Setting Up Milestones

In this topic, you will learn how to set up milestones.

Steps:

1. Begin by navigating to the Milestone Template page.

    

   Click the Main Menu button.

   Step 1

2. Click the Scroll Down arrow.

   Step 2

3. Click the Set Up Financials/Supply Chain menu.

   Step 3

4. Click the Product Related menu.

   Step 4

5. Click the Contracts menu.

   Step 5

6. Click the Templates menu.

   Step 6

7. Click the Milestone Templates menu.

   Step 7

8. Click the Add a New Value tab.

   Step 8

9. Click in the Milestone Template field.

   Step 9

10. Enter the desired information into the Milestone Template field.

     

    Enter "SHIP1".

    Step 10

11. Click the Add button.

    Step 11

12. Use the Milestone Template page to define generic milestone templates.

    When you set up a contract, you will use these generic milestones templates to which you can add contract-specific data.

    Step 12

13. Click in the Description field.

    Step 13

14. Enter the desired information into the Description field.

     

    Enter "Product Shipped".

    Step 14

15. Use the Milestone Classification list to limit management abilities for a user. The users who are affected are those who are members of the permission list that is specified for the selected classification.

    Step 15

16. Click the Milestone Classification list.

    Step 16

17. Click the ALL list item.

    Step 17

18. Click the Milestone Conditions Template tab.

    Step 18

19. Use the Milestone Conditions Template page to define the conditions used by the application processor to determine if a milestone is ready for processing.

    You can establish multiple conditions for a single milestone. Condition types can be either system-triggered events or manual events.

    Step 19

20. Click in the Description field.

    Step 20

21. Enter the desired information into the Description field.

     

    Enter "Product Shipped".

    Step 21

22. Use the Milestone Condition Type list to set your condition. Your selection determines the actions that you need to complete when you add this milestone onto a contract. You can set up multiple milestone condition definitions for each milestone condition type.

    Step 22

23. Click the Milestone Condition Type list.

    Step 23

24. Valid selections are:

     

    * Date: Select to create a date-driven milestone. When you use this milestone condition type on a contract, you associate it with a date specific to that contract. The milestone is triggered when the system date reaches the date that you have specified for the condition.

    * Milestone: Select to link a milestone with another milestone. If selected, you must enter a Milestone Source and a Days Lag.

    * SQL: Select to associate the milestone with a SQL statement you wrote. SQL milestones enable you to create custom milestones that are specific to your business.

    * User Init: Select to create a milestone condition that is satisfied when a user manually updates the condition status from Pending to Ready. An example would be a service contract where billing cannot occur until a signed work order is received from the customer.

    Step 24

25. Click the User Initiated list item.

    Step 25

26. Click the Save button.

    Step 26

27. Use the Add button to add more milestone conditions.

     

    Click the Add button.

    Step 27

28. Click in the Milestone Template field.

    Step 28

29. Enter the desired information into the Milestone Template field.

     

    Enter "INSTL1".

    Step 29

30. Click the Add button.

    Step 30

31. Click in the Description field.

    Step 31

32. Enter the desired information into the Description field.

     

    Enter "Product Installation".

    Step 32

33. Click the Milestone Classification list.

    Step 33

34. Click the ALL list item.

    Step 34

35. Click the Milestone Conditions Template tab.

    Step 35

36. Click in the Description field.

    Step 36

37. Enter the desired information into the Description field.

     

    Enter "Installation Complete".

    Step 37

38. Click the Milestone Condition Type list.

    Step 38

39. Click the User Initiated list item.

    Step 39

40. Click the Save button.

    Step 40

Congratulations, you have successfully learned how to set up milestones.

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