This functionality is used at the vehicle offer creation step.

When creating a new offer, except from the vehicle line, there was a need for extra items to be added automatically, instead of manually. This is done via a few criteria that will be described below.

Entity

The entity is called IDMS_AUTODOCLINES and the equivalent table name is @IDMS_AUTODOCLINES.

Also, the IDMS_DOCUMENTITEM was extended by adding a new field which contains the code of the automatic document item that is being added to an offer.

  • Field: U_IDMS_AutoItemCode

Setup

A new setup page was created which is used to manage the data for each automatic document item. The URL and Business Case are the following:

  • ~/SetupEntities/List/SalesAndLeads/IDMS_AUTODOCLINES
  • BC: 1971

The setup grid list page and form was created based on the generic setup XML forms and lists. The equivalent files are the following:

  • ~/Files/SetupEntities/SalesAndLeads/IDMS_AUTODOCLINES_list.xml
  • ~/Files/SetupEntities/SalesAndLeads/IDMS_AUTODOCLINES_form.xml

The creation or update action is implemented at the DocumentActionController and the method CreateOrUpdateEntityAutoDocLine.

Only one validation exists:

  • Start Date must be before the End Date or vice versa

Process

Adding automatically when creating the Sales Offer

When creating a new offer, any automatic items that match the following criteria are added automatically as item lines in the offer.

The following criteria is applied:

  • Make/Family/Model Filter matches:
    • Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Model from the Vehicle
      Additional Items especially for the Family/Model
    • Or Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Empty
      General additional Items for the corresponding Make and Family
    • Or Make = Make from the Vehicle, Family = Empty, Model = Empty
      General additional Items for the corresponding Make
    • Or Make = empty, Family = Empty, Model = Empty
      General additional Items valid for all Makes of the Dealer
  • Only additional Items should be selected where the Industry Group = empty or Industry Group = Industry Group from the Business Partner
  • Only additional Items should be selected where Customer Group = empty or Customer Group = Customer Group from the Business Partner
  • Only additional Items should be selected where Sales Type = empty or Sales Type = Sales Type from the Sales Lead
  • Only additional Items should be selected where Vehicle Status = empty or Vehicle Status = Vehicle Status from the offered Vehicle
  • Only additional Items with a valid Time Period (Offer Date must be between Start Date and End Date)
  • Only additional Items should be selected where Model Year from / to = empty or Model Year of the Vehicle is between Model Year from and Model Year to from the Option Line.

This criteria are applied as an expression of type Func<IDMS_AUTODOCLINES, bool> and is generated at the method AddAutomaticItemLines which resides at the SalesDocumentOfferManager. This method is called at the following places:

  • Most notably the CreateDefaultDocumentLines (base and all inherited implementations)
  • PreviewDocumentOffer
    • This method is referring to the existing offer selection popup which invalidates existing automatic document lines and add the new ones
  • ValidateDocumentOfferLines
    • This method is used for the validation step at the offer → order process


For more info on the process check Automatic Document Lines article.

Related Issues

AVGA-56 - Getting issue details... STATUS

AVGA-497 - Getting issue details... STATUS

Write a comment…