General Description of the Feature
This feature enables the possibility to create Sales Incentives which are used to boost the sales of a dealership and can be delivered to the Dealers from the OEM or created by the Dealer itself. Sales Incentives can be added automatically or manually to a Vehicle Offer depending on their conditions and effective dates.
Sales Incentives can be activated or deactivated for each company of the enviroment through the administration page of /SetupEntities/SalesIncentivesActivationSetupPage (Main menu: "Sales Incentives Activation Setup")
Sales Incentives can be manually created through the "plus" icon of the sales incentives gridlist page /SetupEntities/SalesIncentivesGridList (Main menu: "Sales Incentives")
A form opens where the user has to:
- choose the "Make" (and Model, Family if the sale incentive is targeted for a specific Family and not for the whole Make or Model),
- enter a Sales Incentive Code (mandatory field)
- enter a Sales Incentive Description
- Start & Stop date that this Incentive will be valid
- choose Calculation Base from the dropdown list with: Amount, Percentage, Percentage including Discount (mandatory field)
- define the amount or the percentage according to the previous dropdown selection
- select VAT Group from the dropdown list (mandatory field)
- select Business Partner Group from the dropdown list with all the available BP Groups of the company (if this Incentive is targeted only for a specific BP Group)
- select Industry from the dropdown list
- select Sales Type
- select vehicle Status
- select Incentive Type
- select "Model Year From" and Model Year To"
- select "Receipt Date From" and "Receipt Date To"
- select from the switch if this Sale Incentive will be applied also in Trade-In vehicles (Yes/No option)
- select from the switch if this Sale Incentive will be autoinserted in any Offer that matches the above criteria (Yes/No option)
- select from the switch if this Sale Incentive will need Approval from an Approval Agent (Yes/No option)
- select if this Sale Incentive will not be compinable with one or more of the existing Incentives ( "plus" icon opens a multiselection gridlist page with all the Incentives)
Sales Incentives can be also created through Import Sales Incentives" option from the "Actions" button:
User can download the excel file (Download Import Template), fill in the fields for every Sale Incentive and then choose the "Import" option, select the file that he wants to upload and then choose "Upload File"
Sales Incentive(s) can be manually added in an Offer by clicking the Add-Button ("+") (like for Item Lines) at the far-right in the Offer sheet.
This opens a grid list (similar to the Items list) from which the user can manually add the desired sales incentives. After selection, the user can click at the top-right "arrow" to confirm the selections.
The items at this grid list contains only valid items that are filtered based on the following criteria:
- Only Sales Incentives where:
- Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Model from the Vehicle
Sales Incentives especially for the Family/Model - Or Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Empty
General Sales Incentives for the corresponding Make and Family - Or Make = Make from the Vehicle, Family = Empty, Model = Empty
General Sales Incentives for the corresponding Make - Or Make = empty, Family = Empty, Model = Empty
General Sales Incentives valid for all Makes of the Dealer
- Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Model from the Vehicle
- Only Sales Incentives should be shown where the Industry Group = empty or Industry Group = Industry Group from the Business Partner
- Only Sales Incentives should be shown where Customer Group = empty or Customer Group = Customer Group from the Business Partner
- Only Sales Incentives should be shown where Sales Type = empty or Sales Type = Sales Type from the Sales Lead
- Only Sales Incentives should be shown where Vehicle Status = empty or Vehicle Status = Vehicle Status from the offered Vehicle
- Only Sales Incentives with a valid Time Period (Offer Date must be between Start Date and End Date)
- If the Sales Offer is being created for a Vehicle on Stock then the following addition Filter should be applied:
- Only Sales Incentives should be shown where Model Year from / to = empty or Model Year (Field Year in the Vehicle Entity) of the Vehicle is between Model Year from and Model Year to from the Sales Incentive
- Only Sales Incentives should be shown where the Receipt Date from / to = empty or the Receipt Date of the Vehicle is between Receipt Date from and Receipt Date to from the Sales Incentive.
- A Trade In validation is being added as well, if only the the Lead/Opportunity contains a a Trade-in vehicle.
After the user has confirmed the addition of the items via the "arrow" button the following validation is applied:
- Does selected Sales Incentive collide with other Sales Incentives (Cross Check with field Not combinable with Sales Incentive Code)
- This validation is executed to both the selected sales incentives as well as the already added sales incentives at the offer (either automatically or manually added)
If the validation fails a popup is shown
All Sales Incentives that are marked as Automatic Insert = Yes and match to the Vehicle, are added automatically to the Sales Offer, similar to the Automatic Document Lines. The criteria being used are the same as above (during manually add of Sale Incentives) with the addition of the Automatic Insert flag.
