...
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..) |
---|
SignedJobCardProformaInvoice |
WholesaleOfferPrintTemplateName
WholesaleOfferPrintTemplateName_"value of extra property"
WholesaleOrder
WholesaleOrderPrintTemplateName
WholesaleOrderPrintTemplateName_"value of extra property"
WholesaleSignedOrder
WholesaleSignedOrderPrintTemplateName
WholesaleSignedOrderPrintTemplateName_"value of extra property"
SignedJobCardProformaInvoicePrintTemplateName | SignedJobCardProformaInvoicePrintTemplateName_ | ||
SignedJobCardOrder | SignedJobCardOrderPrintTemplateName | SignedJobCardOrderPrintTemplateName_ |
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 |
|
|
{Header.DocumentNumber} | Document Number |
{Header.DocumentTypeCode} | The type of the document (Offer, Order, Handover etc) the available values will be provided by the print provider |
{Header.DocumentName} | Document Name |
{Header. |
Payment Method chosen from the dropdown
DocumentStatus} | O=Open C=Close |
{Header.CompanyCode} | Code of the Company |
{Header.CompanyName} | Name of the Company |
{Header.CompanyStreet} | Street of the Company |
{Header.CompanyStreetNo} | Street No of the Company |
{Header.CompanyAddress} | Address of the Company |
{Header.CompanyZipCode} | Zip Code of the Company |
{Header.CompanyCity} | City of the Company |
{Header.CompanyCountry} | Country of the Company |
{Header.CompanyManager} | Manager of the Company |
{Header.CompanyPhone} | Phone of the Company | location's phone |
{Header.CompanyFax} | Fax of the Company | location's phone2 |
{Header.CompanyMobile1} | Company Mobile 1 |
{Header.CompanyMobile2} | Company Mobile 2 |
{Header.BranchCode} |
{Header.BranchName} |
{Header.LocationCode} |
{Header.LocationName} |
{Header.CompanyEmail} | Email of the Company |
{Header.CustomerCode} | Business Partner Card Code |
{Header.BusinessPartnerName} | Business Partner Name |
{Header.CustomerSaluation} | Contact Person salutation |
{Header.CustomerName} | Contact Person last + middle + first name |
{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 |
{Header.CustomerBirthdate} | Contact Person birth date |
{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 |
{Header.CustomerStreetNo} |
{Header.CustomerCity} | City |
{Header.CustomerZipCode} |
{Header. |
{Header.CustomerCountryISO3166}
CustomerFederalTaxID} |
{Header.CustomerAdditionalID} |
{Header.CustomerUnifiedFederalTaxID} |
{Header.EmployeeCode} | Employee Code |
{Header.EmployeeName} | Employee Last + First Name |
{Header.EmployeeEmail} | Employee Email |
{Header.EmployeeOfficePhone} | Employee Office Phone |
{Header.EmployeeMobilePhone} | Employee Mobile Phone |
{Header.EmployeeJobTitle} | Employee Job Title |
{Header.EmployeeFax} | Employee Fax |
{Header.ProcessDate} | Date of the document creation or update date |
{Header.ProcessDateDesc} | Same date formatted |
{Header.DateNow} | The date of the document generation |
{Header.TimeNow} | The time of the document generation |
{Header.DateTimeNow} | The datetime of the document generation (dateNow + timeNow) |
{Header.ProcessCurrency} | Default Currency Code | This value comes from setup key "DefaultCurrencyCode" |
{Header.ProcessLanguageCode} | Language Code of the user |
{Header.ProcessSubType} | Document Sub Type |
{Header.FinanceType} |
{Header. |
Comments} | Comments |
{Header.VatRate} | BP Vat rate |
{Header.VatGroup} | BP Vat Group |
{Header.TotalNetAmount} | Net Total Amount |
{Header.VatSum} | Vat Sum |
Document Lines
{Header.TotalFullAmount} | Full Total Amount |
{Header.AltCurrency} | Alt Currency Code (in case of setup key or BP's different currency) | |
{Header.AltCurrencyExchangeRate} | Alt Currency Exchange Rate | |
{Header.AltCurrencySymbol} | Alt Currency Symbol | |
{Header.CustomerIdentityCardNumber} | CP IDNo | |
{Header.CustomerLicenseNumber} | CP License No | |
{Header.CustomerLicenseDate} | CP License Date | |
{Header.CustomerType} | Company/Private | |
{Header.DocumentSubType} | Doc Sub Type if exists (Domestic EU etc) | |
{Header.EstimatedDeliveryDate} | Estimated Delivery Date | |
{Header.ParentDocumentNumber} | Doc Parent Doc Entry | |
{Header.ProcessCurrency} | Currency Code | |
{Header.ProcessCurrencySymbol} | Currency Symbol | |
{Header.ProcessDate} | Doc Update Date | |
{Header.ProcessLanguageCode} | Doc's process Language ISO Code | |
Document Lines |
{Lines.LineNumber} | Document Line ID |
{Lines.LineType} | Document Line Type | 1 - Spare Part |
