Delivered Workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications
This appendix discusses the delivered workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications.
See Also
JD Edwards EnterpriseOne Tools 8.96 Workflow Tools Guide
Delivered Workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications
This section discusses the JD Edwards EnterpriseOne Customer Relationship Management Sales Applications workflow.
Opportunity Creation and Sales Cycle Step Change Notification
This section discusses the Opportunity Creation and Sales Cycle Step Change Notification workflow.
Description
|
Workflow Description |
The system sends a workflow message to the active sales team members to notify them when a new opportunity is created, or if the cycle step changes on an existing opportunity. |
|
Workflow Trigger |
An opportunity record is created or the sales cycle step on an existing opportunity record changes. |
|
Workflow Action |
The active sales team members receive a message in the workcenter, notifying them that a new opportunity has been created or that the sales cycle step of an existing opportunity has changed. The message includes the opportunity description, ID number, previous sales cycle step, current sales cycle step, sales methodology, sold to customer, and the ship to customer. |
Workflow Objects
|
System |
90CB |
|
Workflow Object Name |
JDECRMCHG |
|
Object ID |
N90CB137 |
|
Event Description / Function Name |
OpportunityWFProcessinginCRM |
|
Sequence / Line Number |
3 |