<?xml version="1.0" encoding="UTF-8"?>
|
<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
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<alerts>
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<fullName>Alert_Mail_30_Days</fullName>
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<description>合同到期前30天通知</description>
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<protected>false</protected>
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<recipients>
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<recipient>FSE</recipient>
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<type>accountTeam</type>
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</recipients>
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<recipients>
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<recipient>FSE主担当</recipient>
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<type>accountTeam</type>
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</recipients>
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<recipients>
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<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
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</recipients>
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<senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress>
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<senderType>OrgWideEmailAddress</senderType>
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<template>Olympus_OCM/Before_30_Days_Contract_End</template>
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</alerts>
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<alerts>
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<fullName>Alert_Mail_7_Days</fullName>
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<ccEmails>zhaodefang@prec-tech.com</ccEmails>
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<description>维修合同到期提前一周提醒</description>
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<protected>false</protected>
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<recipients>
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<recipient>FSE</recipient>
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<type>accountTeam</type>
|
</recipients>
|
<recipients>
|
<recipient>FSE主担当</recipient>
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<type>accountTeam</type>
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</recipients>
|
<recipients>
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<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress>
|
<senderType>OrgWideEmailAddress</senderType>
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<template>Olympus_OCM/Before_7_Days_Contract_End</template>
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</alerts>
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<alerts>
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<fullName>Before_End_Date_Of_Contract</fullName>
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<description>合同到期前90天通知</description>
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<protected>false</protected>
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<recipients>
|
<recipient>FSE</recipient>
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<type>accountTeam</type>
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</recipients>
|
<recipients>
|
<recipient>FSE主担当</recipient>
|
<type>accountTeam</type>
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</recipients>
|
<recipients>
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<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
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<senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress>
|
<senderType>OrgWideEmailAddress</senderType>
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<template>Olympus_OCM/Before_90_Days_Contract_End</template>
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</alerts>
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<alerts>
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<fullName>ConsumptionRate_Over80_Remind</fullName>
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<description>消费率区间超80%提醒</description>
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<protected>false</protected>
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<recipients>
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<field>Mail_Staff_BuzhangManager__c</field>
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<type>userLookup</type>
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</recipients>
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<recipients>
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<field>Mail_Staff_JingliManager__c</field>
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<type>userLookup</type>
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</recipients>
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<recipients>
