Purpose of document

This document is a User Reference Guide for this feature.
This document only outlines the feature from the perspective of the Decisiv Case. Users need to
refer to the Karmak Fusion documentation for interaction from Karmak Fusion.

Introduction

This feature enables the functionality for a Karmak Fusion user to add, update, or delete part(s)
and/or operation(s) from Karmak Fusion systems and push the information into the Decisiv
case.

Prerequisite

1. The Service Provider must have Karmak Fusion version 3.62.0.2 and above installed.
2. The Dealer must have all locations within the Dealer Group setup with ALL the Additional
Charges Categories configured in Decisiv according to the Miscellaneous Charges
categories in Fusion.

Setup

1. Decisiv Setup
   1. 
      a. Service Providers must have the Decisiv Authentication setup with the Service
      Provider or Dealer Group Bearer Token.
      b. Dealer admin must configure the Additional Charges categories to match ALL
      the Miscellaneous Charges categories from Fusion. The Integration will fail if this
      is not mapped exactly the same.
      1. To setup Additional Charges are configured on Admin - Customize your
         database - Additional Charges Categories
      2. This has to be done on ALL the dealer locations within the Dealer Group.
   2. Enable Part Quantity Details toggle located in Admin - Customize your
      Database - Location Information: Features enabled.
   3. This setup can be done by the Dealer Admin of Decisiv Support.
2. Karmak Fusion Setup
   1. The feature must be enabled in Karmak Fusion.
   2. This setup can be done by Karmak Support. Please contact Karmak Support to enable this feature.

Feature Details

This feature provides the following:

1. Add part(s) to an existing operation: added parts from Karmak Fusion will appear in
   the selected operation in Decisiv´s Case.
2. Update Part(s) Names and Prices: The updated parts from Karmak Fusion will be updated
   in Decisiv´s Case.
3. Remove Part(s) of an operation: Removed parts will be set to 0 quantity in Decisiv.
   Case.
4. Add operation(s): Any new operation added to Karmak Fusion will be added to Decisiv´s Case.
5. Update Operation(s): Operation information will be updated in the Decisiv Case. These
   updates may include Labor and Additional Charges from Karmak Fusion.
6. Remove operation(s): Operations removed from Karmak Fusion will be set to “Not Sold” in Decisiv’s Case.

Important: Recommended Workflow

For this feature to work properly the user must consider the following:

1. Once an operation has been exported to Fusion through "Export to RO" (Repair Order), it can be managed in either Fusion or Decisiv. If updates, such as changes to the operation name or labor total, are made in Decisiv, the user must click Export Case to Repair Order to apply those changes in Fusion. To ensure accuracy and simplify updates, it is recommended that users make changes in only one system at a time.
2. A user can create new operations to an exported case and export again; only new
   operations will be added to Fusion.
3. The Service Provider Parts department will have to work in Fusion and send an update
   to Decisiv´s Case in order to keep the information consistent across platforms.

Reminder Notes:

1. Depending on Location configuration, users must be aware that the configured Shop
   Supplies, Hazardous Waste & Misc. Charges are not duplicated in the case. Service
   Providers may choose to set all the settings on Decisiv to be set to “None” to avoid any
   miscalculations.
2. Taxes are not sent through this integration from Karmak Fusion to Decisiv.
3. Karmak Fusion sends miscellaneous charges to Decisiv. These charges are added as
   additional charges to the case (as per existing integrations).
4. If the location is part of a Dealer Group, all locations must have the Additional Charges
   configurations set to be exactly as what is in Fusion’s Miscellaneous Charges. Any
   mismatches will cause the integration to fail and will cause discrepancies between
   Fusion´s Repair Order and Decisiv´s Estimate.

Add part(s) to an existing operation

STEPS

1. The Dealer must already have a case created on Decisiv with at least one
   operation added.
2. The dealer must Export to RO to create the RO on Karmak Fusion, and the RO number
   will be returned to the Decisiv Platform. (Note: This is an existing integration.)
3. After RO creation, the user can use the correct RO number on Karmak Fusion to add a part
   or multiple parts to the RO.
4. After saving the parts on Karmak Fusion, the data will be pushed to update the case with
   the added part(s).

