AccAA_Submit_Mail
资质审批通过
false
accountOwner
CurrentUser
Olympus_OCM/AccessAvailableApproveModel
Acc_ReleaseAlert
OCM_AssetGZ@olympus.com.cn,OCM_Asset@olympus.com.cn,OCM_AssetSH@olympus.com.cn,youchang@prec-tech.com
医院合规状态释放提醒
false
TradeComplianceGroup
group
chunyan_jia@olympus.com.cn
user
honglei_li@olympus.com.cn
user
ji_lu@olympus.com.cn
user
jing_shao@olympus.com.cn
user
liu_yang@olympus.com.cn
user
shujuan_liu@olympus.com.cn
user
sijia_chen@olympus.com.cn
user
weibo1_wang@olympus.com.cn
user
FSE_GI_Main_Leader__c
userLookup
FSE_SP_Main_Leader__c
userLookup
CurrentUser
Customer_Email_Template/AccountBlacklistReminder
ActionEmail
olympus@prec-tech.com
发送先款标识取消邮件
false
firstCreate__c
userLookup
CurrentUser
Folder/EmailTemplate9
ActionEmail1
olympus@prec-tech.com
发送经销商先款提醒邮件
false
firstCreate__c
userLookup
CurrentUser
Folder/EmailTemplate10
Approach_Confirm
wei_yin@olympus.com.cn
dongfeng_li@olympus.com.cn
xiaochang_yu@olympus.com.cn
审批通过
false
owner
CurrentUser
Olympus_OCM/NewAccountEmailTemplate
Quolifed_Pass
资质审批通过邮件
false
jingjing_zhou@olympus.com.cn
user
ling_zhu@olympus.com.cn
user
qi_qiao@olympus.com.cn
user
Quolified_Submitter__c
userLookup
CurrentUser
Customer_Email_Template/CustomerQuolified_Approve
Quolified_Reject
资质审批驳回邮件
false
Quolified_Submitter__c
userLookup
CurrentUser
Customer_Email_Template/CustomerQuolified_Reject
Quolified_Submit
客户资质提交邮件
false
olympussystem_cn@olympus.co.jp
user
CurrentUser
Customer_Email_Template/CustomerQuolified_Submit
Refuse_Mail_alert
wei_yin@olympus.com.cn
nehalem@126.com
新建医院驳回邮件提醒
false
owner
CurrentUser
Olympus_OCM/Refuse_Account_Mail_Model
UpdateBlacklistReminder
OCM_AssetGZ@olympus.com.cn,OCM_Asset@olympus.com.cn,OCM_AssetSH@olympus.com.cn,MEBG_BusinessSupport@olympus.partner.onmschina.cn
更新医院为黑名单(批准日小于今天)提醒
false
TradeComplianceGroup
group
chunyan_jia@olympus.com.cn
user
honglei_li@olympus.com.cn
user
it_prectech@olympus.com.cn
user
ji_lu@olympus.com.cn
user
jing_shao@olympus.com.cn
user
liu_yang@olympus.com.cn
user
shujuan_liu@olympus.com.cn
user
sijia_chen@olympus.com.cn
user
weibo1_wang@olympus.com.cn
user
FSE_GI_Main_Leader__c
userLookup
FSE_SP_Main_Leader__c
userLookup
CurrentUser
Customer_Email_Template/AccountBlacklistReminder
UpdateBlacklistReminderApplying
更新医院为黑名单(批准日等于今天)提醒
false
accountOwner
it_prectech@olympus.com.cn
user
CurrentUser
Customer_Email_Template/AccountBlacklistReminder
UpdateBlacklistReminderDraft
MEBG_BusinessSupport@olympus.partner.onmschina.cn
更新经销商黑名单提醒(状态为有效)
false
TradeComplianceGroup
group
chunyan_jia@olympus.com.cn
user
it_prectech@olympus.com.cn
user
liu_yang@olympus.com.cn
user
lu_liu@olympus.com.cn
user
shujuan_liu@olympus.com.cn
user
sijia_chen@olympus.com.cn
user
FSE_GI_Main_Leader__c
userLookup
FSE_SP_Main_Leader__c
userLookup
CurrentUser
Customer_Email_Template/AccountBlacklistReminder
AccountSiteSet
なければ、Nameと同じ値にする
Site
IF(ISNULL(Site), Name, Site)