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<field>Service_Contract_Staff__c</field>
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<type>userLookup</type>
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</recipients>
|
<senderType>CurrentUser</senderType>
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<template>Contract_Folder/ConsumptionRateIntervalRemind</template>
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</alerts>
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<alerts>
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<fullName>ConsumptionRate_Over80_Remind_DB</fullName>
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<ccEmails>tao1_huang@olympus.com.cn</ccEmails>
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<description>消费率区间超80%提醒_东北本部</description>
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<protected>false</protected>
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<recipients>
|
<field>Mail_Staff_BuzhangManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Mail_Staff_JingliManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
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<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress>
|
<senderType>OrgWideEmailAddress</senderType>
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<template>Contract_Folder/ConsumptionRateIntervalRemind</template>
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</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay</fullName>
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<description>15日前提醒-1</description>
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<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_2</fullName>
|
<description>15日前提醒-2</description>
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<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_2</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_3</fullName>
|
<description>15日前提醒-3</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_3</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_4</fullName>
|
<description>15日前提醒-4</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_4</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_5</fullName>
|
<description>15日前提醒-5</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_5</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_6</fullName>
|
<description>15日前提醒-6</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_6</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_Prepay</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>15日前提醒-1（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<type>owner</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_Prepay_2</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>15日前提醒-2（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_2</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_Prepay_3</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>15日前提醒-3（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_3</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_Prepay_4</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>15日前提醒-4（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_4</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_Prepay_5</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>15日前提醒-5（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_5</template>
|
</alerts>
|
<alerts>
|
<fullName>FifteenDaysBeforePayDay_Prepay_6</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>15日前提醒-6（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_15_days_6</template>
|
</alerts>
|
<alerts>
|
<fullName>Pre_Contract_ApprovalProcess_Reject</fullName>
|
<description>合同复核流程驳回</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>lei1_liu@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>liang1_wang@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>wenjun_gao@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<senderType>DefaultWorkflowUser</senderType>
|
<template>OCM_repair_related/Pre_Contract_ApprovalProcess_Reject</template>
|
</alerts>
|
<alerts>
|
<fullName>Recognition_Model_Email</fullName>
|
<ccEmails>CN-OBSAP-ContractManagement@olympus.com</ccEmails>
|
<ccEmails>olympus@prec-tech.com</ccEmails>
|
<description>认款完成提醒邮件</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>wenjun_gao@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>zhe_he@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>FSE_Regional_Assistant__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Contract_Folder/Recognition_Model_True_Email</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_1</fullName>
|
<description>7日前提醒-1</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_2</fullName>
|
<description>7日前提醒-2</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_2</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_3</fullName>
|
<description>7日前提醒-3</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_3</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_4</fullName>
