Filters for Service Business Rules
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Greg Thomas
Would like for filters in Business Rules for Service Open RO and Closed RO to apply to vehicle being serviced. Currently filter only applies to sold deal and not the vehicle being serviced. Vehicle being serviced could be different from vehicle on sold deal.
Shelby Parker
Thanks for flagging this, Greg Thomas — really helpful context. Totally hear you on the workflow gap here: if the RO vehicle can differ from the sold-deal vehicle, it makes sense that the Business Rules filters for Service Open RO / Closed RO should apply to the vehicle being serviced. I’m sharing this with the team for review, and we’ll follow up if we need any additional details to make sure we’re scoping it correctly.