Workflows

With the integration of TecDoc it is possible, to call the TecDoc Catalog 3.0 page directly from the Sales Order or Sales Quote, select and order an item there and import it to the Sales Order or Sales Quote in Business Central.

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1.	. Open a new Sales Order or Sales Quote and fill in the customer details.
2.	. On the menu ribbon, click on Actions ➔ Functions ➔ TecDoc ➔ Open Catalog Home Page ⇒ . Fig. 30: Open Catalog on Sales Order ⇒ A new Tab with the TecDoc Catalog 3.0 page opens.
3.	. Look up the item(s) and labor(s) you need like you are used to and add it to the shopping basket.
4.	. Back in the Sales Order or Sales Quote in Business Central, add the online shopping basket to the sales lines by clicking on Actions ➔ Functions ➔ TecDoc ➔ Import Shopping Cart. ⇒ . Fig. 31: Import Shopping Cart to Sales Order ⇒ If it not already exists in the database a new catalog item and item are created and added to the Sales Order/Sales Quote.   Also the Catalog Item List and the Item List are updated.   . Fig. 32: Confirmation Item has been added   . Fig. 33: Added catalog item
5.	. Finish the sales process by posting the Shipment and Invoice.

The TecDoc Integration can also be triggered directly from the Role Center page, where instead of creating sales lines, the process just created items, ready to be used for any sales process afterwards.

With the integration of EDIWheel it is possible, to send an inquiry for tires directly from the Sales Order in Business Central.

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1.	. Open a new Sales Order and fill in the customer details.
2.	. Fill in the tire, which is requested by the customer in the Sales Lines.   Existing items, which were imported with RapidStart can also be selected. Tires will start with TR on the Item No. and the Item Category is TIRE.
3.	. Make sure, that in the General FastTab, the field for Requested Delivery Date is filled.
4.	. To send the inquiry for the tires in the sales lines click on Line ➔ Related Information ➔ EDIWheel Inquiry in the Lines section. ⇒ . Fig. 34: EDIWheel Inquiry on Sales Order
5.	. The system is sending the Inquiry Request to the vendor. ⇒ . Fig. 35: Sending Inquiry Request ⇒ The page EDIWheel Ordering Entries opens.   . Fig. 36: EDIWheel Ordering Entries
6.	. Once the inquiry was successful, send an order request to the vendor by clicking on Request Order.
7.	. When the order is received then the system asks automatically for Purchase Order creation. Before you can put the tire item(s) to a sales document, you need to receive the quantity in the system. Click on Order ➔ Special Order ➔ Purchase Order and make sure, that the request to the vendor is successful. Based on the color of the line you can see the status: Red: Error Orange: Inquiry has been sent Blue: Order has been sent Green: Purchase Order has been created
8.	. Finish your Sales Order by posting the Shipment and Invoice.   The Purchase Order needs to be processed entirely BEFORE finishing the Sales Document. Otherwise, there is no inventory for this item and the Sales Document can not be posted.

After a Sales Order header is deleted after being fully posted or then the order is aborted, the Ordering Entry is deleted.

On the Role Center Tire Manager you can see the cues for EDIWheel:

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Fig. 37: EDIWheel Cues on Role Center - Tire Manager

If you click on one of them, a list page opens, where you can see either Inquiry Requests, Order Requests or Special Purchase Orders. If for example a Inquiry Request was not successful during the creation of the Sales Order and you want to send the request again, click on the failed request on the list page and send it again. The same action can be done on the page for Order Requests.

On the list page for Special Purchase Orders all created Special Purchase Orders are listed. Once, the Sales Order for an item in this list is transferred to a Sales Invoice and posted, the entry is deleted from these lists.

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Fig. 38: Inquiries Requests List

With the integration of Tire Master Data and the Role Center Tire Manager you can manage the following actions for a selected tire size:

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1.	. On the Role Center click on Tires ⇒ . Fig. 39: Role Center Tires
2.	. Search for a tire there by clicking on Search and entering the detail of the needed tire (e.g 215/45).
3.	. If the tire you are looking for is not found click on Attributes ➔ Filter by Attributes. ⇒ . Fig. 40: Filter by Attributes ⇒ A new page opens, where you can select an Attribute and Value.   . Fig. 41: Enter Filter by Attributes
4.	. Click OK to apply the filter to the tire list.
5.	. If the tire you are looking for is still not there you can call the Tire Master Search by clicking on Actions ➔ Functions ➔ Search Tire Master. ⇒ . Fig. 42: Search Tire Master on Tires Listpage
6.	. On this page you can search for a tire in the Tire Master by (1) Matchcode or 2) Technical Details. To select the search type click on Actions ➔ Find by and select your search method. ⇒ . Fig. 43: Search Tire Master by Matchcode ⇒ . Fig. 44: Tire Master change Search Type ⇒ . Fig. 45: Search Tire Master by Technical Details
7.	. Enter a matchcode (for Matchcode Search) or a select a filter (for Search with Technical Details).
8.	. Click on Find to start the search in the Tire Master.   Do not press [Enter] as this will not trigger the search process. You have to click on Find.
9.	. If there are more results (you can see the No. of Results in the Statistics section at the bottom of the page) click on Next Page. The total pages and total No. of Results, which are available are also shown in the Statistics section. ⇒ . Fig. 46: Tire Master Search Results
10.	. If you found the tire you need, select the item and click on Show Details to retrieve all the details for the selected tire. ⇒ A new page opens, where all the details to the selected tire are shown.   . Fig. 47: Tire Details
11.	. If this is, based on the details, the tire you need, click on Actions ➔ Functions ➔ Create Item to create this tire as item in your system. ⇒ . Fig. 48: Create Item from Details Page
12.	. The system ask you if you want to open the Item Card, if the item already existed. If the item has been just created, the Item Card opens automatically and all attributes are assigned.
13.	. Once the item is created you can add it to any Sales Order or Purchase Order in the application.