Adding ATF and Coolant Smart Fluid Jobs to Tickets

You add Smart eJobs with ATF and coolant Smart Fluids the same way you add any Smart eJob to a ticket. However, Smart eCat uses the vehicle information to select the correct fluid grade and capacity. Then, the part links in the job to select the correct part.

If the fluid grade selected in Smart eCat is linked to a part you have on-hand in your local inventory,

• The part posts to the Parts and Labor tab automatically. You do not have to search for it or select it.
• If the linked part has a modifier part that is on-hand as well, the modifier part also posts to the Parts and Labor tab automatically.

If the fluid grade selected in Smart eCat is not linked to a part, Smart eCat launches an integrated search.

Accessing the ATF or Coolant Smart Fluid Job in Smart eCat

You select the ATF or coolant Smart Fluid job on the Smart eJob tab in Smart eCat.

Epicor Vehicle Information

Smart Fluids uses the Epicor vehicle information to select the correct fluids for the Epicor descriptions in the Smart Fluid based on the part linking in the job. Without a valid vehicle, the correct fluids cannot be selected.

• Make sure the vehicle on the ticket is valid for Epicor.
  • Check the vehicle section of the Parts/Labor tab. If "EPICOR" appears in green, the vehicle is valid for Epicor. (Vehicles are valid for Epicor when the engine is selected.)
• If the vehicle is not valid, Smart eCat prompts you to select a vehicle through to the engine before proceeding to the rest of the process.

To Select an ATF or Coolant Smart Fluid Job

Complete these steps:

1. Open a ticket with a vehicle that is valid for Epicor.
2. Click the Smart eJob toolbar button in the ticket toolbar. Smart eCat opens to the Smart eJob tab.

3. In the Smart Job Categories dropdown list, select a category that contains a Smart Fluid job for ATF or coolant.
4. In the Smart Job dropdown list, select a Smart Fluid job for ATF or coolant. The Catalog Parts section displays the required catalog parts.
5. Click Go! and Smart eCat searches for the required catalog parts.

Required Catalog Parts

When the Smart eJob is selected on the Smart eJob tab in Smart eCat, the required parts are added to the Catalog Parts list.

Required Catalog Parts for ATF

When an ATF Smart Fluid job is selected, the required catalog parts for ATF are added to the Catalog Parts section in the following sequence:

1. Transmission - ATF (added by the Smart eJob)
2. Fluid Capacity - Auto Transmission (added by the Smart eJob)
3. Auto Trans Fluid (added when the job is selected on the Smart eJob tab)

After you click Go!, you need to select values for Transmission -ATF and Fluid Capacity - Auto Transmission first. Then, Smart eCat can select the appropriate fluid part based on the part linking in the job.

Required Catalog Parts for Coolant

When a coolant Smart Fluid job is selected, the required catalog parts for coolant are added to the Catalog Parts section in the following sequence:

1. Coolant Type (added by the Smart eJob)
2. Cooling System Capacity (added by the Smart eJob)

3. Coolant (added when the job is selected on the Smart eJob tab)

   

After you click Go!, you need to select values for Coolant Type and Cooling System Capacity first. Then, Smart eCat can select the appropriate fluid part based on the part linking in the job.

Searching for the Required Catalog Parts

Smart eCat moves you to the next required catalog part for the job each time you click the Next toolbar button.

To Search for the Required Catalog Parts

The parts that appear in the search results for each required catalog part are based on the Epicor vehicle information.

Complete these steps:

1. After you click Go! on the Smart eJob tab, the Catalog tab appears with the search results for the first catalog part (the fluid grade):
   • Transmission - ATF for ATF Smart Fluid jobs

   • Coolant Type for Coolant Smart Fluid jobs

     

2. Select the part and click the Next toolbar button.
3. The search results for the next catalog part appear (the capacity):
   • Fluid Capacity - Auto Transmission for ATF Smart Fluid jobs

   • Cooling System Capacity for Coolant Smart Fluid jobs

     

4. Select the part and click the Next toolbar button.
5. What happens next depends on the selected fluid grade and capacity combined with the part linking in the job.
   • If the selected fluid grade is linked to a local inventory part with on-hand quantity, the Posted Parts and Labor tab appears with the part.
     • The quantity is determined by the selected capacity.
     • If the part has a modifier part, that modifier part appears as well.
   • If the selected fluid grade is not linked to a part, Smart eCat launches an integrated search.
     • The quantity is determined by the selected capacity.
     • Select the part from one of your integrated catalogs. You may be prompted to search for the modifier part as well.
6. When the Posted Parts and Labor tab appears, you are ready to post the job to the open ticket.

If Other Labor or Other Parts are in the Smart Oil job, Smart eCat prompts you to select those items and click Next.

Posting the Smart Fluid Job to the Open Ticket

When the Posted Parts and Labor tab appears, you are ready to post the job to the open ticket.

The parts on the Parts tab appear according to your selections and the part linking in the job.

If the selected fluid grade

• Is linked in the job, the part usually appears in the Local Inventory section.
• Is not linked in the job and you had to do a catalog search, the selected part appears in the catalog section of the supplier.

If the part link has a modifier part, that part appears in the

• Local Inventory section if the part is on-hand.
• Catalog section if you had to do a catalog search for the part.

The quantity is always determined by the selected capacity.

To Post ATF and Coolant Smart Fluid Jobs to Tickets

Complete these steps:

1. Select the posting options.
   • If the Smart eJob includes a labor category and labor operation, the category and operation are already selected.
2. Choose the Labor Option.
3. Click the Post/Exit button.

4. The Smart Job is posted to the Jobs section of the open ticket.

   

How the posted job appears in the Jobs section is determined by your selections and the job settings.