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Instructions
for setting up CDA to handle the Encompass Parts Group
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Effective January 2, 2009, Tritronics and
Vance Baldwin will be merged into the Encompass Parts Group. Therefore,
these two accounts will become one account in CDA. The following
procedure will outline what will be required in CDA to handle this.
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You must upgrade your CDA software to
version 8.7j or higher. This is a free upgrade to anyone already on
any 8.7 build.
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Now you must create a new Vendor’s
record for Encompass. In the Vendor’s menu, click on “Add New Parts
Vendors”. Complete this page as you would for any new Vendor. Please
use one of the following rules to enter your Encompass Account Number.
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If you currently have an account with
Vance Baldwin, use this account number.
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If you have a Tritronics account but
do not have a Vance Baldwin account, you must obtain an Encompass
account number from the following link:
http://www.encompassparts.com/tritronics/
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If you do not have either a Vance
Baldwin or Tritronics account, then call Encompass Parts Group at
(800) 432-8542 to acquire your new Encompass Parts Account
information..
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IMPORTANT:
Do not remove the existing Vance Baldwin and Tritronics records from
the Vendors Menu. These records may be linked to existing work
orders or purchase orders.
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Begin using the new Encompass Vendor
Code whenever ordering from either Vance Baldwin or Tritronics.
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When receiving parts on purchase
orders that were created with either the Vance Baldwin or Tritronics
vendor codes, use the existing codes to complete the process.
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Next, open the Communications Menu.
You will notice that the links for Tritronics and Vance Baldwin are no
longer there. However, you now have a setup link for Encompass
Parts. Click on this link now.
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If you already had this information set
up for Vance Baldwin, these fields will be filled in. You will
need to change the Vendor Code to the new Encompass code that you just
set up. If these fields are blank, you will need to use your
existing Vance Baldwin account number and Web login information or you
will need to acquire new information from Encompass Parts Group at
(800) 432-8542. Existing Tritronics customers can obtain an
Encompass account number at the following link.
http://www.encompassparts.com/tritronics/
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Now you need to add Encompass Parts to
the EDI processor file.
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In the Communications Menu, click on
“EDI Processor Setup”.
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Next, click the “Add” button.
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Select “Add New Parts Vendor to EDI
List”.
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Now, select the new Encompass code
from the dropdown list.
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Select Encompass Parts Group as the
Agent.
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Click the “Create” button to finish
the process.
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Do not remove the existing records
for Vance Baldwin or Tritronics as they may be linked to existing
purchase orders.
You will also discover that Vance
Baldwin and Tritronics have been removed from the On-Line parts search
feature and replaced with Encompass Group. The results of the search
will combine both inventories.
Please feel free to contact CDA
Technical Support at (800) 451-0137 if you have any question or need
assistance in setting up CDA to handle the Encompass Parts Group.
Regards,
CDA Support
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