One Dealer Side
You can set an extra property to render a different Template based on this property value from the provider setup.
For Example: If you fill the reflection property with "U_IDMS_DocumentType" the template name that will be generated for the Offer document will be "OfferPrintTemplateName_10" where "10" is the value of the extra property
Document Types | Document Template Name (How should you name the document in the NotificationServer) | Example source of creation | Document Template Name with extra property (How should you name the document in the NotificationServer, if the documents have an additional dimension eg Make,Branch..) |
---|---|---|---|
WholesaleOffer | WholesaleOfferPrintTemplateName | Workflow Tools - Wholesale Offer | WholesaleOfferPrintTemplateName_"value of extra property" |
WholesaleOrder | WholesaleOrderPrintTemplateName | Workflow Tools - Wholesale Order | WholesaleOrderPrintTemplateName_"value of extra property" |
WholesaleSignedOrder | WholesaleSignedOrderPrintTemplateName | Workflow Tools - Wholesale Signed Order | WholesaleSignedOrderPrintTemplateName_"value of extra property" |
Available Values
Below you will find the available values that you can use inside the workflow document templates. For constant up-to-date documentation of available values, check OD Document Printing - Standard Interface
Property | Type | Comments |
---|---|---|
Document Header |
|
|
{Header.DocumentNumber} | Document Number | |
{Header.DocumentSeriesNo} | Document Series No. | |
{Header.ParentDocumentNumber} | Parent Document Number | |
{Header.DocumentTypeCode} | The type of the document (Offer, Order, Handover etc) the available values will be provided by the print provider | |
{Header.DocumentSubType} | Document Sub Type | |
{Header.DocumentName} | Document Name | |
{Header.PaymentMethod} | Payment Method chosen from the dropdown | |
{Header.DocumentStatus} | O=Open C=Close | This is not working this way and should be removed |
{Header.CompanyCode} | Code of the Company | |
{Header.CompanyName} | Name of the Company | |
{Header.CompanyInfo} | Will be included in version 3.5.0 | |
{Header.CompanyStreet} | Street of the Company | |
{Header.CompanyStreetNo} | Street No of the Company | |
{Header.CompanyAddress} | Address of the Company | |
{Header.CompanyZipCode} | Zip Code of the Company | |
{Header.CompanyCity} | City of the Company | |
{Header.CompanyCountry} | Country of the Company | |
{Header.CompanyManager} | Manager of the Company | |
{Header.CompanyPhone} | Phone of the Company | location's phone |
{Header.CompanyFax} | Fax of the Company | location's phone2 |
{Header.CompanyMobile1} | Company Mobile 1 | |
{Header.CompanyMobile2} | Company Mobile 2 | |
{Header.CompanyEmail} | Email of the Company | |
{Header.BranchCode} | ||
{Header.BranchName} | ||
{Header.LocationCode} | ||
{Header.LocationName} | ||
{Header.CompanyInternalBPName} | Company Internal BP’s Name | |
{Header.CompanyInternalBPAddress} | Company Internal BP’s Address | |
{Header.CompanyInternalBPStreet} | Company Internal BP’s Street | |
{Header.CompanyInternalBPCity} | Company Internal BP’s City | |
{Header.CompanyInternalBPZipCode} | Company Internal BP’s Zip Code | |
{Header.CompanyInternalBPCountryDescription} | Company Internal BP’s Country Description | |
{Header.CompanyInternalBPTelephone1} | Company Internal BP’s Telephone 1 | |
{Header.CompanyInternalBPMobile} | Company Internal BP’s Mobile | |
{Header.CompanyInternalBPTaxOffice} | Company Internal BP’s Tax Office | |
