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Find out how to create a new Jobs |
What does this section cover?
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Navigating to Jobs
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CRM > JOBS > MANAGE JOBS |
Explaining Jobs Fields
Name | Description | ||||||
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| Number | An auto generated number that uniquely the job | ||||||
| CONTACT INFORMATION | |||||||
Contact Phone
| The phone of the customer that the job is created for and all communications will be sent. The phones that are retrieved are those related with the specified customer. The selected phone can also be edited, although that change will not be reflected on the contact information. If no phone is defied then communications with SMS Media will not be created | ||||||
Contact Email
| The email of the customer that the job is created for and all communications will be sent. The emails that are retrieved are those related with the specified customer. The selected email can also be edited, although that change will not be reflected on the contact information. If no email is defied then communications with Email Media will not be created | ||||||
| ACCOUNT INFORMATION | |||||||
| Accounts receivable * | The accounts receivable for which the job is planned for. New and existing accounts receivable can be used. Terminated accounts cannot be selected for new jobs. | ||||||
| JOB INFORMATION | |||||||
| Job Type* | The type of the job | ||||||
| Job terms | The terms that are applied on the job which includes the following:
Mandatory on Conditions: Job Terms are visible and mandatory only if the job type is set to billable. | ||||||
| Status* | The status of the job | ||||||
| Life cycle state | The life cycle state of the job which can be one of the following:
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| Accounts receivable * | The accounts receivable for which the job is planned for. New and existing accounts receivable can be used. Terminated accounts cannot be selected for new jobs. | ||||||
| Description | A description of the job | ||||||
| Shared notes | Shared notes for the jobDescription | A description of the job | |||||
| Job Address Information | Job Location is the physical location that the job should be performed and delivered to. | ||||||
Related Subscription
| The subscription that was created or modified as part of the job | ||||||
Requested Subscription Type | The subscription type that was requested by the customer. Mandatory on Conditions: This information is applicable and mandatory only if the job type fulfilment method is set to New Subscription. In that case the subscription type is set automatically based on the subscription type defined on the related job type | ||||||
Requested Billing Terms | The billing terms that were requested by the customer. Mandatory on Conditions: This information is applicable and mandatory only if the job type fulfilment method is set to New Subscription. In that case the billing term scheme is set automatically based on the billing term scheme defined on the related job type, and cannot be edited, while the rest of the information are provided by the user | ||||||
| KEY DATES & ASSIGNMENTS | |||||||
| Key dates* | The key dates of the job which include the following:
| Job location | Job Location is the physical location that the job should be performed and delivered to
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| Assigned to* | The assignment information for the job, since it is an Assignable Entity. | ||||||
| Owned by group* | The group owing the job, since it is an Explicit Viewing Access Entity | ||||||
| Privacy level | The privacy level of job, since it is an Explicit Viewing Access Entity | ||||||
Related Subscription
| The subscription that was created or modified as part of the job | ||||||
Contact Email
| The email of the customer that the job is created for and all communications will be sent. The emails that are retrieved are those related with the specified customer. The selected email can also be edited, although that change will not be reflected on the contact information. If no email is defied then communications with Email Media will not be created | ||||||
Contact Phone
| The phone of the customer that the job is created for and all communications will be sent. The phones that are retrieved are those related with the specified customer. The selected phone can also be edited, although that change will not be reflected on the contact information. If no phone is defied then communications with SMS Media will not be created | ||||||
Requested Subscription Type | The subscription type that was requested by the customer. Mandatory on Conditions: This information is applicable and mandatory only if the job type fulfilment method is set to New Subscription. In that case the subscription type is set automatically based on the subscription type defined on the related job type | ||||||
Requested Billing Terms | The billing terms that were requested by the customer. Mandatory on Conditions: This information is applicable and mandatory only if the job type fulfilment method is set to New Subscription. In that case the billing term scheme is set automatically based on the billing term scheme defined on the related job type, and cannot be edited, while the rest of the information are provided by the user | ||||||
Requested Subscription Services | A list of services that were requested by the customer and should be provided as part of the subscription that will be delivered. Mandatory on Conditions: This information is applicable and mandatory only if the job type fulfilment method is set to New Subscription. The subscription services are filtered based on the specified subscription type and billing term scheme. All the subscription related rules and restrictions are applicable on the requested subscription services as well | ||||||
Requested Subscription Physical Goods | A list of physical goods (products only) that were requested by the customer and should be provided as part of the subscription that will be delivered. Mandatory on Conditions: This information is applicable and mandatory only if the job type fulfilment method is set to New Subscription. The subscription physical goods are filtered based on the specified subscription type. All the subscription related rules and restrictions are applicable on the requested subscription physical goods as well | ||||||
Requested Activity Services | A list of one time services that are requested by the customer and should be delivered by a scheduling and performing a specific activity. The requested activity services are defined by specifying the type of the activity and the activity services that should be performed. The activity types are filtered based on the selected job type. The activity services are filtered based on the selected activity type. Mandatory activity types and services are added automatically. | ||||||
Requested Physical Goods | A list of physical goods (products only) that are requested by the customer and should be delivered as part of fulfilling the ordered job. The requested physical goods are filtered based on the selected job type. Mandatory physical goods are added automatically | ||||||
