General Description of the Feature
The following solution was proposed for filters Dacia project:
- Business Partner Grid List
| Filter | Description | Configuration |
|---|---|---|
| Owner Community | When BC is assigned to the user the related field appears in the BP grid list filter | BC1572 |
| Territory | When BC is assigned to the user the related field appears in the BP grid list filter | BC1573 |
- Inquiry List
| Filter | Description | Configuration |
|---|---|---|
| Interest Type | A set up key was implemented | “AvailableInterestTypes“ setup Key |
| Source | The values configured in the administration page are displayed in the filed filter | Configure preferred values |
| Channel | The values configured in the administration page are displayed in the filed filter | Configure preferred values |
| Owner Community | When BC is assigned to the user the related field appears in the Inquiry grid list filter | BC1720 |
- Retail Lead/Opportunity
| Filter | Description | Configuration |
|---|---|---|
| Is Buy-Back Lead | When BC is assigned to the user the related field appears in the grid list filter | BC 1721 |
| Source | The values configured in the administration page are displayed in the filed filter | Configure preferred values |
| Channel | The values configured in the administration page are displayed in the filed filter | Configure preferred values |
| Needs Order Prices Update | When BC is assigned to the user the related field appears in the grid list filter | BC12340 not assigned |
- Multi-Unit Lead/Opportunity
| Filter | Description | Configuration |
|---|---|---|
| Source | Configure preferred values | |
| Channel | Configure preferred values |
Please refer to the general Dacia process documentation: B.5.4 DACIA
Business Benefit
Configuration
Business Cases
| Business Case ID | Description |
|---|---|
| BC 1572 | When BC is assigned to the user the "Owner Community" field appears in the BP grid list filter |
| BC1573 | When BC is assigned to the user "Territory" field appears in the BP grid list filter |
| BC 1720 | When BC is assigned to the user "OEM Lead Status code" field appears in the BP grid list filter |
| BC1721 | When BC is assigned to the user "Is Buy-Back Lead" field appears in the BP grid list filter |
| BC12340 | When BC is assigned to the user "Needs order Price Update" field appears in the BP grid list filter |
Administration and Process pages
| Source | https://uat-renault.onedealercloud.com/SetupEntities/List/SalesAndLeads/InquirySources |
| Channel | https://uat-renault.onedealercloud.com/SetupEntities/List/SalesAndLeads/InquiryChannel |
Setup Keys
| Setup key | Description | |
|---|---|---|
| AvailableInterestTypes“ setup Key | This key is a multi-value control, and the user can add the desired interest type codes. |
- In the future, it is planned to create a control that will allow the user to choose only the proper values for this setup. Now the user can add the following codes:
- Model
- SifcrInterest
- WholesaleLead
- UnknownVehicle
- Unknown
Add Comment