取引先部門のセット
false
Formula
false
false
AgencyContractName_AgencyName
Name
Term_Contract_No__c + ':' + Parent.Name
販売店契約.Name = 販売店.Name + 今期契約書番号
false
Formula
false
false
ApprovalStepUpdate1
ApprovalSteps__c
"1"
审批步骤更新1
false
Formula
false
false
ApprovalStepUpdate1_1
ApprovalSteps__c
"1r"
审批步骤更新1_1
false
Formula
false
false
ApprovalStepUpdate2
ApprovalSteps__c
"2"
审批步骤更新2
false
Formula
false
false
ApprovalStepUpdate2_1
ApprovalSteps__c
"2r"
审批步骤更新2_1
false
Formula
false
false
ApprovalStepUpdate3
ApprovalSteps__c
"3"
审批步骤更新3
false
Formula
false
false
ApprovalStepUpdate3_1
ApprovalSteps__c
"3r"
审批步骤更新3_1
false
Formula
false
false
ApprovalStepUpdate4
ApprovalSteps__c
"4"
审批步骤更新4
false
Formula
false
false
ApprovalStepUpdate4_1
ApprovalSteps__c
"4r"
审批步骤更新4_1
false
Formula
false
false
ApprovalStepUpdate5
ApprovalSteps__c
"5"
审批步骤更新5
false
Formula
false
false
ApprovalStepUpdate5_1
ApprovalSteps__c
"5r"
审批步骤更新5_1
false
Formula
false
false
ApprovalStepUpdate6
ApprovalSteps__c
"6"
审批步骤更新6
false
Formula
false
false
ApprovalStepUpdate6_1
ApprovalSteps__c
"6r"
审批步骤更新6_1
false
Formula
false
false
ApprovalStepUpdate7
ApprovalSteps__c
"7"
审批步骤更新7
false
Formula
false
false
ApprovalStepUpdate7_1
ApprovalSteps__c
"7r"
审批步骤更新7_1
false
Formula
false
false
ApprovingUpdate
Is_Active__c
申请中
医院申请中
false
Literal
false
false
ClearQuolifiedDate
Quolified_App_Date__c
资质批准日期清空
false
Null
false
false
Contract_Decide_End_Date_Set
Contract_Decide_End_Date__c
Date(Value(Left(Text(Contract_Fiscal_Period__c), 3)) + 1867 + 1, 3, 31)
販売店_見積決定終了日セット
false
Formula
false
false
Contract_Decide_Start_Date_Set
Contract_Decide_Start_Date__c
Date(Value(Left(Text(Contract_Fiscal_Period__c), 3)) + 1867, 4, 1)
販売店_見積決定開始日セット
false
Formula
false
false
Contract_End_Date_Set
Contract_End_Date__c
Date(Value(Left(Text(Contract_Fiscal_Period__c), 3)) + 1867 + 1, 3, 31)
販売店_契約終了日セット
false
Formula
false
false
Contract_Start_Date_Set
Contract_Start_Date__c
Date(Value(Left(Text(Contract_Fiscal_Period__c), 3)) + 1867, 4, 1)
販売店_契約開始日セット
false
Formula
false
false
Daily_Report_Name_Text
Name_for_Daily_Report_text__c
Parent.Name &" "& Department_Name__c
设定-Daily Report Name Text
false
Formula
false
false
DepartmentNameUpdate
Name
Parent.Name &" "& Department_Name__c
診療科名更新
false
Formula
false
false
Department_Class_Update
Case(Department_Class_Label__c,
"消化科","消化科",
"呼吸科","呼吸科",
"普外科","普外科",
"泌尿科","泌尿科",
"婦人科","婦人科",
"耳鼻喉科","耳鼻喉科",
"その他","その他",
"ET","ET",
"")
Name
Parent.Name &" " & TEXT ( Department_Class_Label__c )
科室分類名更新
false
Formula
false
false
Energy_LeaderStrtoDep
Energy_LeaderStr__c
Energy_LeaderStr_Dep__c
能量担当文本化
false
Formula
false
false
FSE_Manager_check_last_update_Staff
FSE_activity_target_Plan_check_Staff__c
$User.LastName &" "& $User.FirstName
更新-FSE经理确认信息最后更新者
false
Formula
false
false
FSE_Manager_check_last_update_day
FSE_activity_target_Plan_check_day__c
today()
更新-FSE经理确认信息最后更新日
