AgencyIntelligenceExpire_Email 经销商资质即将过期邮件提醒 false Manager_name_text__c userLookup Sales_assistant_name_text__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress AgencyQuolified_Expire_Email 经销商资质过期发给WIN助理 false Sales_assistant_name_text__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress BidOppCreateEmailAlert 提醒招投标项目新建询价 false owner CurrentUser EP_T1_00Solution 询价包含EP-T1产品 false X00_Solution group owner Sales_assistantWIN_ID__c userLookup CurrentUser InsertOppBlacklistReminder youchang@prec-tech.com 新建询价医院涉及黑名单提醒 false owner Sales_assistant_name_text__c userLookup CurrentUser InsertOppBlacklistWarningList youchang@prec-tech.com 新建询价医院涉及警示名单提醒 false owner Sales_assistant_name_text__c userLookup CurrentUser SAP_Cancel_Consumable 追溯系统SAP上传(WIN) 取消打钩时，邮件提醒 false haijuan_wang@olympus.com.cn user ling_zhu@olympus.com.cn user CurrentUser SAP_Cancel_Status SAP上传(WIN) 取消打钩时，给询价带的营业助理发邮件 false Sales_assistant_name_text__c userLookup CurrentUser SI_Oppor_Creat_mail shuo_wang@olympus.com.cn shashiming@prec-tech.com IS询价需求创建提示 false creator tongyun_pan@olympus.com.cn user CurrentUser StockAllowedMail si_yingye@olympus.com.cn 备货审批通过邮件通知 false owner Sales_assistant_name_text__c userLookup CurrentUser Stock_apply_approval_cc 备货申请审批CC给王海娟、祝玲 false haijuan_wang@olympus.com.cn user ling_zhu@olympus.com.cn user DefaultWorkflowUser T1_T1 询价已上传T1清单 false Sales_assistantWIN_ID__c userLookup CurrentUser Win_1000 Junlong_Dong@olympus.com.cn, Boyun_Gao@olympus.com.cn, Bo_Tao@olympus.com.cn, Jiaxuan_Hu@olympus.com.cn, kun1_zheng@olympus.com.cn Win时金额超过1000万 false chao_han@olympus.com.cn user haijuan_wang@olympus.com.cn user it_prectech@olympus.com.cn user ling_zhu@olympus.com.cn user yunan_guo@olympus.com.cn user CurrentUser opp_alert_01 重新进行授权提醒 false Sales_assistant_name_text__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress opp_alert_02 招标结果提醒 false Manager_name_text__c userLookup Sales_assistant_name_text__c userLookup Sales_window_text__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress opp_alert_03 签约提醒 false Manager_name_text__c userLookup Sales_assistant_name_text__c userLookup Sales_window_text__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress opp_alert_04 签约提醒2 false Manager_name_text__c userLookup Sales_assistant_name_text__c userLookup Sales_window_text__c userLookup lu_liu@olympus.com.cn OrgWideEmailAddress stock_cancel_approval_cc 备货撤销申请审批CC给王海娟 false haijuan_wang@olympus.com.cn user DefaultWorkflowUser Bid_Collect_date_last_update_day Bid_date_last_update_day__c today() 最后更新日-招标日 false Formula false false Bid_date_last_update_day Closing_Bid_date_last_update_day__c today() 最后更新日-中标日 false Formula false false Check_sign Collect_Customer_sign__c 1 更新 配置已签字 false Literal false false ClearOriginalInquiryCode old_Oppo_No__c 清空原询价编码 false Null false false Clear_Opp_Cancel_Date Final_Contract_Proceeded_Date__c 清空取消/失单日 false Null false false Clear_Opp_Lost_Date Lost_Opportunity_Date__c 清空取消/失单日(禁用) false Null false false Clear_SPOApprovedQuote SPOApprovedQuote__c 清空-合同审批完成的报价 false Null false false Contract_Invalid_Date_Set Contract_Invalid_Date__c Today() 设定最后合同无效日 false Formula false false ENG_type_up Opp_order_Type__c ENG ENG订单分类更新 false Literal false false EPT1 If_Have_EP_T1__c 1 EPT1 false Literal false false EPT12 If_UploadT1Detailed__c 0 EPT12 false Literal false false EPT2 If_Have_EP_T1__c 0 EPT2 false Literal false false ET_Dealer_Up_false 手动修改用 ET_SP_Consumption__c 0 耗材订单更新_false false Literal false false ET_Dealer_Up_true ET_SP_Consumption__c 1 耗材订单更新_true false Literal false false ET_type_up Opp_order_Type__c ET ET订单分类更新 false Literal false false Est_sigh_pseron OPD_SIS_last_update__c $User.Alias 更新 配置已签子更新者 false Formula false false Estimation_Decision_Off Estimation_Decision__c 0 询价‐询价复制时 DECIDE-OFF false Literal false false Follow_up_plan_last_update Follow_up_plan_last_update__c today() 最后更新日-推进计划 false Formula false false Forecast_amount_last_update_day Forecast_amount_last_update_day__c today() 最后更新日-预测成交金额(含税) false Formula false false Forecast_decied_day_last_update_day Opp_forecast_day_last_update_day__c today() 最后更新-OCM预测签约日 false Formula false false Forecast_shipping_day_last_update Forecast_shipping_day_last_update__c today() 最后更新日-预测发货日 false Formula false false InyiteSendEmailFlagUpdate InyiteSendEmail_flag__c 1 更新招标发送邮件标识 false Literal false true Key_tipics_last_update_day Key_tipics_last_update_day__c today() 最后更新日-重要字段 false Formula false false Last_Follow_Up_Date_Update 最終フォロー日の項目を最終フォロー日(集計用)の項目値で設定する。 