Need to combine with: https://clarivoy-squad.monday.com/docs/2450180928?blockId=9c08ba1a-73ea-41be-a6a7-b67518b49bc8&blockId=9c08ba1a-73ea-41be-a6a7-b67518b49bc8
⚠️ For Ops Team use
This article is for Ops Team use when performing investigations.
For the article for the CS Team, TBD
Process
- CSL should open a ticket on the Tickets board assigned to the Ops team - see required info below.
- Ops Team will investigate and notify the CSL of the results.
Required Info from CSL to investigate
CSL must specify:
1. What are the specific field names in your DMS for the data being disputed? (for example, if Front Gross is disputed, what DMS field is the dealer entering Front Gross in?)
2. Are you updating price or gross values after a sale is first Finalized?
Common Causes of Price or Gross Issues
• COLLECT SALES FILE: If price/gross was correct in the past, dealer may have changed column names in their COLLECT file without notifying us. This would cause mapping issues and the data may not get ingested properly. Investigate by comparing column names on multiple Sales files in Dropbox/Data Archive/Sales/Property folder.
• ANY INTEGRATION: Dealer is updating price or gross fields after the sale is marked "Finalized". Our integrations take in the values at the time the sale is first marked in a "Finalized" status. If dealer updates the values later, we do not ingest the updates. Solution: Dealer will need to move to sending a COLLECT sales file.
• ANY INTEGRATION: Dealer is using different Price or Gross fields than what our integrations support - see DEFAULT MAPPINGS below. Sometimes the dealer is using a different built-in field, or dealer could be using a custom field. Solution: Dealer will need to move to sending a COLLECT sales file.
DEFAULT MAPPINGS:
If Dealer wants any other fields used other than specified below, they will need to switch to providing a COLLCT file.
*** CDK API
• price [Clarivoy field] = SalePriceWithWeOwes [CDK field]
• front_gross [Clarivoy field] = FrontEndGrossProfit [CDK field] ** If FrontEndGrossProfit is blank, then we use FrontGross instead
• back_gross [Clarivoy field] = BackGross [CDK field]
• total_gross [Clarivoy field] = TotalGross [CDK field]
*** TEKION INTEGRATION
• price [Clarivoy field] = Vehicle Sale Price [Tekion field]
• front_gross [Clarivoy field] = Frontend Gross Profit [Tekion field]
• back_gross [Clarivoy field] = Backend Gross Profit [Tekion field]
• total_gross [Clarivoy field] = Total Gross Profit [Tekion field]
*** REYNOLDS AND REYNOLDS through DealerVault
• DV can only pull Sales data from the FANDI data set in R&R. There is another data set in R&R for "accounting" that DealerVault does not support. [If dealer wants price or gross pulled from the Accounting app in R&R, they will need to switch to providing a COLLECT file]
• front_gross [Clarivoy field] = Front Gross [DV field] = Uses a condition:
➔ If [DEAL-CATEG] = 'L', then use the value under [VEH-GRS]. [DEAL-CATEG] = 'L' stands for Lease deals.
➔ Anything else, use [ACCTG-GROSS]
• back_gross [Clarivoy field] = Back Gross [DV field] = RR field: NET-FI
• total_gross [Clarivoy field] = Gross Profit [DV field] = RR field: GROS-PFT