Export Operation to RO Configuration

See also: Operations Table

Overview

This feature gives administrators flexible control over which operations are included in the Repair Order (RO) export—based on their approval/sold status. This ensures a more accurate quoting experience and prevents premature part allocation for unapproved operations.

Administration

Accessing the Configuration

As an Administrator, navigate to Admin > Customize Your Database > Location Information > External Interfaces

Scroll to the bottom of the page to locate the "Export Case to RO" section above the “DMS Optional Settings” area.

When “Enable RO Export Interface URL” is enabled, the following additional settings will appear and be enabled by default.

• Include the following Sold Line Items in Case Export

Include Line Items in Case Export

Selections made here will automatically update the Export to RO XML based on your chosen options. This enables locations to determine whether the Line Items with the corresponding Approval Statuses are included in the RO Export.

Sold Line Items* None (-) Pending Approved

*At least one Sold Line Item Approval Status must be selected. If ALL Sold Line Items in the Case Export options are deselected, the selection boxes will be highlighted in yellow, and the SAVE EXTERNAL INTERFACES button will be disabled until at least one sold status is chosen.