General Description of the Feature
Business Benefit
Support the heavy equipment process, by enhancing the workflow with new workflow functions.
Configuration
Business Cases:
- 2036 - TechnicalSpecificationApproval_ApprovalUsersToNotify
Setup Keys:
- TechnicalMemberUserId: Refers to the numeric user ID of the technical member. This ID is utilized to specify the user to whom leads will be reassigned automatically following the execution of the external function "PRO_UploadCustomerRequirementDocuments".
Workflow:
Transition Required Views
- Upload Related Documents (Prerequisite: EF PRO_UploadCustomerRequirementDocuments or EF PRO_UploadTechnicalSpecificationDocuments)
External Functions
- PRO_UploadCustomerRequirementDocuments: Upload Customer Requirement Documents
- PRO_UploadTechnicalSpecificationDocuments: Upload Technical Specification Documents
- PRO_ReassignToPreviousSalesPerson: Reassign Lead to previous Sales Person
Approvals
- TechnicalSpecificationApproval
Additional Information
Feature availability
This feature is mainly developed for version 3.14.0 but it is also patched in:
- 3.12
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