question Re: Notification - Contract Threshold breached in Developer forum

Notification - Contract Threshold breached

lisak_ — Tue, 21 Mar 2017 19:45:20 GMT

Currently we use the Notification - Contract Threshold breached email to tell our contract Approver (Owner), Business Owner, Procurement Team Contact that the contract is going to expire in 90 days, 60 days, 30 days and when it has expired. Our contract manager would like for it to go to the Business Owner at 60 days, and no other time. I tried creating individual notifications. I tried removing the 60 days from the current notification and creating just a 60 day notification. None of those seemed to work probably because there is something going on in the background that I haven't thought of.

Any ideas how I can make this happen?

Re: Notification - Contract Threshold breached

Rajanmehta — Tue, 21 Mar 2017 20:18:44 GMT

Lisa,

Can you please share some more details on available fields. You might have to combine more than one fields in your trigger condition.

Regards.

Rajan Mehta

Re: Notification - Contract Threshold breached

karthik73 — Tue, 21 Mar 2017 20:25:36 GMT

Hi Lisa,

How are you sending the notification alerts for expiry, i do not see any OOTB notification for the 30,60,90 days expiration.

Re: Notification - Contract Threshold breached

lisak_ — Tue, 21 Mar 2017 20:27:11 GMT

Rajan, thank you for replying.

I'd be happy to share, but what do you mean by details on available fields?

Lisa Klenzman

Application Operate & Maintain

Land O'Lakes, Inc.

651-375-1523

LMKlenzman@LandOLakes.com<mailto:LMKlenzman@LandOLakes.com>

Re: Notification - Contract Threshold breached

lisak_ — Tue, 21 Mar 2017 20:30:11 GMT

Karthik,

Thank you for responding.

I've very new to this. I was told that this was OOTB.

Can you tell me where I may look to find the information for you?

Lisa Klenzman

Application Operate & Maintain

Land O'Lakes, Inc.

651-375-1523

LMKlenzman@LandOLakes.com<mailto:LMKlenzman@LandOLakes.com>

Re: Notification - Contract Threshold breached

Rajanmehta — Tue, 21 Mar 2017 20:31:45 GMT

Lisa,

As Karthik has mentioned, there isn't any OOB notification for 30,60, or 90 days, you will have to take help of other fields to identify that 30 days, 60 days or 90 days has passed.

Thanks,

Rajan Mehta

Re: Notification - Contract Threshold breached

karthik73 — Tue, 21 Mar 2017 20:32:40 GMT

Lets start with looking for all the notifications for the ast_contract table.

You can do this by navigating to the notification menu and search as below

Re: Notification - Contract Threshold breached

lisak_ — Mon, 10 Apr 2017 15:11:18 GMT

Sorry for the delay. I was surprised to find out this wasn't OOB. I have been trying to see what was changed.

Attached is that the Notification looks like now. It goes out at expiration, 30 days, 60 days and 90 days to expiration.

We want to remove the business user from all but the 60 day notification.

Substate is also Renewal Approved