false
Formula
false
false
Hospital_Salesdepartment_Text
Hospita_Salesdepartment_Text__c
Salesdepartment_HP__c
医院销售本部(文本)
false
Formula
false
true
Hs_forvalid_text
Hs_forvalid_text__c
Hospital_Salesdepartment_forvalid__c
医院销售本部(文本)设定forvalid
false
Formula
false
false
Manager_check_last_update_Staff
Sales_activity_target_Plan_check_staff__c
$User.LastName &" "& $User.FirstName
更新-销售经理确认信息最后更新者
false
Formula
false
false
Manager_check_last_update_day
Sales_activity_target_Plan_check_day__c
today()
更新-销售经理确认信息最后更新日
false
Formula
false
false
Manager_check_last_update_name
Manager_feedback_check_staff__c
$User.LastName &" "& $User.FirstName
更新-经理反馈信息最后更新者
false
Formula
false
false
Manager_feedback_last_date
Manager_feedback_check_day__c
today()
更新-经理反馈信息最后更新日
false
Formula
false
false
OCM_man_province_txt_set
OCM管理省(文本)设定
OCM_man_province_txt__c
OCM_man_province_HP__c
OCM管理省(文本)设定
false
Formula
false
false
QuolifiedDateUpdate
Quolified_App_Date__c
TODAY()
资质审批日期更新
false
Formula
false
false
QuolifiedToDraft
Quolified_Approve_Status__c
Draft
资质审批变更为草案中
false
Literal
false
false
Quolified_Approve
Quolified_Approve_Status__c
Pass
资质审批-通过
false
Literal
false
false
Quolified_Draft
Quolified_Approve_Status__c
Draft
资质审批-草案中
false
Literal
false
false
Quolified_Reject
Quolified_Approve_Status__c
Reject
资质审批-驳回
false
Literal
false
false
Quolified_Submit
Quolified_Approve_Status__c
Submit
资质审批-已提交
false
Literal
false
false
Sales_Activity_process_Last_review_day
Sales_Activity_process_Last_review_day__c
today()
更新-进展情况(销售)最后更新日
false
Formula
false
false
SetAgencyContractCode
AgencyContract_Management_Code__c
Management_Code__c
合同编码设定
false
Formula
false
false
SetToNewType
Is_Active__c
草案中
设置为草案中
false
Literal
false
false
State_Text_DC_Set
State_Text__c
State_Strategic_Dept_Class__c
医院省（文本）设定_战略科室
false
Formula
false
false
State_Text_Set
State_Text__c
State_Department__c
医院省（文本）设定
false
Formula
false
false
SubmitFieldUpdate
Approved_Confirm_Date__c
today()
更新批准日期
false
Formula
false
true
UpdateDealerDiiscount
Dealer_discount__c
Dealerdiscount_GS__c
更新经销商折扣
false
Formula
false
false
UpdateHp_Info_Mod_Date
Hp_Info_Mod_Date__c
Today()
医院信息修改日更新
false
Formula
false
false
UpdateSubmitApprovalDate
更新提交审批日
SubmitApprovalDate__c
Today()
更新提交审批日
false
Formula
false
false
Update_review_staff
Sales_activity_review_staff__c
$User.LastName &" "& $User.FirstName
更新-进展情况(销售)最后更新者
false
Formula
false
false
Update_sales_activity_target_Update
Update_sales_activity_target_number__c
1
更新 2Q更新进展情况
false
Formula
false
false
X1Q_Status_update
Update_sales_activity_target_number1Q__c
1
更新 1Q更新进展情况
false
Formula
false
false
X3Q_update_Sales_status
Update_sales_activity_target_number3Q__c
1
更新 3Q更新进展情况
false
Formula
false
false
X4Q_update_status
Update_sales_activity_target_number4Q__c
1
更新 4Q更新进展情况
false
Formula
false
false
hosActive
Is_Active__c
有効
医院有效化
false
Literal
