Features List and Description
Features available in Karmak Fusion v. 3.55 and later:
Integration Point |
Integration Description |
Customer Credit Check |
This capability automatically queries the DBS for the customer's credit status. The DBS returns the customer's credit limit, available credit, and whether the customer requires a PO for purchases. |
Add Customer |
This capability allows for a new customer to be added to the DBS when a case is created, or an asset is checked in. |
Add Asset |
This capability allows for a new asset to be added to the DBS when a case is created, or an asset is checked in. |
Flag Repair Tasks as Warranty |
This capability allows the DBS to capture the value of the warranty tag from the Decisiv case, if the repair order task is set to warranty. |
Basic Parts, Pricing & Availability (PP&A) |
This capability allows Decisiv to query the DBS for valid parts, the availability of a part at their location, as well as provide the customer specific parts pricing in the Decisiv estimate. |
Out-of-Stock Parts |
This capability provides the Decisiv user with thumbs up/thumbs down indication of parts availability from inventory. |
Relief of Inventory |
This capability controls how the relief of inventory is handled in the DBS when the RO is created. Note: Fusion can add parts to an Operation with an action of Quote. Learn more here. |
Superseded Parts |
This capability provides for superseded or overriding part numbers to be returned if the entered part number has been superseded or overridden. |
Parts with a Core |
This capability allows the Decisiv case to support parts with Core fees. |
Forced Part Number |
This capability allows the user to "force" a part number onto the Decisiv case that does not exist in the DBS; then exporting the case to the RO. |
Part Source or Vendor |
This capability allows the Decisiv user to specify the Mfr/Source when entering a part if that part is acquired from 2 or more |
Back-counter Pricing |
This capability provides the ability to set integration option to have PP&A always return customer’s back counter pricing. Note: Customer pricing is set within DBS. |
Update Customer Info |
This capability supports that the DBS customer record data is NOT updated in the DBS when a case is exported. |
Track Parts Sales by Salesman |
This capability allows the Decisiv user to enter the appropriate parts salesman ID when adding parts to the case and exports that ID to the DBS RO for Parts Salesman Commission tracking. |
Engine hours |
This capability sends the engine hours captured in the Decisiv case to the DBS. |
Export Case |
This capability allows the user to create a Decisiv case and export the case to create an RO in the DBS. Note: Specifics determined by configuration settings in Karmak. See Karmak documentation. |
Return RO Number |
This capability returns the RO number from the DBS and populates the RO Number field in the Decisiv case. |
CCC Capture - Case and Operations |
This capability captures the Complaint, Cause, Correction from the Decisiv case at the Case level and note that information in the RO. This capability captures the Complaint, Cause, Correction from the Decisiv case at the Operation Level and note that information in the RO. Note: This is a setup option. Learn more about setup by clicking here. Note: Only consumed on 1st RO export |
Export Update to RO |
This capability allows the Decisiv user to add additional segments to the Decisiv case and by exporting the case again have those additional segments added to the DBS RO. This capability also allows the Decisiv user to add parts to an existing job segment and by exporting the case again have those parts added to the respective segment in the DBS. |
Close RO Notifies Decisiv to Close Case |
This capability will auto close the Decisiv case when the last invoice is processed against an RO that was created via a Decisiv case export. |
Return Invoice Info |
This capability allows the DBS to update the Decisiv case with the invoice date, invoice number, and invoice. |
CCC - Operation Level |
This capability allows the DBS to update the Decisiv case with the complaint, cause and correction at the operation level. |
Integration Highlights
- All operations and parts should be entered in Decisiv and then exported to Karmak Fusion to add them to the RO.
- To update the RO with information from the case, the users must click on the Export Case to Repair Order link.
- To remove parts, users must remove the part in both Decisiv and Karmak Fusion.
- As long as the case being exported from Decisiv is not actively being reviewed by any users in Karmak Fusion, the operation line will update regardless of whether a technician has previously clocked onto the operation line or not.
Comments
0 comments
Please sign in to leave a comment.