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1 Catalog of Products 2013 456 Fulton Street, Suite 298A, Peoria, IL 61602 hp://fdcsoluons.net

FDC Product Catalog 2013

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Page 1: FDC Product Catalog 2013

1

Catalog of Products 2013

456 Fulton Street, Suite 298A, Peoria, IL 61602 http://fdcsolutions.net

Page 2: FDC Product Catalog 2013

2

Allied Price Upload ...................................................................................... 3

Customer Consolidation ............................................................................... 4

DBS 2.3.11 ................................................................................................... 5

EMS Parts Lookup ....................................................................................... 6

Freight Module ............................................................................................. 7

Inventory Capital Solutions (ICS) ................................................................ 8

Journal Tracking ........................................................................................... 9

Marketing Programs on Flat Rate Work Orders ........................................ 10

Multi-Bin Locations ...................................................................................... 11

Parts Pricing Module ................................................................................... 12

Parts Return Restocking Module ................................................................. 13

Purchase Order System ................................................................................ 14

Repair Bill of Materials (RBOM) Import to Shop & Counter Documents ...................................................... 15

Repair Bill of Materials (RBOM) Replaced Parts ....................................... 16

Standard Jobs Parts Re-price ...................................................................... 17

Warehouse Management ............................................................................... 18

Warranty Tracking ......................................................................................... 19

Yard Tracking ............................................................................................... 20

ENVISION. ENABLE. EVOLVE. FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

Table of Contents

Page 3: FDC Product Catalog 2013

3

Allied Price Upload

Allied Price Upload

The Allied Price Upload utility was cre-

ated to simplify the process of upload-

ing allied price changes and part infor-

mation into the DBS parts system. It

bypasses any customized programming

or tedious manual processes involved

with conventional price or part infor-

mation changes from allied vendors. In

four easy steps, you can:

Upload price changes

New part information

Part description changes

Core parts and pricing

Without the Allied Price Upload tool,

parts price updates for Allied suppliers

can be a very manual, time-consuming

task. If updates are not done via data-

entry, every time suppliers change the

format used for their price data, the

price update programs must be manual-

ly corrected to properly map supplier’s

data to the proper DBS fields, requiring

IT resources you most likely cannot

spare. Multiply this effort by the di-

verse number of suppliers, and you can

easily invest hours you do not have.

The Allied Price Upload tool can solve

this!

Features:

The product contains four major steps:

1. Determine the format the data is in. Choose between Excel, delimited (including CSV files), and fixed length files.

2. Assign the tags by mapping the data via an easy to use Windows-based tool; map the data fields on the supplier’s spreadsheet to the correct DBS Parts fields.

3. Set the parameters for the job submission. Pick the SOS you are uploading. Create the Price Master (NPR) records. Provide FTP information for the upload to your AS/400. Submit the job on hold, schedule immedi-ately or schedule for a specific date/time. Run the update in the test or production environment.

4. Click Run! Once you click Run, the Upload tool will convert the file, FTP the file to the AS/400, and schedule the Price Update job. Once the price update job is released, a conversion program will run followed by a price update program that will then up-date the price file (if selected) and the part master file in DBS.

Benefits:

Before and after inventory dollar valuation reports are generated as well as a con-trol and error report.

Mapped fields can be saved by SOS. No need to assign tags from scratch after ini-tial setup

Can handle cores, replaced parts

Dry run feature generates reports only, no file updates

Can be submitted to two AS/400s if test and production are on separate machines

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit http://fdcsolutions.com

Need a way to simplify the process of uploading allied price changes and part information into the DBS Parts system?

Page 4: FDC Product Catalog 2013

4

CUSTOMER

CONSOLIDATION

Customer Consolidation

Does your Customer Name & Ad-dress file contain multi ple customer numbers/records for the same cus-tomer? Would you like to merge customer numbers into one given customer without losing any history? FDC Solutions’ consolidation product merges multi ple customer numbers for the same person into one target customer number. You simply pro-vide us with a list of customer numbers you need merged, along with the target customer number it should be merged to. On the DBS customer name & address file, obso-lete customer numbers are marked as “Flag Delete” and the customer information consolidated. We then review the files you select from a list of 40+ DBS files, find all cus-tomers that are now flagged for de-letion, and change the customer number to the target customer num-ber provided.

