Setup
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Setup

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 How to set up incadea Automotive365 Connected Retail​

.General Setup

1.
Install the app from https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central
or
Search for Extension Management and on the page Installed Extensions, click Manage ➔ AppSource Gallery, where you can then search for the extension.

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Fig. 1: AppSource Gallery
2.
The permission set should be assigned to the users, who will work with this app.
3.
Click the Search icon on the upper right.
4.
In the search field, enter “Feature”.
5.
In the search results, click Feature Management.

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Page Feature Management opens.

 
Fig. 2: Feature Management
6.
“Enable” the feature Feature Update: Conversion templates for vendors and employees, and refactored templates for customers and items.
7.
Enable this feature for All Users.

For the App incadea Automotive365 Connected Retail there are 3 different Setups available:

 

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

 

Install the Base app along with the Connected Retail app.

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 Role Centers​

incadea Automotive365 Connected Retail operates with two Role Centers:

  • Sales Order Processor Role Center Extension for TecDoc
  • Auto365 Tire Manager for EDI Wheel and Tire Master Data

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. 3: My Settings - Role Center Selection
Fig. 4: Available Roles - Connected Retail
Fig. 5: Role Center Sales Order Processor (Role Center Extension) - TecDoc
Fig. 6: Role Center Auto365 Tire Manager

① Best selling tire headline

② Top 5 Tires chart

③ Search Tire Master Data directly from Role Center

④ Open lists of tire sales and purchase orders from the Role Center

⑤ Open the tires list from Role Center

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 TecDoc Catalog Integration Setup​
1.
Search for Service Connections.

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Fig. 7: Search Service Connections

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The page Service Connections opens.

 
Fig. 8: Service Connection for TecDoc Catalog Integration Setup
2.
Click on TecDoc Catalog Integration Setup

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The page for TecDoc Catalog Integration Setup opens.

3.
Make sure, that the following values are filled in:

Table 1: .General FastTab

Field

Value

Enabled

active

Allow Creation of Items

The field indicates, if an item should be created when not already existing in the system.

Default Aftersales Item Template Code

Select your template code, which should be used for the aftersales item.

Service Generic Article No.

Enter your Generic Article No which should be used when a new Service is imported from TecDoc.

Default Service Template Code

Enter your Service Template Code which should be used when a new service is imported from TecDoc.

Service Quantity Multiplier

100

Include Subwork Details

This field indicates, if the subwork of a main labor should be transferred into the sales document as text lines.

Vendor No.

Specifies the Vendor No. assigned on the new catalog items.

Brand Dimension Code

Select the Brand Dimension Code in your system.

Vehicle Dimension Code

Select the Vehicle Dimension Code in your system

Table 2: .Service FastTab

Field

Value

Service URL

https://webservice.tecalliance.services/cis/json/TecdocToExtern

Catalog Home URL

https://web.tecalliance.net/tecdocsw

Log Web Requests

Always

Table 3: .Authorization FastTab

Field

Value

Username

Insert your credentials for TecDoc Access

Password

Insert your credentials for TecDoc Access

Mandator

Insert your credentials for TecDoc Access

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Fig. 9: TecDoc Catalog Integration Setup

.Open Activity Log

1.
To open the Activity Log click Related ➔ Activity Log on the Setup card.

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Fig. 10: Open Activity Log

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The Activity Log opens in a new page.

 
Fig. 11: Activity Log

In this Log all sessions (inquiry, import Basket etc) is stored. Here you can see if a transmission has been successful or if any error occured.

 

This page appears empty right after Setup. Once workflows are done, this page will fill with entries.

.Open Integration Mapping

1.
To open the Integration Mapping click Related ➔ Integration Mapping on the Setup card.

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Fig. 12: Open Integration Mapping

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The Integration Mapping opens in a new page.

 
Fig. 13: Integration Mapping Page
2.
Create the mapping you need by filling the fields and selecting the Target Table ID. In the field No. of Mappings click on the number.

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A new page Integration Mapping Values opens.

 
Fig. 14: Integration Mapping Values Page
3.
Enter all the values you need to setup the mapping.