{Header.CompanyInternalBPFederalTaxID} | Company Internal BP’s Federal Tax ID | |
{Header.CompanyInternalBPRegisterNo} | Company Internal BP’s Register No. | |
{Header.CompanyInternalBPEmailAddress} | Company Internal BP’s Email Address | |
{Header.CustomerCode} | Business Partner Card Code | |
{Header.CustomerDMSCode} | Business Partner DMS Code | |
{Header.CustomerPresentationSeries} | Business Partner Presentation Series | |
{Header.AltCurrencyExchangeRate} | Alternative Currency’s exchange rate | |
{Header.BusinessPartnerName} | Business Partner Name | |
{Header.CustomerSaluation} | Contact Person salutation | |
{Header.CustomerName} | Contact Person last + middle + first name | |
{Header.CustomerPhone} | Contact Person mobile phone | Is the same as cp.MobilePhone |
{Header.CustomerTelephone1} | Contact Person telephone | Is the same as cp.Phone1 |
{Header.CustomerEmail} | Contact Person email | |
{Header.CustomerBirthdate} | Contact Person birth date | |
{Header.CustomerInvoicingAddress} | Invoicing Address | Address fields comes from cp and if were null comes from BP bill to and then BP ship to addresses |
{Header.CustomerStreet} | Street Number | |
{Header.CustomerStreetNo} | ||
{Header.CustomerCity} | City | |
{Header.CustomerZipCode} | ||
{Header.CustomerCountryDescription} | ||
{Header.CustomerCountryISO3166} | ||
{Header.CustomerFederalTaxID} | ||
{Header.CustomerAdditionalID} | ||
{Header.CustomerUnifiedFederalTaxID} | ||
{Header.CustomerType} | Business Partner Type | Company/Private |
{Header.EmployeeCode} | Employee Code | |
{Header.EmployeeName} | Employee Last + First Name | |
{Header.EmployeeEmail} | Employee Email | |
{Header.EmployeeOfficePhone} | Employee Office Phone | |
{Header.EmployeeMobilePhone} | Employee Mobile Phone | |
{Header.EmployeeJobTitle} | Employee Job Title | |
{Header.EmployeeFax} | Employee Fax | |
{Header.ProcessDate} | Date of the document creation or update date | |
{Header.ProcessDateDesc} | Same date formatted | |
{Header.DateNow} | The date of the document generation | |
{Header.TimeNow} | The time of the document generation | |
{Header.DateTimeNow} | The datetime of the document generation (dateNow + timeNow) | |
{Header.ProcessCurrency} | Default Currency Code | This value comes from setup key "DefaultCurrencyCode" |
{Header.ProcessLanguageCode} | Language Code of the user | |
{Header.ProcessSubType} | Document Sub Type | |
{Header.FinanceType} | ||
{Header.CustomerBirthdate} | ||
{Header.Comments} | Comments | |
{Header.VatRate} | BP Vat rate | |
{Header.VatGroup} | BP Vat Group | |
{Header.TotalNetAmount} | Net Total Amount | |
{Header.VatSum} | Vat Sum | |
{Header.TotalFullAmount} | Full Total Amount | |
{Header.TotalDiscountAmount} | Total Discount Amount | |
{Header.TotalNetAmountWithoutDiscount} | Total Net Amount Without Discount | |
{Header.OfferValidToDate} | ExpirationDate ("d" stringified) | |
{Header.ProcessCurrencySymbol} | Process Currency Symbol | |
{Header.AltCurrency} | Alternative Currency Code | |
{Header.AltCurrencySymbol} | Alternative Currency Symbol | |
{Header.CompanyInternalBPStreetNo} | Company Internal BP's Street No | |
{Header.CompanyInternalBPBankAccounts} | List of BPBankDetailsModel (new section with a lot of fields) | |
{Header.CustomerTitle} | Contact Person Title Translated | |
{Header.CustomerLicenseDate} | Contact Person License Date | |
{Header.CustomerLicenseNumber} | Contact Person License Number | |
{Header.CustomerIdentityCardNumber} | Contact Person IdNo | |
{Header.CustomerProfession} | Business Partner Profession | |
