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AutoMate Parts Integration Assistant Setup for EPC5 (Docking)

Updated

Purpose

This article provides step-by-step instructions for setting up the Parts Integration Assistant to dock to the DMS window. This article covers the following Dealer Management System: AutoMate
 

Required Components

The following components must be installed for the integration to function:

Parts Integration Assistant Setup from the Catalog

  1. Enter a Display Name that is easy to recognize, for example “AutoMate.” This name will appear in the lower-right corner of the catalog once setup is complete.

    For the Window Title, you must enter the value exactly as shown. Auto/Mate This field is case-sensitive.

    • Once completed, click Next to continue.

    Note: The “Where do you want the PIA to display” setting controls where the PIA window docks on your screen. This determines the orientation of the docking window. The default is Top, which places the PIA window above the CDK window.

  1. Select New.

  1. On the Part Number Format screen:

  • Part Format Name: Enter AUTOMATE
  • Header: Leave blank
  • Record: Add by double-clicking <Part #> on the right
  • Separator: Double-click CR on the right then double click on <DELAY:xxxx> from the right and enter 0500 in place of the xxxx.
  • Trailer: Add by double-clicking <CR> on the right
  • Maximum Records: Up to 50 (typically 20)
  • Click OK when finished.

  1. Back on the Select Part Formats screen, you will see the new format you created. Click Finish.

  1. Use either Select All or select the OEM this integration applies to, choose the part number format that your DMS accepts, then click Next.

  1. Choose Everyone in my dealership, then click Next.

  1. Click the Finish Button to complete the integration setup.

  1. You should now see your new integration configuration. Select Close.

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