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Creating Kugamon Subscription Management Scheduled Jobs

Last Updated: Aug 15, 2018 10:21AM PDT

Overview

The Kugamon Subscription Management application requires a number of Scheduled Jobs to provide real-time Subscription business visibility and Renewal process automation. These Scheduled Jobs are essential to the application and should be created with a User with appropriate Create and Edit Permission and Sharing access to all Subscription, Contracts, and Order records.

Audience : Administrator


Steps:


To Enable Kugamon Renewal Order Generation (Morning Daily Job):
This Job creates the Renewal Order from an Renewal Opportunity if the Renewal Opportunity "Renewal Order Auto Creation Date" field is Today. The job will also Email the Renewal Order if the Renewal Opportunity "Auto Email Renewal Order" is Checked and the Kugamon Settings "Renewal Order Email Template Name" is Filled. This job is best scheduled to run in the Morning.
 
  1.  Go to Setup
  2. In the Quick Find, search for "Apex Classes"
  3. Click "Schedule Apex" button
  4. Enter Job Name with "Kugamon Renewal Order Generation AM"
  5. Select Apex Class with “kuga_sub__RenewalOrderBatcher
  6. Set the Frequency to Weekly and Select Every Day
  7. Set Start for Today and End for 12/31/2999 (Far in the Future)
  8. Set the Preferred Start Time for 7AM
  9. Click Save

To Enable Kugamon Renewal Order Generation (Afternoon Daily Job):
This Job creates the Renewal Order from an Renewal Opportunity if the Renewal Opportunity "Renewal Order Auto Creation Date" field is Today. The job will also Email the Renewal Order if the Renewal Opportunity "Auto Email Renewal Order" is Checked and the Kugamon Settings "Renewal Order Email Template Name" is Filled. This job is best scheduled to run in the Afternoon to address an Renewal Opportunities updated during the day.
 
  1. Go to Setup
  2. In the Quick Find, search for "Apex Classes"
  3. Click "Schedule Apex" button
  4. Enter Job Name with "Kugamon Renewal Order Generation PM"
  5. Select Apex Class with “kuga_sub__RenewalOrderBatcher
  6. Set the Frequency to Weekly and Select Every Day
  7. Set Start for Today and End for 12/31/2999 (Far in the Future)
  8. Set the Preferred Start Time for 5PM
  9. Click Save

To Kugamon Contract Renewal Notice Email (Daily Job):
This Job emails the the Contract "Contact Buying" if the Contract "Contract Renewal Notice Date" is Today and the Kugamon Settings "Contract Renewal Email Template Name" is Filled. This job is best scheduled to run in the Morning.
 
  1. Go to Setup
  2. In the Quick Find, search for "Apex Classes"
  3. Click "Schedule Apex" button
  4. Enter Job Name with "Kugamon Contract Renewal Notice Email"
  5. Select Apex Class with “kuga_sub__ContractRenewalNoticeBatcher
  6. Set the Frequency to Weekly and Select Every Day
  7. Set Start for Today and End for 12/31/2999 (Far in the Future)
  8. Set the Preferred Start Time for 8AM
  9. Click Save

To Enable Kugamon Subscription Active Check (Morning Daily Job):
This Job sets the Subscription "IsActive" field to Checked when the related Contract "Effective" is Checked and Today's Date is within the Subscription Start and End Dates. This job is best scheduled to run at the start of the day.
 
  1. Go to Setup
  2. In the Quick Find, search for "Apex Classes"
  3. Click "Schedule Apex" button
  4. Enter Job Name with "Kugamon Subscription Active Check AM"
  5. Select Apex Class with "kuga_sub__SubscriptionBatcher"
  6. Set the Frequency to Weekly and Select Every Day
  7. Set Start for Today and End for 12/31/2999 (Far in the Future)
  8. Set the Preferred Start Time for 12AM
  9. Click Save

To Enable Kugamon Subscription Active Check (Afternoon Daily Job):
This Job sets the Subscription "IsActive" field to Checked when the related Contract "Effective" is Checked and Today's Date is within the Subscription Start and End Dates. This job is Optional, but recommended to run in the Afternoon.
 
  1. Go to Setup
  2. In the Quick Find, search for "Apex Classes"
  3. Click "Schedule Apex" button
  4. Enter Job Name with "Kugamon Subscription Active Check PM"
  5. Select Apex Class with "kuga_sub__SubscriptionBatcher"
  6. Set the Frequency to Weekly and Select Every Day
  7. Set Start for Today and End for 12/31/2999 (Far in the Future)
  8. Set the Preferred Start Time for 5PM
  9. Click Save
 

Notes:

  • Scheduled Jobs are not copied to Sandboxes from Production

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