*This page was machine-translated from Japanese and may contain inaccuracies.
What is Sales Extension Creation
In staffing business workflows, there are many cases where you need to create a Sales Extension record, not only a new Sales record.
On the list view, Sales Extension records created due to contract renewal can be displayed on the same row as the current Sales record.
When creating a Sales Extension, use [Create Sales Extension / Work] from the action menu, not [Copy].
By using this feature, you can easily confirm on the list view whether the next Sales record has been created when checking extensions.
How to Create a Sales Extension
There are two available methods.
Method ①
In the “Sales / Work / Renewal List”, click [Create Sales Extension] from the action menu (… button) of the Sales record you want to extend.
A new Sales creation screen opens with information copied from the original Sales record.
Enter or edit the required fields and save the record.
*If you use the [Copy] menu instead of [Create Sales Extension / Work], the record will be registered as unrelated data, so please be careful.
Method ②
Sales Extension Settings
In advance, a system administrator must configure Sales Extension Settings.
From the settings menu, click [Sales Extension Settings] to open the settings screen.
-
➊ Choose the field for start date (Required)
Set the field used as the Sales Start Date. -
➋ Choose the field for end date (Required)
Set the field used as the Sales End Date. -
➌ Choose the extension Sales initial phase
You can specify the phase of the Sales Extension record to be created. (Optional) -
➍ Choose the phase to update the existing Sales record to
You can update the phase of the original Sales record to the specified phase. (Optional)
How to Create a Sales Extension
In the “Sales List”, click the [+] icon in the “Sales Extension ID” of the Sales record you want to extend.
When you click [OK], a Sales Extension record is created. The Sales Start Date and Sales End Date are automatically calculated, and other fields are copied.
For the Sales record you want to extend, appropriate dates must be entered in the fields set in ❶ and ❷ of Sales Extension Settings.
Also, the phases set in ❸ and ❹ must be configured correctly.
If there is any issue, the following screen will appear.
Please check the message on the screen and review the Sales record or customization settings.
How to Check a Sales Extension
When a Sales Extension is created, the information of the created record is displayed in the Sales Extension fields of the original record, and the created Sales Extension record appears in the list.
In the image, the Sales Extension ID 10090 is displayed for 10130, and record 10090 has been added to the list.
Sales Extension related fields are highlighted with a red background on the list view.
In the “Extension Confirmation” field on the list view, you can confirm and update whether both the staff and the client agree (OK/NG) to the extension.
You can also easily check whether the next Sales record has been created.
If there is no data entered in fields with a red background, a Sales Extension has not been created.
*Sales Extension related fields are displayed only on the list view. They are not shown on the detailed view and are not considered in other features or exports.
- What is creation of contract extension?
- How to create a contract extension
- How to check contract extension
What is creation of contract extension?
In the staffing workflow, it is often the case that contract extensions are created in addition to new contracts.
New List View allows you to display the data for the next contract extension as "continuation of the confirmed extended contract data" on the same row as the current contract data.
When creating a contract extension, use the action menu "Extend Contract" instead of "Copy".
This is also useful when checking for extensions, as it allows you to see if the next contract data has been created on the list screen.
How to create a contract extension
There are 2 operating procedures as follows:
【Procedure ①】
Action menu (▼ button) for the contract data you wish to extend > [Extend Contract].
※ Similar to the "Copy" menu, the Create Contract screen opens with the original contract data copied.
※ Please note that if you use the "Copy" menu instead of the "Extend Contract" menu, the data will be registered as unrelated to the copy source data.
【Procedure ②】
Move the mouse pointer over the "Contract Extension" of the contract data that you wish to extend and click [+].
※To extend contract by one click, the System Administrator user needs to set up the Automatic date calculation for the contract in advance.
Click [OK].
How to set up Automatic date calculation for the contract
Settings ＞ [Sales Extension Settings]
※ Only the system administrator user can make this setting.
・1⃣ Set the appropriate fields for the contract start date : Set the field used as the contract start date.
・2⃣ Set the appropriate field for the contract end date : Set the field used for the contract end date.
・3⃣ Set the phase (initial value) of contract extension : When [+] is clicked, set the phase for which the extended contract data will be created.
・4⃣ Set up a phase (update) of the original contract : When [+] is clicked, set the phase to which the original contract data to be extended is updated.
How to check contract extension
Fields related to contract extension are indicated on the list view screen with the field name in red background.
On the list view screen, both staff and clients can confirm their intention to extend OK/NO and update the data.
You can also check at a glance whether the next contract data has been created.
If no data is entered for the red background of the field name, then no contract extension exists.
※Fields related to contract extension are displayed on the list view screen only and not on the detail screen.