To activate web services for Teknion you need to setup your Pricing Contracts by going to Tools Web Services > Configure Vendor Web Settings and following the below steps:
Select
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Teknion
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in
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Vendor Field > Type Company Name in the
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Name Field > Type Dealer # in the
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Code Field > Save.
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Highlight
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Accounts > Select New > Enter Dealer in Name Field > Enter Dealer # in
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Code
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> Save
Now you will set up all of your contracts
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- Highlight Contract Types
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> Selecting New > Enter Contract Name in the "Name" field
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> Type the SQ # in the "Code" field
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> Set "Expiration Date"
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> Save (continue to repeat this step for all other pricing contracts).
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Highlight
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Bill Types
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>Type Dealer
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in the
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Name Field > Type Dealer # in the
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Code Field > Save
"Dealer Order Contacts" populate by opening the contact record within e-manage and selecting "Add to List of OFDA Delivery Contacts" and "Save".
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