Wholesale Related Document Template
One Dealer Side
You can set an extra property to render a different Template based on this property value from the provider setup.
For Example: If you fill the reflection property with "U_IDMS_DocumentType" the template name that will be generated for the Offer document will be "OfferPrintTemplateName_10" where "10" is the value of the extra property
Document Types | Document Template Name (How should you name the document in the NotificationServer) | Example source of creation | Document Template Name with extra property (How should you name the document in the NotificationServer, if the documents have an additional dimension eg Make,Branch..) |
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WholesaleOffer | WholesaleOfferPrintTemplateName | WholesaleOfferPrintTemplateName_"value of extra property" | |
WholesaleOrder | WholesaleOrderPrintTemplateName | WholesaleOrderPrintTemplateName_"value of extra property" | |
WholesaleSignedOrder | WholesaleSignedOrderPrintTemplateName | WholesaleSignedOrderPrintTemplateName_"value of extra property" |
Available Values
Below you will find the available values that you can use inside the workflow document templates. For constant up-to-date documentation of available values, check OD Document Printing - Standard Interface
Property | Type | Comments |
Document Header |
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{Header.DocumentNumber} | Document Number |
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{Header.DocumentTypeCode} | The type of the document (Offer, Order, Handover etc) the available values will be provided by the print provider |
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{Header.DocumentName} | Document Name |
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{Header.PaymentMethod} | Payment Method chosen from the dropdown |
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{Header.DocumentStatus} | O=Open C=Close |
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{Header.CompanyCode} | Code of the Company |
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{Header.CompanyName} | Name of the Company |
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{Header.CompanyStreet} | Street of the Company |
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{Header.CompanyStreetNo} | Street No of the Company |
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{Header.CompanyAddress} | Address of the Company |
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{Header.CompanyZipCode} | Zip Code of the Company |
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{Header.CompanyCity} | City of the Company |
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{Header.CompanyCountry} | Country of the Company |
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{Header.CompanyManager} | Manager of the Company |
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{Header.CompanyPhone} | Phone of the Company | location's phone |
{Header.CompanyFax} | Fax of the Company | location's phone2 |
{Header.CompanyMobile1} | Company Mobile 1 |
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{Header.CompanyMobile2} | Company Mobile 2 |
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{Header.BranchCode} |
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{Header.BranchName} |
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{Header.LocationCode} |
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{Header.LocationName} |
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{Header.CompanyEmail} | Email of the Company |
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{Header.CustomerCode} | Business Partner Card Code |
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{Header.BusinessPartnerName} | Business Partner Name |
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{Header.CustomerSaluation} | Contact Person salutation |
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{Header.CustomerName} | Contact Person last + middle + first name |
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{Header.CustomerPhone} | Contact Person mobile phone | Is the same as cp.MobilePhone |
{Header.CustomerTelephone1} | Contact Person telephone | Is the same as cp.Phone1 |
{Header.CustomerEmail} | Contact Person email |
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{Header.CustomerBirthdate} | Contact Person birth date |
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{Header.CustomerInvoicingAddress} | Invoicing Address | Address fields comes from cp and if were null comes from BP bill to and then BP ship to addresses |
{Header.CustomerStreet} | Street Number |
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{Header.CustomerStreetNo} |
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{Header.CustomerCity} | City |
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{Header.CustomerZipCode} |
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{Header.CustomerCountryDescription} |
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{Header.CustomerCountryISO3166} |
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{Header.CustomerFederalTaxID} |
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{Header.CustomerAdditionalID} |
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{Header.CustomerUnifiedFederalTaxID} |
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{Header.EmployeeCode} | Employee Code |
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{Header.EmployeeName} | Employee Last + First Name |
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{Header.EmployeeEmail} | Employee Email |
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{Header.EmployeeOfficePhone} | Employee Office Phone |
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{Header.EmployeeMobilePhone} | Employee Mobile Phone |
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{Header.EmployeeJobTitle} | Employee Job Title |
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{Header.EmployeeFax} | Employee Fax |
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{Header.ProcessDate} | Date of the document creation or update date |
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{Header.ProcessDateDesc} | Same date formatted |
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{Header.DateNow} | The date of the document generation |
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{Header.TimeNow} | The time of the document generation |
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{Header.DateTimeNow} | The datetime of the document generation (dateNow + timeNow) |
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{Header.ProcessCurrency} | Default Currency Code | This value comes from setup key "DefaultCurrencyCode" |
{Header.ProcessLanguageCode} | Language Code of the user |
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{Header.ProcessSubType} | Document Sub Type |
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{Header.FinanceType} |
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{Header.CustomerBirthdate} |
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{Header.Comments} | Comments |
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{Header.VatRate} | BP Vat rate |
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{Header.VatGroup} | BP Vat Group |
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{Header.TotalNetAmount} | Net Total Amount |
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{Header.VatSum} | Vat Sum |
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{Header.TotalFullAmount} | Full Total Amount |
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Document Lines |
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{Lines.LineNumber} | Document Line ID |
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{Lines.LineType} | Document Line Type | 1 - Spare Part |
{Lines.ItemCode} | Document Line Item Code |
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{Lines.Description} | Document Line Description |
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{Lines.Quantity} | Document Line Quantity |
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{Lines.Price} | Document Line Net Unit Price |
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{Lines.DiscountPercent} | Document Line Discount Percentage |
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{Lines.PriceWithDisc} | Document Line Net Unit Price Minus Discount |
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{Lines.VatCode} | Document Line Vat Code |