You Choose The Files Dealer can designate which of the list of files they want to change and/or exclude.

Areas normally reviewed are: Customer files, Sales Control Files, Customer Docs, Transaction files, etc. The total cost of the project is estimated to be significantly less than a DBSi 5.0 conversion plus includes a tighter, more stable core interface and plat-form. If you are interested in the Customer

Consolidation module, please contact

FDC Solutions, and we can review

your specific situation and needs and

provide you with a customized quote.

Features: Quickly and easily eliminate obso-

lete and redundant data

Ensures no history is lost by up-dating all files you designate as vital with the new target customer number

Benefits: Ensure customers are billed with

the correct customer information. Save disk space Improve data integrity

ENVISION. ENABLE. EVOLVE. FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

MERGING MULTIPLE CUSTOMER NUMBERS INTO ONE CUSTOMER NUMBER RECORD WITHOUT LOSING HISTORY

Page 5: FDC Product Catalog 2013

5

DBS 2.3.11

Introducing DBS 2.3.11

We are proud to announce our new

DBS 2.3.4 to CODA v11.3 iSeries solu-

tion, which is aptly named 2.3.11.

Pairing DBS 2.3.4 with CODA v11.3 on

the iSeries, this cost-effective and fea-

ture-rich solution gives DBS 2.3.4 deal-

ers options and will significantly pro-

long the life and supportability of DBS

dealers well into the future.

Keep your stable DBS 2.3.4 environ-

ment, while using all the functionality

included in the newest CODA Financials

v11.3 product, including the GUI – ena-

bled user interface.

This is all accomplished on the de-

pendable AS/400 platform, ensuring

minimal disruption to operations.

The integration to CODA uses FDC-

developed API's and CODA-published

XMLi. Its forward-compatibility ensures

future upgrades will not be an issue,

and the solution will be supported into

the future jointly by FDC for integration

and CODA for financials.

The total cost of the project is estimated

to be significantly less than a DBSi 5.0

conversion plus includes a tighter, more

stable core interface and platform.

Features: DBS 2.3.4 interfaced with CODA

v11.3

The API’ interface resides on the iSeries

Forward-compatible integration sup-ported by both CODA and FDC

GUI interface of CODA v11.3 will work with DBS 2.3.4

DBS uses CODA's XMLi Router API,

which is one layer beneath Web Ser-

vices and more efficient. And, it's

just as flexible in change control and

interface updates as Web Services

Benefits: DBS 2.3.4 environment is stable

Cost significantly less than a DBSi 5.0 conversion

Tight, stable, core interface and plat-form

Ensures a supported financial package

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-

ments software solution for IBM iSeries

and Microsoft.Net users around the

world. We specialize in providing prod-

ucts and services to Caterpillar and

Cat Dealers. Our DBS Support Service

provides all the functional and technical

needs of a dealer. We have assisted

many Dealers with integrating various

software products to core DBS—- a

system our team has helped design,

develop, implement and support.

Using this unique perspective, we:

Help customers see the big pic-ture, understand problems and

envision what’s possible.

Create software solutions that enable them to solve business

problems and bring possibilities to

life.

Continually improve our existing products and create new ones that

help our customers evolve and

grow their businesses

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

DBS 2.3.4 WITH CODA v11.3 – TOGETHER ON THE iSERIES

Page 6: FDC Product Catalog 2013

6

EMS PARTS LOOKUP

EMS Parts Lookup

Dealer Cleveland Brothers of Harrisburg,

Pennsylvania, needed a way for their

Parts department to see what attach-

ments and work tools were in their

Sales department inventory before order-

ing items from Caterpillar. FDC Solu-

tions worked with them to gather re-

quirements, and eventually developed

EMS Parts Lookup to solve inventory

challenges all dealers face.

Challenges

Currently, Parts, Service and Sales de-

partments using DBS are unable to

search the entire dealership inventory

for specific attachments available for

sale. For example, the Parts counter

person may need a specific model of

brush cutter for a skid steer loader; the

Sales department may have a machine

on the lot already equipped with that

exact attachment. However, because the

Parts counter person does not have

access to this information, he orders

the brush cutter from Caterpillar.

This not only costs the dealership emer-

gency freight and service charges, but

may also cost them a customer if the

time to receive the part and complete

the order is excessive.

