Opportunities

Create an automatic opportunity for expiring financing contracts

It is important for the company to have an overview of contracts that are in a certain period of time before they are terminated. Among other things, so that they can start communication with the customer about the exchange of the leased object and the establishment of a new contract, and the team can achieve that the customer remains a customer of the company for the next period.

Conditions and settings to create an automatic opportunity

• Information about when the contract is to end is listed in the system on the financing contract in the "Expected Termination Date" field

• Information about how many months before the expected contract termination date to create an automatic opportunity for a given contract is user-defined in the "OneCore Settings" table in the Business Opportunity Setup tab in the Default Period Before Contract Termination field. The time unit is set in the field, e.g.: 6M or 1R

• The set period e.g.: 6 months is used to calculate the date for tracing expiring contracts in the calculated period of expected termination

• The user sets information about which default opportunity type should be set for created automatic opportunities in the OneCore Settings table in the Business Opportunity Settings tab in the Default Contract Renewal Opportunity field

  •  Default Renewal Opportunity Type

    • When I click on the field, I open the values from the Opportunity Types table. The user selects the Opportunity Type Code that they want to use for Renewal. The set value is tightened to the "Opportunity Type" field on the opportunity card after the automatic creation of the Renewal opportunity

• The user sets the information about which sales cycle should be set for the created automatic opportunity in the OneCore Settings table in the Business Opportunity Settings tab in the Default Sales Product Code field. Renewal Cycle

  • Default Renewal Sales Cycle Code

    • When I click on the field, I open the values from the Sales Cycles table. The user selects the Sales Cycle Type Code for contract renewal that has a value of = Renewal in the "Type" field.

K tomu, aby sa takéto automatické opportunity vytvorili je potrebné mať nastavenú úlohu, ktorá celú akciu vytvorenia opportunít riadi

Táto úloha sa nastaje v zozname Položky fronty úloh.

Open

• It is necessary to have the Job Queue Items tab created. The task is created by the + New button.

• On the card, it is necessary to set the value of Procedure in the "Object Type to be executed" field and to fill in the Object ID field with the value 4046903 API Create Opp. On Termination. In the Period tab, set how often the task should be run.

Task Functions (4046903 API Create Opp. On Termination)

After the system starts the task:

• Filters only for agreements that have N1 months prior to termination in the Expected Termination Date field. The N1 value will be set in a new field in OneCore Settings.  

• Filters only contracts in status = Active from this list

• Removes from this list contracts that have Contract Variants (not included in the filter) and contracts that have an active change copy (not included in the filter)

• There must not be an active opportunity (Status = Not started or In Progress) with Sales Cycle Type = Renewal for the contract

For contracts filtered in this way, the system creates a renewal opportunity. The first stage is activated automatically.

Automatically Created Opportunity Card

On the created opportunity card, the fields are automatically populated:

• Description

  • The following text is filled in: Renewal + License Plate No. of the vehicle with the contract

• Opportunity Type

  • The type that is set in the OneCore Settings table in the "Default Opportunity for Contract Renewal" field will be tightened

• Contact No.

  • The customer's contact number entered on the financing contract will be retrieved

  • The user can open the contact card via the ellipsis

• Contact Name

  • Tightened according to the specified contact number

  • Field is non-editable

• Telephone number

  • Tightened according to the specified contact number

• Mobile

  • Tightened according to the specified contact number

• Email

  • Tightened according to the specified contact number

• Contact Company Name

  • Specifies the company name of the contact person to whom this opportunity is addressed. The program automatically fills in this field if you have entered a number in the Contact Company No. field.

• Financing Contract No.

  • It will be completed according to the contract for which the opportunity is being created

• Financed Object No.

  • It will be completed according to the contract for which the opportunity is being created

• Registration No.

  • It is tightened according to the subject for which the opportunity is being created

• Sales Cycle Code

  • It is tightened according to the set cycle in the field "Default code of art.-no. renewal cycle" in the OneCore Settings table

• Sales Cycle Type

  • It will be completed automatically according to the entered sales cycle code from the Type field

• Status

  • Tightening status = In progress

• Date of issue

  • The opportunity creation date is tightened