false
true
refuseUpdate
Is_Active__c
無効
新建医院驳回
false
Literal
false
false
rollBackUpdate
Is_Active__c
草案中
调回操作
false
Literal
false
false
setAccessAvailableSubmitDate
AccessAvailableSubmitDate__c
today()
资质审批通过日期
false
Formula
false
false
FSE经理其中更新信息反馈日
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
false
AND(
Submit_Customer_target__c = TRUE,
Plan_approved__c = TRUE,
NOT(ISBLANK(Review_FSE__c)),
ISCHANGED(FSEManager_feedback_check_FSE__c))
onAllChanges
FSE经理其中更新信息反馈日1Q
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
X1Q_Status_update
FieldUpdate
true
AND(
Submit_Customer_target_FSE__c = true,
Plan_approved_FSE__c = true,
NOT(ISBLANK(Review_FSE__c)),
NOT(ISBLANK(FSEManager_feedback_check_FSE__c)),
ISCHANGED(FSEManager_feedback_check_FSE__c),
OR(month(today())=4,month(today())=5,month(today())=6))
onAllChanges
FSE经理其中更新信息反馈日2Q
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
Update_sales_activity_target_Update
FieldUpdate
true
AND(
Submit_Customer_target_FSE__c = true,
Plan_approved_FSE__c = true,
NOT(ISBLANK(Review_FSE__c)),
NOT(ISBLANK(FSEManager_feedback_check_FSE__c)),
ISCHANGED(FSEManager_feedback_check_FSE__c),
OR(month(today())=7,month(today())=8,month(today())=9))
onAllChanges
FSE经理其中更新信息反馈日3Q
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
X3Q_update_Sales_status
FieldUpdate
true
AND(
Submit_Customer_target_FSE__c = true,
Plan_approved_FSE__c = true,
NOT(ISBLANK(Review_FSE__c)),
NOT(ISBLANK(FSEManager_feedback_check_FSE__c)),
ISCHANGED(FSEManager_feedback_check_FSE__c),
OR(month(today())=10,month(today())=11,month(today())=12))
onAllChanges
FSE经理其中更新信息反馈日4Q
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
X4Q_update_status
FieldUpdate
true
AND(
Submit_Customer_target_FSE__c = true,
Plan_approved_FSE__c = true,
NOT(ISBLANK(Review_FSE__c)),
NOT(ISBLANK(FSEManager_feedback_check_FSE__c)),
ISCHANGED(FSEManager_feedback_check_FSE__c),
OR(month(today())=1,month(today())=2,month(today())=3))
onAllChanges
FSE经理期初计划确认日
FSE_Manager_check_last_update_Staff
FieldUpdate
FSE_Manager_check_last_update_day
FieldUpdate
true
Account.Submit_Customer_target_FSE__c
equals
真
Account.Plan_approved_FSE__c
equals
真
Account.FSE_activity_target_Plan_check_day__c
equals
Account.FSE_activity_target_Plan_check_Staff__c
equals
onAllChanges
OCM管理省文本更新
OCM_man_province_txt_set
FieldUpdate
true
医院记录变更时更新OCM管理省文本项
OR(ISNEW(), ISCHANGED( OCM_man_province_HP__c ), NOT(ISCHANGED( OCM_man_province_HP__c )))
onAllChanges
X1Q进展跟进%28FSE%29更新
Sales_Activity_process_Last_review_day
FieldUpdate
Update_review_staff
FieldUpdate
true
AND(ISCHANGED(Review_FSE__c),
OR(text(month(today()))="4",text(month(today()))="5",text(month(today()))="6"))
onAllChanges
X1Q进展跟进%28销售%29更新
Sales_Activity_process_Last_review_day
FieldUpdate
Update_review_staff
FieldUpdate
true
AND(ISCHANGED(Review_Sales__c),
OR(text(month(today()))="4",text(month(today()))="5",text(month(today()))="6"))