|
<description>7日前提醒-4</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_4</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_5</fullName>
|
<description>7日前提醒-5</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_5</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_6</fullName>
|
<description>7日前提醒-6</description>
|
<protected>false</protected>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_6</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_Prepay_2</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>7日前提醒-2（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_2</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_Prepay_3</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>7日前提醒-3（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_3</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_Prepay_4</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>7日前提醒-4（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_4</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_Prepay_5</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>7日前提醒-5（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_5</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysBeforePayDay_Prepay_6</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>7日前提醒-6（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days_6</template>
|
</alerts>
|
<alerts>
|
<fullName>SevenDaysSevenDaysBeforePayDay_1BeforePayDay_Prepay_1</fullName>
|
<ccEmails>SFDC_LiJin@olympus.com.cn</ccEmails>
|
<description>7日前提醒-1（先款）</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>Group_Contract</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>MainLeaderManager__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment_Sec__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>User_Salesdepartment__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/Payment_Plan_7_days</template>
|
</alerts>
|
<alerts>
|
<fullName>Success_Recognition_Model_True_ActionEmail</fullName>
|
<ccEmails>olympus@prec-tech.com</ccEmails>
|
<description>付款完成提醒认款邮件</description>
|
<protected>false</protected>
|
<recipients>
|
<field>RC_CC2__c</field>
|
<type>email</type>
|
</recipients>
|
<recipients>
|
<field>RC_CC__c</field>
|
<type>email</type>
|
</recipients>
|
<recipients>
|
<field>RC_Recognition_Window_HD1__c</field>
|
<type>email</type>
|
</recipients>
|
<recipients>
|
<field>RC_Recognition_Window_HD2__c</field>
|
<type>email</type>
|
</recipients>
|
<recipients>
|
<field>RC_Recognition_Window__c</field>
|
<type>email</type>
|
</recipients>
|
<recipients>
|
<recipient>liang1_wang@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>wenjun_gao@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<field>FSE_Regional_Assistant__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>unfiled$public/Success_Recognition_Model_True_Email</template>
|
</alerts>
|
<alerts>
|
<fullName>Validate_Contract</fullName>
|
<ccEmails>Wenjun_Gao@olympus.com.cn</ccEmails>
|
<ccEmails>Zhe_He@olympus.com.cn</ccEmails>
|
<ccEmails>CN-OBSAP-ContractManagement@olympus.com</ccEmails>
|
<ccEmails>olympus@prec-tech.com</ccEmails>
|
<description>合同生效完成提醒邮件</description>
|
<protected>false</protected>
|
<recipients>
|
<field>RC_CC2__c</field>
|
<type>email</type>
|
</recipients>
|
<recipients>
|
<field>RC_CC__c</field>
|
<type>email</type>
|
</recipients>
|
<recipients>
|
<field>RC_Invoice_Window__c</field>
|
<type>email</type>
|
</recipients>
|
<recipients>
|
<field>FSE_Regional_Assistant__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Service_Contract_Staff__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Contract_Folder/Validate_Contract_Email</template>
|
</alerts>
|
<alerts>
|
<fullName>invoice_request</fullName>
|
<description>申请开维修发票</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>bing_song@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>daisuke_goto@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>haijuan_wang@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>jie_zhang@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>judi_chen@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>jue_xu@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>kazuyuki_tada@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>ling_sheng@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>shujuan_liu@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
|
<recipient>youhua_wang@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Olympus_OCM/invoice_request</template>
|
</alerts>
|
<fieldUpdates>
|
<fullName>ActionFieldUpdate</fullName>
|
<field>Name</field>
|
<formula>"::" & Name</formula>
|
<name>维修合同- 维修合同名変更</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ActionFieldUpdate1</fullName>
|
<field>Status__c</field>
|
<literalValue>引合中</literalValue>
|
<name>状态变更在询价时</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ActionFieldUpdate2</fullName>
|
<field>Status_change_apply_daate__c</field>
|
<formula>TODAY()</formula>
|
<name>申请日Set</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ActualFrequency</fullName>
|
<field>ActualFrequencyText__c</field>
|
<formula>NumberOfPlan_Contract__c</formula>
|
<name>实际发放次数</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Approval1_Off</fullName>
|
<field>Approval1__c</field>
|
<literalValue>0</literalValue>
|
<name>承認1OFF</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Approval2_Off</fullName>
|
<field>Approval2__c</field>
|
<literalValue>0</literalValue>
|
<name>承認2OFF</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Contract_print_last</fullName>
|
<field>Contract_print_completed__c</field>
|
<formula>Contract_print_last__c</formula>
|
<name>盖章较晚值</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Estimation_Order_Off</fullName>
|
<field>Estimation_Confirmation_Request__c</field>
|
<literalValue>0</literalValue>
|
<name>見積確認依頼OFF</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>MaintenanceContractCurrentPeriodPayment</fullName>
|
<field>CurrentPeriodPaymentAmount__c</field>
|
<formula>0</formula>
|
<name>维修合同当期回款</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>RC_CC</fullName>
|
<field>RC_CC__c</field>
|
<formula>RC_CC_F__c</formula>
|
<name>RC抄送人员</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>RC_CC2</fullName>
|
<field>RC_CC2__c</field>
|
<formula>RC_CC2_F__c</formula>
|
<name>RC抄送人员2</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>RC_Invoice_Window</fullName>
|
<field>RC_Invoice_Window__c</field>
|
<formula>RC_Invoice_Window_F__c</formula>
|
<name>RC申请开票窗口</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>RC_Recognition_Window</fullName>
|
<field>RC_Recognition_Window__c</field>
|
<formula>RC_Recognition_Window_F__c</formula>
|
<name>RC认款窗口</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>RC_Recognition_Window_HD1</fullName>
|
<field>RC_Recognition_Window_HD1__c</field>
|
<formula>RC_Recognition_Window_HD1_F__c</formula>
|
<name>RC认款窗口（华东）1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>RC_Recognition_Window_HD2</fullName>
|
<field>RC_Recognition_Window_HD2__c</field>
|
<formula>RC_Recognition_Window_HD2_F__c</formula>
|
<name>RC认款窗口（华东）2</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SalesOfficeBJ_MCE</fullName>
|
<field>SalesOfficeCode_selection__c</field>
|
<literalValue>北京RC</literalValue>
|
<name>维修合同主负责人办事处_BJ</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SalesOfficeCD_MCE</fullName>
|
<field>SalesOfficeCode_selection__c</field>
|
<literalValue>成都RC</literalValue>
|
<name>维修合同主负责人办事处_CD</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SalesOfficeGZ_MCE</fullName>
|
<field>SalesOfficeCode_selection__c</field>
|
<literalValue>广州RC</literalValue>
|
<name>维修合同主负责人办事处_GZ</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SalesOfficeHZ_MCE</fullName>
|
<field>SalesOfficeCode_selection__c</field>
|
<literalValue>杭州RC</literalValue>
|
<name>维修合同主负责人办事处_HZ</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SalesOfficeSH_MCE</fullName>
|
<field>SalesOfficeCode_selection__c</field>
|
<literalValue>上海RC</literalValue>
|
<name>维修合同主负责人办事处_SH</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SalesOfficeSY_MCE</fullName>
|
<field>SalesOfficeCode_selection__c</field>
|
<literalValue>沈阳RC</literalValue>
|
<name>维修合同主负责人办事处_SY</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SalesOfficeXA_MCE</fullName>
|
<field>SalesOfficeCode_selection__c</field>
|
<literalValue>西安RC</literalValue>
|
<name>维修合同主负责人办事处_XA</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Service_Contract_Status_Update_Completed</fullName>
|
<field>Status__c</field>
|
<literalValue>契約満了</literalValue>
|
<name>サービス契約‐契約満了</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Service_Contract_Status_Update_Contract</fullName>
|
<field>Status__c</field>
|
<literalValue>契約</literalValue>
|
<name>状態更新‐契約</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Service_Number_Auto_Set</fullName>
|
<description>IF( NOT(ISBLANK( Management_CodeVM__c )),Management_CodeVM__c
|
,IF( RecordType.DeveloperName = 'VM_Contract', 'DN-' + Opportunity__r.Opportunity_No__c, TEXT($User.Branch_CD__c) + "-" + "RS" + "-" + TEXT($User.Province_CD__c) + Service_Number_Auto__c))</description>
|
<field>Management_Code__c</field>
|
<formula>IF(NOT(ISBLANK( Management_CodeVM__c )),Management_CodeVM__c,
|
IF( RecordType.DeveloperName == 'VM_Contract', 'DN-' + Opportunity__r.Opportunity_No__c,
|
CASE(TEXT($User.Branch_CD__c),
|
'SH',
|
IF(Hospital__r.State_Master__r.Name == '浙江省',
|
IF(OR(Hospital__r.City_Master__r.Name == '舟山市',Hospital__r.City_Master__r.Name == '绍兴市',Hospital__r.City_Master__r.Name == '宁波市'),
|
'SH', 'HZ'),'SH'),
|
'BJ',
|
CASE(Hospital__r.State_Master__r.Name,
|
'山西省','XA',
|
'陕西省','XA',
|
'河南省','XA',
|
'青海省','XA',
|
'宁夏回族自治区','XA',
|
'甘肃省','XA',
|
'新疆维吾尔自治区','XA',
|
'BJ'),
|
'GZ',
|
CASE(Hospital__r.State_Master__r.Name,
|
'四川省','CD',
|
'西藏自治区','CD',
|
'重庆市','CD',
|
'贵州省','CD',
|
'云南省','CD',
|
'GZ'),
|
TEXT($User.Branch_CD__c)) + "-" + "RS" + "-" + TEXT($User.Province_CD__c) + Service_Number_Auto__c + if(URF_Contract__c ,'XC','')+ if(Limit_Price__c,'SX','')))</formula>