Solution The EMS Parts Lookup product pulls all

new items available for sale from EMS,

enabling the Parts/Sales manager to decide

whether to take a part from a machine in

the yard or order the part from Caterpillar.

This functionality could save the dealer a

substantial amount of money in service and

freight charges, and at the same time,

improve customer satisfaction.

Features: Intuitive and easy to use

Allows Parts, Shop and Sales person-

nel to view attachment and work tools inventory available in EMS

Provides ID number for fast location

of available work tools

Benefits: Reduces service time and improves

customer satisfaction

Minimizes the redundant ordering of

attachment inventory

Saves money through better utilization

of dealer inventory

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

EMS PARTS LOOK UP FUNCTION SOLVES INVENTORY CHALLENGES

Page 7: FDC Product Catalog 2013

7

FREIGHT MODULE

Introducing User Friendly

Freight Module

FDC Solutions offers an affordable, simple

solution that not only ensures you recover

all your freight costs, but also lets cus-

tomers know up-front what their costs will

be and ensures those costs will be fair

and consistent.

Freight Module Benefits

FDC’s Freight Module makes it possible for

your operation to:

Improve accuracy and efficiency

Capture lost revenue

•Recover freight costs

•Never miss a charge or undercharge

for freight

•Follow a standardized yet flexible pro-

cess

•Ensure consistency in freight fees

•Automatically charge customers, includ-

ing Drop Box Fees (if applicable)

•Quickly modify parameters to address

changing fees

•Reduce manual labor used to calculate

and enter charges

Freight Module Features

The FDC Solutions Freight Module is an easy-to-use, parameter-driven system that automatically adds freight charges for backordered parts on shop, counter and Part-Store orders. The enterprise-wide system delivers con-sistency, yet is flexible and customizable for your dealership.

•Freight charges are weight-based; in the event a weight value is not available, a freight charge calculation is determined by a percentage of the part’s value.

•Parameters abound at the customer lev-el, document level, and in the Freight by Weight module, even at the part level.

•Minimum and maximum freight charges can be established at both the customer and part level so you have control over the total freight your customer pays.

•In cases where you do not want to charge freight, you may bypass charges by customer number or shipping instruc-tions.

•Freight charges are applied on the origi-nal sale document, which works great for PartStore orders. It ensures that customers using credit cards will be charged up-front for the total price, including freight.

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

ARE RISING FREIGHT COSTS EATING INTO YOUR PROFITS?

ARE YOUR CUSTOMERS QUESTIONING THE CONSISTENCY OF

Page 8: FDC Product Catalog 2013

8

Inventory Capital Solutions (ICS)

Competitive Advantage

A competitive edge is delivered by our

fully integrated and optimized risk-based

technology that has routinely delivered

stock savings of over 20% while simulta-

neously lifting customer service levels by

several percentage points, even when

competitors’ inventory management products

are in use!

Benefits:

Vendor Managed Inventory (VMI)

Feature allows dealers to manage the in-

ventory for customers, allowing dealers to

deliver better service for their customers

who stock parts, and provides dealers

visibility of their customer’s forecasts

Forecasting and Planning

Forecast growth or decline by groups of

parts or by SKU

NPI

Ability to forecast new parts based on

like or related parts for new product in-

troduction

Simulation

Simulate different forecast or risk options

by SKU, by subsets or for all parts

Events

Separated from the forecast. Results are

stored for future event planning

Looking for a system that offers a fully optimized inventory and distribution planning methodology and its integrated supporting software for demand forecasting, reorder point management, vendor performance management, master produc-tion scheduling, and supply chain risk management? Look no further, ICS is your answer!

Supplier Risk Tracking

Determine reliability of your vendors.

Identify risks from variable supply perfor-

mance and long lead times on items,

and stock accurately to manage these

risks

Seasonality

Identified automatically and will ramp

up / down inventory for the season

Integration

Integrates seamlessly with DBS, SAP,

Microsoft, and many major ERP’s. An

investment you can take with you

Features:

ICS Delivers:

Improved inventory availability

Customer service

Simultaneously reduced inventory

ICS Drives:

Demand forecasting

Inventory level / re-order point set-tings

Inventory distribution

ICS Offers:

A full-function, state-of-the-art 4th generation system plus implementation

A comprehensive and integrated methodology

Process re-engineering and change management when needed

Complementing DBS with ICS

DBS Heavy transaction orientation and often

rearward-looking Simple demand forecasting /limited (if

any) scenario modeling Shorter planning horizons and little

future scenario modeling capabilities Incomplete demand-side biased error

compensation with scant attention to supply side risks

Limited or function-focused operational view

ICS Forward-looking or future orientated Advanced demand forecasting and sce-

nario modeling Long planning horizons Complete demand and supply risk

management Consolidated cross-functional business

intelligence view

ENVISION. ENABLE. EVOLVE.