{Header.CustomerListOfBPGroupNames} | List of BPGroupNames [string] | |
{Header.CustomerTaxOffice} | Business Partner U_IDMS_TaxOffice | |
{Header.TotalNetAmountAltCurrency} | TotalNetAmount converted to alternative Currency | |
{Header.VatSumAltCurrency} | VatSum converted to alternative Currency | |
{Header.TotalFullAmountAltCurrency} | TotalFullAmount converted to alternative Currency | |
{Header.EstimatedDeliveryDate} | Document U_IDMS_EstimatedDeliveryDate | |
New Grouping Lines | {Header.AddressLines}: Document items of type Address, {Header.ModelColorLines}: Document items of type Model/Color (Group), {Header.AnalyticalLines}: Document items of type Model/Color/Option (Exact Configuration) | |
{Header.XXXLines.Description} | ||
{Header.XXXLines.Quantity} | ||
{Header.XXXLines.Price} | ||
{Header.XXXLines.PriceWithVat} | ||
Document Lines | ||
{Lines.LineNumber} | Document Line ID | |
{Lines.LineType} | Document Line Type | 1 - Spare Part 2 - Labor 3 - Oil 4 - Sublet 10 - Vehicle (specific vehicle with VIN) 11 - Vehicle Additional Equipment 40 - Tax Line 60 - Information Line(plain text) 99 - Other |
{Lines.ItemCode} | Document Line Item Code | |
{Lines.Description} | Document Line Description | |
{Lines.Quantity} | Document Line Quantity | |
{Lines.Price} | Document Line Net Unit Price | |
{Lines.PriceAltCurrency} | Net Unit Price in alternative Currency | |
{Lines.DiscountPercent} | Document Line Discount Percentage | |
{Lines.PriceWithDisc} | Document Line Net Unit Price Minus Discount | |
{Lines.PriceWithDiscAltCurrency} | PriceWithDisc in alternative Currency | |
{Lines.VatCode} | Document Line Vat Code | |
{Lines.VatRate} | Document Line Vat Rate | |
{Lines.VatSum} | Document Line Vat Sum | |
{Lines.VatSumAltCurrency} | VatSum in alternative Currency | |
{Lines.LineSum} | Document Line Total Amount | |
{Lines.LineSumAltCurrency} | LineSum in alternative Currency | |
{Lines.IsTextLine} | Document Line Text | |
{Lines.LineOrder} | Document Line Order | |
{Lines.ParentLineId} | Document Parent Line ID | |
Document Signatures | ||
{Signatures.SignaturePath} | Signed Image filepath | Use this property to define where we attach the digital signatures |
{Signatures.SignatureBase64} | Signed Image in base 64 | |
{Signatures.SignaturePlacementCode} | ||
Document Sales Incentives | ||
{SalesIncentives.Code} | Related Sales Incentive Code | |
{SalesIncentives.SalesIncentiveCode} | Sales Incentive code | |
{SalesIncentives.DMSItemNo} | DMS Item number | |
{SalesIncentives.Description} | Sales Incentive description | |
{SalesIncentives.DiscountPrice} | Sales Incentive price as amount | |
{SalesIncentives.DiscountPriceAltCurrency} | Sales Incentive price as amount in alternative Currency | |
{SalesIncentives.DiscountPercentage} | Sales Incentive price as percentage (based on the Net Total Amount of the Document Items) | |
{SalesIncentives.VatCode} | VAT Code (i.e. A2, A24) | |
{SalesIncentives.VatPercentage} | VAT percentage (i.e. 19%, 24%) | |
{SalesIncentives.VatSum} | VAT sum of the current Sales Incentive line | |
{SalesIncentives.VatSumAltCurrency} | VAT sum of the current Sales Incentive line in alternative Currency | |
{SalesIncentives.GrossListPrice} | Final price of Sales Incentive line after VAT | |
{SalesIncentives.GrossListPriceAltCurrency} | Final price of Sales Incentive line after VAT in alternative Currency | |
Document Down Payments | ||
{DocumentDownPayments.DepositDate} | Date the deposit was made | |
{DocumentDownPayments.PaymentCode} | Payment method code | |
