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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