Page History

General Description of the Feature

The feature introduces enhancements to the handling of Business Partner (BP) and Dealer Management System (DMS) relations, providing the ability to manage multiple DMS codes associated with a single Business Partner in the ProCar tenant. This update also includes UI improvements for displaying the relevant DMS codes in various parts of the OneDealer interface and introduces an RSP link on the Business Partner Card Page for easier access to external system references.

This feature provides greater flexibility in managing business partners across multiple companies, ensuring that all DMS codes are properly maintained and presented.

Business Partner Service Updates

• The Business Partner service has been enhanced to store multiple DMS codes for each business partner. When a business partner is created or updated via the service (CreateOrUpdateBusinessPartnerHeader), the DMS codes are recorded in a new table, @IDMS_BPSYSRELAT.
• Each record includes details such as the internal code, company ID, and DMS code.
• The new BPSystemRelations property has been added to the request object for the service, allowing the system to track DMS relations across multiple companies. This ensures that both the internal DSW code and external codes are linked to the relevant business partner.

Setup Key for BP-DMS Relationship Management

• A new setup key, BPOneToManyDMSRelationships, has been introduced. When this key is set to “true,” the system allows multiple DMS codes for a single business partner, and a corresponding record is inserted into the @IDMS_BPSYSRELAT table for each DMS.

Grid List Enhancements

• The DMS code associated with each business partner is now displayed in the grid list, with the system dynamically presenting the DMS code that corresponds to the currently logged-in company.
• An information ("i") icon has been added next to the DMS code in the grid. When clicked, it presents a flyout showing all DMS codes and company descriptions stored in the @IDMS_BPSYSRELAT table.
• If the BPOneToManyDMSRelationships setup key is set to "false," the system assumes a 1:1 BP-DMS relationship, and the flyout is disabled, displaying only a single DMS code.

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Business Partner Page Enhancements

• Similar to the grid list, the Business Partner page now includes a flyout in the sub-header where the DMS code is presented. This flyout displays all associated DMS codes and company descriptions if multiple relationships exist.
• The RSP link has been added to the sub-header of the Business Partner page, enabling users to quickly navigate to the corresponding RSP page for the business partner.

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Business Benefit 

The introduction of multiple DMS relations for business partners enhances the flexibility of the OneDealer system for companies managing multiple dealerships. By allowing for multiple DMS codes, this update ensures that users can seamlessly track and interact with business partners across various companies and systems.

Configuration 

Setup Keys

• BPOneToManyDMSRelationships: If is set as “true”, a record is inserted at the @IDMS_BPSYSRELAT table when creating or updating a Business Partner via ODIS keeping the relation between the DSW.Code of the BP and the DMSCode of the respective DMS

Integration

Service: {{baseurl}}/Files/Services/ODBusinessPartnerServices.onesrv?m=CreateOrUpdateBusinessPartnerHeader

{
    "bp": {
        "BusinessPartnerCode": {
            "InternalCode": "700607",
            "ExternalCode": "RSP700607_1",
            "DMSCode": "GEN_700607",
            "ExternalSystemType": ""
        },
        "RelatedBusinessPartnerCode": null,
        "BPCode": "700607",
        "BPName": "Brunner Niklas",
        "CardType": 1,
        "BPType": 1,
        "Phone1": "+4915115126505",
        "Phone2": "",
        "Fax": "",
        "FederalTaxID": "DE058233342",
        "UnifiedFederalTaxID": "",
        "CompanyRegistrationNumber": "",
        "AdditionalID": "",
        "TaxOffice": "DE1",
        "PriceListNum": null,
        "Currency": "",
        "Email": "jonas.niederfahrenhorst@web.de",
        "EmptyEmailReason": 0,
        "MobilePhone": "+4915115126505",
        "ForeignName": "",
        "Website": "",
        "Profession": "",
        "LanguageCode": 9,
        "PayTermsGrpCode": null,
        "PayMethodCode": "",
        "SalesPersonCode": null,
        "Classification": "",
        "ExternalSystemCode": "",
        "FinancialGroup": "",
        "VatBusinessGroupCode": "",
        "SecurePersonIdentificationNr": "",
        "FleetId": "",
        "FleetType": "",
        "FleetSegment": "",
        "LaborPriceGroup": "",
        "IndustrialGroup": "",
        "IsActive": true,
        "IsVendor": false,
        "SalesAreas": [],
        "PurchaseAreas": [],
        "ShareHolderList": [],
        "DimensionCompany": "",
        "DimensionBranch": "",
        "DimensionLocation": "",
        "DimensionMake": "",
        "DimensionMarketSegment": "",
        "ExclusionLevel": null,
        "BPSystemRelations": [
            {
                "CompanyID": {
                    "InternalCode": "bxoGdJ4g1kuz9mIMXgM-rQ",
                    "ExternalCode": "",
                    "DMSCode": "",
                    "ExternalSystemType": ""
                },
                "DMSCode": "DMS700607_25742"
            },
            {
                "CompanyID": {
                    "InternalCode": "IVQDL_Gge02DTszZZM2a3Q",
                    "ExternalCode": "",
                    "DMSCode": "",
                    "ExternalSystemType": ""
                },
                "DMSCode": "DMS700607_04071"
            }
        ]
    }
}

Additional Information