Alert_Mail_30_Days 合同到期前30天通知 false FSE accountTeam FSE主担当 accountTeam Service_Contract_Staff__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress Alert_Mail_7_Days zhaodefang@prec-tech.com 维修合同到期提前一周提醒 false FSE accountTeam FSE主担当 accountTeam Service_Contract_Staff__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress Before_End_Date_Of_Contract 合同到期前90天通知 false FSE accountTeam FSE主担当 accountTeam Service_Contract_Staff__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress ConsumptionRate_Over80_Remind 消费率区间超80%提醒 false Mail_Staff_BuzhangManager__c userLookup Mail_Staff_JingliManager__c userLookup Service_Contract_Staff__c userLookup CurrentUser ConsumptionRate_Over80_Remind_DB tao1_huang@olympus.com.cn 消费率区间超80%提醒_东北本部 false Mail_Staff_BuzhangManager__c userLookup Mail_Staff_JingliManager__c userLookup Service_Contract_Staff__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress FifteenDaysBeforePayDay 15日前提醒-1 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_2 15日前提醒-2 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_3 15日前提醒-3 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_4 15日前提醒-4 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_5 15日前提醒-5 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_6 15日前提醒-6 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_Prepay SFDC_LiJin@olympus.com.cn 15日前提醒-1（先款） false Group_Contract group owner MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_Prepay_2 SFDC_LiJin@olympus.com.cn 15日前提醒-2（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_Prepay_3 SFDC_LiJin@olympus.com.cn 15日前提醒-3（先款） false it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_Prepay_4 SFDC_LiJin@olympus.com.cn 15日前提醒-4（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_Prepay_5 SFDC_LiJin@olympus.com.cn 15日前提醒-5（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser FifteenDaysBeforePayDay_Prepay_6 SFDC_LiJin@olympus.com.cn 15日前提醒-6（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser Pre_Contract_ApprovalProcess_Reject 合同复核流程驳回 false lei1_liu@olympus.com.cn user liang1_wang@olympus.com.cn user wenjun_gao@olympus.com.cn user DefaultWorkflowUser Recognition_Model_Email CN-OBSAP-ContractManagement@olympus.com olympus@prec-tech.com 认款完成提醒邮件 false wenjun_gao@olympus.com.cn user zhe_he@olympus.com.cn user FSE_Regional_Assistant__c userLookup CurrentUser SevenDaysBeforePayDay_1 7日前提醒-1 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_2 7日前提醒-2 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_3 7日前提醒-3 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_4 7日前提醒-4 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_5 7日前提醒-5 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_6 7日前提醒-6 false MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_Prepay_2 SFDC_LiJin@olympus.com.cn 7日前提醒-2（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_Prepay_3 SFDC_LiJin@olympus.com.cn 7日前提醒-3（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_Prepay_4 SFDC_LiJin@olympus.com.cn 7日前提醒-4（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_Prepay_5 SFDC_LiJin@olympus.com.cn 7日前提醒-5（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysBeforePayDay_Prepay_6 SFDC_LiJin@olympus.com.cn 7日前提醒-6（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser SevenDaysSevenDaysBeforePayDay_1BeforePayDay_Prepay_1 SFDC_LiJin@olympus.com.cn 7日前提醒-1（先款） false Group_Contract group it_prectech@olympus.com.cn user MainLeaderManager__c userLookup Service_Contract_Staff__c userLookup