Add Default Op Codes to Repair Orders (RO)

Many dealership service departments use the same operation codes on every repair order. For example, they often use "MPVI" for completing an inspection. To streamline this process, this feature allows the service manager to set a default of up to two operation codes for all repair orders in each department: Service, Quick Lube, and Body Shop.

⚠️Important: Avoid using Op Codes with multiple Make/Models. The system will only use the first line for pricing.

Permissions: The user setting up this feature must have Read and Update access. 
Navigate to: Service > Maintenance > Service Configurations 

Default Op Codes: Activation

Navigate to: Service > Maintenance > Service Configurations >  General Tab

Choose a Default Option:

• Yes, same for all departments
  • Use this if you want up to two Op Codes to apply to all departments (Service, Quick Lube, Body Shop).
    
  • When you pick this option, you’ll see the All Depts setup screen.
    
    

• Yes, set per department.
  • Allows you to set up to two default Op Codes for each department (Service, Quick Lube, Body Shop).
    
    

• No (default setting)
  • Nothing changes. The system runs without adding any default Op Codes.

Add Default Op Codes:

1. Click Add Op Code.
2. Select an Op Code from the menu (you can type in the search box or scroll to find it).
3. If the Op Code has more than one Make/Model, a ⚠️ warning icon will appear saying: “Op Code with multi-line Make/Model.”
   
4. To remove an Op Code, click the X.
5. Click Save when finished.
   
   

Exclude Dealership Customer:

• If set to Yes, the default Op Codes will not be added to repair orders (ROs) created for internal dealership work.
  
  
• This applies to ROs created through Customer Snapshot or Ultimate Search > Vehicle.
  
  

How It Works 

When the feature is turned on (‘Yes, same for all departments’ or ‘Yes, set per department’)

Single Department Advisors:

• If only one department is set up in the Advisor's employee record under Selected Positions,  the system automatically uses that department’s default Op Codes when creating an RO.
  
  
  

Multi-Department Advisors or Non-Advisor User:

• If more than one department is set up in the employee record under Selected Positions, the system will show a pop-up asking which department to use.
   
   

• All three departments (Service, Quick Lube, Body Shop) will show, even if the user only belongs to two.
• After selecting the department, click Create RO.
• Add the customer and vehicle (if not already selected).
  
  

Default Op Code Application:

• Applied automatically if defined for the selected department. 
• Skipped if:
  • Op Code is inactive or deleted (with user warning). 

• • Can be edited after RO creation, as it works today.

• The system will automatically add the default Op Codes for that department to the RO as the first operations listed.
  
  

When converting an Appointment to a Repair Order: 

• Codes are applied automatically based on the department in which the  appointment was booked  (Service, Quick Lube, Body Shop)
  
  • They are skipped if the Op Code is inactive or deleted (the system will show a warning).
• If an appointment already has Op Codes, the system will verify the match
  • If they match, the existing Op Codes are kept.
  • If they don't match, the default Op Codes are added.