General Description of the Feature

This feature is an enhancement of the "Employee Replacement" module (2.38- 2. Change assignment of salesperson over all customers - Employee Replacement). The enhancement includes the following three changes:

  1. The searchable drop-down lists "Employee from" and "Employee to" include the names of the Employees, which the Initiator User has permission to reassign entities to. If an Employee is member of more than one Team then the same Name appears more than once. In that case the Team-Name should be displayed next to the User Name inside brackets.
  2. If at least one reassignment was included/made and once the reassignment task is finished the users (Initiator and Receiver) should be informed via Notification:

    1. Initiator:

      1. Notification: "<From Employee Name> Reassignment process has finished." 

      2. By clicking on the Notification the User should be redirected to the Employee Replacement Results – Grid-List.

    2. Receiver:
      1. Notification: "<To Employee Name>You received new assignments by the User <Initiator User Name>. Please click for Details."
      2. By clicking on the Notification the User should be redirected to the Employee Replacement Results – Grid-List.
  3. If no reassignment was included/made and once the reassignment task is finished the Initiator should be informed via Notification:
    1. Notification: "The last reassignment process had no Source Data for reassignment."
    2. By clicking on the Notification the User should be redirected to the Employee Replacement Tasks List (described in the FDD for this requirement) where he can start another task if needed.

Business Benefit

This feature covers the possibility to replace a Sales Person/Employee with another Employee and reassign ease and fast multiple data from one user to the other.

With the enhancement of this feature, the Employees can be notified when a reassignment takes place and the Managers can have more control and better monitor this process.

Configuration

No new configuration was added for this feature enhancement. For the existing mandatory configuration please refer to the original feature documentation.

Additional Information

Feature No.: AVGA-943

This feature was original developed and documented in version 2.38:

0 Comments

You are not logged in. Any changes you make will be marked as anonymous. You may want to Log In if you already have an account.