User_Salesdepartment_Sec__c userLookup User_Salesdepartment__c userLookup CurrentUser Success_Recognition_Model_True_ActionEmail olympus@prec-tech.com 付款完成提醒认款邮件 false RC_CC2__c email RC_CC__c email RC_Recognition_Window_HD1__c email RC_Recognition_Window_HD2__c email RC_Recognition_Window__c email liang1_wang@olympus.com.cn user wenjun_gao@olympus.com.cn user FSE_Regional_Assistant__c userLookup CurrentUser Validate_Contract Wenjun_Gao@olympus.com.cn Zhe_He@olympus.com.cn CN-OBSAP-ContractManagement@olympus.com olympus@prec-tech.com 合同生效完成提醒邮件 false RC_CC2__c email RC_CC__c email RC_Invoice_Window__c email FSE_Regional_Assistant__c userLookup Service_Contract_Staff__c userLookup CurrentUser invoice_request 申请开维修发票 false bing_song@olympus.com.cn user haijuan_wang@olympus.com.cn user jie_zhang@olympus.com.cn user judi_chen@olympus.com.cn user jue_xu@olympus.com.cn user ling_sheng@olympus.com.cn user shujuan_liu@olympus.com.cn user youhua_wang@olympus.com.cn user CurrentUser ActionFieldUpdate Name "::" & Name 维修合同- 维修合同名変更 false Formula false false ActionFieldUpdate1 Status__c 引合中 状态变更在询价时 false Literal false false ActionFieldUpdate2 Status_change_apply_daate__c TODAY() 申请日Set false Formula false false ActualFrequency ActualFrequencyText__c NumberOfPlan_Contract__c 实际发放次数 false Formula false false Approval1_Off Approval1__c 0 承認1OFF false Literal false false Approval2_Off Approval2__c 0 承認2OFF false Literal false false Contract_print_last Contract_print_completed__c Contract_print_last__c 盖章较晚值 false Formula false false Estimation_Order_Off Estimation_Confirmation_Request__c 0 見積確認依頼OFF false Literal false false MaintenanceContractCurrentPeriodPayment CurrentPeriodPaymentAmount__c 0 维修合同当期回款 false Formula false false RC_CC RC_CC__c RC_CC_F__c RC抄送人员 false Formula false false RC_CC2 RC_CC2__c RC_CC2_F__c RC抄送人员2 false Formula false false RC_Invoice_Window RC_Invoice_Window__c RC_Invoice_Window_F__c RC申请开票窗口 false Formula false false RC_Recognition_Window RC_Recognition_Window__c RC_Recognition_Window_F__c RC认款窗口 false Formula false false RC_Recognition_Window_HD1 RC_Recognition_Window_HD1__c RC_Recognition_Window_HD1_F__c RC认款窗口（华东）1 false Formula false false RC_Recognition_Window_HD2 RC_Recognition_Window_HD2__c RC_Recognition_Window_HD2_F__c RC认款窗口（华东）2 false Formula false false SalesOfficeBJ_MCE SalesOfficeCode_selection__c 北京RC 维修合同主负责人办事处_BJ false Literal false false SalesOfficeCD_MCE SalesOfficeCode_selection__c 成都RC 维修合同主负责人办事处_CD false Literal false false SalesOfficeGZ_MCE SalesOfficeCode_selection__c 广州RC 维修合同主负责人办事处_GZ false Literal false false SalesOfficeHZ_MCE SalesOfficeCode_selection__c 杭州RC 维修合同主负责人办事处_HZ false Literal false false SalesOfficeSH_MCE SalesOfficeCode_selection__c 上海RC 维修合同主负责人办事处_SH false Literal false false SalesOfficeSY_MCE SalesOfficeCode_selection__c 沈阳RC 维修合同主负责人办事处_SY false Literal false false SalesOfficeXA_MCE SalesOfficeCode_selection__c 西安RC 维修合同主负责人办事处_XA false Literal false false Service_Contract_Status_Update_Completed Status__c 契約満了 サービス契約‐契約満了 false Literal false false Service_Contract_Status_Update_Contract Status__c 契約 状態更新‐契約 false Literal false true Service_Number_Auto_Set 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)) Management_Code__c 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',''))) サービス契約番号採番セット false Formula false false Status_cancel Status__c 取消 状态=取消 false Literal false false Update_Change_Record_Date LJPH-C95AQ2 Change_Record_Date__c TODAY() 变更标记日赋值 false Formula false false