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To activate web services for Teknion you need to setup your Pricing Contracts by going to Tools > Configure OFDA Settings and following the below steps: 

  1. Select "Teknion" in the "Vendor" field, type your company name in the "Name" field, type your Dealer # in the "Code" field and select "Save".

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  2. Highlight "Accounts", select "New", place your Dealer Name in the "Name" field, your Dealer # in "Code" and select "Save".

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  3. Now you will set up all of your contracts by highlighting "Contract Types", selecting "New", type the Contract Name in the "Name" field, type the SQ # in the "Code" field, set the "Expiration Date" and select Save (continue to repeat this step for all other pricing contracts).

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  4. Highlight "Bill Types", type in "Dealer" in the "Name" field, type in your Dealer # in the "Code" field and select "Save".

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  5. "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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