Last_Follow_Up_Date__c Xin_Last_Follow_Up_Date_For_Report__c 商談-最終フォロー日設定 false Formula false false Last_opd_date Last_opd_date__c today() 最后OPD实施日 false Formula false false Last_update_Sales_Shop_Hospital_Contract Agent_Hospital_Contract_day_last_update__c today() 0.最后更新日-经销商-医院签约日 false Formula false false Lost_Opportunity_Date_Update Lost_Opportunity_Date__c Today() 设定 失单取消日更新 false Formula false false OCM_man_province_cus_txt OCM_man_province_cus_txt__c OCM_man_province_cus__c OCSM管理省(客户文本) false Formula false false OER_AW If_Have_OERAW__c 1 OER-AW询价 false Literal false false OppConfirmationDaySet 確認済みチェック日 Opp_Confirmation_Day__c TODAY() 引合確認日設定 false Formula false false Opp_Fixed_Off_Set Fixed_Check__c 0 商談-注残チェックOFF設定 false Literal false false Opp_Fixed_On_Set Fixed_Check__c 1 商談-注残チェックON設定 false Literal false false Opp_Number_Make Opportunity_No__c IF(TEXT(Trade__c) = '外貿', 'HK', '') + TEXT(Owner.Branch_CD__c) + "-" + Opp_Code__c + "-"+IF(RecordTypeId=='012100000006KMe','SI',null ) + SAP_Province_CD__c + Opp_Number__c 引合番号作成 false Formula false false Opp_Number_Mod Opportunity_No__c IF(TEXT(Trade__c) = '外貿', IF(LEFT(Opportunity_No_read__c,2) = 'HK',Opportunity_No_read__c,'HK' + Opportunity_No_read__c) , IF(LEFT(Opportunity_No_read__c,2) = 'HK',MID(Opportunity_No_read__c,3, LEN(Opportunity_No_read__c)-2),Opportunity_No_read__c)) 引合番号更新 false Formula false false Opp_OCM_man_province_txt_set OCM管理省(文本)设定 OCM_man_province_txt__c OCM_man_province__c OCM管理省(文本)设定 false Formula false false Opp_rank_Last_updated_day OPP_rank_Last_update_day__c today() 最后更新日-询价等级 false Formula false false Opp_stage_Last_updated_day Opp_Update_Day__c today() 最后更新日-询价阶段 false Formula false false OpportunitySourcePublicBid OpportunitySource__c 公开招标 询价来源-公开招标 false Literal false false Opportunity_Name_Update 引合名の先頭に「::」を追加する Name IF(BEGINS(Name, "::"), Name, "::" & Name) 商談-商談名変更 false Formula false false Opportunity_stage_Closing_Bid Opportunity_stage__c 中标签约 询价阶段-中标签约 false Literal false true Opportunity_stage_OLY Opportunity_stage__c 确定了OLY参数 询价阶段-确认OLY参数 false Literal false true ProbabilitySetValue 引合の確度データを下記条件により更新する。 状態１－ランク - 確度 引合‐E - 0% 引合‐D - 0% 引合‐C - 30% 引合‐B - 50% 引合‐A - 80% 引合‐A1 - 100% 注残 - 90% 出荷 - 100% 完了 - 100% Probability CASE(StageName , "引合", IF(Special_Opp_lanhai__c = false, IF(TEXT(ConfirmationofAward__c) =='竞争对手中标', 0, CASE(Competitor__c, 'A1', 1, 'A', 0.80, 'B', 0.50, 'C',0.30, 0) ), CASE(Special_Stage__c, "医院上级单位审批完毕", 1, "融资公司审核完毕", 0.80, "医院协议签署完毕", 0.50, "已确认配置", 0.30, 0) ), "注残", 0.90, "出荷",1, "完了",1, 0) 商談‐確度セット false Formula false true Replace_to_text State_Text__c State__c 省公式更新到文本 false Formula false false ResetStockDate Stock_Submit_Date__c 重置备货申请日 false Null false false Reset_AgencyQuolified_Flag AgencyQuolified_Flag__c 0 重置经销商资质到期邮件标识 false Formula false false SAP_OK_OFF SAP_Send_OK__c 0 询价‐询价复制时 WIN-OFF false Literal false false SA_Competitor 询价等级设置为A Competitor__c A 询价等级设置为A false Literal false false SET_Authorized IsAuthorized__c 1 设置特约经销商授权 false Literal false false SF_ContractAuthorizeLock SPO合同申请设置为FALSE Contract_Authorize_Lock__c 0 取消SPO合同申请 false Literal false false SN_AssistantAppliedDate 8.合同申请日设置为空 Assistant_Applied_Date__c 取消合同申请日 false Null false false SN_ContractDBSalesDeptcompliteday 8.营业部合同审批结束日设置为空 Contract_DB_SalesDept_complite_day__c 取消营业部合同审批结束日 false Null false false SN_ContractDBcompliteday 9.