Update_Payment_Plan_Sum_First 合同盖章完毕有值时计算出第一次计划付款日 Payment_Plan_Date_First__c Contract_print_completed__c + VALUE(TEXT(one_off_payment_agreed_period__c)) 更新第一次计划付款日 false Formula false false endDateGuranteeToText Contract_End_Date__c endDateGurantee__c 虚拟合同结束日文本化 false Formula false false invoice_request_data invoice_request_date__c TODAY() 开发票委托日设定 false Formula false false startDateGuranteeToText Contract_Start_Date__c startDateGurantee__c 虚拟合同开始日文本化 false Formula false false update_MC_approval_pass_time MC_approval_pass_time__c now() 更新合同审批批准时间 false Formula false false update_MC_approval_status_draft MC_approval_status__c Draft 更新合同审批状态-未提交 false Literal false false update_MC_approval_status_pass MC_approval_status__c Pass 更新合同审批状态-批准 false Literal false false update_MC_approval_status_reject MC_approval_status__c Reject 更新合同审批状态-拒绝 false Literal false false update_MC_approval_status_submit MC_approval_status__c Submit 更新合同审批状态-已提交 false Literal false false update_MC_approval_submit_time MC_approval_submit_time__c now() 更新合同审批提交时间 false Formula false false update_MC_approval_submit_time_null MC_approval_submit_time__c 更新合同审批提交时间-空 false Null false false SLA实际发放次数文本 ActualFrequency FieldUpdate false Maintenance_Contract__c.RecordTypeId equals 服务合同 onAllChanges サービス契約-却下 Approval1_Off FieldUpdate Approval2_Off FieldUpdate Estimation_Order_Off FieldUpdate true Maintenance_Contract__c.Rejection_Reason__c notEqual onCreateOrTriggeringUpdate サービス契約-承認 Estimation_Order_Off FieldUpdate true Maintenance_Contract__c.Approval1__c equals 真 onCreateOrTriggeringUpdate サービス契約番号採番セット Service_Number_Auto_Set FieldUpdate true サービス契約番号　の採番用ルール ※例：BJ-RS-GS0000001 ISCHANGED( URF_Contract__c ) ||ISCHANGED( Limit_Price__c)|| ISNEW() onAllChanges 付款完成提醒认款邮件 Success_Recognition_Model_True_ActionEmail Alert true Maintenance_Contract__c.upload_to_RM_time__c notEqual Maintenance_Contract__c.old_Is_RecognitionModel__c equals 真 onCreateOrTriggeringUpdate 先款系统邮件提醒 RC_CC FieldUpdate RC_CC2 FieldUpdate RC_Invoice_Window FieldUpdate RC_Recognition_Window FieldUpdate RC_Recognition_Window_HD1 FieldUpdate RC_Recognition_Window_HD2 FieldUpdate true Maintenance_Contract__c.SalesOfficeCode_selection__c notEqual onAllChanges 合同生效提醒邮件 Validate_Contract Alert true Maintenance_Contract__c.upload_to_sap_time__c notEqual Maintenance_Contract__c.Status__c equals 契約 上传sap时间不为空，并且状态为合同中 onCreateOrTriggeringUpdate 合同盖章完毕较晚值 Contract_print_last FieldUpdate true 【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 TEXT(Contract_print_completed__c ) = '' || Contract_print_completed__c < OCM_Print_request__c || Contract_print_completed__c < HP_Dealer_print__c onAllChanges 多年保合同状态_契约 Service_Contract_Status_Update_Contract FieldUpdate true Maintenance_Contract__c.Status__c equals 契約満了 Maintenance_Contract__c.Contract_End_Date__c greaterThan 今天 Maintenance_Contract__c.RecordTypeId equals 多年保修合同 已经结束的多年保合同自动变成契约中 onCreateOrTriggeringUpdate 消费率区间变更通知 ConsumptionRate_Over80_Remind Alert false 消费率区间超过100%，超过140%，超过200%时发送邮件通知 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')) ) onAllChanges 消费率区间变更通知_东北本部 ConsumptionRate_Over80_Remind_DB Alert false 消费率区间超过100%，超过140%，超过200%时发送邮件通知 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') ) onAllChanges 申请开发票 invoice_request Alert invoice_request_data FieldUpdate false Maintenance_Contract__c.approve_date__c notEqual Maintenance_Contract__c.DevApply__c equals 真 onCreateOrTriggeringUpdate 第一次付款计划7日提醒 true AND(NOT(ISNULL(Payment_Plan_Date_First__c)), NOT( Is_RecognitionModel__c ) ) onCreateOrTriggeringUpdate SevenDaysBeforePayDay_1 Alert Maintenance_Contract__c.Payment_Plan_Date_First__c -7 Days FifteenDaysBeforePayDay Alert Maintenance_Contract__c.Payment_Plan_Date_First__c -15 Days 第一次付款计划7日提醒%28先款%29 true AND(NOT(ISNULL(Payment_Plan_Date_First__c)),Is_RecognitionModel__c ) onCreateOrTriggeringUpdate FifteenDaysBeforePayDay_Prepay Alert Maintenance_Contract__c.Payment_Plan_Date_First__c -15 Days SevenDaysSevenDaysBeforePayDay_1BeforePayDay_Prepay_1 Alert Maintenance_Contract__c.Payment_Plan_Date_First__c -7 Days 第三次付款计划7日提醒 true AND(NOT(ISNULL(Payment_Plan_Date_Third__c )), NOT( Is_RecognitionModel__c ) ) onCreateOrTriggeringUpdate FifteenDaysBeforePayDay_3 Alert Maintenance_Contract__c.Payment_Plan_Date_Third__c -15 Days SevenDaysBeforePayDay_3 Alert Maintenance_Contract__c.Payment_Plan_Date_Third__c -7 Days 第三次付款计划7日提醒%EF%BC%88先款%EF%BC%89 true AND(NOT(ISNULL(Payment_Plan_Date_Third__c )),Is_RecognitionModel__c ) onCreateOrTriggeringUpdate FifteenDaysBeforePayDay_Prepay_3 Alert Maintenance_Contract__c.Payment_Plan_Date_Third__c -15 Days SevenDaysBeforePayDay_Prepay_3 Alert Maintenance_Contract__c.Payment_Plan_Date_Third__c -7 Days 第二次付款计划7日提醒 true AND(NOT(ISNULL(Payment_Plan_Date_Second__c)), NOT( Is_RecognitionModel__c ) ) onCreateOrTriggeringUpdate FifteenDaysBeforePayDay_2 Alert Maintenance_Contract__c.Payment_Plan_Date_Second__c -15 Days SevenDaysBeforePayDay_2 Alert Maintenance_Contract__c.Payment_Plan_Date_Second__c -7 Days 第二次付款计划7日提醒%EF%BC%88先款%EF%BC%89 true AND(NOT(ISNULL(Payment_Plan_Date_Second__c)), Is_RecognitionModel__c) onCreateOrTriggeringUpdate FifteenDaysBeforePayDay_Prepay_2 Alert Maintenance_Contract__c.Payment_Plan_Date_Second__c -15 Days SevenDaysBeforePayDay_Prepay_2 Alert Maintenance_Contract__c.Payment_Plan_Date_Second__c -7 Days 第五次付款计划7日提醒 true AND(NOT(ISNULL(Payment_Plan_Date_Fifth__c )), NOT( Is_RecognitionModel__c ) ) onCreateOrTriggeringUpdate FifteenDaysBeforePayDay_5 Alert Maintenance_Contract__c.Payment_Plan_Date_Fifth__c -15 Days SevenDaysBeforePayDay_5 Alert Maintenance_Contract__c.Payment_Plan_Date_Fifth__c -7 Days 第五次付款计划7日提醒%EF%BC%88先款%EF%BC%89 true AND(NOT(ISNULL(Payment_Plan_Date_Fifth__c )),Is_RecognitionModel__c) onCreateOrTriggeringUpdate SevenDaysBeforePayDay_Prepay_5 Alert Maintenance_Contract__c.Payment_Plan_Date_Fifth__c -7 Days FifteenDaysBeforePayDay_Prepay_5 Alert Maintenance_Contract__c.Payment_Plan_Date_Fifth__c -15 Days 第六次付款计划7日提醒 true AND(NOT(ISNULL(Payment_Plan_Date_Sixth__c )), NOT( Is_RecognitionModel__c ) ) onCreateOrTriggeringUpdate FifteenDaysBeforePayDay_6 Alert Maintenance_Contract__c.Payment_Plan_Date_Sixth__c -15 Days SevenDaysBeforePayDay_6 Alert Maintenance_Contract__c.Payment_Plan_Date_Sixth__c -7 Days 第六次付款计划7日提醒%EF%BC%88先款%EF%BC%89 true AND(NOT(ISNULL(Payment_Plan_Date_Sixth__c )),Is_RecognitionModel__c) onCreateOrTriggeringUpdate SevenDaysBeforePayDay_Prepay_6 Alert Maintenance_Contract__c.Payment_Plan_Date_Sixth__c -7 Days FifteenDaysBeforePayDay_Prepay_6 Alert Maintenance_Contract__c.Payment_Plan_Date_Sixth__c -15 Days 第四次付款计划7日提醒 true AND(NOT(ISNULL(Payment_Plan_Date_Forth__c)), NOT( Is_RecognitionModel__c ) ) onCreateOrTriggeringUpdate FifteenDaysBeforePayDay_4 Alert Maintenance_Contract__c.Payment_Plan_Date_Forth__c -15 Days SevenDaysBeforePayDay_4 Alert Maintenance_Contract__c.Payment_Plan_Date_Forth__c -7 Days 第四次付款计划7日提醒%EF%BC%88先款%EF%BC%89 true AND(NOT(ISNULL(Payment_Plan_Date_Forth__c)),Is_RecognitionModel__c) onCreateOrTriggeringUpdate