|
<name>サービス契約番号採番セット</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status_cancel</fullName>
|
<field>Status__c</field>
|
<literalValue>取消</literalValue>
|
<name>状态=取消</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Update_Change_Record_Date</fullName>
|
<description>LJPH-C95AQ2</description>
|
<field>Change_Record_Date__c</field>
|
<formula>TODAY()</formula>
|
<name>变更标记日赋值</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Update_Payment_Plan_Sum_First</fullName>
|
<description>合同盖章完毕有值时计算出第一次计划付款日</description>
|
<field>Payment_Plan_Date_First__c</field>
|
<formula>Contract_print_completed__c + VALUE(TEXT(one_off_payment_agreed_period__c))</formula>
|
<name>更新第一次计划付款日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>endDateGuranteeToText</fullName>
|
<field>Contract_End_Date__c</field>
|
<formula>endDateGurantee__c</formula>
|
<name>虚拟合同结束日文本化</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>invoice_request_data</fullName>
|
<field>invoice_request_date__c</field>
|
<formula>TODAY()</formula>
|
<name>开发票委托日设定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>startDateGuranteeToText</fullName>
|
<field>Contract_Start_Date__c</field>
|
<formula>startDateGurantee__c</formula>
|
<name>虚拟合同开始日文本化</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_MC_approval_pass_time</fullName>
|
<field>MC_approval_pass_time__c</field>
|
<formula>now()</formula>
|
<name>更新合同审批批准时间</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_MC_approval_status_draft</fullName>
|
<field>MC_approval_status__c</field>
|
<literalValue>Draft</literalValue>
|
<name>更新合同审批状态-未提交</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_MC_approval_status_pass</fullName>
|
<field>MC_approval_status__c</field>
|
<literalValue>Pass</literalValue>
|
<name>更新合同审批状态-批准</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_MC_approval_status_reject</fullName>
|
<field>MC_approval_status__c</field>
|
<literalValue>Reject</literalValue>
|
<name>更新合同审批状态-拒绝</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_MC_approval_status_submit</fullName>
|
<field>MC_approval_status__c</field>
|
<literalValue>Submit</literalValue>
|
<name>更新合同审批状态-已提交</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_MC_approval_submit_time</fullName>
|
<field>MC_approval_submit_time__c</field>
|
<formula>now()</formula>
|
<name>更新合同审批提交时间</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_MC_approval_submit_time_null</fullName>
|
<field>MC_approval_submit_time__c</field>
|
<name>更新合同审批提交时间-空</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<rules>
|
<fullName>SLA实际发放次数文本</fullName>
|
<actions>
|
<name>ActualFrequency</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>服务合同</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>サービス契約-却下</fullName>
|
<actions>
|
<name>Approval1_Off</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Approval2_Off</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Estimation_Order_Off</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Rejection_Reason__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>サービス契約-承認</fullName>
|
<actions>
|
<name>Estimation_Order_Off</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Approval1__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>サービス契約番号採番セット</fullName>
|
<actions>
|
<name>Service_Number_Auto_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>サービス契約番号 の採番用ルール
|
※例：BJ-RS-GS0000001</description>
|
<formula>ISCHANGED( URF_Contract__c ) ||ISCHANGED( Limit_Price__c)|| ISNEW()</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>付款完成提醒认款邮件</fullName>
|
<actions>
|
<name>Success_Recognition_Model_True_ActionEmail</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.upload_to_RM_time__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.old_Is_RecognitionModel__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>先款系统邮件提醒</fullName>
|
<actions>
|
<name>RC_CC</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>RC_CC2</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>RC_Invoice_Window</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>RC_Recognition_Window</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>RC_Recognition_Window_HD1</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>RC_Recognition_Window_HD2</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.SalesOfficeCode_selection__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>合同生效提醒邮件</fullName>
|
<actions>
|
<name>Validate_Contract</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.upload_to_sap_time__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Status__c</field>
|
<operation>equals</operation>
|
<value>契約</value>
|
</criteriaItems>
|
<description>上传sap时间不为空，并且状态为合同中</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>合同盖章完毕较晚值</fullName>
|
<actions>
|
<name>Contract_print_last</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>【合同盖章完毕】处取【OCM盖章申請】和【医院（经销商）印】中的较晚值</description>
|
