Difference between revisions of "Using the KTM EPC with Platinum"

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== Summary ==
 
== Summary ==
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This article explains how to transfer parts from the KTM EPC (Electronic Parts Catalogue) into Platinum.
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This article explains how to transfer parts from the KTM EPC into Platinum.
  
 
== More Information ==
 
== More Information ==
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Once you have chosen your part or parts from the KTM EPC, there are various areas in Platinum from which you can import directly:
 
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*{{ST}}
 
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*{{OP}}
 
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*{{VS}}
 
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*{{WS}}
 
  
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If this facility is not already set up for you, {{SalesContact}}.
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=== Configuration ===
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{{EPC-configuration|KTM|C:\KTM|ORDER.txt}}
  
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=== Creating a Parts list in the KTM EPC ===
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=== KTM EPC Operation ===
 
Once you have logged into the KTM Dealer Net:
 
Once you have logged into the KTM Dealer Net:
  
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* Click the {{Button|Export to File}} button next to the order you have just created.
 
* Click the {{Button|Export to File}} button next to the order you have just created.
 
* This should then prompt you to save the parts list in the Platinum link folder.
 
* This should then prompt you to save the parts list in the Platinum link folder.
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** The path for saving this file is usually {{FilePath|C:\EPC\KTM}}.
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** Save the file to {{FilePath|C:\KTM}} and give it a filename of {{FilePath|ORDER.TXT}}.
 
* Alternatively you can export any orders you have already submitted to KTM :
 
* Alternatively you can export any orders you have already submitted to KTM :
 
** Go to {{Menu|Parts & Accessories|Sent Orders}}.
 
** Go to {{Menu|Parts & Accessories|Sent Orders}}.
 
** Click the {{Button|Export to File}} button next to the order you want to copy into Platinum.
 
** Click the {{Button|Export to File}} button next to the order you want to copy into Platinum.
 
** This should then prompt you to save the parts list in the Platinum link folder.
 
** This should then prompt you to save the parts list in the Platinum link folder.
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*** The path for saving this file is usually {{FilePath|C:\EPC\KTM}}.
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*** Save the file to {{FilePath|C:\KTM}} and give it a filename of {{FilePath|ORDER.TXT}}.
  
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See the [[How do I Load an Externally Created List to Invoice?|loading your parts list]] article to load your parts list into your invoice.
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=== Platinum Operation ===
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{{EPC-build-list}}
  
 
== See also ==
 
== See also ==
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{{KB_Tags|KTM, EPC, Electronic, Transfer, order, parts,
 
{{KB_Tags|KTM, EPC, Electronic, Transfer, order, parts,
 
fiche}}
 
fiche}}
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{{Guide}}{{KB_OP}}{{KB_ST}}{{KB_WS}}{{ZN_PartsCounter}}
 
{{Guide}}{{KB_OP}}{{KB_ST}}{{KB_WS}}{{ZN_PartsCounter}}

Latest revision as of 15:03, 3 March 2020

Summary

This article explains how to transfer parts from the KTM EPC into Platinum.

More Information

Configuration

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings"

  • Enter 'KTM' in "Search on:"
  • There are two settings to configure to specify the location of the EPC's output file.
    • The "Import path" is the folder that Platinum will look in for the EPC's output file, 'C:\KTM'.
    • The "Import file" is the name of the file Platinum will look for inside the "Import path" set above, 'ORDER.txt'.
The EPC's output file will need to be in the same place on each machine that is using the link e.g. 'C:\KTM\ORDER.txt'

KTM EPC Operation

Once you have logged into the KTM Dealer Net:

Go to " Parts & Accessories".

  • Search for the relevant part numbers and add them to the Basket.
  • Continue adding any relevant parts until you have your required items.
  • Go to " Parts & Accessories Orders Current Basket/Last Order", click the [Save 'In Progress'] button.
  • Go to " Unsent Orders".
  • Click the [Export to File] button next to the order you have just created.
  • This should then prompt you to save the parts list in the Platinum link folder.
    • Save the file to 'C:\KTM' and give it a filename of 'ORDER.TXT'.
  • Alternatively you can export any orders you have already submitted to KTM :
    • Go to " Parts & Accessories Sent Orders".
    • Click the [Export to File] button next to the order you want to copy into Platinum.
    • This should then prompt you to save the parts list in the Platinum link folder.
      • Save the file to 'C:\KTM' and give it a filename of 'ORDER.TXT'.

Platinum Operation

Having selected your parts and saved them into a file in the configured location, you can now import these parts into Platinum.

The import of the items can be done from any point in Platinum where you are adding Stock Codes, and the same method is used in all places.

This example uses Workshop to explain how it is done.

  • Go to " Workshop Workshop Diary".
  • Search for a relevant workshop job.
  • Select the [Invoice Items] tab.
  • Click [Add].
At this point, the system is waiting for you to enter a "Stock Code", so it is from this point onwards that the import is the same wherever you are in Platinum.
  • Press <Alt+F6> - Add Pre-Built List. The items saved in the file will be loaded.
  • If you have not stocked any of the items previously, you will see the Shadow File pop-up. Copy the items as usual.
  • Check that the items loaded are correct.

Once you have successfully imported the file, it will be deleted to avoid you importing the items twice!

See also


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Keywords AND Misspellings
KTM, EPC, Electronic, Transfer, order, parts, fiche
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