3.11.6 - Delivery Process - Sales Service Orders

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

Additional Information