We specialize in providing products and services to Caterpillar and Cat Dealers. Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible

Create software solutions that enable them to solve business problems and bring possibilities to life

Continually improve our existing prod-ucts and create new ones that help our customers evolve and grow their businesses

For more information about this product, call 309-676-7795.

Page 9: FDC Product Catalog 2013

9

JOURNAL TRACKING

Mining Information from DBS/

DBSi

FDC Solutions’ Journal Tracking product

is the answer to mining information

from DBS/DBSi! Many third-party sys-

tems need to mine information from

DBS/DBSi files. Instead of changing

every DBS/DBSi program that looks at

the needed files, FDC’s Journal Tracking

System finds the journal for that data

and uses those journal entries to mine

the data for just the pieces of infor-

mation you need. Because DBS/DBSi

files are already journaled automatically

as part of core DBS, the overhead on

the system is extremely low, and there

are no changes required to DBS/DBSi

programs.

FDC’s Journal Tracking lets you specify

the file(s) and field(s) you want to

mine, and the Journal Tracking’s NEPS

jobs will run and mine the data from

the journals at a set interval. To ensure

efficiency, the system keeps track of

the last journal entry that was retrieved,

and the next time the NEPS wakes up,

it will only search for new journal en-

captured entry. These two processes en-

sure job efficiency by ensuring only the

desired data is extracted, and you will

not use up valuable system resources

scanning the entire journal each time

data is mined.

The selected journal data is then written

to an XML file in the IFS, which can be

then be sent to or used on various plat-

forms such as SQL Server, SAP, etc.

Features:

Easily extract DBS/DBSi data and send it to third-party systems without modifying DBS/DBSi

Customization lets you choose the specific fields/files containing the data you want to extract

Integrates to multiple platforms Uses existing journals of DBS/DBSi

files

Benefits:

No changes to necessary DBS/DBSi

programs lowers risk

Overhead on system is low

Allows efficient replication of data

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

DO YOU HAVE THIRD-PARTY SYSTEMS THAT NEED TO MINE INFOR-MATION FROM DBS/DBSi FILES? DO YOU WANT TO ACCOMPLISH THIS WITHOUT CHANGING ANY DBS/DBSi PROGRAMS?

Page 10: FDC Product Catalog 2013

10

MARKETING PROGRAMS ON

FLAT RATE WORK ORDERS

Automatic Discounts and

Claiming Against Flat Rate

Work Orders

By applying Marketing Program dis-

counts to flat rate work orders you

can reduce parts, IT, work order, war-

ranty, and accounting personnel in-

volvement by automating the entire

process.

FDC Solutions can relieve CAT Dis-

count and Claims challenges with

your flat rate work orders. You now

can apply CAT Partici patory Discounts

(PDP’s) to your flat rate work orders

and automatically submit the claims.

You easily control what discounts and

the programs that apply. No work is

required by the user or customers,

and the savings are automatic.

Your flat invoice rate does not change,

and your accounting team will appre-

ciate the new flexibility provided for

the discounts.

Features:

Automatically apply Marketing Pro-gram discounts to flat rate work orders

Automatically submit Marketing Program claims for reimbursement

No process changes required

Benefits:

Increased profits

No manual intervention

No Sequel programs required

Expedites the reimbursement pro-cess

Reduces claiming grief and re-submission of claims

Parameter driven system allows you to choose exactly when and where to account for Marketing Program discounts

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

LOOKING FOR A WAY TO INCREASE PROFITS, IMPACT THE BOTTOM LINE, AND REDUCE THE WORKLOAD?

Page 11: FDC Product Catalog 2013

11

MULTI-BIN LOCATIONS

Inventory Accuracy Using

Multi ple Bin Locations

Inventory accuracy is top priority and

verified throughout the system:

If on-hand is changed in CHGP-

CINV, a Bin Location window will

appear so that you can indicate

how the total on-hand is distributed

among the multiple bin locations.

