07. Orders Report: Calendar

Owned by Georgios Vasilakos (Unlicensed)
Apr 28, 2023
2 min read

Report Identity

Code

ODPRODREPORDERTIME

Name

Order Time Report (Multi Make)

Filename

OneDealer_OrderTime_EN_v1.4

Description

Orders Report: Calendar

Business Case

30062

Resource Code

OD0003968

Parameters

Description

Field (U_IDMS_ParamName)

Provided by UI

Values

Default Value

Date from

PDateFrom

YES



Date to

PDateTo

YES



Make Code

PMakeCode

YES



Opportunity Type

POpportunityTypeCode

  • All
  • Customers from Service
  • Fleet
  • Lease
  • Retail sale
  • Small Fleet



Families

PListOfFamilies

YES



Branches

PListOfRangeBranches

YES



Report Layout 

Report Calculation Logic 

Header (green section)

FieldDescription
Report NameOrder Reports Calendar
MakeSelected "Make" from the parameters
Opportunity TypeSelected "Opportunity Type" from the parameters
Dealership (Range)Selected Branches from the parameters

Period

Date from - Date to selected from the parameters

Body (red section)

Report column

U_IDMS_EventTypeCode (values)

Workflow Transition/State

Sale

CurrentWeekNewCarSales 

* Transition IN → Sign Order

* 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: Calendar filters Leads/Opportunities that went through the “Order” workflow step 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
    • Branch (according to user dimensions permissions)

and displays them in a “day & time” order.

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
  • SalesAdvisor: "U_IDMS_Prop6Code" field
  • BusinessPartner: "U_IDMS_CardCode"
  • VOI: "U_IDMS_VOICode"
  • Source: “U_IDMS_InquirySource” field
  • Channel: “U_IDMS_InquiryChannelCode” field