criação de fop crm 5.0
TRANSCRIPT
-
7/25/2019 Criao de Fop Crm 5.0
1/16
Create a Front Ofce Process with the ollowing steps
1. Create Connection Object2. Create Premise3. Create Device location4. Create nstallation
Do !ata bin!ing wherever necessar"
#$% & 'P(O & %) * '$P +tilities & C,stomer 'ervice & Front Ofce & De-ne Front
Ofce Processes.
ransaction co!e & #/0C
0,siness process & %D an! clic on create
'elect process container an! clic on element
-
7/25/2019 Criao de Fop Crm 5.0
2/16
'elect process step an! clic on step b,tton
ow create connection object b" -lling5 'tep* 15 e6t* Create Connection Object7
-
7/25/2019 Criao de Fop Crm 5.0
3/16
Contin,e an! save
ow select connection object an! clic on 0in!ing
-
7/25/2019 Criao de Fop Crm 5.0
4/16
/ithin bin!ing "o, have to bin! connection object lie this8
ow go bac an! save the page
ow select step 1 create connection object an! clic on 'tep
-
7/25/2019 Criao de Fop Crm 5.0
5/16
$n! -ll the process step or creating ne6t step 9create premise: lie this8
Contin,e an! save the page
-
7/25/2019 Criao de Fop Crm 5.0
6/16
ow select Create Premise an! clic on 0in!ing
/ithin 0in!ing "o, have to bin! connection object lie this8
-
7/25/2019 Criao de Fop Crm 5.0
7/16
ow go bac an! save the page
ow select Create Premise an! clic on 'tep or creating ne6t step 9Create Device
;ocation:
$n! -ll the area or Create Device ;ocation
-
7/25/2019 Criao de Fop Crm 5.0
8/16
Contin,e an! save the page
ow select Create Device ;ocation an! clic on 0in!ing
-
7/25/2019 Criao de Fop Crm 5.0
9/16
/ithin 0in!ing "o, have to bin!8
)o bac an! save the page
ow select Create Device ;ocation an! clic on 'tep or creating ne6t step
9nstallation:
-
7/25/2019 Criao de Fop Crm 5.0
10/16
Fill the area or Create nstallation lie this8
Contin,e an! save
-
7/25/2019 Criao de Fop Crm 5.0
11/16
ow select Create nstallation an! clic on 0in!ing
/ithin Create nstallation 0in!ing "o, have to bin!8
-
7/25/2019 Criao de Fop Crm 5.0
12/16
.P(#%'#'.#C?'= 9 then also this will r,n.7
@ote8 * ?ere e" !ate A "o, have to choose c,rrent !ate within s"stem -el!s or
9BD$+%B: an! or Division A #lectricit" 175 "o, have to -ll this man,all"
ow go bac save the page
Finall" "o, will get this page
ow "o, have to go in "o,r $ction 0o6 Con-g,ration5 there choose "o,r $ction 0o6
an! eep this b,siness process %D7 into an" o the gro,ps b" creating a new
transaction5 lie this8
-
7/25/2019 Criao de Fop Crm 5.0
13/16
'elect an" gro,ps wherever "o, want to eep this b,siness process7 an! clic on
ransaction lie this8
-
7/25/2019 Criao de Fop Crm 5.0
14/16
)ive the ransaction Description ame an! go to FO Process5 choose here "o,r
0,siness Process 9%D: lie this8
Contin,e an! save the page
ow r,n "o,r CC 'creen with "o,r position5 an! go to "o,r FOP5 where "o, eep
"o,r b,siness process with the ransaction ame5 lie this8
-
7/25/2019 Criao de Fop Crm 5.0
15/16
?ere "o, are able to create 9Create Connection Object:5 9Create Premise:5 9Create
Device ;ocation: an! 9nstallation: step*b"*step b" clicing one time b,tton clicing.
-
7/25/2019 Criao de Fop Crm 5.0
16/16