2.46-1.5. Integration Vehicle-Configurator from CD-Systems

General Description of the Feature

The Car-Configurator from CD System GmbH is an Online-Tool where Vehicle-configurations can be made for several Makes. The CD Configurator can be loaded from the Digital Sales Workplace during the process of Lead/Opportunity Creation and currently it can cover 2 business processes, the "Create New Configuration" and the "Load Configuration". 

A. Create new Configuration

When the "Create new Configuration" button is selected, 

• A Pop-up will open like the following:

• A new browser tab will open with the CD Configurator website, to create a new configuration and save it.

When the configuration is completed in the CD Configurator website, the cofiguration is transferred in DSW through a webservice and the pop-up is refreshed with the following message

By selecting the "OK" button the lead creation pop-up window appears for the final step of the Lead creation as in the usual process with the BP's details and the Source and Channel dropdowns. 

B. Load Configuration

When the "Select Existing Configuration" button is selected, 

• A gridlist will open and it will include all the existing configurations that already exist like in the following screenshot

When the salesperson selects one of them, the CD Configurator opens in a new tab with the existing configured options. If the user makes any changes then a new configuration will be created.

Edit Configuration (existing CD Configuration VOI in a lead)

As soon as a lead has been created, using any of the above two scenarios, the Sales Advisor has the possibility to Edit the Configuration of the inserted/selected VOI, make changes and re-insert it into the lead. The users can do this from the Action button "Edit Configuration", which has Business Case ID: 12008.

When selecting this action the CD Configurator website opens in a new tab. with preselected the existing configuration of the selected VOI. The User can make changes, and after saving these changes in the configurator, he can come back into the DSW browser tab and see the message in the pop-up window  "configuration received" and by clicking on OK button the Lead page is refreshed and the new configuration of the VOI appears.

Validations

One new workflow validation is also created, that can be added in the Order transition. This validation will ensure that the VOI the user is about to Order, is still valid based on the latest Save of the Config-ID inside the CD Configurator.

If an erro­­­r occurs, the validation pop-up will bring information about the error. In this case the user should add a new configuration via the “Add Vehicle“ action.

Prices and Equipment

• The prices that appear into the CD Configurator website are with 19% VAT. When DSW calls the CD Configurator through the "Get Configuration" method it receives these prices without the VAT and displays them in the Sales Process page accordingly.
• The equipment of the vehicle can be found into the sales process page sidebar of DSW, on the section Details and tab Vehicle Options. The option are divided into two categories, standard and extra options. On the top of the list the standard options appear and by scrolling down one more section with the extra options is included.

In the Offer:

The prices follow the same principal with the above section. The Offer includes only one document line which has:

1. Price = Net Vehicle Price + Color Net Price + Net Sum of Vehicle Options
2. Net Total Amount = Price + Any added discount
3. Final Price = Net Total Amount + VAT (amount)

Business Benefit

With the development of this feature, the user can easily define a “Vehicle of Interest” from an external OEM Configurator. This is done by selecting and combining available configuration options (Make, Models, Colors, equipment) based on the manufacturer's standards (obligations/restrictions). 

Configuration

Setup Keys

Web Service Authentication

At the point where the user completes the vehicle configuration at the CD System configurator, when clicking the “submit” button, the configurator will have to call the OD Webservice and return the vehicle configurator along with a configuration ID.

In order for the OD Webservice to operate properly, check the following documentation article for the self-authentication process. Prepare a login Authentication for the web service "CDSystemeServices.onesrv ": Configure Authentication

Workflow Tools

Created a workflow validation method named “Check if CD Vehicle Configuration is valid”. This validation should be added at the transition that creates the order document. Usually, it is something similar to “Accept offer”/”Create order” transitions.

Mapping

In order for OneDealer and the CD Configurator to communicate properly, a mapping setup is required beforehand between the Makes and Families of both systems. Find more info here: AVAG CD Configurator Mapping

Other

• Make Interest Type for the CD Configurator

Additional Information

AVGA-800 - Getting issue details... STATUS