The tab includes invoice related to this BP and send from the integrated DMS, as lines into a grid list. Each line represents one invoice on select the detailed lines of the related invoice are displayed.
Tab structure
The tab is organized in three sections: 1) Filters, 2) Turnover, 3) Invoices and all three interact with each other.
Filters
This section includes a selection of filters that cover all the available fields found in the Invoices grid list.
Filter results are available for the user only after pressing the “Search” button. Users are able to “Clear all” chosen filters using the relevant button. “Clear all” button erases all filters but does not automatically update the filtering, the user should press search for the empty filtering to apply. When applying a filter, both the "Turnover" and the "Invoices" sections are affected and display the relevant results.
If the "Date" filters are used in a filtering, the date period selected, appears also at the top of the "Turnover" section.
The filter control includes the following filters:
- Date from, Date to – dd,mm,yyyy: choose specific timeframe to filter the Invoice by the Invoice Date.
- Area: dropdown, choose from list of areas available in the list of invoices
- Invoice Type: dropdown, choose from the list of all invoice types available in the list of invoices
- Employee: dropdown, choose from existing employees in the list of invoices (this is just a text field and does not represent DSW employees - OHEM)
- Invoice Category: dropdown, choose from the list of all invoice categories available in the list of invoices
- Search – free text search: search through all content presented in the grid list view, such as VIN, Employee, Area, etc.
Turnover
In this section, the sum of all Total Gross Amounts, per Area and in a Total, are displayed. Users are able to check the sum of the relevant amounts and filter the field results using the filters. In case, an Area doesn't include any results, the Area field will be displayed with 0.00 amount.
All the fields included in this section are not editable (read-only) and the sum of the amounts are based on what has been sent from the DMS.
Invoices grid list
The grid list view consists of the following fields/actions:
- Area: provided from DMS. Possible Values (enums):
- Vehicle
- Parts
- Service
- Other
- Rental
- Invoice number: link field that opens the detailed invoice view
- Invoice File: is represented by a file icon and is available only if the relevant invoice line has a document. The document is send from the DMS is Base64 format and converted to pdf by DSW. When the file icon is selected, the pdf file opens in the pdf viewer.
- Invoice Date; provided from DMS
- Invoice Type: provided from DMS. Possible Values (enums):
- Internal
- Customer
- Warranty
- Other
- Invoice Category: provided from DMS. Possible Values (enums):
- Invoice
- Proforma
- Debit Memo
- Credit Memo
- Cancellation
- Model: provided from DMS
- VIN: provided from DMS
- Mileage: provided from DMS
- Gross Amount: provided from DMS
- Employee: provided from DMS - no relation with the DSW Employees
- Order Number: provided from DMS,
- Reference Invoice Number: provided from DMS - link with another existing invoice. The field is a hyperlink to the Invoice details of the referenced invoice.
- Branch: provided from DMS
the only fields included into an invoice entry that are related and linked with DSW data are,
- Business Partner
- VIN - based on the Vehicle Code (DSW code) provided from DMS
all the rest are string fields, directly provided by the relevant DMS or enums.
Invoice detailed view
When clicking on the "Invoice Number" link, the pop-up including a detail view of the related invoice is displayed. The Invoice detailed pop-up includes extra information and the lines that are included in the respective invoice.
