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Setting Up Line Item Mapping Rules

The Line Item Mapping Rules feature allows you to reclassify a sales account, (e.g., Parts and Labor accounts) for a particular estimate line item. Each entry in the Line Item Mapping Rules screen contains a Line Item Description that is used to compare the description of the estimate line item. When a match is found, the rule is applied to the estimate line item, and the account is reclassified.

The reclassified estimate line item value is then exported to your accounting software. This also updates the reports you run on CCC ONE.

For example, an estimate line item that was originally classified as an Other Part account can be reclassified to a Sublet Part account.

Before you can use this feature, you must first review the existing account types found in the Sales - Labor Account and Sales - Parts Account. Add additional Custom account entries as necessary to these lists.

See Setting Up Sales - Labor Accounts.

See Setting Up Sales - Parts Accounts.

See Setting Up Sales - Miscellaneous Accounts.

To add a line item mapping rule

Select Configure > Profiles from the menu bar.
Select your repair facility profile, and then click Edit from the mini-toolbar.
Click on the Line Item Mapping Rules link under Repair Management.
Select Add from the toolbar.
Enter the description text in the Line Item Description field.
Select a part account and/or labor account type from the droplists.
Deselect the Can Order/Receive option (optional).
Select Save or Save and Close from the menu bar when you are finished.

Overview

Overview - Repair Management

Screen Description

Line Item Mapping Rules Screen