Automatic Document Lines

This functionality is used at the vehicle offer creation step.

When creating a new offer, except from the vehicle line, there was a need for extra items to be added automatically, instead of manually. This is done via a few criteria that will be described below.

Entity

At its core, an automatic document line is essentially a document item which is added automatically rather than manually at the offer creation process. However, in order to choose how an automatic item is added extra data needed to be saved.

The entity is called IDMS_AUTODOCLINES and the equivalent table name is @IDMS_AUTODOCLINES.

Setup

A new setup page was created which is used to manage the data for each automatic document item. The URL and Business Case are the following:

• ~/SetupEntities/List/SalesAndLeads/IDMS_AUTODOCLINES
• BC: 1971

The only required field when adding a new automatic item is the item code of the linked item.

Process

Adding automatically when creating the Sales Offer

When creating a new offer, any automatic items that match the following criteria are added automatically as item lines in the offer.

The following criteria is applied:

• Make/Family/Model Filter matches:
  • Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Model from the Vehicle
    Additional Items especially for the Family/Model
  • Or Make = Make from the Vehicle, Family = Family from the Vehicle, Model = Empty
    General additional Items for the corresponding Make and Family
  • Or Make = Make from the Vehicle, Family = Empty, Model = Empty
    General additional Items for the corresponding Make
  • Or Make = empty, Family = Empty, Model = Empty
    General additional Items valid for all Makes of the Dealer
• Only additional Items should be selected where the Industry Group = empty or Industry Group = Industry Group from the Business Partner
• Only additional Items should be selected where Customer Group = empty or Customer Group = Customer Group from the Business Partner
• Only additional Items should be selected where Sales Type = empty or Sales Type = Sales Type from the Sales Lead
• Only additional Items should be selected where Vehicle Status = empty or Vehicle Status = Vehicle Status from the offered Vehicle
• Only additional Items with a valid Time Period (Offer Date must be between Start Date and End Date)
• Only additional Items should be selected where Model Year from / to = empty or Model Year of the Vehicle is between Model Year from and Model Year to from the Option Line.

Editing/Removing automatically added lines

The editing and removal of an automatic item line is possible based on "editable in offer" flag that is set during the creation of the automatic item.

Existing offer process

When an existing offer is selected, then all automatically added document item lines are forcibly removed and the above validations are run again in order to add only valid items to the selected offer

Offer → Order process

When an offer is being converted to an order then all automatic item lines are being validated against the above criteria and they are not being removed automatically (as in the existing offer process).

If after the validations, the system found invalid automatic item lines, these are presented in a popup. However, the user has the ability to continue at the creation of the order with the invalid automatic item lines.

Related Issues

AVGA-56 - Getting issue details... STATUS

AVGA-497 - Getting issue details... STATUS