<formula>TEXT(Contract_print_completed__c ) = '' || Contract_print_completed__c < OCM_Print_request__c || Contract_print_completed__c < HP_Dealer_print__c</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>多年保合同状态_契约</fullName>
|
<actions>
|
<name>Service_Contract_Status_Update_Contract</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Status__c</field>
|
<operation>equals</operation>
|
<value>契約満了</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Contract_End_Date__c</field>
|
<operation>greaterThan</operation>
|
<value>今天</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>多年保修合同</value>
|
</criteriaItems>
|
<description>已经结束的多年保合同自动变成契约中</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>消费率区间变更通知</fullName>
|
<actions>
|
<name>ConsumptionRate_Over80_Remind</name>
|
<type>Alert</type>
|
</actions>
|
<active>false</active>
|
<description>消费率区间超过100%，超过140%，超过200%时发送邮件通知</description>
|
<formula>AND( PRIORVALUE(ConsumptionRate_interval__c) != ConsumptionRate_interval__c, Contract_Consumption_rate__c>1.0, NOT(CONTAINS(Service_Contract_Staff_Dept__c, '东北营业本部')) )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>消费率区间变更通知_东北本部</fullName>
|
<actions>
|
<name>ConsumptionRate_Over80_Remind_DB</name>
|
<type>Alert</type>
|
</actions>
|
<active>false</active>
|
<description>消费率区间超过100%，超过140%，超过200%时发送邮件通知</description>
|
<formula>AND( PRIORVALUE(ConsumptionRate_interval__c) != ConsumptionRate_interval__c, Contract_Consumption_rate__c>1.0, CONTAINS(Service_Contract_Staff_Dept__c, '东北营业本部') )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>申请开发票</fullName>
|
<actions>
|
<name>invoice_request</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>invoice_request_data</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.approve_date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.DevApply__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>第一次付款计划7日提醒</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_First__c)), NOT( Is_RecognitionModel__c ) )</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_1</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_First__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_First__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第一次付款计划7日提醒%28先款%29</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_First__c)),Is_RecognitionModel__c )</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_Prepay</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_First__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysSevenDaysBeforePayDay_1BeforePayDay_Prepay_1</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_First__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第三次付款计划7日提醒</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Third__c )), NOT( Is_RecognitionModel__c ) )</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_3</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Third__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_3</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Third__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第三次付款计划7日提醒%EF%BC%88先款%EF%BC%89</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Third__c )),Is_RecognitionModel__c )</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_Prepay_3</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Third__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_Prepay_3</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Third__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第二次付款计划7日提醒</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Second__c)), NOT( Is_RecognitionModel__c ) )</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_2</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Second__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_2</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Second__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第二次付款计划7日提醒%EF%BC%88先款%EF%BC%89</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Second__c)), Is_RecognitionModel__c)</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_Prepay_2</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Second__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_Prepay_2</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Second__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第五次付款计划7日提醒</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Fifth__c )), NOT( Is_RecognitionModel__c ) )</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_5</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Fifth__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_5</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Fifth__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第五次付款计划7日提醒%EF%BC%88先款%EF%BC%89</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Fifth__c )),Is_RecognitionModel__c)</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_Prepay_5</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Fifth__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_Prepay_5</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Fifth__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第六次付款计划7日提醒</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Sixth__c )), NOT( Is_RecognitionModel__c ) )</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_6</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Sixth__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_6</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Sixth__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第六次付款计划7日提醒%EF%BC%88先款%EF%BC%89</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Sixth__c )),Is_RecognitionModel__c)</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_Prepay_6</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Sixth__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_Prepay_6</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Sixth__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第四次付款计划7日提醒</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Forth__c)), NOT( Is_RecognitionModel__c ) )</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_4</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Forth__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_4</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Forth__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>第四次付款计划7日提醒%EF%BC%88先款%EF%BC%89</fullName>
|
<active>true</active>
|
<formula>AND(NOT(ISNULL(Payment_Plan_Date_Forth__c)),Is_RecognitionModel__c)</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SevenDaysBeforePayDay_Prepay_4</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Forth__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>FifteenDaysBeforePayDay_Prepay_4</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Payment_Plan_Date_Forth__c</offsetFromField>
|
<timeLength>-15</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>维修合同作成時</fullName>
|
<actions>
|
<name>ActionFieldUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>MaintenanceContractCurrentPeriodPayment</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Name</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同作成時_BJRC</fullName>
|
<actions>
|
<name>SalesOfficeBJ_MCE</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Isblank(Text(SalesOfficeCode_selection__c)) && Case(Service_Contract_Staff__r.Province__c, '北京市', 1, '天津市', 1, '河北省', 1, '内蒙古', 1, '山东省', 1, '青岛市', 1, 0 ) == 1</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同作成時_CDRC</fullName>
|
<actions>
|
<name>SalesOfficeCD_MCE</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Isblank(Text(SalesOfficeCode_selection__c)) && Case(Service_Contract_Staff__r.Province__c, '四川省', 1, '西藏自治区', 1, '重庆市', 1, '贵州省', 1, '云南省', 1, 0 ) == 1</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同作成時_GZRC</fullName>
|
<actions>
|
<name>SalesOfficeGZ_MCE</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Isblank(Text(SalesOfficeCode_selection__c)) && Case(Service_Contract_Staff__r.Province__c, '广东省', 1, '深圳市', 1, '湖南省', 1, '湖北省', 1, '广西自治区', 1, '海南省', 1, 0 ) == 1</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同作成時_HZRC</fullName>
|
<actions>
|
<name>SalesOfficeHZ_MCE</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Isblank(Text(SalesOfficeCode_selection__c))
|
&& Case(Service_Contract_Staff__r.Province__c,'浙江省',
|
IF(NOT(OR(Hospital__r.City_Master__r.Name == '舟山市',Hospital__r.City_Master__r.Name == '绍兴市',Hospital__r.City_Master__r.Name == '宁波市')),1,0), 0) == 1</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同作成時_SHRC</fullName>
|
<actions>
|
<name>SalesOfficeSH_MCE</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Isblank(Text(SalesOfficeCode_selection__c)) && Case(Service_Contract_Staff__r.Province__c, '上海市', 1, '福建省', 1, '江苏省', 1, '江西省', 1, '安徽省', 1
|
,'浙江省', if(OR(Hospital__r.City_Master__r.Name == '舟山市',Hospital__r.City_Master__r.Name == '绍兴市',Hospital__r.City_Master__r.Name == '宁波市'),1,0)
|
, 0 ) == 1</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同作成時_SYRC</fullName>
|
<actions>
|
<name>SalesOfficeSY_MCE</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Isblank(Text(SalesOfficeCode_selection__c)) && Case(Service_Contract_Staff__r.Province__c, '辽宁省', 1, '大连市', 1, '黑龙江省', 1, '吉林省', 1, 0 ) == 1</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同作成時_XARC</fullName>
|
<actions>
|
<name>SalesOfficeXA_MCE</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Isblank(Text(SalesOfficeCode_selection__c)) && Case(Service_Contract_Staff__r.Province__c, '山西省', 1, '陕西省', 1, '河南省', 1, '青海省', 1, '宁夏自治区', 1, '新疆自治区', 1, '甘肃省',1, 0 ) == 1</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同到期前30天提醒</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Status__c</field>
|
<operation>equals</operation>
|
<value>契約</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Switch_TimeBase_WF__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>Alert_Mail_30_Days</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Contract_End_Date__c</offsetFromField>
|
<timeLength>-30</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>维修合同到期前90天提醒</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Status__c</field>
