Salary
1. Set up automation once a day "Create a payroll business process based on business processes closed by an employee over the past month"
Based on the results of the settings, the system had to automatically calculate the amount of salary based on closed BPs. In fact, this did not happen. In the tabular part inside the BP, only one product was displayed - Rate. Why?
https://7mart.crm-onebox.com/admin/customorder/raskhodi/3878/edit/
Please clarify where we made a mistake.
Thanks in advance.
Original question is available on version: ru
Based on the results of the settings, the system had to automatically calculate the amount of salary based on closed BPs. In fact, this did not happen. In the tabular part inside the BP, only one product was displayed - Rate. Why?
https://7mart.crm-onebox.com/admin/customorder/raskhodi/3878/edit/
Please clarify where we made a mistake.
Thanks in advance.
Answers:
the action counts orders that were closed last month, if you filter the orders of this employee, then he does not have a single order that was closed last month (there is not even a single order that was created in October or earlier - https ://prnt.sc/vg1tc0 ), all orders were created in the current month, and you set the rate only today, so there is nothing to count in the RFP
09.11.2020, 13:19
Original comment available on version: ru
How to set automation in such a way that an employee receives a percentage of all customer orders, regardless of whether he processed this order or not?
09.11.2020, 13:21
Original comment available on version: ru
as an option, create a sub-process from each order, where this employee will be responsible
09.11.2020, 14:47
Original comment available on version: ru
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