Basic data logic validations
The following validations take place when saving/adding a sales incentive:
- There should be no other Active Sales Incentive with the same combination: Make, Family, Model, Sales Incentive Code and Date Period (Start Date & End Date)
- “End Date” is not before “Start Date” & “Start Date” is not after “End Date”.
- “Model Year from” is not bigger than “Model Year to” & “Model Year to” is not smaller than “Model Year from”.
- “Receipt Date from” is not after “Receipt Date to” & “Receipt Date to” is not before “Receipt Date from”.
The following validations take place during Offer selection to proceed with Order:
As in the case of the Automatic Document Lines, a validation of the added lines (either automatically or manually) is executed at both processes. Below is described in a tree list manner the flow of the validations which in some cases includes the Automatic Document Lines.
- Select previous existing offer step (copy offer)
- If we have valid sales incentives
- Process continues
- If we have invalid sales incentives
- A sales incentives validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the offer sheet with the selected offer is shown, which includes the invalid sales incentives)
- Process continues
- A sales incentives validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the offer sheet with the selected offer is shown, which includes the invalid sales incentives)
- If we have valid sales incentives
- Accept offer step (offer → order)
- If we have valid auto doc lines
- If we have valid sales incentives
- Process continues
- If we have valid auto doc lines
- If we have invalid sales incentives
- A sales incentives validation popup, only cancel button appears (on cancel, the user is presented with the previous offers view)
- Process stops
- A sales incentives validation popup, only cancel button appears (on cancel, the user is presented with the previous offers view)
- If we have invalid auto doc lines
- If we have valid sales incentives
- An auto doc lines validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the user returns to the activities tab)
- Process continues
- An auto doc lines validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the user returns to the activities tab)
- If we have invalid auto doc lines
- If we have invalid sales incentives
- An auto doc lines validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the sales incentives popup show up and the auto doc lines validation popup closes)
- A sales incentives validation popup, only cancel button appears (on cancel, the user is presented with the previous offers view)
- Process stops
Configuration
Sales Incentives are essentially discounts that are being added automatically when creating an offer. This is done via a few criteria that will be described below.
Entity
2 new entities were created:
IDMS_SalesIncentive
: stores the details of a sales incentiveIDMS_SalesIncentive_NotCombinableCodes
: stores the "not combinable" sales incentives. Behaves much like a sub-collection
The equivalent tables are the following:
@IDMS_SALESINCENTIVE
@IDMS_SLSINC_NOTCOMB
Because Sales Incentives are behaving much like document items a new sub-collection for the IDMS_DOCUMENT
entity was created:
IDMS_DocumentSalesIncentives
The equivalent tables are the following:
@IDMS_DOCSALESINC
Setup
A new setup page was created which is used to manage the data of the sales incentives. The URL and Business Case are the following:
~/SetupEntities/SalesIncentivesGridList
- BC: 1972
The following fields at the form are required:
- Sales Incentive Code
- Calculation Base
- VAT Group
Because there was a need to activate/deactivate the sales incentives functionality per company (and not by the usual setup key functionality), a new setup page was created to support this. The URL and Business Case are the following:
~/SetupEntities/SalesIncentivesActivationSetupPage
- BC: 1972
If no configuration was made, then when opening the page, the current company that the user used to login is shown with the options to activate or deactivate the sales incentives functionality for that company only.
Import Sales Incentives
Apart from the usual addition of Sales Incentives via the "plus" sign on the top-right of the page, there is an import functionality based on a template that can be used for this purpose.
The "Import Sales Incentives" action opens a popup where the user uploads the template Excel file (previously downloaded via the "Download import template" action) with all the data filled and clicks at the "Upload file" button.
Process
Adding manually in the Sales Offer
Sales Incentive(s) can be manually added by clicking the Add-Button ("+") (like for Item Lines) at the far-right.
A grid list opens (URL: ~/SetupEntities/SalesIncentivesGridListFromOffer
) (similar to the items list) from which the user can manually add the desired sales incentives. After selection, the user can click at the top-right "arrow" to confirm the selections.
