Alarms and agreements

[Erwan de FERRIERES]

Hi all,

do we have a way to create alarms / reminders on agreements or contracts
when reaching a certain date ?

For example, I'm creating an agreement and one month before the the
anniversary date / end of agreement, I'd like to have a message / send
an email warning me that I may need to take a look at it.

Any hints appreciated !

Regards,

--
Erwan de FERRIERES
www.nereide.biz

[Jacopo Cappellato-4]

What about creating a screenlet (like a small report) that shows expiring agreements?

Jacopo

On Mar 29, 2010, at 2:47 PM, Erwan de FERRIERES wrote:

> Hi all,
>
> do we have a way to create alarms / reminders on agreements or contracts when reaching a certain date ?
>
> For example, I'm creating an agreement and one month before the the anniversary date / end of agreement, I'd like to have a message / send an email warning me that I may need to take a look at it.
>
> Any hints appreciated !
>
> Regards,
>
> --
> Erwan de FERRIERES
> www.nereide.biz

[Erwan de FERRIERES]

Le 29/03/2010 15:23, Jacopo Cappellato a écrit :
> What about creating a screenlet (like a small report) that shows expiring agreements?

Yeah, this would be a first step for display.
Anyway, I could add a service looking for that and then send mail or
create tasks.

Thanks

> Jacopo
>

--
Erwan de FERRIERES
www.nereide.biz

[BJ Freeman]

when I created my "status updates" I used a schedule service.
this  goes through agreements and check the number of agreements. it is
like a seed service.
then I piggybacked ECA on to the service for checking for various
conditions I am interested in.
This then calls differentness services to say email a partner in the
agreement, or check the agreement against the inventory, for example.


=========================
BJ Freeman
http://bjfreeman.elance.com
Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=93>
Specialtymarket.com <http://www.specialtymarket.com/>

Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man
Linkedin
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Erwan de FERRIERES sent the following on 3/29/2010 5:47 AM:

> Hi all,
>
> do we have a way to create alarms / reminders on agreements or contracts
> when reaching a certain date ?
>
> For example, I'm creating an agreement and one month before the the
> anniversary date / end of agreement, I'd like to have a message / send
> an email warning me that I may need to take a look at it.
>
> Any hints appreciated !
>
> Regards,
>

[Jeroen van der Wal-2]

We create WorkEffort entries for all the dates we want to watch after an
agreement has been created.

--
Jeroen van der Wal
Stromboli b.v.
[phone]

> Hi all,
> >
> > do we have a way to create alarms / reminders on agreements or contracts
> > when reaching a certain date ?
> >
> > For example, I'm creating an agreement and one month before the the
> > anniversary date / end of agreement, I'd like to have a message / send
> > an email warning me that I may need to take a look at it.
> >
> > Any hints appreciated !
> >
> > Regards,
> >
>
>
> Erwan de FERRIERES sent the following on 3/29/2010 5:47 AM: