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..) |
---|---|---|---|
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 |
|
|
{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.PaymentMethod} |
Payment Method chosen from the dropdown |
|
{Header.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.CustomerCountryDescription} |
|
|
{Header.CustomerCountryISO3166} |
|
|
{Header.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.CustomerBirthdate} |
|
|
{Header.Comments} |
Comments |
|
{Header.VatRate} |
BP Vat rate |
|
{Header.VatGroup} |
BP Vat Group |
|
{Header.TotalNetAmount} |
Net Total Amount |
|
{Header.VatSum} |
Vat Sum |
|
{Header.TotalFullAmount} |
Full Total Amount |
|
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} |
|