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schedule condition (CRM-BF)

Basic Functions (CRM-BF)

The system uses the planning conditions to define which actions it should plan for the document. These actions are then marked as possible actions in the document.

Example:

A new quotation should be generated 2 weeks before the contract end date, but not if the net value of the contract is less than 1 million DM (planning condition: if net value is 1 million or higher).

The system checks the net value of the contract, and, if it is 1 million DM or higher, it marks the "Generate quotation" action for the document. If the start condition is fulfilled, a quotation is generated.

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