The sum of location quantities must

match the new on-hand

In case a document’ is ‘’cancelled

complete, or a shipping exception

is performed, the system will

prompt you to update the location

quantities in the Bin Locations win-

dow

A location cannot be deleted until

its location quantity is zero

The application maintains total on-hand

quantity in the DBS store record. A

discrepancy report lists and a sync

batch job updates any parts where the

DBS on-hand quantity does not match

the location quantity. A 2PI transaction

will be written to the DBS audit trail

for any part numbers where the on-

hand is adjusted.

Features:

Interfaces with the Location Management System

Supports inventorying, receiving, picking and distribution of non-serialized work tools

Bulk storage of parts Standard returns processing allowing

multiple people to bin returned parts without paper

Automatically selects a new location during receiving when current location is full

Ability to search for open locations in any areas of the warehouse during re-ceipting

Interfaces with the Location Management System

Benefits:

Reduces bin trips by directing pickers to

pull from the best location

When selecting a multi-bin part, DBS

will try to fill the entire ship quantity

from one bin. If DBS cannot file from

one bin, the system will fill from the

least number of bins possible

Number of locations needed is reduced

by directing a picker to exhaust parts in

a location when one location does not

fill the full quantity.

Automatically releases a location when it

is taken to zero on hand

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

Need a way to use multi ple bin locations within DBS? This applica-tion allows a dealer to manage parts requiring storage in multi ple locations as well as work tools and attachments.

Page 12: FDC Product Catalog 2013

12

PARTS PRICING MODULE

Parts Pricing Module

The Parts Pricing module is designed to provide

a comprehensive pricing solution that can be

used "out of the box"” at most, if not all, CAT

dealerships. The module has proven to be one of

FDC Solutions most popular and widely used

products. Having a tool to handle all of your

pricing strategies and unique customer situations

has become priceless. FDC Solutions’ product will

provide the flexibility and power over your pric-

ing through a parameter-driven system that allows

you to keep pricing out of your IT department

and back in the hands of your Pricing Analysts

where it belongs.

Guidelines Used to Develop the

Pricing Module

Parameterized approach to eliminate costly programming changes when pricing strategies change

Comprehensive solution that can be used ‘out of the box’ but that is robust enough to han-dle unique scenarios with its own "FDC hooks" for those unforeseen situations

Uses existing "FDC hooks" provided by DBS/DBSi to call a single efficient independent pricing engine.

Works in tandem with DBS sell rates

Pricing Matrix to Determine Pricing

A set of relational factors are used that allow

you to impact the price of parts. The relation-

ships can be as simple or complex as you need

them to be.

Major matrices include: Customer, Supplier, and

Commodity Code. In addition, there are a number

of other factors available for pricing. Some in-

clude part specific factors, customer overrides,

industry overrides, and division overrides.

Features: Multiple base price allows you to choose be-

tween Dealer Net, Consumer List, or Landed Cost

Contract pricing with the ability to generate

contracts from past sales or by SOS

Ability to email contracts in spreadsheet form

Security restrictions with complete auditing of

parameter changes by users

Exchange rates and duty class

Internet order discounts Advanced Features

Promotions by part or by SOS/CC/BEC

Environmental charges

Factors by dealer-defined groups of customer

numbers

Factors by dealer-defined groups of parts

Component and core uplifts provide the oppor-

tunity to uplift cores

Dealer-defined activity code assigns a fast/

medium/slow classification to parts based on dealership's history

Future factor dates allow setting up factors with

an effective date eliminating late night parameter changes

Validation screen uses the same pricing engine

as the DBS functions. This is a time saver in testing and provides troubleshooting and inquiry assistance if prices are challenged

Benefits:

Realized immediate ROI and advantages provided

in a competitive parts marketplace

Flexible and intuitive user interface

No DBS programs are changed

Dealer Proven References and testimonials available upon re-

quest

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

NEED A TOOL TO HANDLE YOUR PRICING STRATEGIES AND UNIQUE CUSTOMER SITUATIONS?

Page 13: FDC Product Catalog 2013

13

PARTS RETURN/RESTOCKING

MODULE

Returns/Restocking Module

The Returns/Restocking module is highly

parameterized with override options,

reason codes and security passwords

that allow you to customize the system

to meet your needs. The module is

implemented through the use of the

DBS provided FDC hooks in the Coun-

ter/Shop Sale programs.

