Setup

incadea Automotive365 Aftersales operates with three Role Centers:

The Aftersales Manager Rolecenter is showing KPIs and links to report. The focus in this Rolecenter is on Amounts.

The Aftersales Backoffice Rolecenter is more action driven. Here the processes for aftersales activities are done.

The Aftersales Parts Manager Rolecenter shows the demands for parts from the workshop, parts reservations and organize picking for workshops.

You can select the Role Center by clicking on Settings ➔ My Settings. For the field Role Center select the one of the mentioned above.

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Fig. 2: My Settings - Role Center Selection

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Fig. 3: Available Roles - Aftersales Integration

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Fig. 4: Role Center - Aftersales Manager

① Aftersales Navigation Menu

② Aftersales Navigation Bar

③ Aftersales Reports

④ Aftersales Headline

⑤ Aftersales Totals

⑥ Aftersales Activity Cues

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Fig. 5: Role Center Aftersales Backoffice

① Aftersales Navigation Menu

② Aftersales Navigation Bar

③ Notification Pending Documents

④ Aftersales Reports

⑤ Aftersales Headline

⑥ Aftersales Activity Cues

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Fig. 6: Role Center Aftersales Parts Manager

① Aftersales Navigation Menu

② Aftersales Navigation Bar

③ Aftersales Reports

④ Aftersales Headline

⑤ Aftersales Activity Cues

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.Open Setup Page

1.

. The Setup page can be opened either by using the Search Button and calling the page directly or by calling the Service Connections page and selecting the Aftersales Integration Setup ⇒ . Fig. 7: Search for Aftersales Setup ⇒ . Fig. 8: Setup in Service Connections ⇒ The Auto365 Aftersales Integration Setup page opens. ⇒ . Fig. 9: Aftersales Integration Setup Page

The values, which you have selected for setup 4-7 are only example ones. You can select any Dimension Code you want to, since there is no "pre-defined" value to select. Butyou have to make sure, that each field is assigned to a unique Dimension Code.

As for the Connection FastTab, enter the following information (this connection setup is also used for pushing the setup tables):

CAUTION! The information for Connection has to be entered by a e.g. system administrator, since this information is more technical.

Job Queue Entries When Vehicle Integration Enabled is activated, there is also a job queue created, which is responsible for creating a vehicle entry and vehicle ledger entries (Codeunit 70675800 INCA365 Vehicle Mgmt.). When Aftersales Integration Enabled is activated, a job queue is created, which is responsible for importing the aftersales data (Codeunit 70675802 INCA365 Aftersales Data Integr.). Also a job queue for archiving activity jobs es created (Codeunit 70675806 INCA365 Archive Aftersales). When Invoicing Integration Enabled is activated, the system verifies that both Base URL and Invoicing Consumer Topic fields are not empty and creates a new job queue in order to periodically exchange data (Codeunit 70675797 INCA365 Invoicing Data Integr.). When Automatically Process Released Documents is enabled, a new job queue is created in order to process the pending records (Codeunit 70675796 INCA365 Doc. Processing Mgmt.). You can check these job queue entries by clicking on Job Queue Entries on the General FastTab on the setup page.

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Fig. 10: Aftersales Integration JobQueue Entries

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Fig. 11: Aftersales Integration Extended Setup General

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.General ➔ Tenants

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. Click on the Tenants entry on the menu. ⇒ The Tenants List Page opens.   . Fig. 12: Integration Tenant Setup   On this list all tenants, which are supported, are configured. The list contains the tenant ID that works as a Primary Key, the tenant Description (max. 30 characters) and if the tenant is Selected for integration or not.

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.General ➔ Workshops

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. Click on the Workshops entry on the menu. ⇒ The Workshops List Page opens.   . Fig. 13: Workshop List   Here you enter the Workshops. The list contains of the workshop ID (Primary Key) and the Workshop Name (max. 50 characters). The Internal Customer No. is used for posting parts and sales amounts. The customer which is used for this purpose should use a special posting group so that the internal G/L accounts are used. The Location Code specified the location which is used for parts postings and invoices.   The list is automatically updated during the Aftersales Integration.

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.General ➔ Service Advisors

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. Click on the Service Advisors entry on the menu. ⇒ The Service Advisor List Page opens.   . Fig. 14: Service Advisor List   Here you enter the Service Advisors in your company. The list contains of the service advisor ID (Primary Key), the service advisor Code, which is an unique employee/service advisor no. and the Name (max. 50 characters).   The list is automatically updated during the Aftersales Integration.

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.General ➔ Reason Codes

1.	. Click on the Reason Codes entry on the menu. ⇒ The Reason Codes Page opens.   . Fig. 15: Reason Code List   These reason codes are needed in case of the rejection of a document. Enter a Code and a Description for the reason code.

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Fig. 16: Aftersales Integration Extended Setup Mappings

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.Mapping ➔ Status Code Mapping

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. Click on the Status Code Mapping entry on the menu. ⇒ The Aftersales Status Mapping Page opens.   . Fig. 17: Aftersales Status Code Mapping   The mapping between the external status code and business central status code is predefined by incadea.   The field Internal Order Action is the setup for triggering the creation, update, posting and release of the Internal Order in parallel with the Aftersales Orders. Internal Orders are created only for inventory items. ⇒ So in the screenshot above you can see the following setup for triggering the Internal Orders:   Once an Aftersales Order has the status “Planned” or “In Progress”, an Internal Order gets created. When this Aftersales Order gets Released for Invoicing the Internal Order also gets released. After the Aftersales Order is posted and archived, the Internal Order also gets posted.

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.Mapping ➔ Product Mapping

1.	. Click on the Product Mapping entry on the menu. ⇒ The Aftersales Product Mapping Page opens.   . Fig. 18: Aftersales Product Mapping

Aftersales Product Mapping is mandatory for inventory items in case Create Aftersales Internal Orders is enabled so that item ledger entries are not posted twice, once via internal orders and once via posting of the customer invoice. Otherwise, this setup is optional and used only when users wish to replace product codes used in aftersales document and actual BC documents posted.

The criteria fields are all optional (except the field Aftersales Line Type which is mandatory). The most specific has priority over a generic one. This means, the more information is filled in this mapping the more priority it gets for creating invoices.

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Fig. 19: Role Center - Aftersales Manager

① Aftersales Navigation Menu

② Aftersales Navigation Bar

③ Aftersales Reports

④ Aftersales Headline

⑤ Aftersales Totals

⑥ Aftersales Activity Cues

The Aftersales Manager Rolecenter is showing KPIs and links to reports. The focus in this Rolecenter is on amounts.

On Reports you have access to Aftersales WIP and Aftersales Turnover:

For a detailed description of the reports, please see ⇘ Reports.

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Fig. 20: Role Center Aftersales Parts Manager

① Aftersales Navigation Menu

② Aftersales Navigation Bar

③ Aftersales Reports

④ Aftersales Headline

⑤ Aftersales Activity Cues

The Aftersales Parts Manager Rolecenter is showing activity information to internal orders, item reservations, shipping and links to reports.

On Reports you have access to Aftersales Parts WIP and Aftersales Parts Revenues:

For a detailed description of the reports, please see ⇘ Reports.