10. Sales Area - Orders Report
- Georgios Vasilakos (Unlicensed)
Report Identity
Code | ODPRODINSREPSALORDSALAREA |
|---|---|
Name | Sales Orders Sales Area V1.4 |
Filename | OneDealer_SalesOrders_SalesArea_EN_v1.4 |
Description | Orders Report |
Business Case | 30069 |
Resource Code | OD0005868 |
Parameters
| Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Value |
|---|---|---|---|---|
| Date from | PDateFrom | YES | ||
| Date to | PDateTo | YES | ||
| Make Code | PMakeCode | YES | Makes available in the environment | |
| Opportunity Type | POpportunityTypeCode | YES |
| |
| Families | PListOfFamilies | YES | Families available in the environment | |
| Sales Areas | YES | To be decided | ||
| Channel Code | PChannelCode | YES | ||
| Source Code | PSourceCode | YES | ||
| PValuesCalcRule | NO | MAININPERIOD, ALLINPERIOD | MAININPERIOD |
The above parameters should be found at the @IDSM_CR_PARAMETER table (filtered by U_IDMS_ReportCode).
- PValuesCalcRule (it defines the way used to count entries)
- ALLINPERIOD: All values displayed are collected from within the DateFrom-DateTo period
- MAININPERIOD: Only the main metric displayed is collected from within the DateFrom-DateTo period, the rest are collected with no time frame imposed
Report Layout
Report Calculation Logic
Header (green section)
| Field | Description | Comments |
|---|---|---|
| Report Name | Orders Report | Name of the report |
| Make | Selected from the parameters | |
| Opportunity Type | Selected from the parameters | |
| Dealership (Range) | ||
| Period | Date from - Date to selected from the parameters | |
| Source | ||
| Channel |
Body (red section)
Report column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | |
|---|---|---|---|
| Dealership | Branch Description | ||
Orders | CurrentWeekOrders | * Transition IN → Sign Order | |
Order Follow Ups | CurrentWeekOrdersFollowUp | ||
| % (Order Follow Ups / Orders) | (Order Follow Ups per Branch / Orders of the Branch) * 100 | ||
Deliveries | CurrentWeekCarDeliveries | * Transition IN → Delivery Completed | |
| % (Deliveries / Orders) | (Deliveries per Branch / Orders for the Branch) * 100 | ||
Delivery Follow Ups | CurrentWeekDeliveryFollowUp | ** State IN → Delivery Follow Up Call | |
% Orders | (Order Follow Ups per Branch / Orders for the Branch) * 100 | ||
% Deliveries | (Delivery Follow Ups per Branch / Deliveries for the Branch) * 100 |
* Transition IN: the record that will be considered by the event, is created when the user selects the relevant transition and saves.
** State IN: the record that will be considered by the event, is created when closing the activity of the STATE, during the selection of the next activity in the STATE (transition)
Description
The report Orders Report filters Leads/Opportunities according to the initial parameter provided:
- UI parameters
- Period (based on the Lead/Opportunity “Update Date”)
- Make Code (according to user dimensions permissions)
- Opportunity Type
- Families
- Channel Code (It displays all available channels exist in IDMS_INQ_SOURCE table that at the field “U_IDMS_InstallationCode” has the value “PRODUCT”.)
- Source Code (It displays all available sources exist in IDMS_INQUIRYCHANNEL table that at the field “U_IDMS_InstallationCode” has the value “PRODUCT”.)
- Non-UI parameters
- PValuesCalcRule - MAININPERIOD
and displays the summary of the “even types” as per below:
- “Dealership” - The Branch that the events were triggered by, "U_IDMS_Prop2Code" on the "@IDMS_EVNTRESULT" table.
- “Orders”
- “Order Follow Ups”
- (Order Follow Ups) % - it is considered to reflect the ratio of “Order Follow Ups” towards the “Orders”
- “Deliveries”
- (Deliveries) % - it is considered to reflect the ratio of “Deliveries” towards the “Orders”
- “Deliveries Follow Ups”
- (Delivery Follow Ups) % Orders - it is considered to reflect the ratio of “Delivery Follow Ups” towards the “Orders”
- (Delivery Follow Ups) % Deliveries - it is considered to reflect the ratio of “Delivery Follow Ups” towards the “Deliveries”
Fields considered from table "@IDMS_EVNTRESULT"
- Dates: "U_IDMS_EventDate" field
- EntityType: "U_IDMS_EntityType" field with the “IDMS_Lead” value set
- Entity: "U_IDMS_EntityCode" field
- MakeCode: "U_IDMS_Prop1Code" field
- BranchCode: "U_IDMS_Prop2Code" field
- CompanyCode: "U_IDMS_Prop3Code" field
- Location: "U_IDMS_Prop5Code" field
- EventType: "U_IDMS_EventTypeCode" field
- Source: “U_IDMS_InquirySource” field
- Channel: “U_IDMS_InquiryChannelCode” field