This module can reject any attempt to

return a non-stock, non-returnable part,

helping you to not be stuck with obso-

lete parts. The application also rejects

any part that was not purchased from

your dealership and automatically charg-

es the customer for any applicable re-

stocking fees. The policy can be ap-

plied to counter and shop documents.

Calculating Restocking Fees

Restocking fees are:

Determined by the part status (stocked

or non-stocked) and the days elapsed

since the date of the purchase (i.e.,

date on the sale invoice)

Charged as a percentage of the

original sale

Maintained at the store or dealership

level in the Return Parameters

Features:

At the time of sale, the name of the cus-tomer authorizing the purchase must be entered to ensure he or she is aware re-stocking charges will apply if the parts are returned

At return time, F13, Retrieve From Invoice,

must be used to retrieve the parts from a counter sale document

Once a part has been returned for a specif-

ic invoice, it cannot be returned again Parts must exist on the work order the

return is being created for Document date from the Work Order Parts

Detail screen (MNTWOPTS) will be used to determine the applicable restocking fee

If you choose to apply the returns policy,

transaction code 50 (Part Not Requisitioned) cannot be used

Document notes are written to record who

authorized the non-stock purchase, when the return policy is overridden, and who author-ized the override

Line item notes record the percentage of

the sale price that was deducted

Benefits:

Authorization required for non-stock parts

purchase at time of sale

Customers can only return items purchased

by the dealership

Allows reject of non-stock returnable parts

Return policy can be applied to shop docu-

ments; authorizations are treated the same

as counter documents

Policy can be applied to Core Returns

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit http://fdcsolutions.com

Do you need a tool that enforces your dealershi p's return policy and considers all of the required validations and authorizations?

Page 14: FDC Product Catalog 2013

14

PURCHASE ORDER SYSTEM

Purchase Order System

FDC Solutions’ Purchase Order System is

the only comprehensive purchasing product

on the market developed specifically for

Caterpillar dealers. It is fully integrated

with DBS/DBSi, including all functional

areas and Accounting.

Items ordered on DBS Work Orders, Emer-

gency Parts Orders, Stock Orders and

Equipment Orders can quickly and easily

be added to a new purchase order with no

double-entry needed. Order information is

pulled from DBS and the user can add

only certain items or the entire order to

the PO. An innovative Quick Create pro-

cess integrates the PO creation directly

into the Parts Counter, Work Order and

EMS workflows.

Easy Queries, Reporting, E-mails

and Imaging

Advanced features include a powerful

search screen that is accessible throughout

the system. Reports can be batch, online

or e-mailed in spreadsheet format and can

be integrated with e-mail and imaging

solutions.

Dispute and Exception Messaging

Cost variances are automatically detected

based on a line item cost variance threshold

you establish. If any cost or quantity dis-

putes are found, an e-mail alert is sent to

the PO author, and the item will be put into

dispute and the invoice held from posting to

IAS until the dispute is resolved. This func-

tionality is controllable at the system or user

level.

Features:

Fully integrated with DBS/DBSi and fi-

nancial systems

User-friendly e-mail, advanced search and reporting features

Three-way match functionality ensures

that what you ordered, what you re-ceived, and what you are being billed for are the same

Prevents works orders from being closed

before all outside costs are applied

Allows creation of purchase orders for items outside of DBS/DBSi

Benefits:

Increases productivity and efficiency

Offers flexibility and security

Provides significant and early return on investment

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

DO YOU NEED A FULLY INTEGRATED PURCHASE ORDER SYSTEM WITH DBS THAT IS FLEXIBLE AND SECURE?

Page 15: FDC Product Catalog 2013

15

REPAIR BILL OF MATERIALS (RBOM)

IMPORT TO

SHOP & COUNTER DOCUMENTS

RBOM Import to Shop & Counter

Documents

FDC Solution’s has developed a dynamic

interface between parts shop and counter

documents and Repair Bill of Materials

(RBOM) in DBS. The interface will allow

you to upload a list of parts from RBOM

and import it into the counter/shop docu-

ment. This saves time with order entry as

well as the headaches of dual maintenance

as you try to keep parts lists up-to-date

with RBOMs.

