R+R Job Numbers - Sandi Jerome
ADP, R+R, and UCS Jobs
Although as time goes by and most of the DMS companies move toward menu driven systems, job or functions numbers will become obsolete. Until thin, this is a helpful tool to find out if you are using your DMS – and find the job#. Enjoy - sandi@
R+R Job Numbers
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ADP Job Numbers
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UCS (Power ERA) Job Numbers
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| |What To Look At Daily | |
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| |DOC or MIS Report that contains: 314-05 | |
| | Cash Balance In All Accounts (memo) - create 305-01 @suffix | |
| | Balance of Used Vehicle Inventory Over 60 Days Old - 359 Report | |
| | Balance of Contracts In Transit And Vehicle Receivable Over 3-5 Days Old 314-05 | |
| | Number Of Open Repair Orders, And Number Of Repair Orders Written Yesterday 269-08 | |
| | Total Labor And Parts Gross Profit | |
| | Total Vehicle And F&I Gross Profit | |
| | # of Deals per F&I (memo from 414 report) | |
| |Override Reports 269-12 (service) 135-01 (parts - y in complete and forced price fields.) | |
| |Shop Status 265-01 | |
| |Net Profit Estimate - 314-05 (Doc to a spreadsheet) | |
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| |What To Look At Weekly | |
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| |Deals That Accounting Gross Does Not Match Sales Department Gross 410/414 Gross field F6505 | |
| |Deals That Gross Profit Is Less Than Benchmark 410/414 Gross field F6505 | |
| |Wholesale Deals Sold At A Loss 410/414 Gross field F6505 | |
| |Technician Productivity And Efficiency 269-04 | |
| |Counterperson Report 184-02 | |
| |Service Advisor Labor Hour Sales 269-04 | |
| |Comeback Report | |
| |Hours Left Unsold In The Shop 270 | |
| |List Of All Vehicle Not Ready When Promised | |
| |All Special Order Parts Not Picked Up After 30 Days - 147 (inquiry) 146-01 create, 146-09 run | |
| |Accounts Receivable Over 30 Days 315-05 - Late notice 30 Days old | |
| |New Vehicle Worksheet, Sold YTD, In Stock By Model, And On Order | |
| |Advertising Budget Vs Actual | |
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| |What To Look At Monthly | |
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| |Financial Statements And Comparative Financial Reports 331 | |
| |Factory Customer Service Reports | |
| |Summary Of Ongoing Customer Complaints Or Legal Issues | |
| |Listing Of Customers Who Have Defected 291 report - last sevice date greater than 1 year | |
| |Warranty Claims Over 30 Days 315-05 - Late notice 30 Days old | |
| |Detail Of Expense Accounts 315-06 or 319-01 | |
| |Listing Of All Fixed Asset Purchases 315-06 - range of accounts | |
| |Cash Budget Vs Actual Report | |
| |Parts Management Report 164-09 | |
| |Listing Of All Losses, Accidents, Shortages, Insurance Claims | |
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