Conditions for Scheduling and Starting Actions
In CRM, you can make the schedule and start of actions depend on conditions. Actions can only be scheduled when the schedule condition has been fulfilled and started, and when the start condition has been fulfilled.
You can adjust the conditions for scheduling and starting actions to meet the requirements of your company. When doing this, you can use the attributes of the business object you used from the Business Object Repository (BOR), as well as dates and rules of a date profile as condition expressions.
The following are examples of attributes which you can use to define conditions:
Transaction Type |
Attribute from the Business Object Repository |
Attribute from the Dates Profile |
|---|---|---|
Opportunity |
Net value Phase |
Date: Phase start Duration: Phase duration |
Activity |
Contact person |
Date: Planned date |
Quotation |
Probability |
Date: Valid to Rule: Valid from + 2 weeks |
Contract |
Sold-to-party Net value Release rate |
Date: Start Duration: Validity Rule: End – 4 weeks |
You can use each of these attributes, either individually or combined, to define conditions, for example:
A special sales promotion event should be scheduled for opportunities with a net value of EUR 1 million.
Particular activities (according to the sales assistant) are scheduled from the beginning of phase 2 for opportunities.
A letter with brochures is sent 2 weeks after a quotation has been created (“Valid from +2 weeks”) to sales prospects when the sales probability lies between 80 and 90%.
Note
If you do not want an action to be scheduled or started depending on conditions, do not define schedule or start conditions for it. The condition for processing a document is then regarded as fulfilled.
Prerequisites
You always define the conditions for an action definition of a particular action profile. In the definition of action definitions and action profiles, you have specified the business object type and the date profile whose attributes you wish to use for the definition of conditions.
Activities
The determination of conditions is described in Determining Conditions.