{Lines.ItemCode} | Document Line Item Code |
{Lines.Description} | Document Line Description |
{Lines.Quantity} | Document Line Quantity |
{Lines.Price} | Document Line Net Unit Price |
{Lines.DiscountPercent} | Document Line Discount Percentage |
{Lines.PriceWithDisc} | Document Line Net Unit Price Minus Discount |
{Lines.VatCode} | Document Line Vat Code |
{Lines.VatRate} | Document Line Vat Rate |
{Lines.VatSum} | Document Line Vat Sum |
{Lines.LineSum} | Document Line Total Amount |
{Lines.IsTextLine} | Document Line Text |
{Lines.LineOrder} | Document Line Order |
{Lines.ParentLineId} | Document Parent Line ID |
Document Signatures |
{Signatures.SignaturePath} | Signed Image filepath | Use this property to define where we attach the digital signatures |
{Signatures.SignatureBase64} | Signed Image in base 64 |
{Signatures.SignaturePlacementCode} |
Document Sales Incentives |
{SalesIncentives.Code} | Related Sales Incentive Code |
{SalesIncentives.SalesIncentiveCode} | Sales Incentive code |
{SalesIncentives.DMSItemNo} | DMS Item number |
{SalesIncentives.Description} | Sales Incentive description |
{SalesIncentives.DiscountPrice} | Sales Incentive price as amount |
{SalesIncentives.DiscountPercentage} | Sales Incentive price as percentage (based on the Net Total Amount of the Document Items) |
{SalesIncentives.VatCode} | VAT Code (i.e. A2, A24) |
{SalesIncentives.VatPercentage} | VAT percentage (i.e. 19%, 24%) |
{SalesIncentives.VatSum} | VAT sum of the current Sales Incentive line |
{SalesIncentives.GrossListPrice} | Final price of Sales Incentive line after VAT |
Document Down Payments |
{DocumentDownPayments.DepositDate} | Date the deposit was made |
{DocumentDownPayments.PaymentCode} | Payment method code |
{DocumentDownPayments.PaymentDescription} | Payment method description (Name) |
{DocumentDownPayments.DepositAmount} | The amount that was deposited |
{DocumentDownPayments.RemainAmount} | The Offer's remaining amount to be paid after any deposits. |
{DocumentDownPayments.Info} | Remarks on the deposit |
{DocumentDownPayments.VatCode} | Vat Group Code |
{DocumentDownPayments.VatDescription} | Vat Group description (Name) |
Document Financing |
{Financing.BankCode} | Bank Code |
{Financing.BankName} | Bank Name |
{Financing.AdvancePaymentAmount} | Advance Payment Amount |
{Financing.CreditedCapital} | Credited Capital |
{Financing.InstallmentPeriod} | Installment Period. |
{Financing.NumberOfInstallments} | Number of Installments |
{Financing.Installment} | Installment |
{Financing.InstallmentRate} | Installment Rate |
{Financing.BaloonInstallment} | Baloon Installment |
WholesaleLead | Wholesale lead entity |
{WholesaleLead.WholesaleLeadCode} |
{WholesaleLead.IsForUsed} |
{WholesaleLead.FleetSegment} |
{WholesaleLead.FleetType} |
{WholesaleLead.CurrencyCode} |
{WholesaleLead.OpportunityNumber} |
{WholesaleLead.TotalAmount} |
{WholesaleLead.CreateDateTime} |
{WholesaleLead.UpdateDateTime} |
{WholesaleLead.OrderCreationDateTime} |
{WholesaleLead.CloseDateTime} |
{WholesaleLead.Temperature} |
{WholesaleLead.CreatedByUser} |
{WholesaleLead.AssignedToUser} |
Group Lines | A list of all groups |
{WholesaleLead.GroupLines.Code} |
{WholesaleLead.GroupLines.Type} |
{WholesaleLead.GroupLines.Text} |
{WholesaleLead.GroupLines.Quantity} |
{WholesaleLead.GroupLines.UnitPrice} |
{WholesaleLead.GroupLines.TotalUnitsPrice} |
{WholesaleLead.GroupLines.Active} |
{WholesaleLead.GroupLines.CreateDateTime} |
Vehicle Lines | A list of all vehicles |
{WholesaleLead.VehicleLines.Code} |
{WholesaleLead.VehicleLines.Type} |
{WholesaleLead.VehicleLines.Text} |
{WholesaleLead.VehicleLines.Quantity} |
{WholesaleLead.VehicleLines.UnitPrice} |
{WholesaleLead.VehicleLines.Active} |
{WholesaleLead.VehicleLines.VehicleCode} |
{WholesaleLead.VehicleLines.DeliveryAddress} |
{WholesaleLead.VehicleLines.VesselInfo} |
{WholesaleLead.VehicleLines.DocumentItemLineId} |
{WholesaleLead.VehicleLines.CreateDateTime} |
Regarding the "smart" notifications, the following fields are being used:
Property | Comments |
{WholesaleLead.WholesaleLeadCode} |
{WholesaleLead.FleetSegment} |
{WholesaleLead.FleetType} |
{WholesaleLead.CurrencyCode} |
{WholesaleLead.OpportunityNumber} |
{WholesaleLead.TotalAmount} |
{WholesaleLead.CreateDateTime} |
{WholesaleLead.UpdateDateTime} |
{WholesaleLead.OrderCreationDateTime} |
{WholesaleLead.CloseDateTime} |
{WholesaleLead.Temperature} |