CloudLink Ideas Portal

Would like to see RPO Agreement Information to populate in COTI

We manage all of our RPOs in COTI but the records are incomplete due to the fact that agreement information from DBS does not come over (Agreement #, start date, billing date(s), ect). I believe COTI could help us monitor our aging RPOs if this information would populate. The "completed deals" report is also not fully functional as it doesn't show RPOs because that report needs agreement/invoice information in order for a deal to go there.

  • Kelly Kotara
  • Jan 16 2019
  • Planned - to be scheduled
  • Attach files
  • Kelly Kotara commented
    December 02, 2019 19:18

    They are not for Holt (Tx) either.

  • Kevin Abernethy commented
    December 02, 2019 19:11

    currently they are not for CarolinaCAT

  • Jim Blackburn commented
    June 14, 2019 12:56

    All COTI orders should pull in the agreement information once the agreement is created in DBS and not only after invoicing.  



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