CCC ONE Repair Facilities release 39.0.0.9110

Here's what's new in CCC ONE Estimating for Repair Facilities release 39.0.0.9110

Notes: The availability of the features listed below may vary based on the products licensed by your company.

Dealer Management: Dealer Activity with Payment Export

Several enhancements have been made to Dealer Management Integration to expand functionality:

• Dealer Management System (DMS) activity is now available to view on the workfile
• The workfile customer can be cynced with the DMS Customer ID before RO close
• The workfile vehicle can be synced with the DMS Vehicle ID before RO close
• Payments (i.e., completed receipts) on the workfile can be exported to the DMS
• Failed exports at RO close can now be retried without re-opening the repair order

Once a workfile is converted to a repair order, access to view DMS Activity becomes available. The DMS Activity screen includes workfile DMS properties, payment tracking, and DMS transaction history.

To access DMS Activity:

1. Open a repair order workfile
2. Select the View tab
3. Click DMS Activity

Figure 1

From the DMS Activity screen, users can view the DMS Repair ID and add or edit the DMS Customer and DMS Vehicle IDs. This allows the user to sync the workfile customer and vehicle records with the corresponding DMS records before closing the repair order.

To add DMS Customer and/or Vehicle ID:

1. Click the DMS Activity button on an open repair order
2. Select the search button next to DMS Customer ID or DMS Vehicle ID
3. If the DMS returns existing matches, select one of the results returned or choose the action to export the information from the workfile as a new record to the DMS

Figure 2

The DMS Activity screen provides visibility to all payments saved to the workfile, including date posted to the DMS. From this screen, users can export all payments that haven't been posted to the DMS yet. any payment with Ready or Failed status will be exported to the DMS. If a pyament has not been posted prior to RO close, the payment will automatically be exported as part of the RO close process.

To export payments before RO close:

1. Click the DMS Activity button on an open repair order
2. Select the Payments tab
3. Select Export payments in the toolbar

Figure 3

Figure 4

Figure 5

The DMS Activity screen also provides a ledger of DMS events that have occured on the workfile. Events are displayed in chronological order, newest activity listed first. Each event listed includes the event date, a description, and the name of the user that completed the action. For payments, you'll also see the payment amount, status, and a transaction reference ID.

To view DMS event history:

1. Click the DMS Activity button on an open repair order
2. Select the History tab

Figure 6

Lastly, the DMS Activity screen provides the ability to retry exporting the repair order to the DMS if export failed when initially closing the repair order. The DMS Activity screen will display an orange warning bar with a link to retry the export.

To retry an export on a closed repair order:

1. Click the DMS Activity button on a closed repair order
2. Select click here in the orange warning bar

CCC ONE will attempt to export the workfile to the DMS again. This action is only available if the prior export failed.

Figure 7

Notes:

• DMS Activity and payment export features are only available to shops with the following license feature: Dealer Management System Integration
• Existing DMS Integration functionality for converting to repair order and close repair order remains unchanged. Functionality described above is new, added functionality.
• To export payments to the DMS, the shop location must add payment accounts to their configuration on cccone.com under Settings > DMS Connection (see Figure 8 below)
• Payment export functionality is currently only available for CDK Global
• DMS Activity is available on the workfile regardless of whether or not payment export functionality is enabled

Figure 8

Diagnostics: Dashboard Calibration Queues

There are two new Calibration queues in the Diagnostics Dashboard. The new queues provide improved visibility to calibration exceptions on workfiles.

No Calibration Event

This list includes workfiles without a calibration scan event. The estimate may or may not include a line for a calibration operation. A workfile will appear in this queue when:

• Workfile does not contain any calibration events
• Workfile does not appear in any Pre-Repair Scan queue

A workfile may ultimately have multiple calibration events. When even one calibration event is saved to the workfile, the workfile is removed from the No Calibration Event queue.

Figure 9

No Estimate Line

This list includes workfiles without a calibration line on the estimate. Workfiles in this list may or may not have a calibration event. A workfile will appear in this queue when:

• Workfile does not contain any calibration operations on the estimate
• Workfile does not appear in any Pre-Repair Scan queue

A workfile may ultimately have multiple calibration line items on the estimate. When even one calibration operation is added to the estimate, the workfile is removed from the No Estimate Line queue.

Figure 10

To access this feature:

1. Access the Diagnostic Dashboard
2. Select Calibration on the left-hand side of the screen

Notes:

• The Diagnostics Dashboard is only available to shops with the following license feature: Diagnostic Workflow
• Users must have the following security permission to access the Diagnostic Dashboard: Diagnostics Dashboard - Manage diagnostic exceptions on workfiles

Checkout: Require "Convert to Job"

For shops without Repair Order Management features, workfiles must now be converted to a job before using Checkout. If the user selects the Checkout action and the workfile has not been converted, a prompt is displayed asking the user to convert to job first.

To access this feature:

1. Open a workfile that has not been converted to job yet
2. Select Checkout
3. When prompted to convert to job, select Convert

Once converted to job, Checkout is launched and the user may place electronic orders for parts as desired.

Notes:

• Users must have the following security permission to convert workfiles to jobs: Workfiles - Created and edit workfiles

Figure 11

Purchase Orders: Rename "PO Footer" to "PO Comments"

Users will now see “PO Comments” as the term associated with notes added to the purchase order. Previously the terminology was “PO Footer.” This terminology update applies to the purchase order document and purchase order settings in the repair facility profile.

To access purchase order settings:

1. Search for and select a repair facility profile, then select Edit
2. Click on Parts - Purchase Orders
3. Add, edit, and delete purchase order comments settings as desired

Figure 12

To add comments to a manual purchase order:

1. Open a repair order workfile
2. Select the New purchase order action
3. Add or edit comments in the text box displayed in the lower left-hand corner

Figure 13

Notes:

• User must have the following security permission to edit purchase order settings: Profiles - Edit repair facility profiles
• User must have the following security permission to create purchase orders: Purchase orders - Create, search, view, and void purchase orders
• Purchase order comments are sent to the vendor when placing electronic orders