Setup

How to install incadea Automotive365 Aftersales

Install the app from https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central

Search for Extension Management and on the page Installed Extensions click on Manage ➔ Extension Marketplace, where you can then search for the extension.

⇒	. Fig. 1: Extension Marketplace

The permission set should be assigned to the users, who will work with this app.

A RapidStart Package, which sets up default values, can be run by your IT department or requested by us if needed.

Role Centers

incadea Automotive365 Aftersales operates with two Role Centers:

Aftersales Backoffice and
Aftersales Manager

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.

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

Fig. 2: My Settings - Role Center Selection

Fig. 3: Available Roles - Aftersales

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

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

Setup

.Open Setup Page

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. 6: Search for Aftersales Setup

⇒	. Fig. 7: Setup in Service Connections

⇒	The Auto365 Aftersales Integration Setup page opens.

⇒	. Fig. 8: Aftersales Integration Setup Page

.General FastTab

1.	. Activate Aftersales Integration Enabled. This field indicates, if the integration for the aftersales transactions is enabled. This also activates the field Vehicle Integration Enabled.
2.	. Activate Invoicing Integration Enabled. By activating this field, the integration of aftersales documents to be posted is enabled.
3.	. Automatically Process Released Documents. If this field is activated, all release documents are proccessed by the system automatically. Also a new Job Queue Entry is created. If the field is not activated, all released documents need to be processed manually.
4.	. Select “Saleschannel” for the field Sales Channel Dimension.
5.	. Select “Department” for the field Department Dimension.
6.	. Select “Brand” for the field Brand Dimension.
7.	. Select “Vehicles” for the field Vehicle Dimension.
8.	. Activate Vehicle Integration Enabled (if not activated automatically by enabling the aftersales integration). By activating this field vehicles, which are involved in a posted document, are automatically created.

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.

1.	. In the field Base URl enter the URL for the Connection link, e.g. http://www.incadea-url.com.
2.	. In the field Setup Producer Topic enter the respective value, e.g. producer_topic.
3.	. In the field Aftersales Consumer Topic enter the respective value, e.g. consumer_topic. This field is mandatory, if the Aftersales Integration is set to “active”.
4.	. In the field Invoiceing Consumer Topic enter the respective value. This field is mandatory, if the Invoicing Integration is set to “active”.
5.	. The field Cluster ID specifies the cluster ID, which is required for sending messages. It is mandatory, if the Invoicing Integration is set to “active”.
6.	. In the field Release Invoicing Producer Topic enter the respective value. This field is mandatory, if the Invoicing Integration is set to “active”.
7.	. The field No. of Tenants shows the No. of Tenants, which are selected for the connection. This field must not be zero, when any kind of integration is enabled. It also works as a lookup field on the integration tenant setup.

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 setup page.

Fig. 9: Aftersales Integration JobQueue Entries

Additional Setups

Fig. 10: Aftersales Integration Extended Setup

To open the additional setups click on the three dots (if you have the setup page opened small) or on the respective menu entries (if the page is expanded).

.Tenants

Click on the Tenants entry on the menu.

⇒	The Tenants List Page opens.
	. Fig. 11: 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.

.Workshops

Click on the Workshops entry on the menu.

⇒	The Workshops List Page opens.
	. Fig. 12: Workshop List
	Here you enter the Workshops. The list contains of the workshop ID (Primary Key) and the Workshop Name (max. 50 characters).
	The list is automatically updated during the Aftersales Integration.

.Service Advisors

Click on the Service Advisors entry on the menu.

⇒	The Service Advisor List Page opens.
	. Fig. 13: 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.

.Reason Codes

Click on the Reason Codes entry on the menu.

⇒	The Reason Codes Page opens.
	. Fig. 14: 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.

.Status Code Mapping

Click on the Status Code Mapping entry on the menu.

⇒	The Aftersales Status Mapping Page opens.
	. Fig. 15: Aftersales Status Code Mapping
	The mapping between the external status code and business central status code is predefined by incadea.

Aftersales Manager RC

Fig. 16: 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:

The Aftersales WIP report shows the expected value of aftersales activities in progess but which are not finalized yet. The work in progress is shown in a matrix layout, split by branch, customer type and type of sales.
The Aftersales Turnover report shows a breakdown of the revenues of the aftersales area in a matrix layout, split by branch, customer type and type of sales.

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