Status

DONE 

Author

Korina Charokopou 

Feature No.

DAC-205 - Getting issue details... STATUS

Test Case No.

DAC-206 - Getting issue details... STATUS

Related Features

3.19.1 - Dacia: Multi-unit sales enhancements

3.4.1 Multi-Unit Sales (Wholesales replacement) - Offer sheet Vehicles by model and country

Tenant

Dacia

Version(s)

2025.0.0, 3.4.0-DAC

Conf. for Technical Upgrade

No

General Description of the Feature

This feature introduces enhancements to the sales process by integrating REMAT (sales contracts) into the workflow for Multi-Unit Sales (MUS) orders. These enhancements allow users to upload, approve, and manage REMAT documents associated with each order, ensuring compliance and streamlined document handling.

Multi-Unit Sales Related Tab Printable Files Section

The Multi-Unit Sales Related Tab has been enhanced to include a section specifically for managing REMAT contracts. In this section, new lines have been added to represent each REMAT contract associated with an order. The title for each line will follow the format “REMAT of Order” followed by the related order DMS Code. This title will be clickable only if a file has been uploaded for the corresponding REMAT contract, allowing users to easily access the uploaded documents.

Each REMAT contract entry will display the following details:

  • Document Type: Set as "REMAT Contract" to clearly distinguish these entries from other document types.
  • Document Number: Displays the REMAT Contract ID, providing a unique identifier for each contract.
  • Document Status: Indicates the current status of the REMAT contract. The possible statuses are:
    • Open: The REMAT contract has been added from IL but no file has been uploaded yet.
    • Pending: A file has been uploaded for the REMAT contract and it is awaiting approval.
    • Approved: The uploaded file has been reviewed and approved.
    • Disapproved: The uploaded file has been reviewed and disapproved, requiring further action.
  • Print Status: This field will always show "Succeeded," indicating that the print process for the document status update has completed successfully.

This detailed section within the Multi-Unit Sales Related Tab ensures that all REMAT contracts are easily accessible and their statuses are clearly visible, facilitating better management and tracking of these essential documents.

REMAT Process in NMT

Users can upload REMAT documents through the "Upload REMAT Documents" option in the Transition Required View. Once uploaded, the document status is updated to "Pending," signaling that it is awaiting review.

Designated approvers are notified and can access a new approval page to review the pending REMAT documents. Approvers can download the files, add comments, and either approve or disapprove the documents. Upon approval, the document status changes to "Approved," while disapproved documents are marked accordingly and may require further action.

This process ensures that all REMAT documents are systematically reviewed and approved, maintaining compliance and accuracy in document management.

Business Benefit 

These enhancements improve the efficiency and accuracy of handling REMAT documents within the sales process. This streamlined workflow facilitates better management of Multi-Unit Sales orders and enhances the overall user experience.

Configuration 

Business Cases

  • 2037 - MultiUnitSaleLeadREMATDocumentsApproval_ApprovalUsersToNotify

Workflow

Validations

  • 8DC4F416E2DD754 - Checks if there is REMAT Document that is not Approved

Transition Required Views

  • 8DC525160BDE11C - Upload REMAT Documents

External Functions

  • 8DC4F3DF898BBD2 - Update REMAT Document Status And Upload File
  • 8DC4F3DFBC0BBDF - Update REMAT Document From Pending To Approved Status
  • 8DC4F3DFEEAB775 - Update REMAT Document From Pending To Disapproved Status

Approvals

  • Approval of REMAT Documents

Additional Information

Integration enhancement:

New property on ILSalesDocumentModel (Documents API)

  • PropertyName: CustomFields
  • PropertyType: List<Tuple<string, string>>
  • Description: Document Integration Extension Fields
  • Mandatory: No

New property on ILLeadModel  (Lead API)

  • PropertyName: CustomFields
  • PropertyType: List<Tuple<string, string>>
  • Description: Lead Integration Extension Fields
  • Mandatory: No

Payload example of create Order document including Remat request:

