General Description of the Feature
This function can be used to render different templates for documents based on specific property value from the provider setup.
For example: A dealer has different templates for offer & order documents depending on customer type (Private, Company) and vehicle status (Used Vehicle, New Vehicle, Demo Vehicle/Rental Vehicle/Test Drive Vehicle). This will cause that a B2B customer (Company) who buys a used vehicle would get an different Offer/Order document than an B2C customer (Private) who buys a used vehicle.
Therefore two extra properties could be set up to render different templates depending on vehicle status and customer type.
Create RTF-Documents
The offer/order document must be created in rtf-format. The document needs to be named depending on used properties. If the needed properties are "Header.CustomerType" and “Header.VehicleStatus" than offer/order documents should be named as following:
Different offer documents depending on customer type and vehicle status | |
|---|---|
Customer Type: Company, Private | OfferPrintTemplateName_Company_UsedVehicle OfferPrintTemplateName_Private_UsedVehicle |
Customer Type: Company, Private | OfferPrintTemplateName_Company_NewVehicle OfferPrintTemplateName_Private_NewVehicle |
Customer Type: Company, Private | OfferPrintTemplateName_Company_DemoVehicle OfferPrintTemplateName_Private_DemoVehicle |
Different order documents depending on customer type and vehicle status | |
|---|---|
Customer Type: Company, Private | OrderPrintTemplateName_Company_UsedVehicle OrderPrintTemplateName_Private_UsedVehicle |
Customer Type: Company, Private | OrderPrintTemplateName_Company_NewVehicle OrderPrintTemplateName_Private_NewVehicle |
Customer Type: Company, Private | OrderPrintTemplateName_Company_DemoVehicle OrderPrintTemplateName_Private_DemoVehicle |
Upload RTF-Documents into notification server
Each created offer/order document in rtf-format must be uploaded into notification server.
Configuration
Setup Print Provider
Go to Menu → Setup → Administration → Print Provider For Business Type Setup or by this URL: .../SetupEntities/PrintProviderForBusinessType
The field “Template name extra property/ies” must be filled according to the needed property. If the needed properties are "Header.CustomerType" and “Header.VehicleStatus", than this properties need to entered into corresponding field without curly brackets and separated with comma but without space between comma and text.
Additional Information
Feature No.: AVGA-1026
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