onAllChanges
X2Q进展跟进%28FSE%29更新
Sales_Activity_process_Last_review_day
FieldUpdate
Update_review_staff
FieldUpdate
true
AND(ISCHANGED(Review_FSE__c),
OR(text(month(today()))="7",text(month(today()))="8",text(month(today()))="9"))
onAllChanges
X2Q进展跟进%28销售%29更新
Sales_Activity_process_Last_review_day
FieldUpdate
Update_review_staff
FieldUpdate
true
AND(ISCHANGED(Review_Sales__c),
OR(text(month(today()))="7",text(month(today()))="8",text(month(today()))="9"))
onAllChanges
X3Q进展跟进%28FSE%29更新
Sales_Activity_process_Last_review_day
FieldUpdate
Update_review_staff
FieldUpdate
true
AND(ISCHANGED(Review_FSE__c),
OR(text(month(today()))="10",text(month(today()))="11",text(month(today()))="12"))
onAllChanges
X3Q进展跟进%28销售%29更新
Sales_Activity_process_Last_review_day
FieldUpdate
Update_review_staff
FieldUpdate
true
AND(ISCHANGED(Review_Sales__c),
OR(text(month(today()))="10",text(month(today()))="11",text(month(today()))="12"))
onAllChanges
X4Q进展跟进%28FSE%29更新
Sales_Activity_process_Last_review_day
FieldUpdate
Update_review_staff
FieldUpdate
true
AND(ISCHANGED(Review_FSE__c),
OR(text(month(today()))="1",text(month(today()))="2",text(month(today()))="3"))
onAllChanges
X4Q进展跟进%28销售%29更新
Sales_Activity_process_Last_review_day
FieldUpdate
Update_review_staff
FieldUpdate
true
AND(ISCHANGED(Review_Sales__c),
OR(text(month(today()))="1",text(month(today()))="2",text(month(today()))="3"))
onAllChanges
保存医院信息修改日
UpdateHp_Info_Mod_Date
FieldUpdate
true
OR( ISCHANGED(Name) ,
ISCHANGED(Site),
ISCHANGED(Alias_Name2__c),
ISCHANGED(City_Master__c),
ISCHANGED(Town__c),
ISCHANGED(Street__c))
onAllChanges
修改客户名自动变更资质审批状态
ClearQuolifiedDate
FieldUpdate
QuolifiedToDraft
FieldUpdate
true
20190101bak
(ISCHANGED(Name) || ISCHANGED(RegistrationNumber__c) || ISCHANGED(Valid_From__c) || ISCHANGED(Valid_To__c)) && (TEXT(Quolified_Approve_Status__c) <> 'Draft') && (TEXT(Quolified_Approve_Status__c) <> 'Submit')
(ISCHANGED(Name) || ISCHANGED(Is_Medical_F__c)) && (TEXT(Quolified_Approve_Status__c) <> 'Draft') && (TEXT(Quolified_Approve_Status__c) <> 'Submit')
onAllChanges
医院合规状态释放
Acc_ReleaseAlert
Alert
true
医院
合规状态为白名单或空时
//20230808 lt update
判断去空
add
,TEXT(TradeComplianceStatus__c ) !='',PRIORVALUE(TradeComplianceStatus__c ) !=''
and(RecordType_DeveloperName__c = 'HP',$Label.TradeComplianceStatusFlag=='true',TEXT(Is_Active__c ) ='有効',ISCHANGED(TradeComplianceStatus__c ),TEXT(TradeComplianceStatus__c ) !='冻结,人工审批中',TEXT(TradeComplianceStatus__c ) !='警示名单',TEXT(TradeComplianceStatus__c ) !='黑名单',TEXT(TradeComplianceStatus__c ) !='',PRIORVALUE(TradeComplianceStatus__c ) !='')
onAllChanges
医院省%EF%BC%88文本%EF%BC%89设定
State_Text_Set
FieldUpdate
true
Account.RecordTypeId
equals
診療科,診療科 その他,診療科 呼吸科,診療科 婦人科,診療科 普外科,診療科 泌尿科,診療科 消化科,診療科 耳鼻喉科
onCreateOnly
医院省%EF%BC%88文本%EF%BC%89设定_战略科室
State_Text_DC_Set
FieldUpdate
true
Account.RecordTypeId
equals
