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CRM_PROV_CHECK_AND_ALIGN_TS - Adjustment of Time Slices in Subscription Contracts

CRM_PROV_CHECK_AND_ALIGN_TS - Adjustment of Time Slices in Subscription Contracts

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Purpose

You can use this report to check and adjust time slices in subscription contracts. This is necessary for subscription contracts that contain items for which the end date and end time of a time slice are not specified.

Integration

Prerequisites

Features

Selection

You can select subscription contracts (by using the Contract Number field) or subscription orders and change orders (by using the Transaction Number field).

In addition, you can make the following settings:

  • Show Only Corrupted Contracts
    Select this checkbox if you want to see only the corrupted contracts.
  • Show Item Information
    Select this checkbox if you want to see detailed item information, for example, item number, time slice start, time slice end, product, last time slice indicator, and item GUID.
  • Align Time Slices
    Select this checkbox if you want to change the time slice information.
  • Only Test
    Select this checkbox if you want to test the report. Deselect this checkbox only if you have tested the report before.

Standard Variants

Output

Activities

To adjust time slices in subscription contracts, we recommend that you proceed as follows:

  1. Start the report with the range of contract numbers or order numbers, and with the following settings:
  • Show Only Corrupted Contracts: selected

  • Show Item Information: not selected

  • Align Time Slices: not selected

  • Only Test: selected

The result list contains all contract numbers (internal document numbers) with corrupted time slices.
  1. Start the report with the numbers of the documents with corrupted time slices, and with the following settings:
  • Show Only Corrupted Contracts: selected

  • Show Item Information: selected

  • Align Time Slices: selected

  • Only Test: selected

The result list contains all contract numbers (internal document numbers) with corrupted time slices, and a proposal for how these time slices can be aligned.
  1. If the proposals are OK, start the report with the same settings as in the second step but deselect the Only Test checkbox.
All time slices in the list with the Newcheckbox selected are corrected.
For security reasons, you have to commit (confirm) the alignment. If you are sure that all alignments are OK, choose Goto -> Extras-> Commit Time Slices.
  1. If you cannot accept the proposals from the second step, you can adjust the time slices of each document individually. By double-clicking the row containing Align Time Slice: , you get a table where you can adjust the time slices and status Last Time Slice.

Then you can save the changed data by choosing the Save icon in the toolbar, or the Save Time Slices and Go Back pushbutton.

You can generate a proposal for the time slices by choosing the Propose New Time Slices pushbutton.

Note

Use this report with caution.

If you need a backup of the time slices, use the list functions to save the original data to a file.

Example






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