General Description of the Feature
This feature deals with the design and development of a way to select and add Service Contract during the sales Offer preparation in DSW. With the implementation of Service Contracts, it will be possible that warranty options or other service components can be add into the offer as part of a contract and ultimately offered/sold to the customers.
Service Contract Types - Creation
All the service contract should have a type. A new set of Option fields and a new administration page was created in order to prepare and setup the Service contract Types.
To create a new Service Contract Type the users should access with an admin the Option fields table and with Entity Name: ServiceContract & Field: ServiceContractType, create new entries following the regular rules this table has. Then, for each Service Contract type an entry must be created in the new administration page called "Service Contract types" where the user will configure each created type.
This page includes:
- A grid list with all the Service Contract Type configurations
- A filter button, where the user can search and filter the list
- A plus button, where the user can create new Service Contract type configurations.
- An Action button with
- "Reorder Columns" action for the grid list
The Service Contract Type configuration form (plus button) includes the following fields:
| Field Name | Field Type | Field Description |
|---|---|---|
| Code | read-only | Autogenerated unique code for each service contract type configuration entry |
| Service Contract Type | drop-down - mandatory | Includes the already made Service Contract Types for the option fields. |
| Description | free text - string | A text box to add some description for the entry |
| Once per Related Type | Boolean | It controls if the Service Contract Type of the selected Service Contracts can exist into the offer more than ones. |
Note: When deleting a Service Contract Type, the following validation takes place:
- Deleting a Service Contract Type must only be possible if this Service Contract is not used in any Service Contracts that the user has configured.
Service Contracts - Creation
A new administration page has been created, where the Users can create Service Contracts that will be eventually availably for selection during the Offer preparation and creation.
This page includes:
- A grid list with all the Service Contracts
- A filter button, where the user can search and filter the list
- A plus button, where the user can create new Service Contracts
- An Action button with
- "Reorder Columns" action for the grid list
The "Service Contract" form (plus button) includes the following fields:
| Field Name | Field Type | Field Description |
|---|---|---|
| Code | read-only | Autogenerated unique code for each service contract type configuration entry |
| Make | drop-down | A drop down including all the available Makes |
| Family | drop-down | A drop down including all the available Families for the selected Make |
| Model | drop-down | A drop down including all the available Models for the selected Make and Family |
| Service Contract No. | free text - string - mandatory | Code for the Service Contract. |
| Description | free text - string - mandatory | Description for the Service Contract |
Service Contract Type | drop-down - mandatory | A drop down including all the available Service Contract Types (Option field) |
| Net Amount | free text - numeric | Net amount price for the Service Contract |
DMS Service Contract No. | free text - string | DMS Code for the Service Contract |
Related to Type | drop-down | A drop down with two possible values: Business Partner & Vehicle. This field is mandatory if the Service Contract should be available for selection in the Offer and defines with which entity the service contract is related with. |
Vat Group | drop-down | A drop down with all the available VAT Groups to select from |
| Vehicle Status | drop-down | A drop-down with all the available Vehicle Statuses to select from |
First Registration Date From | date picker | Selection for a "date range from" to check from the Vehicle first registration date |
First Registration Date To | date picker | Selection for a "date range to" to check from the Vehicle first registration date |
Max Mileage | free text - numeric | Max mileage of the vehicle |
Service Contract Source | drop-down | A drop down with all the available values created in Option field for the Service Contract Sources
|
| Duration | free text - numeric | A duration number |
Duration Type | drop-down | A drop down with the available values regarding the duration type:
|
Editable in Document | Boolean | Controls if the Service Contract Edit button will be available for this service contract in the offer and thus be editable. |
Include in Offer Calculation | Boolean | Controls in the Net amount of this Service Contract (if it exists) will be included in the Totaling block of the Offer. |
When saving a Service Contract, the following validation takes place:
- The combination Make – Family – Model – Service Contract No. is unique in the table.
