Exact Synergy

CRMRating.exe - Background process

Background Job: CRMRating.exe

Introduction

The CRMRating.exe background job determines the rating of a customer based on the value of the contracts linked to the account and settings in e-Synergy.

CRMRating.exe evaluates the account and the contracts that are linked to the account. Based on the rating settings in e-Synergy a rating from 1 to 7 will be given to each account that has a contract. The highest rating is 1 and 7 is the lowest rating. At this moment the rating functionality is only available for accounts of the type customer and reseller.

The rating rules can be maintained with the rating rules application. Each rating must have an amount range linked to it. The background job calculates the total contract amount per account combined with all subsidiaries of that account. Based on the total contract value and the rating rules a rating will be given to each account. The total contract value is based on the totals of the item values and the service values. Accounts with the status 'Exit' will not be processed by CRMRating.

More information about setting up this background job can be found in this document: e-Synergy and the background applications.

Technical Information

The following tables are involved when running CRMRating.exe:

cicmpy (Accounts)
Items (Items)
ItemNumbers (Contracts)
BacoSettings (CRMRatingLastRun -> contains the last run date)
RatingAmounts (Rating rules)

In order to avoid updating all accounts in one run, the datemodified of the contract is used to get all the contracts that were changed. Removing this will make the upload and download unworkable, because the timestamps of the cicmpy records are updated.

It is advised to schedule the application once a day, at an not too busy time. And the application can only be executed when the user is member of the role that is added to function point 337.

Below you can find an example of the command line as it should be entered in the SQL job or the scheduled Windows task:

C:\Synergy\bin\CRMRating.exe /S:SynServer /D:Synergy

Settings e-Synergy

For CRMRating to be set up correctly there is a setting in e-Synergy that needs to be set. The rating rules should be defined via [CRM > Maintenance > Rating: Rules]. Here you can set up the rating rules for either customers or resellers. To learn how to set this up please read the following document: How to set up and use rating rules for customers?.

CRMRating.exe - Background process

Introduction

Technical Information

Settings e-Synergy

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