General Description of the Feature
The Lead/Opportunity has been enhanced with a new fields called "Order Payer" in the Tab Overview, Section General data.
Default value for this field is the original business partner from the lead (hyperlink to the Business partner’s page).
By pressing BP icon , DSW user is redirected to Contact grid list view, where DSW user can pick another contact person. The system fills the field Order Payer with the related Business Partner’s name and not the contact person.
Fields for printing documents - Printing Parameters:
Information about Order Payer (business partner) are exposed for printing documents (everything already available for Business Partner in printing module): https://wiki.onedealer.com/display/ODS/Workflow+Document+Template
Description | Value |
{Header.PayerCode} | Payer Business Partner Card Code |
{Header.PayerType} | Payer Business Partner Type |
{Header.PayerBusinessPartnerName} | Payer Business Partner Name |
{Header.PayerSaluation} | Payer Contact Person salutation |
{Header.PayerName} | Payer Contact Person last + middle + first name |
{Header.PayerPhone} | Payer Contact Person mobile phone |
{Header.PayerTelephone1} | Payer Contact Person telephone |
{Header.PayerEmail} | Payer Contact Person email |
{Header.PayerBirthdate} | Payer Contact Person birth date |
{Header.PayerInvoicingAddress} | Payer Invoicing Address |
{Header.PayerStreet} | Payer Street |
{Header.PayerStreetNo} | Payer Street Number |
{Header.PayerCity} | Payer City |
{Header.PayerZipCode} | Payer Zip Code |
{Header.PayerCountryDescription} | Payer Country Description |
{Header.PayerCountryISO3166} | Payer Country Code |
{Header.PayerFederalTaxID} | Payer FederalTaxID |
{Header.PayerAdditionalID} | Payer AdditionalID |
{Header.PayerUnifiedFederalTaxID} | Payer UnifiedFederalTaxID |
ODIL
Information about Order Payer is exposed to ODIL in order the DSW to deliver the Payee "Order Payer" to the DMS.
- Order payer business partner’s code
API https://app.swaggerhub.com/apis/ThinkRIT/odil-od-api/1.3.0#/Documents/SendSalesDeal > Documents > POST /api/integrations/odil/onedealer/documents/sales Create Sales Deal > SalesDocumentDto payload > documentModel
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