General Description of the Feature
This feature deals with the development of a new administration and reassignment page, where the users can replace the Employee with another selected Employee on an entire group of selected Entities. This functionality is useful on cases where an employee and user of the system should be replaced. The system entities available for the employee replacement are:
- Business Partner / Contact Person: Replace the employee stored in the field “Sales Employee” for both entities.
- Inquiries: Replace the employee stored in the field “Assign To”.
- Tasks: Replace the employee stored in the field “Assign To”.
- Opportunities: Replace the employee stored in the field “Current Sales Person” only for the Active opportunities.
- Leads: Replace the employee stored in the field “Current Sales Person” only for the Active leads.
- Complaints: Replace the employee stored in the field “Assignee User Name” only for the Active complaints.
- Purchase Leads: Replace the employee stored in the field “Assigned Employee Name” only for the Active purchase leads.
- Activities: Replace the employee stored as Attend Employee for this activity only for the upcoming calendar activities.
The whole reassignment process will be an asynchronous task reassigning the selected entities one by one to the selected Employee. It will start when the user selects “Execute” and the initiator will be informed via notification when the reassignment task has finished.
When clicking on “Execute” in the Employee Replacement pop-up the system should validate if another task with the following info already exists:
- Status: In Progress
- Same combo of Old and New Employee
Results of the validation if another task with the same composition:
- Exists, an error should appear with the message: “Another reassignment with this composition is already in progress.”
- Does not exist, display the message: “Reassignment started”.
In the reassignment process the entities that will be included should follow the below rules:
- Belong / are assigned to the selected “Old Employee”.
- The entities with entity type: Opportunity, Lead, Purchase Lead, Complaint have status “Open”
- The entities with Entity Type: Activities have upcoming activity date.
When the Employee Replacement process is completed, the Initiator user should receive a bell notification informing him about it:
- with the message: “Reassignment process has finished”.
- On click, redirect the user into the “Results” grid-list.
Feature Enhancement
This functionality is further enhanced in version 2.43: 2.43-2. Enhancement of "Employee Replacement" - Change assignment of salesperson over all customers
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:
- 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.
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:
Initiator:
Notification: "<From Employee Name> Reassignment process has finished."
By clicking on the Notification the User should be redirected to the Employee Replacement Results – Grid-List.
- Receiver:
- Notification: "<To Employee Name>You received new assignments by the User <Initiator User Name>. Please click for Details."
- By clicking on the Notification the User should be redirected to the Employee Replacement Results – Grid-List.
- If no reassignment was included/made and once the reassignment task is finished the Initiator should be informed via Notification:
- Notification: "The last reassignment process had no Source Data for reassignment."
- 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:
- Original feature: AVGA-110
- Original Feature documentation: 2.38- 2. Change assignment of salesperson over all customers - Employee Replacement
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. The main requirement is that the two users have similar position and permissions.
Configuration
Employee Replacement page:
- Name: Employee Replacement Task List
- URL: ~ /Assignment/EmployeeReplacementTasks
- Business Case: 12154
- Resource Code: OD0007613
Additional Information
Feature No.: AVGA-110
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