合同审批结束日设置为空 Contract_DB_complite_day__c 取消合同审批结束日 false Null false false SN_NotesApprovedNo 合同申请编码清空 NotesApprovedNo__c 取消合同申请编码 false Null false false SN_SAPSendOKDate 12.SAP上传时间设置为空 SAP_Send_OK_Date__c 取消SAP上传时间 false Null false false SP_Dealer_Up ET_SP_Consumption__c 1 SP订单更新 false Literal false false SP_type_up Opp_order_Type__c SP SP订单分类更新 false Literal false false ST_Opportunity_stage Opportunity_stage__c 确定了OLY参数 询价阶段设置确定OLY参数 false Literal false false Salesdepartment_Owner_Upd Salesdepartment_Owner_txt__c Salesdepartment_Owner__c 更新销售本部（所有人） false Formula false false SetClickCloseDate Click_Close_Date__c Today() 询价-设定询价结束日 false Formula false false SetSAPFirstOKDate SAP_Send_OK_First_Date__c SAP_Send_OK_Date__c SAP初次上传时间设定 false Formula false false SetStockConfirmDate Stock_Confrim_Date__c today() 批准备货申请日 false Formula false false SetStockSubmitDate Stock_Submit_Date__c today() 设置申请备货提交日 false Formula false false Set_Contract_Once_Recognize_Day Contract_Once_Recognize_Day__c TODAY() 初审日期（订货日）設定 false Formula false false Set_Monthly3_order_target_txt Monthly3_order_target_txt__c IF(Monthly3_order_target__c, '1', '0') 设定预测对象 : 3个月订货预测 false Formula false false Set_Monthly3_ship_target_stock_txt Monthly3_ship_target_stock_txt__c IF(Monthly3_ship_target_stock__c, '1', '0') 设定预测对象 : 3个月发货预测 可备货 false Formula false false Set_Monthly3_ship_target_txt Monthly3_ship_target_txt__c IF(Monthly3_ship_target__c, '1', '0') 设定预测对象 : 3个月发货预测 false Formula false false Set_Monthly_order_target_stock_txt Monthly_order_target_stock_txt__c IF(Monthly_order_target_stock__c, '1', '0') 设定预测对象 : 单月订货预测 可备货 false Formula false false Set_Monthly_order_target_txt Monthly_order_target_txt__c IF(Monthly_order_target__c, '1', '0') 设定预测对象 : 单月订货预测 false Formula false false Set_Monthly_ship_target_txt Monthly_ship_target_txt__c IF(Monthly_ship_target__c, '1', '0') 设定预测对象 : 单月发货预测 false Formula false false Set_Shipping_Finished_Day Shipping_Finished_Day__c TODAY() 设定-订单发货完毕日 false Formula false false Shipping_Forecasted_Date_FirstSet CloseDate Close_Forecasted_Date__c + 30 出荷予測日設定（初回） false Formula false false Shipping_Forecasted_Date_Update CloseDate IF(ISBLANK(Last_Shipping_Scheduled_Date__c), CloseDate, Last_Shipping_Scheduled_Date__c) 出荷予測日設定（注残） false Formula false false Sight2SendEmailFlagUpdate Sight2SendEmail_flag__c 1 更新签约2发送邮件标识 false Literal false true SightSendEmailFlagUpdate SightSendEmail_flag__c 1 更新签约发送邮件标识 false Literal false true Situation_last_update_day Situation_last_update_day__c today() 最后更新日-询价跟进情况 false Formula false false Stage2_last_update_day Stage2_last_update_day__c today() 最后更新日-状态2 false Formula false false StageNameCopy0 StageName 引合 阶段更新到询价 4/0 false Literal false true StageNameCopy2 StageName 注残 阶段更新到注残 2 false Literal false true StageNameCopy3 StageName 出荷 阶段更新到发货 2 false Literal false true StageNameCopy4 StageName 完了 阶段更新到完毕 1 false Literal false true Status0_Elapsed_Date_Update Status0_Elapsed_Date__c Status0_Elapsed_Date_Function__c 未フォロー滞留日数更新 false Formula false false Status1_Elapsed_Date_Update Status1_Elapsed_Date__c Status4_Elapsed_Date_Function__c 未訪問滞留日数更新 false Formula false false Status2_Elapsed_Date_Update Status2_Elapsed_Date__c Status2_Elapsed_Date_Function__c フォロー中滞留日数更新 false Formula false false Status4_Elapsed_Date_Update Status4_Elapsed_Date__c Status4_Elapsed_Date_Function__c 中标日超过更新 false Formula false false Status5_Elapsed_Date_Update Status5_Elapsed_Date__c Status5_Elapsed_Date_Function__c 価格申請中滞留日数更新 false Formula false false Status6_Elapsed_Date_Update Status6_Elapsed_Date__c Status6_Elapsed_Date_Function__c 代理店契約済み滞留日数更新 false Formula false false Status7_Elapsed_Date_Update Status7_Elapsed_Date__c Status7_Elapsed_Date_Function__c 病院署名済み滞留日数更新 false Formula false false Status_Formula_Text_Update Status_Formula_Text__c Status_Formula__c 状态2更新到文本化 false Formula false false Stock_apply_passtime_clear Stock_apply_passtime__c 备货审批通过时间-清空 false Null false false Stock_apply_passtime_update Stock_apply_passtime__c now() 备货审批通过时间-更新 false Formula false false Stock_apply_status_cancelsubmit Stock_apply_status__c 撤销申请中 备货审批状态-撤销申请中 false Literal false false Stock_apply_status_draft Stock_apply_status__c 草案中 备货审批状态-草案中 false Literal false false Stock_apply_status_pass Stock_apply_status__c 批准 备货审批状态-批准 false Literal false false Stock_apply_status_reject Stock_apply_status__c 不批准 备货审批状态-不批准 false