{DocumentDownPayments.PaymentDescription} | Payment method description (Name) | |
{DocumentDownPayments.DepositAmount} | The amount that was deposited | |
{DocumentDownPayments.DepositAmountAltCurrency} | The amount that was deposited in alternative Currency | |
{DocumentDownPayments.RemainAmount} | The Offer's remaining amount to be paid after any deposits. | |
{DocumentDownPayments.RemainAmountAltCurrency} | The Offer's remaining amount to be paid after any deposits. in alternative Currency | |
{DocumentDownPayments.Info} | Remarks on the deposit | |
{DocumentDownPayments.VatCode} | Vat Group Code | |
{DocumentDownPayments.VatDescription} | Vat Group description (Name) | |
Document Financing | ||
{Financing.BankCode} | Bank Code | |
{Financing.BankName} | Bank Name | |
{Financing.AdvancePaymentAmount} | Advance Payment Amount | |
{Financing.AdvancePaymentAmountAltCurrency} | Advance Payment Amount in alternative Currency | |
{Financing.CreditedCapital} | Credited Capital | |
{Financing.CreditedCapitalAltCurrency} | Credited Capital in alternative Currency | |
{Financing.InstallmentPeriod} | Installment Period. | |
{Financing.NumberOfInstallments} | Number of Installments | |
{Financing.Installment} | Installment | |
{Financing.InstallmentAltCurrency} | Installment in alternative Currency | |
{Financing.InstallmentRate} | Installment Rate | |
{Financing.BaloonInstallment} | Baloon Installment | |
{Financing.BaloonInstallmentAltCurrency} | Baloon Installment in alternative currency | |
WholesaleLead | Wholesale lead entity | |
{WholesaleLead.WholesaleLeadCode} | ||
{WholesaleLead.IsForUsed} | ||
{WholesaleLead.FleetSegment} | ||
{WholesaleLead.FleetType} | ||
{WholesaleLead.CurrencyCode} | ||
{WholesaleLead.AltCurrencyCode} | ||
{WholesaleLead.OpportunityNumber} | ||
{WholesaleLead.TotalAmount} | ||
{WholesaleLead.TotalAmountAltCurrency} | ||
{WholesaleLead.CreateDateTime} | ||
{WholesaleLead.UpdateDateTime} | ||
{WholesaleLead.OrderCreationDateTime} | ||
{WholesaleLead.CloseDateTime} | ||
{WholesaleLead.Temperature} | ||
{WholesaleLead.CreatedByUser} | ||
{WholesaleLead.AssignedToUser} | ||
Group Lines | A list of all groups | |
{WholesaleLead.GroupLines.Code} | ||
{WholesaleLead.GroupLines.Type} | ||
{WholesaleLead.GroupLines.Text} | ||
{WholesaleLead.GroupLines.Quantity} | ||
{WholesaleLead.GroupLines.UnitPrice} | ||
{WholesaleLead.GroupLines.TotalUnitsPrice} | ||
{WholesaleLead.GroupLines.Active} | ||
{WholesaleLead.GroupLines.CreateDateTime} | ||
Vehicle Lines | A list of all vehicles | |
{WholesaleLead.VehicleLines.Code} | ||
{WholesaleLead.VehicleLines.Type} | ||
{WholesaleLead.VehicleLines.Text} | ||
{WholesaleLead.VehicleLines.Quantity} | ||
{WholesaleLead.VehicleLines.UnitPrice} | ||
{WholesaleLead.VehicleLines.Active} | ||
{WholesaleLead.VehicleLines.VehicleCode} | ||
{WholesaleLead.VehicleLines.DeliveryAddress} | ||
{WholesaleLead.VehicleLines.VesselInfo} | ||
{WholesaleLead.VehicleLines.DocumentItemLineId} | ||
{WholesaleLead.VehicleLines.CreateDateTime} |
Regarding the “smart” notifications, the following fields are being used:
Property | Comments |
---|---|
{WholesaleLead.WholesaleLeadCode} | |
{WholesaleLead.FleetSegment} | |
{WholesaleLead.FleetType} | |
{WholesaleLead.CurrencyCode} | |
{WholesaleLead.OpportunityNumber} | |
{WholesaleLead.TotalAmount} | |
{WholesaleLead.CreateDateTime} | |
{WholesaleLead.UpdateDateTime} | |
{WholesaleLead.OrderCreationDateTime} | |
{WholesaleLead.CloseDateTime} | |
{WholesaleLead.Temperature} |