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{Lines.VatRate} | Document Line Vat Rate |
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{Lines.VatSum} | Document Line Vat Sum |
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{Lines.LineSum} | Document Line Total Amount |
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{Lines.IsTextLine} | Document Line Text |
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{Lines.LineOrder} | Document Line Order |
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{Lines.ParentLineId} | Document Parent Line ID |
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Document Signatures |
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{Signatures.SignaturePath} | Signed Image filepath | Use this property to define where we attach the digital signatures |
{Signatures.SignatureBase64} | Signed Image in base 64 |
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{Signatures.SignaturePlacementCode} |
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Document Sales Incentives |
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{SalesIncentives.Code} | Related Sales Incentive Code |
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{SalesIncentives.SalesIncentiveCode} | Sales Incentive code |
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{SalesIncentives.DMSItemNo} | DMS Item number |
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{SalesIncentives.Description} | Sales Incentive description |
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{SalesIncentives.DiscountPrice} | Sales Incentive price as amount |
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{SalesIncentives.DiscountPercentage} | Sales Incentive price as percentage (based on the Net Total Amount of the Document Items) |
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{SalesIncentives.VatCode} | VAT Code (i.e. A2, A24) |
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{SalesIncentives.VatPercentage} | VAT percentage (i.e. 19%, 24%) |
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{SalesIncentives.VatSum} | VAT sum of the current Sales Incentive line |
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{SalesIncentives.GrossListPrice} | Final price of Sales Incentive line after VAT |
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Document Down Payments |
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{DocumentDownPayments.DepositDate} | Date the deposit was made |
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{DocumentDownPayments.PaymentCode} | Payment method code |
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{DocumentDownPayments.PaymentDescription} | Payment method description (Name) |
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{DocumentDownPayments.DepositAmount} | The amount that was deposited |
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{DocumentDownPayments.RemainAmount} | The Offer's remaining amount to be paid after any deposits. |
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{DocumentDownPayments.Info} | Remarks on the deposit |
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{DocumentDownPayments.VatCode} | Vat Group Code |
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{DocumentDownPayments.VatDescription} | Vat Group description (Name) |
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Document Financing |
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{Financing.BankCode} | Bank Code |
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{Financing.BankName} | Bank Name |
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{Financing.AdvancePaymentAmount} | Advance Payment Amount |
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{Financing.CreditedCapital} | Credited Capital |
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{Financing.InstallmentPeriod} | Installment Period. |
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{Financing.NumberOfInstallments} | Number of Installments |
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{Financing.Installment} | Installment |
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{Financing.InstallmentRate} | Installment Rate |
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{Financing.BaloonInstallment} | Baloon Installment |
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WholesaleLead | Wholesale lead entity |
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{WholesaleLead.WholesaleLeadCode} |
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{WholesaleLead.IsForUsed} |
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{WholesaleLead.FleetSegment} |
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{WholesaleLead.FleetType} |
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{WholesaleLead.CurrencyCode} |
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{WholesaleLead.OpportunityNumber} |
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{WholesaleLead.TotalAmount} |
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{WholesaleLead.CreateDateTime} |
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{WholesaleLead.UpdateDateTime} |
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{WholesaleLead.OrderCreationDateTime} |
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{WholesaleLead.CloseDateTime} |
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{WholesaleLead.Temperature} |
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{WholesaleLead.CreatedByUser} |
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{WholesaleLead.AssignedToUser} |
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Group Lines | A list of all groups |
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{WholesaleLead.GroupLines.Code} |
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{WholesaleLead.GroupLines.Type} |
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{WholesaleLead.GroupLines.Text} |
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{WholesaleLead.GroupLines.Quantity} |
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{WholesaleLead.GroupLines.UnitPrice} |
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{WholesaleLead.GroupLines.TotalUnitsPrice} |
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{WholesaleLead.GroupLines.Active} |
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{WholesaleLead.GroupLines.CreateDateTime} |
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Vehicle Lines | A list of all vehicles |
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{WholesaleLead.VehicleLines.Code} |
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{WholesaleLead.VehicleLines.Type} |
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{WholesaleLead.VehicleLines.Text} |
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{WholesaleLead.VehicleLines.Quantity} |
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{WholesaleLead.VehicleLines.UnitPrice} |
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{WholesaleLead.VehicleLines.Active} |
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{WholesaleLead.VehicleLines.VehicleCode} |
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{WholesaleLead.VehicleLines.DeliveryAddress} |
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{WholesaleLead.VehicleLines.VesselInfo} |
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{WholesaleLead.VehicleLines.DocumentItemLineId} |
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{WholesaleLead.VehicleLines.CreateDateTime} |
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Regarding the "smart" notifications, the following fields are being used:
Property | Comments |
{WholesaleLead.WholesaleLeadCode} |
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{WholesaleLead.FleetSegment} |
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{WholesaleLead.FleetType} |
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{WholesaleLead.CurrencyCode} |
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{WholesaleLead.OpportunityNumber} |
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{WholesaleLead.TotalAmount} |
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{WholesaleLead.CreateDateTime} |
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{WholesaleLead.UpdateDateTime} |
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{WholesaleLead.OrderCreationDateTime} |
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{WholesaleLead.CloseDateTime} |
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{WholesaleLead.Temperature} |
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