Literal false false Stock_apply_status_submit Stock_apply_status__c 申请中 备货审批状态-申请中 false Literal false false Stock_apply_time_update Stock_apply_time__c now() 备货申请时间-更新 false Formula false false Tax_F_Copy Tax_Intra_F_Copy__c Tax_Intra_F__c 消费税内贸Copy false Formula false false Upd_Agency_Flag Agency_Intelligence_Expire_Remind_Flag__c 0 经销商1资质到期标识更新 false Formula false false UpdateMethod2 Sales_Method__c 政府招标 UpdateMethod2 false Literal false false UpdateOppoCode Oppor_Number_Report__c Opportunity_No__c 更新报表用询价编码 false Formula false false UpdateSalesdepartmentForecastTxt SalesdepartmentForecastTxt__c SalesdepartmentForecast__c 更新销售本部（预测）文本 false Formula false false Update_Close_Forecasted_Date_ThisMonth_l Close_Forecasted_Date_ThisMonth_long__c if ( Close_Forecasted_Date__c >= $User.Fiscal_Start_Date__c , 1, 0) 成約予測日は当会計年度以降か？ false Formula false false Update_Final_Contract_Proceeded_Date Final_Contract_Proceeded_Date__c Today() SFDC最终处理日更新 false Formula false false Update_Follow_StartDate Follow_Start_Date__c today() フォロー開始日更新 false Formula false false X2_lastupdate_OCM_agent Agency_Contract_Date_last_update__c today() 最后更新日-OCM-经销商签约日 false Formula false false ax_Foreign_F Tax_Foreign_F_Copy__c Tax_Foreign_F__c 消费税外贸Copy false Formula false false copyInquiryOwner_Department_TEXT_c InquiryOwner_Department_TEXT__c InquiryOwner_Department__c copyInquiryOwner_Department_TEXT__c false Formula false false del_Closing_bid_date Closing_Bid_Date__c 取消win-清除中标日 false Null false false del_ConfirmationofAward ConfirmationofAward__c 取消win-清除中标确认 false Literal false false ifOpenBid ifOpenBid__c 公开招标 是否公开招标 false Literal false false set_authorized_start 设定后重新评估 授权过期提醒 Authorized_start__c 1 设定-授权开始 false Literal false true set_authorized_start2 Authorized_start__c 0 设定-授权过期 false Literal false false set_last_alert_to_user_update Last_alert_to_user_update__c NOW() 设定-最新提醒人员更新时间 false Formula false false updateBackOfficeUseForecastAmount BackOfficeUseForecastAmount_PBI__c IF( AND(TEXT(StageName) == '引合', TEXT(ConfirmationofAward__c) =='竞争对手中标') , 0, IF( TEXT(AdvanceTarget__c) == '必达', OCSMRMB_Without_Tax__c/1000, CASE(Competitor__c , 'A1', OCSMRMB_Without_Tax__c/1000, 'A', OCSMRMB_Without_Tax__c* 0.8/1000, 'B', OCSMRMB_Without_Tax__c* 0.5/1000, 'C', OCSMRMB_Without_Tax__c* 0.3/1000, 0))) 更新预测金额（换算值） false Formula false false updateQuoteDay DecideQuoteDate__c if(Estimation_Decision__c,today(),null) 设置决定报价日 false Formula false false updateQuoteDayNull DecideQuoteDate__c 清空决定报价日 false Null false false update_Opportunity_No Opportunity_No__c IF(TEXT(Trade__c) = '外貿', 'HK', '') + TEXT(Owner.Branch_CD__c) + "-" + Opp_Code__c + "-" + SAP_Province_CD__c + Opp_Number__c 引合番号の引合科室分類部分更新 false Formula false false update_to_bid Opportunity_stage__c 中标签约 更新至中标签约 false Literal false true 0%2E最后更新-重要字段 Key_tipics_last_update_day FieldUpdate true OR( ISCHANGED(Last_Follow_Up_Date__c) , ISCHANGED(Num_Of_OPD__c), ISCHANGED(Status_Formula__c), ISCHANGED( Competitor__c ), ISCHANGED(Bid_Date__c), ISCHANGED(Bid_Planned_Date__c), ISCHANGED(Closing_Bid_Date__c), ISCHANGED( Close_Forecasted_Date__c ), ISCHANGED(CloseDate), ISCHANGED(Wholesale_Price__c), ISCHANGED(Follow_up_comment__c), ISCHANGED(Sales_Shop_Hospital_Contract__c), ISCHANGED(Agency_Contract_Date1__c), ISCHANGED(Next_action__c)) onAllChanges 0%2E最后更新日--预测成交金额%28含税%29 Forecast_amount_last_update_day FieldUpdate true ISCHANGED(Wholesale_Price__c) onAllChanges 0%2E最后更新日-OCM-经销商签约日 X2_lastupdate_OCM_agent FieldUpdate true ISCHANGED(Agency_Contract_Date1__c) onAllChanges 0%2E最后更新日-中标日 Bid_date_last_update_day FieldUpdate true ISCHANGED(Closing_Bid_Date__c) onAllChanges 0%2E最后更新日-招标日 Bid_Collect_date_last_update_day FieldUpdate true ISCHANGED(Bid_Date__c) onAllChanges 0%2E最后更新日-推进计划 Follow_up_plan_last_update FieldUpdate true ISCHANGED(Next_action__c) onAllChanges 0%2E最后更新日-状态2 Stage2_last_update_day FieldUpdate true ISCHANGED(Status_Formula__c) onAllChanges 0%2E最后更新日-询价等级 Opp_rank_Last_updated_day FieldUpdate true ISCHANGED( Competitor__c ) onAllChanges 0%2E最后更新日-询价跟进情况 Situation_last_update_day FieldUpdate true