04. Sales Orders Branch (Mutli Make)

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

Report Identity

Code

ODPRODREPSALESORDBR

Name

Sales Orders Branch (Mutli Make)

Filename

OneDealer_SalesOrders_Branch_EN_v1.4

Description

Sales Orders Branch (Mutli Make)

Business Case

30068

Resource Code

OD0011680

Parameters

Description

Field (U_IDMS_ParamName)

Provided by UI

Values

Default Value

Date from

PDateFrom

YES



Date to

PDateTo

YES



List of ManufacturersPListOfMakes

YES

Makes available in the environment


Opportunity Type

POpportunityTypeCode

YES

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


Families

PListOfFamilies

YES

Families available in the environment


Channel Code

PChannelCode

YES



Source Code

PSourceCode

YES




PValuesCalcRuleNO

MAININPERIOD, ALLINPERIOD

MAININPERIOD

Branch Code

PBranchCodeNO

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)

FieldDescription
Report NameOrders Report
MakeSelected "Make" from the parameters
PeriodDate from - Date to selected from the parameters
Opportunity TypeSelected "Opportunity Type" from the parameters
SourceSelected "Source" from the parameters or dash "-" if nothing is selected
DealershipUser's Branch
ChannelSelected "Channel" from the parameters or dash "-" if nothing is selected

Body (red section)

Report columnU_IDMS_EventTypeCode (values)Workflow Transition/StateDescription
Sales Advisor

Name of the Sales Employee
OrdersCurrentWeekOrders* Transition IN → Sign Order
Order Follow UpsCurrentWeekOrderFollowUp<Event doesn't exist>
% (Order Follow Ups / Orders)

(Order Follow Ups of the Sales Employee / Orders of the Branch ) * 100
DeliveriesCurrentWeekCarDeliveries * Transition IN → Delivery Completed
% (Deliveries/Orders)

(Deliveries of the Sales Employee / Orders of the Sales Employee) * 100
Delivery Follow UpsCurrentWeekDeliveryFollowUp** State IN → Delivery Follow Up Call
% Orders

(Delivery Follow Ups of the Sales Employee / Orders of the Sales Employee) * 100
% Deliveries

(Delivery Follow Ups of the Sales Employee / Deliveries of the Sales Employee) * 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
    • PBranchCode (according to user dimensions permissions)

 and displays the summary of the “even types” as per below:

  • “Sales Advisor” - it displays the “Sales Advisor” that the events were triggered by, "U_IDMS_Prop6Code" on the "@IDMS_EVNTRESULT" table and the “OHEM” table which holds the entire data “Sales Opp”
  • “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”
  • (Deliveries Follow Ups) % Orders - it is considered to reflect the ratio of “Delivery Follow Ups” towards the “Orders”
  • “(Deliveries 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
  • SalesAdvisor: "U_IDMS_Prop6Code" field
  • Source: “U_IDMS_InquirySource” field
  • Channel: “U_IDMS_InquiryChannelCode” field