How do I set up contract event notification rules for customer communications?

Follow these steps to set up event notification rules for customer communications and email functionality in service contracts:

1. Navigate to Manage Contract Rules from the Setup tasks side panel.

2. In the Event Notification Rules and Template Sets tab, click Create.

3. Enter Name, Sender Email ID, and Start Date. Add Description and End Date as well.

4. Set the conditions related to the notifications:

   Condition	Description
   Event	Set an event in the contract life cycle. The values are sourced from the contract event model.
   Days before contract start date	The number of days before the renewal contract start date you'd like to send the notification.
   Notification Type	Set a suitable notification type: Quote Reminder User Defined
   Customer Acceptance	Set whether customer acceptance is Required or Not Required. If you select not required, then the application automatically renews contracts without requiring customer acceptance, or you can route renewal contracts to the customer for approval.
   Communication Channel	Set the mode of communication. For example, if you set the mode as email, customer receives contract quote as an email. If you select 'Custom', it includes third party portals. The application raises a business event with the message and attachment details.

5. In the Message, click (+), choose the Language, Message Template and Message Subject along with the Start and End dates. You can use token <CON_NUM> and <EXPIRY_DATE> in the message subject.

6. To attach contract document to the notification, click (+). You can attach the contract layout template, terms layout template, and the contract document file.

7. Save and Close the event notification.

Note:

The notifications are sent by the Process Contracts Event Notifications process scheduler job.

The notification events in the Event Notification Rules are sourced from the Customer Notification Events lookup (ORA_OKC_CUST_NOTIF_EVENTS). The following describes the notification events that are available:

Lookup Code	Lookup Meaning
ORA_SEND_QUOTE	Send Quote
ORA_ SEND_ FIRST_ REMINDER	Send first reminder
ORA_ SEND_ SECOND_ REMINDER	Send second reminder
ORA_ SEND_ THIRD_ REMINDER	Send third reminder
ORA_ SEND_ CONS_REMINDER	Send consolidated reminder

After the event notification rules setup, you can choose to use the email action to manually send emails to the designated parties with the stated and defined information.

To send an email, go to the Edit Contract page, and click Action > Email.