ISCHANGED(Follow_up_comment__c) onAllChanges 0%2E最后更新日-询价阶段 Opp_stage_Last_updated_day FieldUpdate true OR (ISCHANGED(Opportunity_stage__c), ISCHANGED(Special_Stage__c)) onAllChanges 0%2E最后更新日-预测OCM签约日 Forecast_decied_day_last_update_day FieldUpdate true ISCHANGED( Close_Forecasted_Date__c ) onAllChanges 0%2E最后更新日-预测发货日 Forecast_shipping_day_last_update FieldUpdate true ISCHANGED(CloseDate) onAllChanges COPY148P金额 false true onAllChanges ConsumableSAP_cancel SAP_Cancel_Consumable Alert true 追溯系统对询价操作，SAP上传(WIN) 取消打钩时，邮件提醒 ISCHANGED( SAP_Send_OK__c ) && SAP_Send_OK__c = false && BEGINS( Estimation_Id__c , 'a2K') onAllChanges Copy本部%EF%BC%88所有人%EF%BC%89_文本 copyInquiryOwner_Department_TEXT_c FieldUpdate false true onAllChanges ENG订单自动更新 ENG_type_up FieldUpdate true Account.RecordType_DeveloperName__c = 'AgencyContract' && Account.ENG_Dealer__c onAllChanges EPT1询价共享 EPT1 FieldUpdate true Opportunity.If_Have_EPT1__c equals 真 onAllChanges EPT1询价共享2 EPT2 FieldUpdate true Opportunity.If_Have_EPT1__c equals 假 onAllChanges ET订单自动更新 ET_Dealer_Up_true FieldUpdate ET_type_up FieldUpdate true Account.RecordType_DeveloperName__c = 'AgencyContract' && Account.ET_SP_Dealer__c && (ISCHANGED(AccountId) || ISNEW()) onAllChanges IS询价需求创建 SI_Oppor_Creat_mail Alert true Opportunity.RecordTypeId equals SI询价 在创建新的IS询价需求时 发邮件 onCreateOnly OCM管理省文本更新 Opp_OCM_man_province_txt_set FieldUpdate true OR(ISNEW(), ISCHANGED( OCM_man_province__c ), NOT(ISCHANGED( OCM_man_province__c ))) onAllChanges OCSM管理省%28客户%29Copy文本 OCM_man_province_cus_txt FieldUpdate true ISNEW()||(OCM_man_province_cus__c <> OCM_man_province_cus_txt__c) onAllChanges OER-AW询价共享 OER_AW FieldUpdate true Opportunity.If_Have_OERAW_F__c equals 真 onAllChanges OppUpdateTmp ifOpenBid FieldUpdate false Opportunity.Sales_Method__c equals 政府招标,院内招标 onAllChanges SAP_cancel SAP_Cancel_Status Alert true 对询价操作，SAP上传(WIN) 取消打钩时，给询价带的营业助理发邮件 ISCHANGED( SAP_Send_OK__c ) && SAP_Send_OK__c = false onAllChanges SAP初次上传时间设定 SetSAPFirstOKDate FieldUpdate true AND( SAP_Send_OK__c = True, ISBLANK( SAP_Send_OK_First_Date__c )) onAllChanges SP订单自动更新 SP_Dealer_Up FieldUpdate SP_type_up FieldUpdate true AND( (ISCHANGED(AccountId) || ISNEW()),Account.RecordType_DeveloperName__c = 'AgencyContract' && Account.SP_DealerContact__c ) onAllChanges Salesdepartment_Owner_Copy Salesdepartment_Owner_Upd FieldUpdate false true onAllChanges updateBackOfficeUseForecastAmount_PBI updateBackOfficeUseForecastAmount FieldUpdate true true onAllChanges win1000WOver Win_1000 Alert true win时金额超过1000万，邮件通知系统管理员手工处理 SAP_Send_OK__c = true && Wholesale_Price_F__c >= 10000000 onCreateOrTriggeringUpdate フォロー開始日更新 Update_Follow_StartDate FieldUpdate true Opportunity.Status_Formula__c equals 00 未跟进 Opportunity.IsImport__c notEqual 真 原先是01 还没拜访 onCreateOrTriggeringUpdate リードから引合を作るとき update_Opportunity_No FieldUpdate true リードから引合を作るとき、引合科室分類を正しく更新する AND( ISCHANGED( Opportunity_Category__c ), REGEX( Opportunity_No__c , ".*--.*")) onAllChanges 原询价编码清空 ClearOriginalInquiryCode FieldUpdate true Opportunity.GeneralInquirySeparateBill__c equals 真 onCreateOnly 发送经销商资质到期邮件给助理 true Opportunity.AgencyQuolified_Flag__c equals 10 onCreateOrTriggeringUpdate AgencyQuolified_Expire_Email Alert Reset_AgencyQuolified_Flag FieldUpdate 1 Days 合同失效取消WIN SF_ContractAuthorizeLock FieldUpdate SN_AssistantAppliedDate FieldUpdate SN_ContractDBSalesDeptcompliteday FieldUpdate SN_ContractDBcompliteday FieldUpdate SN_NotesApprovedNo FieldUpdate SN_SAPSendOKDate FieldUpdate ST_Opportunity_stage FieldUpdate del_Closing_bid_date FieldUpdate del_ConfirmationofAward FieldUpdate true ISCHANGED(SAP_Send_OK__c) && SAP_Send_OK__c == FALSE && TEXT(Reason_Cancel_WIN__c) == '1.终止合同' onAllChanges 商談%E2%80%90出荷予測日設定%EF%BC%88初回%EF%BC%89 Shipping_Forecasted_Date_FirstSet FieldUpdate true 出荷予測日が成約予測日の30日後以内であれば、30日後に設定する。 20141122: || And(Not(IsNew()), Text(StageName)="引合", ... の条件を削除 ==> 20140715の条件に戻す And(CloseDate < Close_Forecasted_Date__c + 30, $User.Batch_User__c = False) onCreateOnly 商談%E2%80%90出荷予測日設定%EF%BC%88注残から%EF%BC%89 Shipping_Forecasted_Date_Update FieldUpdate true ISCHANGED(Last_Shipping_Scheduled_Date__c) onAllChanges 商談%E2%80%90引合番号作成 Opp_Number_Make FieldUpdate true 引合が新規作成された際に、引合番号を作成する。 