Existing Parts List Functionality

Using the F4 Parts List function in Coun-

ter Sales (CRTCTRSL) and Shop Requisi-

tions (CRTSHPRQ) in DBS, you can look

up, select, and populate the Parts/

Miscellaneous Entry and Review screen with

parts from a Repair Bill of Materials

(RBOM).

Pull One or More Parts From

RBOM

Once RBOM is selected, an inquiry screen

will appear with all parts on the RBOM

listed. If any of the parts listed on the

RBOM should not be imported to the

counter/shop document, the parts can be

deselected.

Features:

Filter screen helps to locate a specific

RBOM quickly and easily

Automatically populate make, serial num-ber (converted to correct base serial number), job code, component code, modifier code, and cab type from the Work Order when creating a shop requi-sition

RBOM selection screen shows key infor-

mation

Benefits:

Save time with order entry and eliminate

dual maintenance

Specific information shown on selection screen assists in selecting the correct RBOM

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

DO YOU NEED TO SAVE TIME WITH ORDER ENTRY AND THE HEADACHES OF DUAL MAINTENACE TO KEEP PARTS LISTS UP-TO-DATE WITH REPAIR BILL OF MATERIALS (RBOM)?

Page 16: FDC Product Catalog 2013

16

REPAIR BILL OF MATERIALS (RBOM)

REPLACED PARTS

RBOM Replaced Parts

FDC Solutions’ RBOM Replaced Parts job

was created as an alternative to the DBS

Standard Job Repair Bill of Material

Change-Up Job. The FDCS job reviews all

Repair Bill of Materials (RBOMs) in DBS

for any replaced or discontinued parts, and

if any are found, it will update the RBOMs

with the replacing part numbers, assuming

the replaced parts are not in stock at any

of the dealership stores. If found in inven-

tory at any of the stores dealership-wide,

the part that has been replaced will not be

updated on the RBOM, ensuring you will

use up existing stock. A new report will

be generated, listing any parts that are

found in dealer stock.

Replaced/Discontinued Parts in

Dealer Stock Report Created

The FDCS RBOM Replaced Parts job gen-

erates a new RBOM Replaced/Discontinued

Parts in Dealer Stock report. The report

lists all RBOM items for a part and then

displays the store numbers where the parts

were found and the quantities available in

those stores.

In addition, the job creates four other re-

ports: SJ RBOM Change-Up Discontinued

Parts, One for One Replacements, Multiple

Replacements, and Indirect Replacements.

Inventory Examined to Determine if a Replacement is Needed

Instead of looking at the most recent month's demand or if there is a store rec-ord for the part, dealership-wide inventory is examined to determine if a replacement is needed. Inventory considered includes: On Hand, In Process, On Order, In Return, and Future Dated Order quantities.

Features:

Existing inventory depleted from all

stores before part is replaced on RBOM

Reports emailed to RBOM Administrator

Inventory can be included or excluded by store to include only those branches that have qualifying inventory

Benefits:

Ensures existing stock is used

Eliminates manual updating to change RBOM back to Open from Pending when update job runs

Reports are in Excel format making

them easier to share, view, and analyze data

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

DO YOU NEED AN EFFICIENT AND EFFECTIVE ALTERNATIVE TO THE DBS STANDARD JOB REPAIR BILL OF MATERIAL CHANGE-UP JOB?

Page 17: FDC Product Catalog 2013

17

WAREHOUSE MANAGEMENT

Streamline Your Operation

FDC Solutions offers a Picking & Receiv-

ing solution that uses RF handheld termi-

nals to reduce order turnaround time, im-

prove accuracy and increase efficiency.

Increase Productivity

RF Picking & Receiving offers a number of

functions that improve the efficiency of

your operations and helps employees be

more productive. It allows you to:

•Assign employees to pick zones

•Set default picking priority

•Direct PartStore orders and printed

documents

•Use convenient handheld terminals to

complete order picking and receipting

•Look up locations during receipting

•Scan to final delivery location

•Document prioritization

Perform zone picking (Rover and Small

Pick)

•Validate correct locations

•Review drill-down summary reports

Features

RF Picking & Receiving supports picking cus-

tomer and shop orders and receiving counter

and shop returns and transfers. It’s one simple

process for receipting both Caterpillar and non

Caterpillar stock and returns.

