How Source Opcodes Work in Builder and Case

Overview

When you add operations to a case or estimate, Builder uses different types of codes to help your service location’s system understand what each operation is. This article explains the roles of opcode, source opcode, and DMS opcode, and what you can expect when using them.

What Are These Codes?

• Opcode: This is the standard operation code created in Builder.
• Source Opcode: This is the code that gets sent when exporting operations to your Dealer Management System (DMS). It’s shown in the Case and Builder interfaces and helps match Builder operations to codes in your DMS.

• DMS Opcode: This is an additional code that appears in the RO export for specific fleet customers. It’s not typically shown in the interface and may not always be used.

How It Works When Exporting to RO

If you enter a source opcode for an operation in Builder, and that operation already has a mapped source opcode, the system sends both:

• The source opcode (instead of the standard opcode)
• The DMS opcode (if applicable)

This helps ensure the operation aligns with how your DMS expects to receive it.

Current Limitations

• In some cases, you may not see the mapped source opcode when editing the operation, even though it exists.
• If your network has customized source opcodes, they might not automatically apply when adding the operation to a case or estimate.

What to Expect

If your network has defined a specific source opcode for an operation, that customized code should appear in Case when the operation is added. If it's not showing correctly, it may be a known issue.

Important Notes for Network Users

• You’ll only see operations from your assigned network when setting up source opcodes.
• If your service location (provider) has its version of a source opcode, that version should appear in Case.

Need Help?

If you’re unsure whether the correct source opcode is being used or displayed, reach out to your administrator or support contact for help.