Status

DONE 

Author

Feature No.

DAC-116 - Getting issue details... STATUS

Test Case No.

QA-5640 - Getting issue details... STATUS

Related Features-
Tenant

Dacia

Main Version

3.18.0

Patched Versions

-

Conf. for Technical Upgrade

Yes

General Description of the Feature

This feature introduces two new validations within the Retails Sales and Multi-Unit Sales process and their corresponding workflow transitions, specifically designed for the Dacia tenant.
These validations are aimed at ensuring that active document (aka Order) has received from SIFCR status "Invoiced" before progressing to the next workflow transition.

Retail

  • Validation Type: Order Status Check
    • Description: Checks if an order has been created and its status is set to 'Invoiced' (enum value: 122).
    • Action: If the order status is 'Invoiced', the transition is available for selection. Otherwise, the transition is grayed out, and an error message is displayed to the user.

Multi-Unit

  • Validation Type: Order Status Check
    • Description: Checks if an order has been created and if any related document items of type configuration vehicle (enum value: 20) have a status of 'Invoiced' (enum value: 122).
    • Action: If at least one configuration vehicle item is 'Invoiced', the transition is available for selection. Otherwise, the transition is grayed out, and an error message is displayed to the user.


Business Benefit 

By implementing these validations, errors and oversights in the order processing workflow are minimized. Sales team members can now confidently proceed with workflow transitions knowing that orders have been properly invoiced, thereby reducing the risk of processing incomplete or inaccurate orders.


Configuration 

Workflow

Validations

Code

Name

Notes

9FBL8E3Q84AB713

Check that the retail sales order status is of type 'Invoice'.

Check If a VOI has an active order and if it does then checks the status of the order to be ‘Invoiced’ (122).

8D89CA3C5628263

Check that at least one of the multi-unit sales orders status is of type 'Invoice'.

Checks if a Multi-Unit lead has an order. If it does then checks if at least one of the children of that order (document items) has dms status of ‘Invoiced’ (122).



Additional Information

Revised Table: IDMS_DOCUMENTITEM

  • New field: U_IDMS_DmsStatus – Nullable Integer



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