~/Files/Services/oddocumentservices.onesrv?m=CreateSalesDocument 

MUS with REMAT: CreateSalesDocument 
{
  "document": {
    "LeadCode": {
      "internalCode": "Zl91WyBIAU2PvuLXGGabPQ",
      "externalCode": "Zl91WyBIAU2PvuLXGGabPQ",
      "dmsCode": "Zl91WyBIAU2PvuLXGGabPQ",
      "externalSystemType": null
    },
    "DocumentCode": {
      "internalCode": null,
      "externalCode": "GabPQ_Or001",
      "dmsCode": "GabPQ_Or001",
      "externalSystemType": null
    },
    "DocumentType": "WholesaleOrder",
    "IssuingDate": "2024-04-09T09:50:00Z",
    "ValidityDate": "2024-04-30T22:00:00Z",
    "DocumentName": "MUSOrder_GabPQ_Or001",
    "RefDocumentCode": {
      "internalCode": "code",
      "externalCode": "GabPQ_Of001",
      "dmsCode": "GabPQ_Of001",
      "externalSystemType": null
    },
    "VehicleInterests": [
      {
        "VehicleCode": {
          "internalCode": null,
          "externalCode": "Veh001",
          "dmsCode": "Veh001",
          "externalSystemType": null
        },
        "MakeCode": "DACIA",
        "FamilyCode": "DUSTER",
        "ModelCode": "DAC_DUS_JOURNEY",
        "ModelAsAComment": "DACIA JOURNEY Tce 100 ECO-G",
        "Quantity": 1,
        "InterestOptions": [
          {
            "OptionCode": {
              "internalCode": "DACIA_JOURNEY_05",
              "externalCode": "DACIA_JOURNEY_05",
              "dmsCode": "DACIA_JOURNEY_05",
              "externalSystemType": null
            },
            "OptionDescription": "Safari Green-Gray",
            "OptionType": "Color",
            "IsStandard": false,
            "Quantity": 1,
            "UnitPriceInfo": {
              "NetAmount": 550,
              "GrossAmount": 654.5,
              "VatAmount": 104.5,
              "DiscountAmount": null,
              "VatProductGroupCode": null
            },
            "TotalPriceInfo": {
              "NetAmount": 550,
              "GrossAmount": 654.5,
              "VatAmount": 104.5,
              "DiscountAmount": null,
              "VatProductGroupCode": null
            }
          }
        ],
        "VehiclePriceInfo": {
          "NetAmount": 19500,
          "GrossAmount": 23205,
          "VatAmount": 3705,
          "DiscountAmount": null,
          "VatProductGroupCode": null
        },
        "VIN": null,
        "FuelTypeCode": null,
        "TransmissionCode": null,
        "ProductionYear": null
      },
      {
        "VehicleCode": {
          "internalCode": null,
          "externalCode": "Veh002",
          "dmsCode": "Veh002",
          "externalSystemType": null
        },
        "MakeCode": "DACIA",
        "FamilyCode": "DUSTER",
        "ModelCode": "DAC_DUS_JOURNEY",
        "ModelAsAComment": "DACIA JOURNEY Tce 100 ECO-G",
        "Quantity": 1,
        "InterestOptions": [
          {
            "OptionCode": {
              "internalCode": "DACIA_JOURNEY_05",
              "externalCode": "DACIA_JOURNEY_05",
              "dmsCode": "DACIA_JOURNEY_05",
              "externalSystemType": null
            },
            "OptionDescription": "Safari Green-Gray",
            "OptionType": "Color",
            "IsStandard": false,
            "Quantity": 1,
            "UnitPriceInfo": {
              "NetAmount": 550,
              "GrossAmount": 654.5,
              "VatAmount": 104.5,
              "DiscountAmount": null,
              "VatProductGroupCode": null
            },
            "TotalPriceInfo": {
              "NetAmount": 550,
              "GrossAmount": 654.5,
              "VatAmount": 104.5,
              "DiscountAmount": null,
              "VatProductGroupCode": null
            }
          }
        ],
        "VehiclePriceInfo": {
          "NetAmount": 19500,
          "GrossAmount": 23205,
          "VatAmount": 3705,
          "DiscountAmount": null,
          "VatProductGroupCode": null
        },
        "VIN": null,
        "FuelTypeCode": null,
        "TransmissionCode": null,
        "ProductionYear": null
      }
    ],
    "DocumentFile": {
      "FileType": "PDF",
      "FileData": "Base64 file string",
      "FileCreated": "true"
    },
    "BranchCode": "64200133",
    "DocumentPriceInfo": {
      "NetAmount": 40100,
      "GrossAmount": 47719,
      "VatAmount": 7619,
      "DiscountAmount": 0,
      "VatProductGroupCode": null
    },
    "UserCode": null,
    "ExpirationDate": null,
    "CompanyCode": null,
    "LocationCode": null,
    "MakeCode": null,
    "MSegmentCode": null,
    "DMSNotes": null,
    "ExternalUrl": null,
    "CustomFields": [
      {
        "Item1": "Remat",
        "Item2": "129378"
      }
    ]
  }
}



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