Deal not automatically appearing in FinanceConnect from DMS integration
Are the filters you are using to search relevant for the Deal you are attempting to find?
Please ensure you check the details on the deal such as date, department ect. To ensure the filters you are using to search in FinanceConnect match these details.
Has the contract been created with a unique Deal number and Customer number?
In order for a contract to come through as a fresh deal in FinanceConnect it must both have a unique Deal ID and Customer number. If a previously used number has entered please check the previous deal related to this number and see if the Contract updates have through on this.
Is the vehicle Make a valid Make?
Our system may reject the deal if the vehicle make is not valid and does not match within our system, please ensure the spelling is correct. For example Toyota however on the contract is Toooyota.
Has the department the deal belongs to been set up with Cox Automotive prior for Integration?
If it is a new department it is possible it has not yet been set up for Deal Integrations. If you believe it has not yet been integrated please submit a request to help@coxautoretail.com with the name of the DMS provider and DMS code for the department requesting this to be set up.
Have you recently updated or changed the DMS codes with your DMS provider?
If changes have been made to the DMS code, also known as Department Codes, for example Mazda’s code was MN and is now MI Cox Automotive needs to update this in our back end to allow our system to correctly integrate with your DMS provider.
If all of the above has been checked and you are still unable to locate the Deal please raise a new ticket to help@coxautoretail.com with the following details.
Dealership and Department deal is expected in:
Deal number:
Customer name:
DMS code:
If possible please provide a PDF copy of the Contract or Deal incase we need to raise this issue to our DMS provider.
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