What is DMS?

DMS basically is the dealer’s Data management System. Advisors present at the dealership to assist the customer’s car service use that system to manage all their data.

myKaarma integrates with DMS to pull that data into myKaarma and facilitates the overall functionality we provide through our app.

Communication and Payments - two basic functionalities that myKaarma supports, rely completely on the DMS integration to bring in the data.

Note: please refer to the DMS Integrations topic to learn more. 

Type of DMS

• Reynolds
• CDK
• Dealertrack/Arkona
• Lightyear/Dealerbuilt
• PBS
• Automate

DMS Integrations

myKaarma integrates with many DMS available in the market. We pull information from the DMS into myKaarma like customer information, vehicle information, appointments, repair orders, parts invoices, parts availability and pricing (available only in ServiceCart) and opcodes.

With pulling info from the DMS,  we even push information to the DMS like customer info, vehicle info, appointments made on myKaarma desktop and online scheduler, RO push.

(Push based) DMS Sending information to myKaarma

(Pull based) myKaarma pulling information from DMS

Common issues regarding Appointment Failures

Most of the DMS-related issues involving appointments not being pushed to the DMS can be corrected by ensuring the correct DMS IDs are entered for the users and there are no duplicate accounts created. 

Here are some most commonly seen errors when appointments fail to push to the DMS:

Reynolds

• Incorrect Opcodes 

Error:

This error is caused when there are one or more incorrect op-codes added to the RO.

Fix: Update the opcodes to the correct opcodes.

• Incorrect/Duplicate DMS IDs

Error:

The error on the appointment usually occurs due to multiple accounts with the same DMS IDs or a service advisor having an incorrect DMS ID.

Fix: Make sure every service advisor has their unique DMS IDs entered. 

• Missing Last Name Reynolds

Error:

This error actually comes up when a business customer does not have a company name in their profile as well (as required by the DMS).
Fix: Add a company name to the customer profile, and then the appointment should be able to be pushed to the DMS.

• Missing op-codes/notes in the appointment

Error:

This error occurs when there are no opcodes or notes present in the appointment. 

Fix: Please add at least 1 opcode or some text in the notes section to successfully push the appointments.

• Unable to see ROs. ROs being delayed

Please refer to the Pull-Based DMS Integrations topic to learn more.

For any further questions, please contact myKaarma support. 

• Customer information not updating in the DMS. 

We don’t push every update made to the customer’s profile to the DMS. This happens only with appointments. 

• Locked Appointments

Error: appointment is locked. This happens when the same appointment is opened in CDK.
Fix: You need to close the duplicate appointment from the CDK. 

CDK

• Missing op-codes/notes in the appointment

Error:

This error occurs when there are no opcodes or notes present in the appointment. 

Fix: Please add at least 1 opcode or some text in the notes section to successfully push the appointments.

• Not getting Miscellaneous and Discounts Separately. 

We don’t get miscellaneous and discounts separately. We consolidate them.

• Appointments fail to push. 

Error: Appointments fail to push when the DMS expects an Address and/or Email with the appointment. 

Fix: You would need to toggle the following to NO from CDK

• Locked Appointments

Error: appointment is locked. This happens when the same appointment is opened in CDK.
Fix: You need to close the duplicate appointment from the CDK. 

2. Dispatch Code invalid only for cdk

SHARED DMS

We can filter ROs and Appointments with Advisor and brand-level filters. You would need to initiate a support ticket to myKaarma support. This would be handled by mykaarma product team. 

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