CloudLink Ideas Portal

CSAQ / EMT Integration : Link to Machine Information

Added Dec 4, 2019 in the Scoring Sheet
Maybe Brent or Darren can provide some details

Overview

When a quote is one allow the dealer to populate the information in the EMT Information page. This includes

  • Serial number

    • Create the CSA_Equipment record

  • Setup the subscription period based on the CSAQ info

  • Setup the contract contact info based on CSAQ info

  • Setup the additional info

    • SMU update type

      • based on if visionlink is activated or a configuration for the weekly update

    • Default branch based on CSAQ

    • Trigger window based on CSAQ

  • Setup the Contract Information page info

    • This can be done if the contract info in DBS has been setup

Out of Scope

Setting up the template and Machine Service information

  • Hector Catre
  • Feb 28 2020
  • Attach files


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