General Description of the Feature
With this feature, the salesperson needs to enter the repurchase date for the vehicle on a lead before proceeding to the "vehicle delivery" stage.
Select a workflow from the Workflow grid list,
Open the selected workflow and find the stage vehicle delivery
Create a Transition "Add Repurchase Date"
Add in the Transition an External function: "Save Repurchase Date"
Add in Transition a Required View "Get Repurchase Date"
Create Lead. After Offer and Order and in the Stage Vehicle "delivery" select the transition "Add Repurchase Date"
Complete the Repurchase Date In the popup window and click Save
If user tried to complete the Repurchase Date with a past Date
System displayed an Error message
This Date is stored in Data base in XIS_CARS table
Business Benefit
This feature allows for the recording of the repurchase date to provide timely information to the customer as the date approaches.
Configuration
Workflow
Transition Required Views
Get Repurchase Date
External Functions
Save Repurchase Date
0 Comments