Update Part(s) Names and Prices

STEPS

1. The Dealer must already have a case created on Decisiv with at least one
   operation added.
2. The dealer must Export to RO to create the RO on Karmak Fusion, and the RO number
   will be returned to the Decisiv Platform. (Note: This is an existing integration.)
3. After the RO is created, the user can use the correct RO number on Karmak Fusion to
   update a part or multiple parts on the RO.
4. After saving the parts on Karmak Fusion´s RO, the data will be pushed to update the
   case with the modified part(s).

Remove Part(s) of an operation

STEPS

1. The Dealer must already have a case created on Decisiv with at least one
   operation added.
2. The dealer must Export to RO to create the RO on Karmak Fusion, and the RO number
   will be returned to the Decisiv Platform. (Note: This is an existing integration.)
3. After the RO is created, the user can use the correct RO number on Karmak Fusion to
   remove a part or multiple parts on the RO.
4. After saving the parts on Karmak Fusion´s RO, the data will be pushed to update the case with the removed part(s).

Note:

1.  Removed parts still appear on Decisiv´s Operation, but the quantity for the removed part
   is 0 (zero).

Add operation(s)

STEPS

1. The Dealer must already have a case created on Decisiv with at least one
   operation added.
   6. The dealer must Export to RO to create the RO on Karmak Fusion, and the RO number
   will be returned to the Decisiv Platform. (Note: This is an existing integration.)
   7. After the RO is created, the user can use the correct RO number on Karmak Fusion to
   add one or multiple operations to the RO.
   8. After saving the operations on Karmak Fusion´s RO, the data will be pushed to update
   the case with the added operation(s).

Notes:

• Miscellaneous charges from Karmak Fusion will be added to the additional charges
  within the Decisiv Case operation. In order for this to work, the additional charges
  categories must match the configuration in Fusion.
• Any mismatches will cause the integration to fail and will cause discrepancies between
  Fusion´s Repair Order and Decisiv´s Estimate.

Update Operation(s)

STEPS

1. The Dealer must already have a case created on Decisiv with at least one
   operation added.
2. The dealer must Export to RO to create the RO on Karmak Fusion, and the RO number
   will be returned to the Decisiv Platform. (Note: This is an existing integration.)
3. After the RO is created, the user can use the correct RO number on Karmak Fusion to
   update one or multiple operations to the RO.
4. After saving the operations on Karmak Fusion´s RO, the data will be pushed to update
   the case with the updated operation(s).

Notes:

• Miscellaneous charges from Karmak will be added to the additional charges within the
  Decisiv´s Case operation. In order for this to work, the additional charges code must
  match the configuration in Fusion.
• Any mismatches will cause the integration to fail and will cause discrepancies between
  Fusion´s Repair Order and Decisiv´s Estimate.

Remove operation(s)

STEPS

1. The Dealer must already have a case created on Decisiv with at least one
   operation added.
2. The dealer must Export to RO to create the RO on Karmak Fusion, and the RO number
   will be returned to the Decisiv Platform. (Note: This is an existing integration.)
3. After the RO is created, the user can use the correct RO number on Karmak Fusion to
   remove one or multiple operations from the RO.
4. After saving the operations on Karmak Fusion´s RO, the data will be pushed to update
   the Decisiv´s Case, setting the operations to ¨Not Sold.¨

Notes:

• Removed operations on Fusion, when updated to Decisiv´s Case, are not removed from
  the case; operations are set to “not sold” to keep the estimate's traceability.
•  Miscellaneous charges from Karmak will be added to the additional charges within the
  Decisiv´s Case operation. In order for this to work, the additional charges code must
  match the configuration in Fusion.

Integration Requirements

• Karmak Fusion integrated with Decisiv’sCase application
  More information will be provided in the Setup Instructions for Admin Users.

Supported Browsers

Same as those supported by the rest of the Case application:

• Chrome 80 or above (recommended)
• Microsoft Edge

Need Help?

• Contact us by sending an email to support@decisiv.com.