HDFS - Extended Service Plan Import Tool
The purpose of this enhancement is to allow the user to import HDFS Extended Service Plans.
In System Settings > F&I > Miscellaneous Settings, there is a new setting called HDFS Warranty Company. Here is where you will select the correct HDFS Warranty Company.
Once the Warranty Company is selected in System Settings, this will give you access to the Import Warranty Plan tool.
In System Settings > F&I > Warranty Company double click on the HDFS Warranty Company to open the Details Card.
Under Tools, you will now see the Import tool.
Click on Import Warranty Plans. This will open up the Import wizard.
PLEASE NOTE: HDCFS can provide the file in Excel. This file must be converted to a CSV file in order to import. You will need to remove the Header Line as well as any extra columns.
The file should ONLY contain the following columns:
Condition, HL Surcharge, Tire & Wheel, Screamin' Eagle, H-D Family, Months, Year, Cost, Retail
In the import tool, click on Add and select the CSV file
Your ESP Plans are now imported for use.
PLEASE NOTE - The naming convention will be based on the file received from HDFS. If you do not wish to use their naming convention and would like to continue to use yours, Please do not use this tool.
If your naming convention is different, please set those plans to inactive so they can not accidentally be selected.