isnew()||(NOT(CONTAINS(Opportunity_No__c , 'SI'))&&RecordTypeId='012100000006KMe') isnew()||(NOT(CONTAINS(Opportunity_No__c , 'SI'))&&RecordTypeId='012100000006KMe') onAllChanges 商談%E2%80%90引合番号更新 Opp_Number_Mod FieldUpdate false 登録済み引合の内貿外/貿変更時に 引合番号の頭に"HK"のプリフィックスの操作を行う。 外貿-付ける 内貿-はずす ↑ 2013/01/31 にて無効にしました、作ったあと内貿外貿変更しても、引合い番号を更新しない by 望月 AND( NOT( ISBLANK(Opportunity_No_read__c) ), ISCHANGED( Trade__c ) ) onAllChanges 商談%E2%80%90状態１%E3%83%BB引合ランク変更 ProbabilitySetValue FieldUpdate false OR(ISNEW(), ISCHANGED(StageName), ISCHANGED(Competitor__c)) onAllChanges 商談-コピー時状態1チェック StageNameCopy0 FieldUpdate true Opportunity.Note_Shipped_Residual_Total__c equals 0 Opportunity.RecordTypeId equals 询价 コピー作成時に状態1の値をチェックする onCreateOnly 商談-商談名変更 Opportunity_Name_Update FieldUpdate true Opportunity.Name notEqual onAllChanges 商談-引合確認日設定 OppConfirmationDaySet FieldUpdate true Opportunity.New_Opportunity__c equals 真 Opportunity.IsImport__c notEqual 真 確認済み日設定 onCreateOrTriggeringUpdate 商談-最終フォロー日チェック Last_Follow_Up_Date_Update FieldUpdate true 活動が登録もしくは更新された場合に最終フォロー日に日付を設定するかチェックする。 OR(ISNULL(Last_Follow_Up_Date__c),DATEVALUE(Xin_Last_Follow_Up_Date_For_Report__c) != Last_Follow_Up_Date__c) onAllChanges 商談-注残チェックOFF設定 Opp_Fixed_Off_Set FieldUpdate true Opportunity.Note_Residual_Result__c equals 4 Opportunity.Fixed_Check__c equals 真 Opportunity.IsImport__c notEqual 真 重要：如果以前的询价（没有注残的询价）也更新的话，需要无效，并尽心更新 onCreateOrTriggeringUpdate 商談-注残チェックON設定 Opp_Fixed_On_Set FieldUpdate true Opportunity.Note_Residual_Result__c equals 1,2,3 Opportunity.Fixed_Check__c equals 假 Opportunity.IsImport__c notEqual 真 注残になった日付を設定する。 onCreateOrTriggeringUpdate 商談_状態1出荷判定 StageNameCopy3 FieldUpdate true Opportunity.Note_Residual_Result__c equals 2 Opportunity.StageName equals 完了,引合,注残,出荷 Opportunity.IsImport__c notEqual 真 onCreateOrTriggeringUpdate 商談_状態1完了判定 StageNameCopy4 FieldUpdate true (1 AND 2 AND 3) OR (4 AND (5 OR 6)) Opportunity.Note_Residual_Result__c equals 1 Opportunity.StageName equals 完了,引合,注残,出荷 Opportunity.IsImport__c notEqual 真 Opportunity.If_Account_Change__c equals 真 Opportunity.Contract_DB_complite_day__c notEqual Opportunity.Contract_DB_Finalcomplite_day__c notEqual onCreateOrTriggeringUpdate 商談_状態1引合判定 Clear_Opp_Cancel_Date FieldUpdate Clear_Opp_Lost_Date FieldUpdate StageNameCopy0 FieldUpdate true (1 AND 2 AND 3)OR( 4 AND 5 AND 6) Opportunity.Note_Residual_Result__c equals 4 Opportunity.IsImport__c notEqual 真 Opportunity.StageName equals 引合,注残,出荷,完了 Opportunity.Note_Shipped_Residual_Total__c equals 0 Opportunity.SAP_Send_OK__c equals 假 Opportunity.StageName equals 注残 (业务机会: 注残信息判断结果等于4) 和 (业务机会: 是否从SFA转移的已结束询价不等于真) 和 (业务机会: 阶段等于引合,注残,出荷,完了) onCreateOrTriggeringUpdate 商談_状態1注残判定 Clear_Opp_Cancel_Date FieldUpdate Clear_Opp_Lost_Date FieldUpdate StageNameCopy2 FieldUpdate true Opportunity.Note_Residual_Result__c equals 3 Opportunity.StageName equals 完了,引合,注残,出荷 Opportunity.IsImport__c notEqual 真 onCreateOrTriggeringUpdate 招投标项目询价创建提醒 BidOppCreateEmailAlert Alert true !ISBLANK(Bidding_Project_Name_Bid__c) && ISBLANK(Bidding_Project_Name_Bid__r.QuoteIrai__c) onCreateOnly 招标发送邮件Flag更新 true Opportunity.StageName__c equals 询价 Opportunity.Bid_Date__c notEqual Opportunity.Closing_Bid_Date__c equals onCreateOrTriggeringUpdate InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 21 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 77 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 42 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 28 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 56 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 63 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 35 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 70 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 14 Days InyiteSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 49 Days 招标结果提醒 false Opportunity.StageName__c equals 询价 Opportunity.Bid_Date__c notEqual Opportunity.Closing_Bid_Date__c equals onCreateOrTriggeringUpdate opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 21 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 77 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 42 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 28 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 56 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 63 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 35 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 70 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 14 Days opp_alert_02 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Bid_Date__c 49 Days 授权开始 set_authorized_start FieldUpdate true 授权过期提醒 用标识设定 NOT(ISNULL(Autholization_Activated_Date__c)) && NOT(Authorized_start__c) && ISCHANGED(Autholization_Activated_Date__c) onAllChanges 授权过期提醒 true Opportunity.StageName__c equals 询价 Opportunity.Status_Formula__c equals 08 已授权 Opportunity.Autholization_Activated_Date__c notEqual Opportunity.Authorized_start__c equals 真 原来是03 已授权 onCreateOrTriggeringUpdate opp_alert_01 Alert set_authorized_start2 FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Autholization_Activated_Date__c 1 Days 新建询价时检查医院是否在警示名单 InsertOppBlacklistWarningList Alert true 新建询价时如医院在警示名单，有提醒，发给询价担当/助理（明确谁在警示名单） AND($Label.TradeComplianceStatusFlag=='true',OR(Hospital__r.IFTradeComplianceIntercept__c == 'WarningList',Agency1__r.IFTradeComplianceIntercept__c == 'WarningList',Agency2__r.IFTradeComplianceIntercept__c == 'WarningList')) onCreateOnly 新建询价时检查医院是否在黑名单 InsertOppBlacklistReminder Alert true 新建询价时如医院在黑名单，有提醒，发给询价担当/助理（明确谁在黑名单） AND($Label.TradeComplianceStatusFlag=='true',OR(Hospital__r.IFTradeComplianceIntercept__c == 'intercept',Agency1__r.IFTradeComplianceIntercept__c == 'intercept',Agency2__r.IFTradeComplianceIntercept__c == 'intercept')) onCreateOnly 更新 配置已签字 Check_sign FieldUpdate Est_sigh_pseron FieldUpdate true AND(NOT(ISBLANK(OPD_SIS_collect_evaluation_sight__c)),Collect_Customer_sign__c = false) onAllChanges 更新Decide日期 updateQuoteDay FieldUpdate true ISCHANGED(Estimation_Decision__c) onAllChanges 更新Decide日期Null updateQuoteDayNull FieldUpdate false ISCHANGED(Estimation_Decision__c) && !Estimation_Decision__c onAllChanges 更新至中标签约 update_to_bid FieldUpdate true 1 or 2 Opportunity.SAP_Send_OK_Date__c notEqual Opportunity.Agency_Contract_Date1__c notEqual 备货审批完 || 9 日期 || 10 日期 || 11 日期 不为空， 更新至中标签约 onCreateOrTriggeringUpdate 更新销售本部%EF%BC%88预测%EF%BC%89文本 UpdateSalesdepartmentForecastTxt FieldUpdate true isNew() || (SalesdepartmentForecast__c <> SalesdepartmentForecastTxt__c) onAllChanges 汇率相关字段copy_文本 Salesdepartment_Owner_Upd FieldUpdate Tax_F_Copy FieldUpdate ax_Foreign_F FieldUpdate copyInquiryOwner_Department_TEXT_c FieldUpdate true 汇率字段超5000对应 true onAllChanges 滞留日数更新 Status0_Elapsed_Date_Update FieldUpdate Status1_Elapsed_Date_Update FieldUpdate Status2_Elapsed_Date_Update FieldUpdate Status4_Elapsed_Date_Update FieldUpdate Status5_Elapsed_Date_Update FieldUpdate Status6_Elapsed_Date_Update FieldUpdate Status7_Elapsed_Date_Update FieldUpdate Status_Formula_Text_Update FieldUpdate Update_Close_Forecasted_Date_ThisMonth_l FieldUpdate true Opportunity.Name notEqual onAllChanges 签约2Flag更新 true Opportunity.StageName__c equals 询价 Opportunity.Closing_Bid_Date__c notEqual Opportunity.Agency_Contract_Date1__c equals Opportunity.Sales_Shop_Hospital_Contract__c equals onCreateOrTriggeringUpdate Sight2SendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 90 Days 签约Flag更新 true Opportunity.StageName__c equals 询价 Opportunity.Closing_Bid_Date__c notEqual Opportunity.Agency_Contract_Date1__c equals Opportunity.Sales_Shop_Hospital_Contract__c equals onCreateOrTriggeringUpdate SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 42 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 21 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 28 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 77 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 63 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 49 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 70 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 56 