SevenDaysBeforePayDay_Prepay_4 Alert Maintenance_Contract__c.Payment_Plan_Date_Forth__c -7 Days FifteenDaysBeforePayDay_Prepay_4 Alert Maintenance_Contract__c.Payment_Plan_Date_Forth__c -15 Days 维修合同作成時 ActionFieldUpdate FieldUpdate MaintenanceContractCurrentPeriodPayment FieldUpdate true Maintenance_Contract__c.Name notEqual onCreateOnly 维修合同作成時_BJRC SalesOfficeBJ_MCE FieldUpdate true 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 onCreateOnly 维修合同作成時_CDRC SalesOfficeCD_MCE FieldUpdate true 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 onCreateOnly 维修合同作成時_GZRC SalesOfficeGZ_MCE FieldUpdate true 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 onCreateOnly 维修合同作成時_HZRC SalesOfficeHZ_MCE FieldUpdate true 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 onCreateOnly 维修合同作成時_SHRC SalesOfficeSH_MCE FieldUpdate true 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 onCreateOnly 维修合同作成時_SYRC SalesOfficeSY_MCE FieldUpdate true 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 onCreateOnly 维修合同作成時_XARC SalesOfficeXA_MCE FieldUpdate true 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 onCreateOnly 维修合同到期前30天提醒 true Maintenance_Contract__c.Status__c equals 契約 Maintenance_Contract__c.Switch_TimeBase_WF__c equals 真 onCreateOrTriggeringUpdate Alert_Mail_30_Days Alert Maintenance_Contract__c.Contract_End_Date__c -30 Days 维修合同到期前90天提醒 true Maintenance_Contract__c.Status__c equals 契約 Maintenance_Contract__c.Switch_TimeBase_WF__c equals 真 onCreateOrTriggeringUpdate Before_End_Date_Of_Contract Alert Maintenance_Contract__c.Contract_End_Date__c -90 Days 维修合同到期前一周提醒 true Maintenance_Contract__c.Status__c equals 契約 Maintenance_Contract__c.Switch_TimeBase_WF__c equals 真 onCreateOrTriggeringUpdate Alert_Mail_7_Days Alert Maintenance_Contract__c.Contract_End_Date__c -7 Days 维修合同状态更新到-合同 Service_Contract_Status_Update_Contract FieldUpdate false Len( Maintenance_Contract_No__c ) > 1 onCreateOrTriggeringUpdate 维修合同状态更新到-合同结束 true Maintenance_Contract__c.Status__c equals 契約 Maintenance_Contract__c.Switch_TimeBase_WF__c equals 真 Maintenance_Contract__c.Contract_End_Date__c greaterOrEqual 今天 未来时间的工作流 onCreateOrTriggeringUpdate Service_Contract_Status_Update_Completed FieldUpdate Maintenance_Contract__c.Contract_End_Date__c 1 Days 维修合同状态更新到-合同结束2 Service_Contract_Status_Update_Completed FieldUpdate true Maintenance_Contract__c.Status__c equals 契約 Maintenance_Contract__c.Switch_TimeBase_WF__c equals 真 Maintenance_Contract__c.Contract_End_Date__c lessThan 今天 契約終了日を過去日に更新した時 onAllChanges 虚拟维修合同日期文本化 endDateGuranteeToText FieldUpdate startDateGuranteeToText FieldUpdate true ISNEW() == false && RecordType_DeveloperName__c == 'VM_Contract' onAllChanges 认款完成邮件提醒 Recognition_Model_Email Alert true 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 AND(old_Is_RecognitionModel__c , Is_Recognition_Model_True__c ,All_Amount__c >= Payment_Plan_Sum_First__c) onCreateOrTriggeringUpdate 设定一次性付款日期和金额 Update_Payment_Plan_Sum_First FieldUpdate true Maintenance_Contract__c.Contract_print_completed__c notEqual Maintenance_Contract__c.one_off_payment_agreed_period__c notEqual 设定一次性付款日期和金额 onAllChanges 跟进信息变更后 Update_Change_Record_Date FieldUpdate false 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 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() onAllChanges 重复维修合同申请 false Maintenance_Contract__c.duplicate_deleate_request__c equals 真 onCreateOrTriggeringUpdate X3dayspassed owner 3 true 中 false 未着手 3日过程