|
<operation>equals</operation>
|
<value>契約</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Switch_TimeBase_WF__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>Before_End_Date_Of_Contract</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Contract_End_Date__c</offsetFromField>
|
<timeLength>-90</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>维修合同到期前一周提醒</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Status__c</field>
|
<operation>equals</operation>
|
<value>契約</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Switch_TimeBase_WF__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>Alert_Mail_7_Days</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Contract_End_Date__c</offsetFromField>
|
<timeLength>-7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>维修合同状态更新到-合同</fullName>
|
<actions>
|
<name>Service_Contract_Status_Update_Contract</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>Len( Maintenance_Contract_No__c ) > 1</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>维修合同状态更新到-合同结束</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Status__c</field>
|
<operation>equals</operation>
|
<value>契約</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Switch_TimeBase_WF__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Contract_End_Date__c</field>
|
<operation>greaterOrEqual</operation>
|
<value>今天</value>
|
</criteriaItems>
|
<description>未来时间的工作流</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>Service_Contract_Status_Update_Completed</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.Contract_End_Date__c</offsetFromField>
|
<timeLength>1</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>维修合同状态更新到-合同结束2</fullName>
|
<actions>
|
<name>Service_Contract_Status_Update_Completed</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Status__c</field>
|
<operation>equals</operation>
|
<value>契約</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Switch_TimeBase_WF__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Contract_End_Date__c</field>
|
<operation>lessThan</operation>
|
<value>今天</value>
|
</criteriaItems>
|
<description>契約終了日を過去日に更新した時</description>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>草案中3天警報7天取消</fullName>
|
<active>false</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Status__c</field>
|
<operation>equals</operation>
|
<value>草案中</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>X3dayspassed</name>
|
<type>Task</type>
|
</actions>
|
<offsetFromField>Maintenance_Contract__c.CreatedDate</offsetFromField>
|
<timeLength>3</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>Status_cancel</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<timeLength>7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>虚拟维修合同日期文本化</fullName>
|
<actions>
|
<name>endDateGuranteeToText</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>startDateGuranteeToText</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISNEW() == false && RecordType_DeveloperName__c == 'VM_Contract'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>认款完成邮件提醒</fullName>
|
<actions>
|
<name>Recognition_Model_Email</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>只针对先款合同
|
当累计认款金额≥第一次付款计划金额时，发送邮件通知</description>
|
<formula>AND(old_Is_RecognitionModel__c , Is_Recognition_Model_True__c ,All_Amount__c >= Payment_Plan_Sum_First__c)</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>设定一次性付款日期和金额</fullName>
|
<actions>
|
<name>Update_Payment_Plan_Sum_First</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.Contract_print_completed__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.one_off_payment_agreed_period__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<description>设定一次性付款日期和金额</description>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>跟进信息变更后</fullName>
|
<actions>
|
<name>Update_Change_Record_Date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<description>当更新过询价跟进信息中任意一个信息，则给变更日期赋值=最后更新日期</description>
|
<formula>OR(ISCHANGED(Opportunity_Stage__c),
|
ISCHANGED(Sales_Method__c),
|
ISCHANGED(Sales_Method_Other__c),
|
ISCHANGED(Next_Action__c),
|
ISCHANGED(Negotiation_Start_Date__c),
|
ISCHANGED(Quotation_Submission_Date__c),
|
ISCHANGED(Quotation_Decision_Date__c),
|
ISCHANGED(Last_Update_Date__c),
|
ISCHANGED(Expected_Check_Back_Date__c),
|
ISCHANGED(Cumulative_Followup__c),
|
ISCHANGED(Renewal_Status__c),
|
ISCHANGED(No_Renewal_Reason__c)
|
) = true
|
&& ($User.ProfileId !='00e10000000Y3o5' && $User.Batch_User__c != true) && !ISNEW()</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>重复维修合同申请</fullName>
|
<active>false</active>
|
<criteriaItems>
|
<field>Maintenance_Contract__c.duplicate_deleate_request__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<tasks>
|
<fullName>X3dayspassed</fullName>
|
<assignedToType>owner</assignedToType>
|
<dueDateOffset>3</dueDateOffset>
|
<notifyAssignee>true</notifyAssignee>
|
<priority>中</priority>
|
<protected>false</protected>
|
<status>未着手</status>
|
<subject>3日过程</subject>
|
</tasks>
|
</Workflow>
|
