com/ARG and press
Enter. The Automotive Retail Group DealerSuite Web page
displays.
3. Under the DOWNLOADS heading in the far right pane, click Dealer
Download Center. The Dealer Download Center Web page
displays with links to documentation.
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Appendix A Field Descriptions
Appendix A Field Descriptions
Below are field descriptions for the screens included in this document.
Table 1. Work With Credit Decisions Screen Field Definitions
Field
Description
Dec#
Credit Decision Number (Displays in descending
order.)
Finance Co
Name of the Lending Institution
Applicant
Customer Name
Vendor
Credit Vendor Name
Deal #
System generated DMS@NET Sales Deal Number
F22, Request Credit
Decision
Requests an import to available (pre-selected) credit
decisions from the ARG Credit Gateway
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Table 2. Credit Decision (SL223003) Screen Field Definitions
Field
Description
Decision #
Credit Decision Number (displays in descending order)
Decision Date
Decision Date
Slsp #
Salesperson 1
Deal #
Deal Number
Type
Credit Decision Type
L = Lease
F = Finance
Applicant
Applicant/Customer name
Co Applicant
Co-Applicant name
Stk#
Vehicle Stock Number
Year
Vehicle Year
Make
Vehicle Make
Model
Vehicle Model
VIN
The Vehicle Identification Number
Purchase Price
Net Trade Amount
Vendor
Credit Vendor
Finance Company
Finance Source
Approved Indicator
Approved Amount
Payment
Payment Amount
Balloon/Residual
Balloon/Residual Amount
Down Payment CCR
Dealer Rebate
Manufacturer Rebate
Money Factor
Rate%
Term (months)
Application Status
Application status returned on the credit decision. Valid
values are:
A = Approved
D = Denied
O = Condition
R = Preliminary
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