Background
Currently, when looking at an open work order, there is an existing Credit view on the right (popsicle stick). The information is updated nightly based on DBS accounts receivable, work orders, rental and machine sales. Currently the credit is just updated once a day and it would be a improvement to have credit be real time
Description of problem
When a manager views a work order, the popsicle stick should reveal current and up to date credit information for open work orders. Though it's updated overnight, it's not real time updated.
DBS6
Accenture has built a new API for DBS6 dealers that will pull real time credit checking.
Here is the Swagger for the endpoint
https://dbsapi.acnms.com/services#/Finance/v1.creditInformation
Description of Project
In working with a DBS6 enabled dealer we:
Create a feature that can be turned on only for DBS6 Dealers
When the work order is screen loaded, credit information is pulled in real time and updated within the work order
The revised status is revealed in the label of the popsicle stick.
Estimation
Approach 1 - We change the existing methodology to add a job which will update the credit information on a scheduled frequency
Dealer Configuration - 1/2 day
activating the appropriate job to either calculate or source the credit information from DBS
New job and ingestion service to update Credit data store with latest values - 1 day
for DBS6 this will be values sourced from the API. This will use a list that is set when a work order changes to define and limit which customers we need to check credit.
for old DBS versions this will run the calc procedure
New stored procedure to find customers in need of credit update
API Credit Ingestion Microservice - 2 weeks
will be called from the job and will handle persist of the credit information
extend our DBS microservice project to include an endpoint for credit
UI Changes - 2 days
108 hours X 2.5 = 270 hours
Hector Catre