The items at this grid list contains only valid items are filtered based on the following criteria:
- Only Sales Incentives where:
- Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Model from the Vehicle
Sales Incentives especially for the Family/Model - Or Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Empty
General Sales Incentives for the corresponding Make and Family - Or Make = Make from the Vehicle, Family = Empty, Model = Empty
General Sales Incentives for the corresponding Make - Or Make = empty, Family = Empty, Model = Empty
General Sales Incentives valid for all Makes of the Dealer
- Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Model from the Vehicle
- Only Sales Incentives should be shown where the Industry Group = empty or Industry Group = Industry Group from the Business Partner
- Only Sales Incentives should be shown where Customer Group = empty or Customer Group = Customer Group from the Business Partner
- Only Sales Incentives should be shown where Sales Type = empty or Sales Type = Sales Type from the Sales Lead
- Only Sales Incentives should be shown where Vehicle Status = empty or Vehicle Status = Vehicle Status from the offered Vehicle
- Only Sales Incentives with a valid Time Period (Offer Date must be between Start Date and End Date)
- If the Sales Offer is being created for a Vehicle on Stock then the following addition Filter should be applied:
- Only Sales Incentives should be shown where Model Year from / to = empty or Model Year (Field Year in the Vehicle Entity) of the Vehicle is between Model Year from and Model Year to from the Sales Incentive
- Only Sales Incentives should be shown where the Receipt Date from / to = empty or the Receipt Date of the Vehicle is between Receipt Date from and Receipt Date to from the Sales Incentive.
- A Trade In validation is being added as well, if only the the Lead/Opportunity contains a a Trade-in vehicle.
After the user has confirmed the addition of the items via the "arrow" button the following validation is applied:
- Does selected Sales Incentive collide with other Sales Incentives (Cross Check with field Not combinable with Sales Incentive Code)
- This validation is executed to both the selected sales incentives as well as the already added sales incentives at the offer (either automatically or manually added)
If the validation fails a popup is shown
Adding automatically when creating the Sales Offer
All Sales Incentives that are marked as Automatic Insert = Yes and match to the Vehicle then the Sales Incentives should be added automatically to the Sales Offer, similar to the Automatic Document Lines. The criteria that are being used are the same as seen above. with the addition of the Automatic Insert flag.
Removing Sales Incentive added lines
Either automatically or manually added sales incentives, can be removed by clicking on the far-right arrow at the desired line.
Calculation totals at the totaling block
Due the addition of the Sales Incentives functionality the totaling has been revamped to handle the Sales Incentives and generally analyze better the equivalent costs and discounts.
- Net Total Amount: contains the sum of the item lines multiplied by their quantity
- Bonus (Sales Aids): Sum of the net amount of the Sales Incentives
- Total Discount: Sum of the net amount of the discounts of all item lines
- Total net Amount incl. Discounts: The sum of the Net Total Amount minus the Bonuses and Total Discounts sums
- Can be edited if the setup key EnableNetTotalOfferDiscount is set to "True"
- Because an offer can contain several items that may have a different VAT rate, each VAT rate is shown at a separate line with its equivalent sum
- Offer Price: The sum of the separate VAT sums and the Total net Amount incl. Discount sum
- Can be edited if the setup key EnableWholeOfferDiscount is set to "True"
The above changes are made mainly at the DocumentOfferManager.js
file which is responsible of the calculations at the offer sheet.
Validations at the existing offer selection and offer → order processes
As in the case of the Automatic Document Lines, a validation of the added lines (either automatically or manually) is executed at both processes. Below is described in a tree list manner the flow of the validations which in some cases includes the Automatic Document Lines.
- Select previous existing offer step (copy offer)
- If we have valid sales incentives
- Process continues
- If we have invalid sales incentives
- A sales incentives validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the offer sheet with the selected offer is shown, which includes the invalid sales incentives)
- Process continues
- A sales incentives validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the offer sheet with the selected offer is shown, which includes the invalid sales incentives)
- If we have valid sales incentives
- Accept offer step (offer → order)
- If we have valid auto doc lines
- If we have valid sales incentives
- Process continues
- If we have valid auto doc lines
- If we have invalid sales incentives
- A sales incentives validation popup, only cancel button appears (on cancel, the user is presented with the previous offers view)
- Process stops
- A sales incentives validation popup, only cancel button appears (on cancel, the user is presented with the previous offers view)
- If we have invalid auto doc lines
- If we have valid sales incentives
- An auto doc lines validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the user returns to the activities tab)
- Process continues
- An auto doc lines validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the user returns to the activities tab)
- If we have invalid auto doc lines
- If we have invalid sales incentives
- A auto doc lines validation popup, cancel and continue buttons appear (on cancel, the user is presented with the previous offers view, on continue, the sales incentives popup show up and the auto doc lines validation popup closes)
- A sales incentives validation popup, only cancel button appears (on cancel, the user is presented with the previous offers view)
- Process stops
Sample popups
Related Issues
AVGA-485 - Getting issue details... STATUS
AVGA-586 - Getting issue details... STATUS
Additional Information
Feature: AVGA-485
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