cccone.com release 2024.01.05

Here's what's new in cccone.com release 2024.01.05 for Repair Facilities.

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

Additional Workfile Reports

Shops with Repair Order Management functionality now have the ability to view, print, or send the following workfile reports on cccone.com:

• Estimate to Repair
• Final Bill

To view or print workfile reports, follow these steps:

1. Open a workfile on cccone.com
2. Click the menu button in the lower left-hand corner
3. Select Print
4. Select the report you want to print and click OK

Figure 1

To send workfile reports, follow these steps:

1. Open a workfile on cccone.com
2. Click the menu button in the lower left-hand corner
3. Select Send
4. Select the reports you want to send, then click OK
5. Select your "To" recipient and enter a "Subject"
6. Add any message text, then click Send

Figure 2

Notes:

• Estimate to Repair and Final Bill reports are only available to customers licensed with Repair Order Management
• User must the following security permission to view, print, or send workfile reports:
  • Search and view (read-only) workfiles or
  • Create and edit workfiles

Order Update Notifications

When an order update is received from an electronic vendor, the existing purchase order is automatically updated with changes from the vendor. Additionally, an order update notification is generated for the shop. These notifications appear in Action Center under Vendors > Electronic Orders. 

To view order updates notifications in Action Center:

1. Log onto cccone.com
2. Select the main menu button in the upper left-hand corner of the screen
3. Select Home
4. Select Vendors, then select Electronic Orders

Figure 3

The shop may choose to setup Notification Groups so that only specific users receive order update notifications. When the Vendor Messages event type is included in a Notification Group, only users within the group will see vendor related messages, including order update notifications.

To configure notification groups:

1. Go to Settings on cccone.com
2. Select Notification Groups
3. Click Add
4. Specify a Group Name, then select users to add to the group
5. Select one or more Event Types, then click Save

Figure 4

Notes:

• A single purchase order may have multiple changes from the vendor
• A single notification will be generated for the purchase order and will include details of all changes made by the vendor
• When configuring a notification group for order update notifications, be sure to select the Vendor Messages event type
• Once a notification group exists for Vendor Messages, only users specified within the notification group will receive order update notifications

Dealer Management Reports

Shops enabled with Dealer Management Integration now have access to dealer management reports on cccone.com. These reports provide shops with the ability to reconcile repair order and receipt information exported to their dealer management system. These new reports may be accessed via the Dealer Management dashboard.

There are two reports available:

DMS Receipts	This report provides a list of all repair order receipts created within the date range specified and includes DMS export status of the receipt.
DMS RO Export	This report provides a list of all repair orders created within the date range specified and the DMS export status.

To access dealer management reports from the Dealer Management dashboard:

1. Log onto cccone.com
2. Select the blue menu button in the upper left-hand corner
3. Select Dealer Management
4. Click the Dealer Management Reports button on the left-hand side of the screen

Figure 6

Notes:

• Dealer management reports are only available to shops licensed with Dealer Management Integration
• Users with the following security permission may access dealer management reports:
  • Dealer Management - Manage DMS integration from a single dashboard
  • Reports - View accounting reports
• Users with only Reports - View accounting reports may access dealer management reports but do not have access to the Dealer Management Dashboard
• Users with only Dealer Management - Manage DMS integration from a single dashboard permission automatically inherit the permission to view dealer management reports

Enhanced Checkout Updates

Workfile checkout has been redesigned. First, you'll notice that navigation in the checkout screen has been updated. Tab controls are now used to switch between part status views - Not Ordered, Ordered, Received, All Parts, and Order History. Also, the Order Parts button has been moved to the Purchase Order Summary at the bottom of the screen.

Second, you'll find that checkout now provides more parts data on screen. You can now clearly see both estimate detail and vendor detail for a given part. This includes:

• Estimate description and part number
• Estimate Quantity
• Estimate Adjustment %
• Estimate Price $
• Estimate Extended Price $
• Vendor description and part number
• Vendor List $
• Vendor Discount %
• Vendor Unit Cost $

Figure 7

Additionally, new ordering capabilities have been incorporated into the checkout screen. This includes:

• Specifying the order quantity
• Including part group, subgroup, and point of impact on electronic orders
• The ability to re-order parts

Lastly, shops with Repair Workflow Parts Management features now have the ability to create non-electronic purchase orders from the checkout screen. This includes creating orders for non-electronic vendors and ordering manual parts and miscellaneous items configured to invoice (e.g., paint materials, shop materials, etc.).

Checkout may be accessed from the workfile in either the desktop application or on cccone.com. To access checkout:

1. Open a workfile with replacement parts
2. Select the Checkout action
3. In the Checkout screen check or uncheck the parts you wish to order
4. Use the search tags on the right-hand side of the screen to view available alternatives
5. Update the order quantity by clicking the Order Qty field
6. When all purchasing decisions are complete, click the blue Order Parts button at the bottom of the screen to place your orders

Figure 8

Figure 9

Figure 10

Figure 11

Once you click Order Parts, a separate purchase order for each vendor will be created. Electronic orders are automatically sent to your electronic vendors. Non-electronic orders will generate a purchase order print document.

To re-order parts that have already been ordered:

1. Open a workfile that has ordered parts
2. Select the Checkout action
3. Click on one of the following views: Ordered, Received, All Parts
4. Select the menu button (triple-dot) displayed to the left of the ordered part, then select Re-order
5. When ready, click the blue Order Parts button at the bottom of the screen

Figure 12

Notes:

• The following security permission is required to order parts through checkout: Create, search, view, edit, and workfiles
• Shops with Repair Workflow Repair Parts Management functionality also require the following security permission to order parts: Create, search, view and void purchase orders
• The ability to create non-electronic purchase orders via checkout is only available to shops with Repair Workflow Parts Management features
• Only miscellaneous items configured to Display on Invoice in Sales - Miscellaneous Accounts settings will be available to order via checkout
• The Received view is only available to shops with Repair Workflow Parts Management features
• The Order History view is only available to shops without Repair Workflow Parts Management features (i.e., estimating only shops)
• Updates described above will be accessible by the desktop application on the date of release (no new client version necessary)