Adam Systems eContracting Integration

Setting Up 

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This guide will explain how to submit a deal using eContracting through RouteOne using the Adam Systems eContracting integration. Before utilizing this integration, your dealer must be first signed up for the eContracting integration. 

If your dealer is not yet signed up for the eContracting integration, please follow the instructions below: 

Contact the DPC Systems Sales Department at 800.676.2262 to sign up. The Adam Customer Care Team will then set up and verify the eContracting functionality. This integration requires the Adam Connect API, likewise, the routeoneecontract.exe must be present in the FICAR directory for the interface to function. 

Within the ADAM F&I System Setup, visit the ‘Forms/DMV/Communications’ tab to verify the paths saved. 

The ‘eContract Software Path’ will typically contain:  F:\winadam\ficar (varies depending on the server and network configuration). 

The ‘eContract Software Command’ field should contain: routeoneecontract.exe. 

 

eContracting a Deal 

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Within Adam Systems, navigate to the ‘Forms’ tab in the deal, and click on the new ‘eContract’ button.  

Click the ‘Submit’ button.  

Additional fields will need to be filled before submitting business dealers, including: Contact Information, Type of Business, and Tax ID.  

 

While submitting an eContract to RouteOne, the following error messages may prevent you from submitting.  

• Business deals must have a Tax ID. 
• Business deals must have Contact Information. 
• Business deals with Credit Life and/or Disability are not supported. 
• Deferred payment dates cannot be greater than 29 days out.  
• Upfront acquisition fees on Ford Credit Lease is not supported. 
• Phone numbers must have 10-digits.  

Once a user submits a deal to RouteOne, they will be presented with a message to verify the upload. To verify the deal uploaded to RouteOne successfully, users will need to sign in to navigate to RouteOne and verify the contract as accepted to RouteOne.  

 

If a user submits a deal to RouteOne and is not presented with a message to verify the upload, the user should click on the ‘eContract’ button on the ‘Forms’ tab again.  At this point, the user will be able to review any error messages. 

 

Provided there are no error messages, the user may now navigate to the RouteOne system to complete the eContract process. 
 

Completing a Contract in RouteOne 

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Within the RouteOne system, click ‘Contract Manager’ under the ‘Deals’ tab.  

Your uploaded contract will show a status of DSP Import. 

Click on the contract status of DSP Import. 

 

If more than one credit decision in RouteOne matches the contract imported from a DSP, a selection screen prompts you to select the correct match, or you can click ‘Create New Credit Application’ to open an application. 

After making your selection, click the ‘Save & Continue’ button. 

The RouteOne Contract Worksheet will open and be populated with information uploaded from your system. 

Enter any missing data required by the finance source. 

If the selected finance source supports Data Validation, click the ‘Validate’ button. 

If the selected finance source does not support Data Validation, or if you are not performing validation on this particular contract, click the ‘Save’ button to complete the eContract. 

 

Editing an eContract 

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Within the RouteOne system, click ‘Contract Manager’ under the ‘Deals’ tab.  

Click the customer name of the contract you wish to edit.  

On Contract Worksheet page, click the appropriate link within the eDocuments box, then click the ‘Edit’ button. 

Make any required corrections and proceed forward with Data Validation or Contract Generation. 

To edit the eContract, navigate back to your system, make the necessary edits, and follow the steps above for uploading a contract to re‐import the contract into RouteOne. 

If documentation has already been generated in the RouteOne system, you can only re-import by deleting the PDF version of the eContract by clicking the ‘Contract’ button on the Contract Package page. Clicking this button will delete the contract package and return you to the Contract Worksheet so that you may re‐generate the contract package. 

You may complete the eContracting process within RouteOne. 

 

DMS Custom Mapping 

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When a DMS deal is imported to RouteOne, any elements coming in the ‘Options’ or ‘Other Charges’ sections are defaulted to the Cash Price field. RouteOne can provide a dealership with the option of mapping these products to the field of the dealer’s choosing.  If a dealer prefers it to remain in the Cash Price, just click the ‘Save’ button. 

The DMS Custom Mapping page will appear one time, after a DMS imported deal has been selected for eContracting, or for new fields that have not yet been mapped on the contract worksheet.  Any elements coming in the ‘Options’ or ‘Other Charges’ sections will be available for the dealer to customize the mapping (by clicking the ‘Make Selection’ drop-down menu for each item, and then click the ‘Save’ button). Once the mapping selections have been made, a dealership will not be prompted to map those products again on future deals. 

 

Dealers may also delete their custom mapping by using the permissions provided within the System Administrator user profile by clicking ‘Dealer Info’ in the ‘Admin’ tab. On the Dealer Information page, in the eContracting section, click the ‘Maintain eContracting Information’ link.  

You will be directed to the eContract Details page. Click the ‘Click this link to remove all custom DMS import mapping’ link within the Custom DMS Mapping section. 

 

Confirming Matching Monthly Payment Amounts 

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In order to improve functionality, RouteOne has a feature that allows dealers to adjust the Monthly Payment Amount to match their DMS system, while remaining within the acceptable tolerance APR limit. 

To update the contract worksheet so that the monthly payment amount due matches the payment amount imported by the DMS, follow these steps: 

• The payment schedule will be populated with values directly from the DMS. 
• Simply tab out of the APR or term field, in order to run the RouteOne calculations. 
• If there is a discrepancy between the RouteOne calculated monthly payment, and the payment amount from the DMS, type the DMS payment into the ‘DMS calculated monthly payment’ field.  
• After entering an acceptable amount in the ‘DMS calculated monthly payment’ field, click the ‘Verify and Apply’ button. The system will respond back with a reminder text at the bottom of the TIL section and a pop-up alerting the user that the DMS calculated monthly payment has been applied successfully.