Innovative247 Service Request Manager

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Offers Steps

Program #: 1686

Module: Utilities

Overview

Use Offers Steps (program #1686) to define steps in the drop-down menu of the Step field in the Customer Offers tab of Contract Master (program #548). Also use this program to assign the communication log default profiles that SBN uses to create entries in the Communication Log (program #1888) for particular offer types and offer steps.

This program is client-specific for Company 106.

Navigating to Offers Steps

Use the following steps to access the Offers Steps program:

1. From the main SBN toolbar, select Menu.

2. From the drop-down menu, select Go To.

3. In the Go To Program dialog box, type in "1686" and press ENTER.

w The Offers Steps window opens.

The Offers Steps Window

The following graphic shows Offers Steps as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in Offers Steps.

Field/Column	Description
Step	ID number of the offer step. Note: Offer types OFFID, OFNU, and AFNU must have steps 0, 1, and 2 set up in program #1686 in order for the offer flow used by Company 106 to function properly in the Customer Offers tab of program #548.
Description	Text description of the offer step.
Offer	Offer type that the offer step is associated with. When you select this offer type in the Offer field of the Customer Offers tab in program #548, the drop-down menu of the Step field displays only those steps associated with this offer type.
Draft	When a user saves an offer in Draft status in the Customer Offers tab of program #548, the Communication Log Default ID entered in this field determines the details that SBN enters in the Communication Log entry that SBN creates for offers of the selected offer type and offer step. (This menu originates from program #1673.)
Approved	When a user saves an offer in Approved status in the Customer Offers tab of program #548, the Communication Log Default ID entered in this field determines the details that SBN enters in the Communication Log entry that SBN creates for offers of the selected offer type and offer step. (This menu originates from program #1673.)
Rejected	When a user saves an offer in Rejected status in the Customer Offers tab of program #548, the Communication Log Default ID entered in this field determines the details that SBN enters in the Communication Log entry that SBN creates for offers of the selected offer type and offer step. (This menu originates from program #1673.)

Creating an Offer Step

Use the following steps to create an offer step:

1. Choose New Record.

w The fields in the lower pane open for changes.

2. Enter details for the offer step.

3. Choose Save.

w The new offer step appears in the list in the upper pane.

Changing an Offer Step

You can change the details of an existing offer step.

Use the following steps to change an offer step:

1. From the upper pane, select the offer step you want to change by double-clicking or choosing Get Record.

w The offer step details appear in the lower pane.

2. Choose Change Record.

w The fields in the lower pane open for changes.

3. Change as necessary.

4. Choose Save.

Deleting an Offer Step

Use the following steps to delete an offer step:

1. Select the offer step you want to delete.

2. Choose Delete Record.

w A confirm dialog box opens: "Are you sure?"

3. Choose Yes.

w The offer step no longer appears in the list in the upper pane.

Restoring a Deleted Offer Step

Use the following steps to restore a deleted offer step:

1. Choose Select Record to Undelete.

w The Undelete window appears.

2. In the Undelete window, find the offer step you want to restore and double-click it, or choose [ENTER].

w SBN restores the offer step to the list in the upper pane.

Zooming into the Sublevel

Offers Steps contains a sublevel in which you may attach multiple language translations to a step. That step then appears according to the user's language setting.

The Translations Tab

The following graphic shows the Translations tab. The tab displays translations previously attached to the selected offer step.

Field/Column Descriptions

The following table describes the fields and columns used in the Translations tab.

Field/Column

Description

Language Code

Code that identifies the language of the attached translation.

Note: Contact IBS before using codes 11-17.

Description

Alternate description text in the selected language.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions and functionality.

Button	Name	Shortcut Key	Action	Description
	Get Record	alt+f1	1686/ 1	View details of selected record.
	Change Record	f2	1686/ 2	Change details of selected record.
	New Record	f3	1686/ 3	Create new record.
	Delete Record	shift+f10	1686/ 4	Delete selected record.
	Undelete	alt+f10	1686/ 5	Restore deleted record.
	Copy Current Record	shift+f3	1686/ 1	Copy current record.
	Previous Record	f4	1686/ 1	Go to previous record.
	Next Record	f5	1686/ 1	Go to next record.
	Zoom in/out of sublevel	f10	1686/ 1	Zoom into the sublevel to enter Translation information.
	Tear Away Selected Tab	f7	1686/ 1	View selected tab in a separate window.