Learn to set up Jobs related business processes and rules.
Mandatory Configuration: Links to manuals of Jobs configuration modules that are required for the module to work correctly
Related Configuration: Links to manuals of configuration modules other than those of Jobs that offer additional functionality or are required for the module to work correctly
Optional Configuration: Links to manuals of Jobs configuration modules that offer additional functionality but are not required for the module to work correctly
Mandatory Configuration
The following modules must be configured in order to use Jobs:
Module Name | Manual | Description |
|---|---|---|
| Job Statuses | Configuring Job Statuses | Set up statuses to be added to the Job |
| Job Types | Configuring Job Types | Set up types to be added to the Job |
Job Business Definition | Configuring Jobs Definitions | Define all business rules that will control an Jobs Life Cycle, and without which a Job cannot be created. |
| Billing Term Schemes for Jobs | Configuring Billing Term Schemes for Jobs | Create Normal Billing Term Schemes that can be used by Jobs |
| Billing Term Job Definitions | Configuring Billing Term Job Definitions | Provides configuration options for Billing Terms Definitions specifically for Jobs |
Related Configuration
The following modules are related to, but are not a part of, Jobs. Such entities either:
- Must be configured accordingly in order to be able to start using the Jobs module (Configuration Type = Mandatory)
OR - May be configured to use the Jobs module at its full capacity (Configuration Type = Optional)
Module Name | Manual | Description | Configuration Type |
|---|---|---|---|
| Communication Templates | Configuring Communication Templates | Creates various templates to be used when a communication is created | Optional |
Communications Business Definitions | Provides configuration options for Communications | Optional | |
| Activities Business Definitions | Configuring Activities Definition | Provides configuration options for Activities | Optional |
| Activities Types | Configuring Activity Types | In order to use Activities as tasks for Jobs and bill them, Create Activity Types defining related Types and Services. | Optional |
| Resource Scheduling Business Definition | Provide the rules regarding Activity Services and Resource Requests. For example, establish whether a Resource Request is mandatory for certain Activity Types and whether resources require confirmation etc. | Optional | |
| Additive Discounts | Creating Job Ad Hoc Discount | Create Ad Hoc Discounts that can be applied for Jobs | Optional |
| Price Plans | Creating Base Price Plans | Define the products and the correct Price Rate Types for the Job and related Activities' Services that you would like to bill | Mandatory for Jobs of Billable Billing Directive which is defined in the Job Type |
| Products | Creating Products | Create the products that will be used as Services or Physical Goods on the Jobs and related Activities | Mandatory |
| Subscription Type | Configuring Subscription Types | In order to use Jobs for subscription ordering. | Mandatory for Subscription related Fulfilment Scope which is defined in the Job Type |
Optional Configuration
The following entities are available and can be configured under Jobs. A working CRM.COM model can exist without them being configured.
Module Name | Manual | Description |
|---|---|---|
| Job Categories | Configuring Job Categories | Set up categories to be added to the Job |
| Job Cancellation Reason | Configuring Job Cancellation Reasons | Set up reasons to be used when cancelling a Job |