Release Notes SalesModule 10oct2015

Release Notes Sales Module
Honda HIRISE Application

eDealer Application Sales
Effective Date
10th October 2015
Release Note Author: HIRISE Project Team
________________________________________________________________
HIRISE eDealer - Sales - Application Release Notes R 1516-03
Contents
1.
2.
3.
Auto Closure of Follow-up activity if Sales stage is Invoiced.............................................3

For Interdealer transaction, Dealer Margin, VAT & Surcharge on VAT will be editable at
Dealers end...........................................................................................................................4
Quick Invoice:......................................................................................................................5
________________________________________________________________
1.Auto Closure of Follow-up activity if Sales stage is Invoiced.
CR#: 01
Roles Affected
CR Type: Enhancement
All Sales Module users
Status: Checked-in
Current Scenario:
Follow up activity remains open If user doesnt close the follow up activity after actual
follow up. This remains open even after the enquiry for whcih follow up was created, gets
invoiced. This increases the count of open follow up activity although the the actual or
pending follow up is less.
Post Changes Scenario:
If an enquiry gets invoiced (Sales stage gets changed to Invoiced) then open follow up
activity against that Enquiry will automatically get closed.
Screenshot
Follow up activity gets

closed automatically
when Sales Cycle
changes to Invoiced.
2.For Interdealer transaction, Dealer Margin, VAT & Surcharge on VAT will be
editable at Dealers end:
CR#: 02
Roles Affected
Status: Checked-in
Current Scenario:
Inter Dealer transaction happens at ESP and none of the pricing component till ESP is
editable at Dealers end.
________________________________________________________________

Dealer Margin, VAT & Surcharge on VAT will be editable at Dealers end. Any modification
done on these components will change the ESP amount accordingly.
Screenshot
Dealer Margin, Vat & Surcharge on VAT is editable.
Dealer Margin, VAT &

Surcharge on VAT is
editable
3.Quick Invoice:
CR#: 03
Roles Affected
Status: Checked-in
Current Scenario:
To create a Invoice User has to follow the below process.
Customer/Account creation > Enquiry Creation > Quote Creation > Booking Creation >
Payment > Vehicle Allottment > Proforma Invoice > Invoice.
Considering the rush during festival season Quick Invoice functionality is developed in
which processes are automated and clubbed together to minimize the time taken for
invoicing yet capturing all the important data. This window will be available in region for a
________________________________________________________________
limited time period during festival season.Quick Invoice view will be accessible only to the
DSAdmn Responsibility. Quick Invoice Process flow is mentioned below.
Quick Invoice process flow will start directly form Booking level. Customer and Account
creation option will be available in Booking screen. User can also serach the existing
customer/account and go ahead with the process.
On Booking creation, Enquiry and Quotation creation will happen automatically.
Frame allotment can be done in the Booking Line item in same screen.(In normal retail
process user need to navigate to Allottment screen and come back to booking screen
after vehicle allotment).
Only one quantity per booking can be created through this process. For multiple quantity
user need to create separate booking.
Payment is mandatory for allotment. Booking total value will automatically reflect in
payment line item. This will be editable. User can modify the amount based on his
reuirement.
After vehicle allotment user need to create Proforma Invoice and and then navigate to
Invoice screen(Existing Process). In Invoice screen User need to click on new at line item
details view where frame gets associated and then click on Permanent Invoice. (Earlier 2
clicks were required before clicking on Permanent Invoice.)
Option to generate reports (Invoice, Form 20, Form 21, Form 22) in Single template. This
will save considerable time as in normal Retail process User had to select each of the
mentioned report individually and then submit and take report printout. Form 21 can now
be generated without changing the status of frame to Delivered to Customer.
Screen shot:
Click on Quick Invoice view
________________________________________________________________
Click on new to
generate new
record
Select Model Category,

Name & Variant
Customer Category and Enquiry

Category will have default value as
Individual. User can change as per
requirement.
Enter value in other mandatory fields like

Purchase Type, Assigned to DSE,
Customer/Account name and save the
record (Ctrl+S)
________________________________________________________________
MTOC line item will populate

automatically. User can Select
different MTOC by opening MTOC
pick applet.
Click on New to enter

payment Details
Booking total Amount will

automatically reflect in Amount
column in Payment line item.
User can modify this item as
per requirement. Payment is
must for Vehicle allotment
________________________________________________________________
Click on Frame
Number pick applet to
allot frame.
Select desired frame

from the pick applet and
click on OK.
After frame selection, click on Vehicle allotment

button to allot the selected frame. If user wish to
De allocate the selected frame, he can click on
De-allocate button available
Click on Performa Invoice Button.

Enter Key No. & Battery No and click on
Invoice number hyperlink
In Invoice screen, Click on

New to generate frame line
item. Click on Permanent
Invoice button to generate
Permanent Invoice
________________________________________________________________
Click on Reports to generate

Quick Invoice Report.
Select Quick Invoice report to

generate Dealer Invoice,
Form 20, Form 21, Form 22
reports in single document.
Click on Submit and

then on My Reports.
________________________________________________________________

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Release Notes Sales Module

Honda HIRISE Application

Release Note Author: HIRISE Project Team

Auto Closure of Follow-up activity if Sales stage is Invoiced.............................................3

1.Auto Closure of Follow-up activity if Sales stage is Invoiced.

Follow up activity gets

Post Changes Scenario:

Dealer Margin, VAT &

Click on Quick Invoice view

Select Model Category,

Customer Category and Enquiry

Enter value in other mandatory fields like

MTOC line item will populate

Click on New to enter

Booking total Amount will

Select desired frame

After frame selection, click on Vehicle allotment

Click on Performa Invoice Button.

In Invoice screen, Click on

Click on Reports to generate

Select Quick Invoice report to

Click on Submit and

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