.Generic Articles Mapping

1.
To open the Integration Mapping click Related ➔ Generic Article on the Setup card.

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Fig. 15: Open Generic Article Mapping

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The page TecDoc Generic Article Mapping opens.

 
Fig. 16: TecDoc Generic Articles Mapping
2.
Start the mapping by filling the fields on this page.
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 EDIWheel Vendor Setup List​
1.
Search for Service Connections.

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Fig. 17: Search Service Connections

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The page Service Connections opens.

 
Fig. 18: Service Connection for EDIWheel Vendor Setup
2.
Click on EDIWheel Vendor Setup
3.
Make sure, that the following values are filled in:

Table 4: .General FastTab

Field

Value

Vendor No.

The number of the specific Vendor

Vendor Name

Enter the Name of the tire vendor used for the Adhoc EDI

Version

C1

Variant

0

Transport Priority

Replenishment, Rush or Seasonal Order

Enabled

active

Table 5: .Service FastTab

Field

Value

Inquiry URL

provided by the tire Manufacturer

Order URL

provided by the tire Manufacturer

Log Web Requests

active

Table 6: .Authorizaton FastTab

Field

Value

Party ID

provided by the Manufacturer

Agency Code

provided by the Manufacturer

User Name

Your User name for the basic authentication

Password

Your Password for the basic authentication

API Key

API Key used on http request headers

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Fig. 19: EDIWheel Vendor Setup
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 Tire Master Integration Setup​
1.
Search for Service Connections.

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Fig. 20: Search Service Connections

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The page Service Connections opens.

 
Fig. 21: Service Connection for Tire Master Integration Setup
2.
Click on Tire Master Integration Setup

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The page for Tire Master Integration Setup opens.

3.
Make sure, that the following values are filled in:

Table 7: .General FastTab

Field

Value

Enabled

active

Search Results per Page

Enter the number of search results, which should be shown per page.

Item No. Format

Select the Item No. Format

Item No. Separator

empty

Tire Item Category Code

Select the Item Category Code

Tire Template Code

Select the Tire Template Code

Tire Brand Dimension Code

Select the Brand Dimension Code

Table 8: .Service FastTab

Field

Value

Login URL

https://next-qa.incadea.com/auth/realms/master/protocol/openid-connect/token

Service URL

https://next-qa.incadea.com/tiremaster-ms/TireMaster

Log Web Requests

Always

Table 9: .Authorization FastTab

Field

Value (will be shown Encrypted)

Client ID

Enter your Client ID

Client Secret

Fill in your Client Secret

Tenant ID

Enter your Tenant ID

Role ID

Enter your Role ID

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Fig. 22: Tire Master Integration Setup

.Open Activity Log

1.
To open the Activity Log click Related ➔ Activity Log on the Setup card.

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Fig. 23: Tire Master Setup Activity Log

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The Activity Log opens in a new page.

 
Fig. 24: Tire Master Activity Log
 

 

This page appears empty right after Setup. Once workflows are done, this page will fill with entries.

.Open Integration Mapping

1.
To open the Integration Mapping click Related ➔ Integration Mapping on the Setup card.

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Fig. 25: Tire Master Setup Integration Mapping

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The Integration Mapping opens in a new page.

 
Fig. 26: Tire Master Integration Mapping
2.
Create the mapping you need by filling the fields and selecting the Target Table ID. In the field No. of Mappings click on the number.

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A new page Integration Mapping Values opens.

 
Fig. 27: Tire Master Integration Mapping Values
3.
Enter all the values you need to setup the mapping.

.Item Attibutes

1.
To open the Item Attributes click Related ➔ Item Attributes on the Setup card.

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Fig. 28: Tire Master Setup Item Attributes

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The page Item Attributes opens.

 
Fig. 29: Tire Master Item Attibutes
 

Here you can see all attributes which are connected with tires. You can enter specific values or even block an attribute in the list.

 

The system automatically created the default values for the item attributes on this list. This is triggered by the Set Default Attributes action on the setup. By running the RapidStart-Package while installing this functionality, this action is not needed.