...
* Transition IN: the record that will be considered by the event, is created when the user selects the relevant transition and saves.
** State IN:
Realised financing: financing that has been applied. Stored in "@IDMS_REALFINANCING". Related to "@IDMS_DOCUMENT" ( DocEntry for type Order ) < – > "@IDMS_REALFINANCING" ( U_IDMS_DocumentDocEntry ). If more than one record exists, calculate it as one.
*** Realised service contracts: service contracts that have been applied. Stored in "@IDMS_CNTRCT_REAL". Related to "@IDMS_DOCUMENT" ( DocEntry for type Order ) < – > "@IDMS_CNTRCT_REAL" ( U_IDMS_RelatedDocumentCode ). If more than one record exists, calculate it as onethe record that will be considered by the event, is created when closing the activity of the STATE, during the selection of the next activity in the STATE (transition).
Description:
The report National Dealership filters filters Inquiries, Leads, and Opportunities according to the initial parameters provided. The main filters are the period and Internal Inquiries. The report finds all relevant events (U_IDMS_EventTypeCode) to the VISIT event with a Visit Event DATE within the selected period. In addition, the report excludes EVENTS that are related to LEADS with VOIs with non-existing Model in the Model tree.
- UI parameters
- Period (based on the Visit "Event Date")
- Branch (according to user dimensions permissions)Location
- Inquiry Source (according to ...)
- Inquiry Channel (according to ...)
- Make Code (according to user dimensions permissions)Make Code
- Location (according to user dimensions permissions)Family Name
- Internal Inquiries (based on “U_IDMS_IsSystemic” is 1 or 0)
and displays the summary of the “event types” as per below:
- Test Drive as NrOfTestDrives
- Order as NrOfOrders
- Delivery as NrOfDeliveriesMTD
- Include Unknown Interest Type (based on "U_IDMS_InqIntTypCode")
- Group by Branch (based on "U_IDMS_DIM_Branch")
Fields considered from table "@IDMS_EVNTRESULT"
...
- Dates: "U_IDMS_EventDate" fieldBranchCode
- CompanyCode: "U_IDMS_Prop2CodeProp3Code" field
- MakeCodeBranchCode: "U_IDMS_Prop1CodeProp2Code" field
- LocationCode: "U_IDMS_Prop5Code"ModelCode
- SalesPersonCode: " U_IDMS_ModelCode"
- FamilyCode: "U_CrFm"
- Prop6Cod
- MakeCodeVOI: "U_IDMS_VOICodeProp1Code"