General Description
This feature deal with the integration between DSW and the AVAG Dispo-tool with intermediate the OneDealer Exchange API adapter.
Dispo-tool window and mapping
During the Offer acceptance and Order Agreement creation the newly developed "Dispo-tool" pop-up window appears , where the User can prepare and note various information needed for the Dispo-tool. The available data that appear into the drop-downs of the various fields are send from the Dispo-tool through the integration with the adapter.
Most of the fields can be pre-filled from the system, in the cases where the Dispo-tool values have been mapped properly with the relevant DSW values. The objects that can be mapped from Dispo-tool values to DSW values are:
- Vehicle Makes
- Vehicle Models
- Sales Persons (for Sales Person and Purchaser)
- Financing Types
- Branches
Additionally, a new service has been created “.../SalesOpportunity/DispotoolModelsCachingAndNotify". As soon as this is called (manually/automatically), all the possible calls are made to the AVAG Dispotool, the possible values are stored in cache and notifications are send to the configured users informing them if there are any missing mappings.
The fields that appear into the Dispo-tool pop-up are relevant to the Vehicle Status (new/used):
Field | Info |
---|---|
VIN | Filled with VIN from the Sales Lead/Opportunity. Only shown as information |
Business Partner | Filled with BP Name from the Sales Lead/Opportunity. Only shown as information |
Order Date | Filled with Order Date from the Sales Lead/Opportunity. Only shown as information. |
Sales Price incl. VAT | Filled with Total Sales Price incl. VAT from the Sales Lead/Opportunity. Only shown as information. |
Branch | Mandatory. Drop-Down with Values from the AVAG Dispotool Mapping Setup with Field Type Branch. |
Manufacturer | Only visible and mandatory if Vehicle Status = Used Vehicle. Drop-Down with Values from the AVAG Dispotool Mapping Setup with Field Type Used Car Make. |
Model ID | Mandatory. Drop-Down with Values from the AVAG Dispotool Mapping Setup |
Salesperson | Mandatory. Drop-Down with Values from the AVAG Dispotool Mapping Setup with Field Type Salesperson. |
Purchaser | Visible and mandatory only if Vehicle Status = Used Vehicle. Drop-Down with Values from the AVAG Dispotool Mapping Setup with Field Type Salesperson. |
Purchase Category ID | Mandatory. Drop-Down with Values from the AVAG Dispotool
|
Sales Category | Mandatory. Drop-Down with Values from the AVAG Dispotool
|
Finance Type | Mandatory. Possible Dispo-tool values:
Based on the selected Financing Type, different fields will be available form the following:
|
Financing ID | New field in the Document Table. Mandatory. Drop-Down with Values from the AVAG Dispotool:
|
Running Time in month | New field in the Document Table. Type Integer. Mandatory if Financing <> None. |
Financing Amount | New field in the Document Table. Type Value. Visible and mandatory only if Finance Type = 2 |
Leasing Residual Value | New field in the Document Table. Type Value. Visible and mandatory only if Finance Type = 3 |
Leasing Running Time | New field in the Document Table. Type Integer. Visible and mandatory only if Finance Type = 3 |
Dispo-tool approval
Additionally, a new Approval type has been developed, called: "Dispotool order approval". Each Order Agreement creation and Dispo-tool info preparation has to pass from an approval. The responsible person can check, evaluate and change any information needed from the Dispo-tool Approval page, which he can access by clicking the relevant Approval Notification.
A new external function has been created which is called "Create Order document & Dispo-tool". This Ext. Function should be included in the Approved transition of the Order Approval Process. This Ext. Function creates the Order Document in DSW and calls the Dispo-tool in order to transfer various information from the lead, BP, vehicle and Dispo-tool pop-up.
The Dispo-tool has two different methods - endpoints available to be called based on the vehicle status. Different information are transferred to the Dispo-tool based on called method.
As a result in both cases the Dispo-tool replies and delivers the Contract ID. The Dispo-tool info previously filled, alongside with the Order Document DocEntry and the Dispo-tool Contract ID will be stored in the new IDMS_ DISPOTOOL table.
Cancel Dispo-tool Contract ID
A new External function has been created which is called "Cancel Dispotool Contract": This Ext.Function should be included in a new transition "Cancel Order" after the Order Approval process. This functions calls either the “CancelUsedCarContract” or the “CancelNewCarContract” method depending on the case and informs the Dispo-tool accordingly.
Business Benefit
With the introduction of the Dispo-tool functionality during the Create Order Agreement process, the Sales Advisors can store a more accurate and effectively order related data for the relevant lead. In addition, the integration with the AVAG Dispo-tool application will help the daily work of preparing the sales order with automated interactions between the two applications.
Additional Information
Feature No.: AVGA-25
This feature was enhanced with a change/fix in version 2.46.14 https://wiki.onedealer.com/x/qiXx which is changing the mandatory Transition Required View.
1 Comment
Toni Feldinger
Hi Team,
regarding to Stefan Podboj we should never map "Vehicle Models"! Could you please delete it from here:
Mappings preparation:
Vehicle ModelsKind regards
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