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Former Member

Action condition through user status as well as date profile

Hi All,

My scenario is like action will be triggered through date. I have the scenario like we hv to create the exchange order and after that we hv to create the sales prder. The maximum time gap betewwen the exchange order and sales order is 1 month. If customer does not return the goods within 21 days we hv to send a mail to customer saying "you have another 7 days to return the product" means before 7 days we hv to send a warning mail to customer. Again if the customer send the old goods then we will make a fresh order on the reference on exchange order. Can u tell me how can I achieve this through action peofile. That is condition will be date management and user status.

Status is opened state. Before 7 days mail will be sent to customer. If customer does not return the product the status will be cancelled.

How mail will be sending to customer automatically after 21 days to return the products?

Your help will be appreciated.

Thanx

Chinmaya

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2 Answers

  • Best Answer
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    Former Member
    Sep 26, 2008 at 09:32 AM

    Hi Chinmaya,

    You can achieve this using action profile and date profile

    1. Create a date rule with "Todays date + 21 days" by copying the standard date rule" Today's date+ X days " and changind the value X in the XML coding

    2. Create a date type and assign the above date rule in your date profile

    3. Create a new action in your action profile ( make sure the above date profile is assigned to your action profile) give smart form as action

    4. Go to conditions and select your action and give the start condition as Today' date >= New Date type created above

    5. Schedule a batch job CRMC_ACTION_JOB on daily basis to trigger the action

    Hope it helps

    Regards,

    Madhu

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    Former Member
    Jun 29, 2015 at 02:06 PM

    Hi Chinmaya,

    please have a look at note 1887555 - Date Profile field is greyed in start condition of Actions.

    Please reward Points if this is helpful!

    Best Regards,

    Andrea Ricci

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