Requested Expenses | A list of requested expenses that are requested by the customer and should be delivered as part of fulfilling the ordered job. The requested expenses are filtered based on the selected job type. Mandatory expenses are added automatically. Only products classified as expense services can be added in this list | ||||||
| Physical goods | ADDITIONAL ENTITIES The following tabs will be available according to the type of the job | ||||||
| Services | The services that were provided as part of the job. | ||||||
| Physical Goods | The physical goods that are provided as part of the job, which can be traceable or not traceable, which should also be included in the list of the allowed physical goods as specified in the related job type. In the case of non traceable physical goods then specifying the quantity of each physical good is needed. All physical goods have a billing directive, which is always set to "to be billed" if the job type is classified as billable. Physical goods are optional, although they should be added, if they are defined as mandatory in the related job type. | ||||||
| Expenses | A list of services which are applied on the job as expenses, which should also be included in the list of the allowed expenses as specified in the related job type. Expenses have a billing directive, which is always set to "to be billed" if the job type is classified as billable. Physical goods Expenses are optional, although they should be added, if they are defined as mandatory in the related job type. | ||||||
| Activities | A set of activities which are planned for the specific job, sorted by their life cycle state. New activities can be planned for each job. The activity types which are allowed to be used are controlled by the related job type. Activities of specific type can be mandatory for a job, if they are classified as mandatory in the related job type. On completing the job, the system validates that all related activities are completed and that all mandatory activities were performed. More information on activities are provided in /wiki/spaces/internal/pages/1114277711144821ctivities manual | ||||||
| Ad Hoc Discounts | Ad Hoc discounts that have been applied on the Job. Only available if the job type is defined as Billable | ||||||
| BILLING INFORMATION | |||||||
| Billing information | A set of bills that were generated by the billing engine in relation to the specific job. Billing information is mandatory only if the job type is set to billable. | ||||||
| COMMUNICATIONS | |||||||
| Communications | A list of communications that have the Job in their Referring to Entities | ||||||
| ATTACHMENTS | |||||||
Attachments | The Files and URL related with the specific activity | ||||||
| LOG INFORMATION | |||||||
| Shared notes | Shared notes for the job | ||||||
| Owned by group* | The group owing the job, since it is an Explicit Viewing Access Entity | ||||||
| Privacy level | The privacy level of job, since it is an Explicit Viewing Access Entity | ||||||
Rating State
| It defines if the Job was processed by the rating engine or not. The available rating states are the following:
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| REQUESTED ENTITIES The following is available based on the Job Type. They represent a list of entities that have been requested by the customer. The Provided entities are the ones that are actually provided to the customers | |||||||
Requested Expenses | A list of requested expenses that are requested by the customer and should be delivered as part of fulfilling the ordered job. The requested expenses are filtered based on the selected job type. Mandatory expenses are added automatically. Only products classified as expense services can be added in this list | ||||||
Requested Activity Services | A list of one time services that are requested by the customer and should be delivered by a scheduling and performing a specific activity. The requested activity services are defined by specifying the type of the activity and the activity services that should be performed. The activity types are filtered based on the selected job type. The activity services are filtered based on the selected activity type. Mandatory activity types and services are added automatically. | ||||||
Requested Subscription Physical Goods | A list of physical goods (products only) that were requested by the customer and should be provided as part of the subscription that will be delivered. Mandatory on Conditions: This information is applicable and mandatory only if the job type fulfilment method is set to New Subscription. The subscription physical goods are filtered based on the specified subscription type. All the subscription related rules and restrictions are applicable on the requested subscription physical goods as well | ||||||
Requested Physical Goods | A list of physical goods (products only) that are requested by the customer and should be delivered as part of fulfilling the ordered job. The requested physical goods are filtered based on the selected job type. Mandatory physical goods are added automatically | ||||||
Requested Subscription Services | A list of services that were requested by the customer and should be provided as part of the subscription that will be delivered. Mandatory on Conditions: This information is applicable and mandatory only if the job type fulfilment method is set to New Subscription. The subscription services are filtered based on the specified subscription type and billing term scheme. All the subscription related rules and restrictions are applicable on the requested subscription services as well | ||||||
Creating Jobs
CRM.COM uses Jobs to complete small projects. Jobs are directly related with Activities that may be used as sub-tasks in order to complete the project.
Jobs are especially useful when you would like to bill physical goods and one off fees. One off fees can either be billed with a fixed amount (when added directly on the job) or based on the duration (when added and billed via a related activity).
There are 7 types of tasks/projects that can be completed by Jobs:
Subscription Ordering
This type of Job is used to place an order for a new subscription, including all the requested physical goods, subscription services, any additional expenses, installation services etc. which will then automatically create the requested Subscription.
Visit Creating Jobs of Subscription Scope for more information on how to create this type of Jobs
Generic Purpose
This type of Job is used to create any type of small project (not restricted to subscriptions) and allows you to add physical goods, any additional expenses, services etc.
Visit Creating Jobs of Generic Purpose Scope for more information on how to create this type of Jobs
Managing Subscriptions
These types of Job are used to order various actions related to subscriptions via a job which will then automatically update the requested Subscription. The following type of jobs are available:Subscription Activation Jobs
Subscription Deactivation Jobs
Subscription Cancellation Jobs
Subscription Services Addition Jobs
Subscription Services Cancellation Jobs
Change Subscription Location Jobs
Swap Subscription Services Jobs - AVAILABLE FROM CRM.COM R9.0.0
Swap Installed Items Jobs - AVAILABLE FROM CRM.COM R9.0.0
Visit Creating Jobs of Any Managing Subscription Scope for more information on how to create a job of the above types
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