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 14 Days SightSendEmailFlagUpdate FieldUpdate set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 35 Days 签约提醒 false Opportunity.StageName__c equals 询价 Opportunity.Closing_Bid_Date__c notEqual Opportunity.Agency_Contract_Date1__c equals Opportunity.Sales_Shop_Hospital_Contract__c equals onCreateOrTriggeringUpdate opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 35 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 42 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 21 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 28 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 77 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 63 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 49 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 70 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 56 Days opp_alert_03 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 14 Days 签约提醒2 false Opportunity.StageName__c equals 询价 Opportunity.Closing_Bid_Date__c notEqual Opportunity.Agency_Contract_Date1__c equals Opportunity.Sales_Shop_Hospital_Contract__c equals onCreateOrTriggeringUpdate opp_alert_04 Alert set_last_alert_to_user_update FieldUpdate Opportunity.Closing_Bid_Date__c 90 Days 经销商资质即将过期 true Opportunity.Agency_Intelligence_Expire_Remind_Flag__c equals 10 onCreateOrTriggeringUpdate AgencyIntelligenceExpire_Email Alert Upd_Agency_Flag FieldUpdate 1 Days 经销商资质过期发给杨静%E3%80%81杜文君 true Opportunity.AgencyQuolified_Flag__c equals 20 做WIN的助理异动，发给指定的联系人（杨静 Jing2 Yang/usr/oly 杜文君 Wenjun Du/usr/oly） onCreateOrTriggeringUpdate Reset_AgencyQuolified_Flag FieldUpdate 1 Days 订单分类ENG更新 ET_Dealer_Up_false FieldUpdate true 手动修改时用 AND( ISCHANGED(Opp_order_Type__c) ,OR(text(Opp_order_Type__c) = 'ENG',text(Opp_order_Type__c) = ''),ET_SP_Consumption__c = True) onAllChanges 订单分类ET%2FSP更新 ET_Dealer_Up_true FieldUpdate true 手动修改时用 AND(OR(text(Opp_order_Type__c) = 'ET',text(Opp_order_Type__c) = 'SP'),ET_SP_Consumption__c = false) onAllChanges 设置特约经销商授权 SET_Authorized FieldUpdate true Account.RecordTypeId equals 契約 Account.Is_Active_Formula__c notEqual 无效 Opportunity.IsAuthorized__c equals 假 Opportunity.OpportunitySource__c notEqual 消耗品系统 onAllChanges 询价%E2%80%90询价复制时 WIN和DECIDE更新到假 Estimation_Decision_Off FieldUpdate SAP_OK_OFF FieldUpdate true 1 OR 2 Opportunity.SAP_Send_OK__c equals 真 Opportunity.Estimation_Decision__c equals 真 引合作成時は見積決定とSAP送信OKフラグをOFFにする。 （コピー機能対応） onCreateOnly 询价-设定取消%2F失单日 Lost_Opportunity_Date_Update FieldUpdate Update_Final_Contract_Proceeded_Date FieldUpdate true Opportunity.StageName equals 敗戦,削除 Opportunity.IsImport__c notEqual 真 onCreateOrTriggeringUpdate 询价-设定合同无效日 Contract_Invalid_Date_Set FieldUpdate true Opportunity.Contract_Invalid_Total__c greaterThan 0 Opportunity.IsImport__c notEqual 真 onCreateOrTriggeringUpdate 询价-设定订单发货完毕日 Set_Shipping_Finished_Day FieldUpdate true Opportunity.Note_Residual_Result__c equals 1,2 Opportunity.StageName equals 完了,出荷 Opportunity.IsImport__c notEqual 真 Opportunity.Shipping_Finished_Day__c equals onCreateOrTriggeringUpdate 询价-设定询价结束日 SetClickCloseDate FieldUpdate true Opportunity.StageName equals 完了,敗戦,削除 Opportunity.IsImport__c notEqual 真 onCreateOrTriggeringUpdate 询价包含EP-T1产品 EP_T1_00Solution Alert true 询价包含EP-T1产品 If_Have_EP_T1__c = true && ISCHANGED(Closing_Bid_Date__c) onAllChanges 询价已上传T1清单 T1_T1 Alert true ISCHANGED(If_Have_EP_T1__c) && If_Have_EP_T1__c = true onAllChanges 询价担当人的省格式公式变成到文本 Replace_to_text FieldUpdate true Opportunity.RecordTypeId equals 引合 为了在共享用户小组功能下，分配权限（按询价状态别分配查阅权限） onAllChanges 询价的预测对象公式变到复选框 Set_Monthly3_order_target_txt FieldUpdate Set_Monthly3_ship_target_stock_txt FieldUpdate Set_Monthly3_ship_target_txt FieldUpdate Set_Monthly_order_target_stock_txt FieldUpdate Set_Monthly_order_target_txt FieldUpdate Set_Monthly_ship_target_txt FieldUpdate true 1 or 2 Opportunity.RecordTypeId equals 引合,询价 Opportunity.RecordTypeId equals SI询价 公式有错，修改之后超长，先拷贝到复选框 onAllChanges 询价编码%EF%BC%88报表用%EF%BC%89生成 UpdateOppoCode FieldUpdate true Opportunity.Opportunity_No_read__c contains *** onCreateOrTriggeringUpdate