For the Case V8.24.0 Release, targeted for November 7th, we're planning the following improvements.

• Enhancements: 

  • Operations Table - Withhold Operations Feature - Hide withheld operations

Case V8.24.0 (Targeted for November 7th):

Operations Table - Withhold Operations Feature - Hide Withheld Operations:

By toggling the line-item operations to "Withhold," those items will be marked as withheld. This action will prevent them from being exported to the DMS and will also stop them from appearing in the customer view of the estimate.

In version 8.24.0, we are implementing additional measures to ensure that withheld operations no longer appear on PDF estimates as Deferred/Declined, nor will they be visible in any mobile views of the estimate accessible to customers.

Coming Soon: 

DMS Case Repricing Refresh Enhancements:

Changing any of the following aspects of a case will trigger the repricing banner and case modal, advising the user that they now need to refresh their case to update the labor and parts pricing for locations integrated with DSI, Procede, Karmak, and CDK. Selecting the refresh feature places a call and returns the updated pricing from the location’s DMS.

Repricing Triggers:

• Department Change (for locations that have Department enabled)
• Customer Bill To Change
• Customer Number Change
• Asset Changes
• Pending Asset to Asset
• VIN Changed

Should the call fail, users will see a confirmation or failed icon within the modal. They can select the icons to refresh and place another call for updated pricing.