Understanding Consumer Contract Milestones
Dates that are significant to a consumer contract can be recorded as consumer contract milestones. A consumer contract milestone can optionally trigger an action. For example, a consumer contract milestone could record the date when a fixed-priced period ends and trigger a change to the consumer contract when this date is reached. Another example is a consumer contract milestone that sends a notification to the customer one month prior to the end of the fixed-priced period.
A consumer contract milestone can relate to one or more of the contract's consumer contract products. A contract’s consumer contract products record the links between the consumer contract and consumer product versions. In the example above of a consumer contract milestone recording the date when a fixed price period ends, the consumer contract milestone would be related to the consumer contract period whose consumer product version has the fixed priced period.
Each milestone has a consumer contract milestone type. The consumer contract milestone type indicates whether or not a milestone is executable, that is whether or not it triggers an action. For executable milestones, the action to be performed is derived from the consumer contract milestone type.
A consumer contract milestone’s executable status can be: Pending, Processed, Not Executable or Canceled. Not Executable indicates that the milestone does not have a related action and Canceled indicates that the milestone is no longer applicable.
This batch process is built using the Plug-in Driven Background Processes framework. Your implementation can introduce alternate logic, by duplicating this batch control and replacing the select and/or process records algorithms. Adjust the batch parameters according to your custom logic, if needed.
The base product provides a Contract Milestone Type (BO) – Perform Action algorithm that sends customer notification. Additional algorithms may exist for your implementation. To see the available algorithm(s), search for algorithm types of the Contract Milestone Type (BO) – Perform Action algorithm entity in the application.