General Description of the Feature
A new feature for OD DSW to support down-payments when ordering a vehicle was needed.
The Offer sheet has been enhanced accordingly in order down-payments to be implemented.
The Offer sheet now support the addition of multiple down-payments and the salesperson can capture the deposit (Down payment / prepayment given from the customer when the deal is accepted / signed)
- At the bottom of the offer sheet a new section has been added called “Down Payment”. This is where the user (salesperson) can add multiple down payments.
- To add a new down payment the user must select the plus icon on the right side of this section. This will open the following “Add Down Payment” pop-up.
- Fields explanation:
- Deposit Date: Is the date the deposit was made. Optional field.
- Payment Method: The payment method used. Mandatory field.
- Note that these payment methods are the same that bind to Business Partner, and that is the “Payment Wizard” (Table Name: OPYM).
- Vat Code: The vat group used on this deposit. Mandatory field.
- Note that this selection does not do any calculations.
- Offer Total Amount: The total offer price.
- Deposit Amount: The amount given for the specific down-payment. Mandatory field.
- Note that this amount cannot exceed the offer’s total.
- Remain Amount: The remaining offer’s price. This is calculated by subtracting from the offer total price the sum of the down-payments.
- Comments: Remarks that the user can add for the specific deposit.
- After entering the desired data and select the save button, a new line will be added in the Down Payment section as follows:
- Repeating the above step, we can add multiple down-payments. This will be something like the following:
- Each line can be edited or deleted by selecting the arrow button at the end.
- By selecting ‘Edit’ the same pop-up “Add Down Payment” will open as in the creation step. The user can change any of the values and then hit the save button again to apply them.
- Note that by editing the deposit amount of any line, after applying the change, that line and all that follow under it are being recalculated to reflect the correct remaining amounts.
- By selecting ‘Delete’, the selected line will be deleted.
- Note that by removing a line, all lines that follow under it are being recalculated to reflect the correct remaining amounts.
- After adding the desired down-payments the user can hit the “Apply” button to save the offer.
- When the user selects a workflow step to create an Offer, a list of already created offers will appear. If the user selects an already created offer that holds down-payments, this collection can be seen on the preview pop-up.
Business Benefit
The user will be able to add down-payments which will be displayed in the offer.
Configuration
- The offer document template must include the desired fields-values (Available values).
https://wiki.onedealer.com/display/ODS/Workflow+Document+Template
Document Down Payments - Parameters
- {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)
DB table that hold the Payment Methods for the Down Payment = OPYM
ODIL Information’s
- ODIL - Down-payments in Sales Deal Jacket regarding how the new down payments are going to be transferred to any DMS as part of the new Sales Deal Jacket.
Schema: SalesDocumentDto
Property: DocumentDownPayments
Type: List<DownPaymentModel>
Nullable: Yes
Additional Information
Feature Number: PRO-50
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