General Description of the Feature

The Down Payment information is obligatory to be shown for the user on the wholesale offer preview page.

The Wholesale Offer sheet has been enhanced accordingly in order down-payments to be implemented.


The Wholesale Offer sheet now support the addition of multiple down-payments and the salesperson can capture the deposit.


Wholesale lead tab “Vehicles” has been powered with additional features, to show the VIN, to provide easy way to un-reserve a vehicle and validate the quantity field.

Wholesale lead tab vehicles improved with:

  1. Vehicle Grouping (expand/collapse) and introduction of child lines.
  2. Changed columns to show basic configuration information
  3. Action to unreserve a vehicle
  4. Action to delete a configuration
  5. Quantity validation

Reservation of the new vehicles have enhanced with validation


  • Wholesales Offer Down payments


  • 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 displayed 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.


  • Wholesale Vehicles Tab

 

Vehicles:

  1. Group columns:
    1. Vehicle name: Opens the configuration information popup
    2. Quantity
    3. Color (Exterior Color)
    4. Interior (Interior Type)
    5. Price
    6. Reservation (Will be Yes if at least 1 vehicle in group has Reservation status = Yes possible only at inventory vehicles)
    7. Active status
    8. Action: Activate/ Deactivate
  2. Line columns (Expand/Collapse functionality):
    1. Name (VIN):
      1. Will show the group’s name plus VIN when the vehicle is reserved
      2. If a VIN exists it will redirect you to the vehicles page
    2. Reservation status
    3. Action: un-reserve (if the line is representing a reserved vehicle)
    4. Action: delete row

Actions:

  1. Quantity Action: If a user tries to decrease a quantity of the vehicle group, the system should validate if any vehicles in the group are reserved. The user should be allowed to decrease the QTY to the value of reserved vehicles.
    1. For example: Group QTY: 10, Vehicles reserved within the group: 7
      1. User decreases QTY to 7 this will be allowed by system
      2. User decreases QTY to 6 and lower, system shows a message: “You cannot decrease the quantity as there are reserved vehicle lines. Please un reserve the vehicles to decrease the quantity”.
        No validation required to increase the quantity.
  2. Un-reserve: Un-reserve is added to drop down on the line level of the vehicle.
    Un-reserve action is available only for Reserved vehicles.
    By pressing “Un-reserve” the vehicle will be automatically un-reserved from inventory, the page will be updated, and the Reservation status will be changed to No.

   

3. Delete: User will be able to Delete vehicle line (line only, not available for group) via drop-down menu.

 

4. The system validates if the vehicle in line has Reservation status = No, then deletes the row completely (action cannot be undone).

 

If the vehicle has Reservation status = Yes, then system shows a notification: “Vehicle cannot be deleted, please unreserve the vehicle first”.

 

5. Activate/Deactivate functionality will be available only for Group level.

When the user presses “Deactivate”, the system will validate if any vehicle within the group (or specific vehicle for Used) is reserved

– if yes, the user will be notified: “All reserved vehicles will be automatically unreserved. Please confirm”, with options OK and Cancel.

Option OK will change the status for all vehicles under group to Reservation = No. Activating vehicle group will not restore the Reservation status.

  

  • Reservation Process (New Vehicles)

The Reservation process for new vehicles is enhanced with the following new requirements:

  • The User adds a new vehicle in the Lead
  • The User chooses a vehicle and presses the “Reserve Selected Vehicles” on the pop-up
  • The System automatically checks if the vehicle is available to reserve (vehicle is not reserved in another lead):
    • Vehicle is available – the system updates the vehicle reservation (creates a reservation for a time period specified in the setup key “WholesaleSalesReservationHours”), it redirects the user to the Lead page and adds the VOI to the tab Vehicles
    • Vehicle is not available:
      • The system keeps the user on the page “Inventory Grid list”
      • The system displays to the user an error: “Chosen vehicle is already reserved (please check Vehicle Availability column). Please choose another vehicle, or add vehicle without reservation”

   


Please note: used vehicle reservation is not supported at the moment, therefore new action Un-reserve as well as column Reservation should be added to the system, but hidden until reservation for the Used vehicles will be implemented.


Business Benefit

The user will be able to add down-payments which will be displayed in the offer.

He will be able to see the Vehicle Grouping (expand/collapse) and the introduction of child lines, to see the basic configuration information, to unreserve a vehicle and to delete a vehicle configuration.

Configuration 

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 No.:  PRO-565 - Getting issue details... STATUS
  • Test Case No.:  QA-2015 - Getting issue details... STATUS
Write a comment…