戦略科室分類 その他,戦略科室分類 不明,戦略科室分類 呼吸科,戦略科室分類 婦人科,戦略科室分類 普外科,戦略科室分類 泌尿科,戦略科室分類 消化科,戦略科室分類 耳鼻喉科,戦略科室分類ET
onCreateOnly
医院销售本部%28文本%29设定forvaild
Hs_forvalid_text
FieldUpdate
true
TRUE
onAllChanges
医院销售本部文本化
Hospital_Salesdepartment_Text
FieldUpdate
true
TRUE
onAllChanges
取引先-病院名更新
AccountSiteSet
FieldUpdate
true
Account.RecordTypeId
equals
病院
onCreateOrTriggeringUpdate
取引先-科室分類名更新
Department_Class_Update
FieldUpdate
true
Account.RecordTypeId
equals
戦略科室分類 その他,戦略科室分類 不明,戦略科室分類 呼吸科,戦略科室分類 婦人科,戦略科室分類 普外科,戦略科室分類 泌尿科,戦略科室分類 消化科,戦略科室分類 耳鼻喉科,戦略科室分類ET
onCreateOnly
取引先-診療科名更新
AccountSiteSet
FieldUpdate
Daily_Report_Name_Text
FieldUpdate
DepartmentNameUpdate
FieldUpdate
true
Account.RecordTypeId
equals
診療科,診療科 その他,診療科 呼吸科,診療科 婦人科,診療科 普外科,診療科 泌尿科,診療科 消化科,診療科 耳鼻喉科
onAllChanges
合同编码设定
SetAgencyContractCode
FieldUpdate
true
ISBLANK( AgencyContract_Management_Code__c )
onCreateOnly
战略科室普通科室能量担当赋值
Energy_LeaderStrtoDep
FieldUpdate
true
Parent.RecordType_DeveloperName__c = 'HP' || Parent.Parent.RecordType_DeveloperName__c = 'HP'
onAllChanges
更新医院为黑名单%28批准日小于今天%29
UpdateBlacklistReminder
Alert
true
状态等于有效，审批通过日小于今天且合规状态变成黑、冻结。警示，给营业，服务，备品中心发
and(RecordType_DeveloperName__c = 'HP',$Label.TradeComplianceStatusFlag=='true',TEXT(Is_Active__c ) ='有効',ISCHANGED(TradeComplianceStatus__c ),OR(TEXT(TradeComplianceStatus__c ) =='冻结,人工审批中',TEXT(TradeComplianceStatus__c ) =='警示名单',TEXT(TradeComplianceStatus__c ) =='黑名单'),approvalDate__c <Today())
onAllChanges
更新医院为黑名单%28批准日等于今天%29
UpdateBlacklistReminderApplying
Alert
true
状态等于有效，审批通过日等于今天且合规状态变成黑、冻结。警示，给所有人发，
and(RecordType_DeveloperName__c = 'HP',$Label.TradeComplianceStatusFlag=='true',TEXT(Is_Active__c ) ='有効',ISCHANGED(TradeComplianceStatus__c ),OR(TEXT(TradeComplianceStatus__c ) =='冻结,人工审批中',TEXT(TradeComplianceStatus__c ) =='警示名单',TEXT(TradeComplianceStatus__c ) =='黑名单'),approvalDate__c =Today())
onAllChanges
更新经销商为黑名单%28状态为有效%29
UpdateBlacklistReminderDraft
Alert
true
经销商
状态等于有效，合规状态变成黑、冻结。警示，给营业，服务发
and( RecordType_DeveloperName__c = 'Agency',$Label.TradeComplianceStatusFlag=='true',Is_Active_Formula__c ='有效',ISCHANGED(TradeComplianceStatus__c),OR(TEXT(TradeComplianceStatus__c ) =='冻结,人工审批中',TEXT(TradeComplianceStatus__c ) =='警示名单',TEXT(TradeComplianceStatus__c ) =='黑名单'))
onAllChanges
更新能量主机折扣
UpdateDealerDiiscount
FieldUpdate
false
能量主机的协议，将GS折扣更新到经销商折扣中
ENG_Dealer__c = true && isNull(Dealerdiscount_GS__c)= false
onAllChanges
经销商先款提醒
ActionEmail1
Alert
true
经销商先款提醒
and( RecordType_DeveloperName__c = 'Agency',OR(MonthlyPayment__c==true,if(DealerTypeSum__c = '特约经销商',false,if(MONTH(Advance_Payment_Identification_Approval__c) >= 4,if( TODAY() > DATE( YEAR(Advance_Payment_Identification_Approval__c )+1 ,4,1),true,false),if(TODAY() < DATE( YEAR(Advance_Payment_Identification_Approval__c ) ,4,1),false,true)))))
onCreateOrTriggeringUpdate
经销商先款状态取消
ActionEmail
Alert
true
经销商先款状态取消