Offer and Service Contracts
Within the Offer Creation transition required view a new section is included called "Service Contracts". By clicking the “plus” button on the right of the Service Contracts section, the user can add Service Contracts to a Sales Offer. When clicked, a popup opens where the user can choose between 2 possibilities:
- Add Service Contracts related to the Business Partner
- A grid list opens (~/SetupEntities/ServiceContractsGridListRelatedToBusinessPartnerFromOffer), which is filtered based on the Related To Type = Business Partner, where the user can select one or more Service Contracts to add to the Sales Offer
- After selecting the desired Service Contract(s), the following fields are filled automatically:
- Related to Type: Business Partner
- Related to Code: BP Code
- Related to Description: BP Name
- Add Service Contracts related to the Vehicle
- A grid list opens (~/SetupEntities/ServiceContractsGridListRelatedToVehicleFromOffer), which is filtered based on the Related To Type = Vehicle as well as with a filtering expression described as follows:
- Related to Type = Vehicle
- Vehicle Status = Vehicle Status of the related Vehicle or Vehicle Status = empty
- Make/Family/Model-Filter:
- Make = Make from the assigned Vehicle, Family = Family from the assigned Vehicle, Model = Model from the assigned Vehicle
- Or Make = Make from the assigned Vehicle, Family = Family from the assigned Vehicle, Model = Empty
- Or Make = Make from the assigned Vehicle, Family = Empty, Model = Empty
- Or Make = empty, Family = Empty, Model = Empty
- The following filter is applied if Vehicle Status = Used:
- First registration Date from/to is valid for the First registration Date from the Vehicle or First Registration Date from/to = empty
- After selecting the desired Service Contract(s), the following fields are filled:
- Related to Type: Vehicle
- Related to Code: Vehicle Line No. (@IDMS_DOCUMENT.LineId)
- Related to Description: Vehicle Line Description
- A grid list opens (~/SetupEntities/ServiceContractsGridListRelatedToVehicleFromOffer), which is filtered based on the Related To Type = Vehicle as well as with a filtering expression described as follows:
This section in the Offer page is only visible if the setup key “ServiceContractsEnabled” is set to “True”.
In the lines, an action-line button exists where the user can edit or delete a service contract line.
- Edit
- It is possible if “Editable in Document” in the Service Contract setup form is set to “Yes” (either when creating or editing the service contract)
- If the service contract can be edited, a popup is shown with the following fields:
- Description
- Net Amount
- By editing the “Net Amount”, the “Gross Amount” will be recalculated automatically
- Duration Type
- Duration
- Begin of Contract *
- Expiration of Contract *
- It is automatically calculated if “Begin of Contract” and “Duration Type” = Months and “Duration” is set:
- Begin of Contract + Duration (month(s))
*Note: “Begin of Contract”/”Expiration of Contract” is only for offering purposes. The real Contract Begin/End depends on the Invoicing Date.
- Delete: Deletes the added line
When adding a service contract into the offer the system executes the following validations and warns the user accordingly:
- Checks if the selected Service Contracts are already added
- If Yes, a popup shows up and informs the user about that
- If Yes, a popup shows up and informs the user about that
- Checks if the Service Contract No. of the selected Service Contracts is already added. Service Contract No. must be unique.
- If Yes, a popup shows up and informs the user about that
- If Yes, a popup shows up and informs the user about that
- Checks if the Service Contract Type of the selected Service Contracts is configured to “Once per Related Type”. This means that the Service Contract Type of the selected Service Contracts must be added only 1 time per Offer.
- If Yes, a popup shows up and informs the user about that
- If Yes, a popup shows up and informs the user about that
Totaling Block
If the selected and added Service Contracts have impact on the Offer Amount, then the sum of all relevant Service Contracts is also shown and included in the Totaling Block.
A new line named “Service Contracts” is added, with a “+” sign on the left of it, which indicates expense.
- Contains the Total Net Amount of all added Service Contract Lines which have Include in Offer Calculation = true
- This Line should only be visible if one or more Service Contracts, which should be included in the Offer Calculation, are added to the Offer
The separate VAT lines include the VAT of the relevant Service Contract Lines, that are included in the offer calculation.
Offer Preview pop-up
The section of Service Contracts is also added at the offer preview popup:
Business Benefit
The Sales Advisors can prepare various service contracts based on the Business Partner or on the Vehicle and then select, add and Offer these contract to their costumers based on every need. The service contracts are part a separate section inside the Offer and can be filtered based on different contract types and their related entity.
Configuration
Business Cases:
- 1974 = Service Contract (Allows access to the relevant administration pages and to pages:
-"Add Service Contracts related to the Business Partner" (~/SetupEntities/ServiceContractsGridListRelatedToBusinessPartnerFromOffer) and
-"Add Service Contracts related to the Vehicle" (~/SetupEntities/ServiceContractsGridListRelatedToVehicleFromOffer))
New Administration and Process pages:
- Service Contract Grid List: /SetupEntities/ServiceContractsGridList
- Service Contract Types Grid List: /SetupEntities/ServiceContractTypesGridList
Setup Keys:
- ServiceContractsEnabled (Possible values: True/False). Select "True" to enable the functionality.
Option Fields:
Available values for the Service Contract Source
- Entity Name: ServiceContract
- Field: ServiceContractSource
- Example Values: Factory Service Contract, 3rd Party Service Contract
Available values for the Service Contract Types during the "Service Contract Types" creation
- Entity Name: ServiceContract
- Field: ServiceContractType
Printing:
- Find the created parameters in https://wiki.onedealer.com/x/34x1 under the section “Document Service Contracts”.
Additional Information
Feature No.: AVGA-87 - Getting issue details... STATUS
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