General Description of the Feature
Business Benefit
Possibility to send customer concerns linked with Document Items or manually selected, via API to the DMS through the Sales Lead / Opportunity.
Configuration
Business Cases:
- 12328 - Service CC Visibility (tab and item list): Provides permission to display the field “Customer Concern” in the Item Gridlist, and the “Service Orders” tab in the Lead/Opportunity Page.
Setup Keys:
- ServOrderClosedCCStatus: must be configured to have a value equal to the "Closed" CCStatus Option Code, as defined in the Option Field setup.
- SalesServiceCCMainGroupCode: must be configured to have value equal to a "Main Group" Code (~/CustomerConcern/CustomerConcernGroupList)
Option Fields:
- Service Type: Entity Name: "CustomerConcern" - Field: "ServiceType"
- Sales Service Job Order Status: Entity Name: "CustomerConcern" - Field: "SalesServiceJobOrderStatus"
- Sales Service CCStatus: Entity Name: "CustomerConcern" - Field: "SalesServiceCCStatus"
Workflow:
Validations
- "CheckForOrderAndVehicleExistenceRelatedToVOI": Returns true if there is a vehicle and an order connected to this VOI. Else it returns a relevant message.
Transition Required Views
- ODP_OrderCustomerConcerns - Customer Concerns and Estimated Completion Date selection after order: Opens a popup with a Date field "Estimated Completion Date" and a multi-selection control of CCs.
External Functions
- SL_SendSalesOrderCCs - Send Sales Order CC data to the opposite system through ODIL: This function utilizes the data from the required view and executes the necessary calls through ODIL.
Mapping:
- Relation: OneDealer to Integration Layer
- Object Types: SalesServiceJobStatus, SalesServiceOrderStatus, SalesServiceType
Mandatory Master Data
Service Packages |
|
Customer Concerns |
|
Items | Link items with Customer Concerns |
Organizational Data | Existence of proper Organization, Division, Distribution Channel for the VOI of the Lead and thus for the Sales-Service order |
Add Comment