Management Tools

The suite of drill-down metric reports and online

functionality for tracking orders gives managers

the tools they need to manage the warehouse

and increase efficiency. Reports include:

Order pick time

Time in consolidation

Manual picks versus scanner picks

Number of hoses built

Upon request, the system provides productivity

reports that display documents and line items

picked by employee for each zone.

Seamless Interface With DBS

The system is designed to work with DBS,

integrating features like:

•Order prioritization

•Will-call look-up capability

•Order tracking

•Online assignment for -No Lock-” parts

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-

ments software solution for IBM iSeries

and Microsoft.Net users around the

world. We specialize in providing prod-

ucts and services to Caterpillar and

Cat Dealers. Our DBS Support Service

provides all the functional and technical

needs of a dealer. We have assisted

many Dealers with integrating various

software products to core DBS—- a

system our team has helped design,

develop, implement and support.

Using this unique perspective, we:

Help customers see the big pic-ture, understand problems and

envision what’s possible.

Create software solutions that enable them to solve business

problems and bring possibilities to

life.

Continually improve our existing products and create new ones that

help our customers evolve and

grow their businesses

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

LOOKING FOR A COST-EFFECTIVE WAY TO IMPROVE YOUR

WAREHOUSE OPERATIONS?

Page 18: FDC Product Catalog 2013

18

STANDARD JOBS PARTS REPRICE

Re-price Parts on Standard Jobs

FDC Solutions’ Standard Jobs Parts Re-

pricing product is the answer to updating

parts prices on standard jobs in DBS. The

process uses existing DBS Standard Job

Batch Re-price job SHJN4000S and the DBS

front end for selecting and re-pricing Stand-

ard Jobs. Based on the parameters selected,

the job re-prices the parts amounts on the

standard job, updates it with the most re-

cent changes to pricing policies and parts

price updates. The Standard Jobs Parts Re-

price module handles combined standards

and regular standard jobs. By installing and

using this module, you can ensure accurate

pricing for customer's quotes based on

standard jobs, thereby protecting your bottom

line.

Familiar Interface Selects and Re-prices the Standard Jobs

Minimal changes were made to the Standard

Job Mass Maintenance screen to allow you

to easily re-price parts on the Standard Job.

By typing R in the Parts Re-price field

(instead of Y/N as Core DBS requires), you

can now submit the job and the parts pric-

es will be re-priced using the current Parts

pricing and any FDC pricing that is in

place. Just like core DBS, the update can

be narrowed down to only apply to a single

standard job. If no filters are entered, all

standard jobs are re-priced.

Percentage Markup No Longer Required But Allowed

In DBS, you are required to enter a markup

percentage. With FDC’s solution, percentage

markup is now an optional field. If a

markup percentage is entered, the current

price will be calculated first using current

Parts pricing and any FDC pricing, and then

marked up by the percentage entered.

Features:

Updates to parts prices can be re-

ceived through the mailbox on a

daily basis. As a result, the parts

pricing on the standard jobs can be

quickly outdated

Percentage markup is now optional

Combined standard jobs and regular

standard jobs can be re-priced using

Standard Jobs Parts Re-price module

Benefits:

The re-price job can be run nightly

ensuring standard jobs always have

the most current pricing

Months of work are quickly replaced

by a 10 minute batch job

Ensures accurate pricing for custom-

ers quotes based on standard jobs

ENVISION. ENABLE. EVOLVE.

FDC Solutions develops and imple-ments software solution for IBM iSeries and Microsoft.Net users around the world. We specialize in providing products and services to Caterpillar and Cat Dealers. Our DBS Support Service provides all the functional and technical needs of a dealer. We have assisted many Dealers with integrating various soft-ware products to core DBS—- a system our team has helped design, develop, implement and support.

Using this unique perspective, we:

Help customers see the big picture, understand problems and envision what’s possible.

Create software solutions that enable them to solve business problems and bring possibilities to life.

Continually improve our existing products and create new ones that help our customers evolve and grow their businesses.

For more information about this or any other FDC Solutions product or service, call 309-676-7795 or visit fdcsolutions.com

WHAT IF YOU HAD A SIMPLE WAY TO UPDATE PARTS PRICES ON STANDARD JOBS AND AT THE SAME TIME, HAD A MODULE THAT HANDLED COMBINED STANDARDS AND REGULAR STANDARD JOBS?

Page 19: FDC Product Catalog 2013

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