AND(RecordType_DeveloperName__c = 'Agency',MonthlyPayment__c==false,if(DealerTypeSum__c = '特约经销商',true,if(MONTH(Advance_Payment_Identification_Approval__c) >= 4,if( TODAY() > DATE( YEAR(Advance_Payment_Identification_Approval__c )+1 ,4,1),false,true),if(TODAY() < DATE( YEAR(Advance_Payment_Identification_Approval__c ) ,4,1),true,false))))
onCreateOrTriggeringUpdate
设定-Daily Report Name Text
Daily_Report_Name_Text
FieldUpdate
false
true
onAllChanges
设定_OCM分类复制
false
ISCHANGED(OCM_Category__c)
onAllChanges
販売店_契約期間変更
Contract_Decide_End_Date_Set
FieldUpdate
Contract_Decide_Start_Date_Set
FieldUpdate
Contract_End_Date_Set
FieldUpdate
Contract_Start_Date_Set
FieldUpdate
false
レコードタイプ契約の時だけ動きます。
Or(
And(
Isnew(),
Not(ISPICKVAL(Contract_Fiscal_Period__c, ''))
),
Ischanged(Contract_Fiscal_Period__c),
RecordType.DeveloperName = 'AgencyContract'
)
onAllChanges
販売店契約%3C%3D%3D販売店
AgencyContractName_AgencyName
FieldUpdate
true
Account.RecordTypeId
equals
契約
onAllChanges
销售经理其中更新信息反馈日
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
false
AND(
Submit_Customer_target__c = TRUE,
Plan_approved__c = TRUE,
NOT(ISBLANK(Review_Sales__c)),
ISCHANGED(Manager_feedback_check__c))
onAllChanges
销售经理其中更新信息反馈日1Q
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
X1Q_Status_update
FieldUpdate
true
AND(
Submit_Customer_target__c = true,
Plan_approved__c = true,
NOT(ISBLANK(Review_Sales__c)),
NOT(ISBLANK(Manager_feedback_check__c)),
ISCHANGED(Manager_feedback_check__c),
OR(month(today())=4,month(today())=5,month(today())=6) )
onAllChanges
销售经理其中更新信息反馈日2Q
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
Update_sales_activity_target_Update
FieldUpdate
true
AND(
Submit_Customer_target__c = true,
Plan_approved__c = true,
NOT(ISBLANK(Review_Sales__c)),
NOT(ISBLANK(Manager_feedback_check__c)),
ISCHANGED(Manager_feedback_check__c),
OR(month(today())=7,month(today())=8,month(today())=9) )
onAllChanges
销售经理其中更新信息反馈日3Q
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
X3Q_update_Sales_status
FieldUpdate
true
AND(
Submit_Customer_target__c = true,
Plan_approved__c = true,
NOT(ISBLANK(Review_Sales__c)),
NOT(ISBLANK(Manager_feedback_check__c)),
ISCHANGED(Manager_feedback_check__c),
OR(month(today())=10,month(today())=11,month(today())=12) )
onAllChanges
销售经理其中更新信息反馈日4Q
Manager_check_last_update_name
FieldUpdate
Manager_feedback_last_date
FieldUpdate
X4Q_update_status
FieldUpdate
true
AND(
Submit_Customer_target__c = true,
Plan_approved__c = true,
NOT(ISBLANK(Review_Sales__c)),
NOT(ISBLANK(Manager_feedback_check__c)),
ISCHANGED(Manager_feedback_check__c),
OR(month(today())=1,month(today())=2,month(today())=3) )
onAllChanges
销售经理期初计划确认日
Manager_check_last_update_Staff
FieldUpdate
Manager_check_last_update_day
FieldUpdate
true
Account.Submit_Customer_target__c
equals
真
Account.Plan_approved__c
equals
真
Account.Sales_activity_target_Plan_check_day__c
equals
Account.Sales_activity_target_Plan_check_staff__c
equals
onAllChanges