Here's what's new in cccone.com release 2024.03.15 for Repair Facilities.
Notes: The availability of the features below may vary based on the products licensed by your company.
Purchase Order Search
The ability to search for purchase orders is now available on cccone.com. Shops can search for both electronic and manual purchase orders. Purchase orders can be found using the following search criteria:
- Shop location (All or the current logged in location)
- Purchase order number
- Repair order number
- Vendor name
- Date created
- Purchase order status (All, Completed, Pending, Failed, Void)
From purchase order search, the shop will be able to open the related workfile by clicking the RO Number displayed in the results list. In the near future, shops will also be able to view purchase order detail and initiate a chat with electronic vendors.
To search for purchase orders on cccone.com:
- Log onto cccone.com and click the white menu icon in the upper left-hand corner of the screen
- Select Parts, then Purchase Orders
- Search results are displayed per default criteria
- Change criteria as desired, then click Search
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Notes:
- Purchase order search is only available to shops licensed with Repair Workflow Parts Management features
- User must have one of the following security permission to access purchase order search:
1. Create, search, view, and void purchase orders
2. Manage all aspects of parts procurement from a single dashboard - Like all other views in the main app menu, the Purchase Orders menu item may be tagged as a "favorite" view
- Purchase order status Pending and Failed apply to electronic orders only
View Purchase Order Detail
Shops can now view purchase order details on cccone.com. From the Parts Dashboard and Purchase Order search screens, users have the ability to select an order and view order details. When the user selects the "View purchase order" action, the workfile "Orders" screen is displayed. From this screen, the following information is available:
- A list of all purchase orders on the workfile
- Details for each purchase order listed
- Order status of each purchase order listed
- The ability to launch Checkout to create a new order for the workfile
To view purchase order detail:
- Go to the Parts Dashboard on cccone.com
- Select an item in one of the following queues: Pending, Action Required, On backorder
- Select the View purchase order action
- In the Orders screen, click on a purchase order listed on the left-hand side of the screen
Figure 3
Notes:
- User must have one of the following security permissions to access the workfile orders screen: 1. Create, search, view, and void purchase orders
2. Manage all aspects of parts procurement from a single dashboard - Shops with Repair Workflow Parts Management features may view purchase order detail for both electronic and manual purchase orders
- Shops without Repair Workflow may only view purchase order detail for electronic orders (these shops cannot create manual purchase orders)
- Purchase Order search and the "On backorder" queue is only available to shops with Repair Workflow Parts Management features
Parts Dashboard: Additional queues
The following queues were added to the parts dashboard to help manage electronic orders:
Pending | Includes electronic orders pending confirmation from the vendor |
Action required | Includes electronic orders where the vendor has sent updates that require shop review |
To access the parts dashboard on cccone.com:
- Log onto cccone.com, then click the white menu icon in the upper left-hand corner of the screen
- Select Parts, then Parts Dashboard
- To view pending orders, click Pending in the left panel
- To view orders that need attention, click Action Required in left panel
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Figure 5
Notes:
- User must have the following security permission to access the Parts Dashboard: Manage all aspects of parts procurement from a single dashboard
- Pending and Action Required queues include only orders placed with electronic vendors
- Queues are available to both Estimating only and Repair Workflow shops
Parts Dashboard: Estimating only access
To provide more visibility to electronic orders, the Parts Dashboard is now available in cccone.com for Estimating only shops (i.e., shops without Repair Workflow Parts Management features). Just like Repair Workflow shops, the Parts Dashboard can be accessed from the primary application menu. For Estimating only shops, the Parts Dashboard contains the following queues:
Pending | Includes electronic orders pending confirmation from the vendor |
Action required | Includes electronic orders where the vendor has sent updates that require shop review |
Failed orders | Includes electronic orders that failed to process with the vendor |
Part Changes | Includes parts with changes to part number, description, and/or price that may be applied to the estimate. |
For items listed in the Failed order queue, the shop will be able to launch Checkout to create a new order for the failed item.
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Notes:
- The following security permission is required to manage parts through Parts Dashboard: Manage all aspects of parts procurement from a single dashboard
- The Parts Dashboard only includes electronic orders for Estimating only shops
- Estimating only shops may only order parts electronically through Checkout