Installed with Finance Service Management

Several types of components are installed with the Finance Service Management plugin.

Demo data is available with Finance Service Management.

Tables installed with Finance Service Management

Finance Service Management adds the following tables.
Table Description
sn_sm_finance_request Stores finance requests.
sn_sm_finance_task Stores finance tasks.
sn_sm_finance_request_template Stores finance request templates to create new requests.
sn_sm_finance_task_template Stores finance task templates to create new tasks.
sn_sm_finance_sf_request Stores finance request state flows.
sn_sm_finance_sf_task Stores finance task state flows.

Properties installed with Finance Service Management

Finance Service Management adds the following properties.

Property Type (true/false, string, etc.) Description
finance.allow.toll.roads true/false Allow toll roads to be used.
finance.autodispatch.geolocation true/false Geolocation should be used to update estimated travel time via Google Maps API.
finance.default.end.time string Default end time for all agents when no schedule is set, formatted as 17:00.
finance.default.start.time string Default start time for all agents when no schedule is set, formatted as 08:00.
finance.evening.rush.hours string Evening rush hour span, formatted as 14:30-16:00.
finance.location.weight integer Location Weight.
finance.map.merge.task.agent.markers true/false Merge the task and agent markers on the geolocation maps with a purple marker.
finance.max.agents.processed integer Sets the maximum number of agents that will be processed by auto-dispatch at a time.
finance.morning.rush.hours string Morning rush hour span, formatted as 06:30-08:00.
finance.rush.travel.buffer integer Percentage to add to all rush hour travel times.
finance.skills.weight integer Skills Weight.
finance.timezone.weight integer Time Zone Weight.
finance.travel.buffer integer Percentage to add to all travel times.
finance.work.spacing integer Amount of time (in minutes) to add between the end of a task and the travel start of the next.

Roles installed with Finance Service Management

Finance Service Management adds the following roles.

Role Description
sn_sm_finance_admin Finance Administrator role has full control over all Service Management data. Also administers Territories and Skills, as needed.
sn_sm_finance_agent Finance Agent role can accept or reject a task. It is the one who performs the work on the site.
sn_sm_finance_approver_user Finance Approver role allows users to approve orders/requests.
sn_sm_finance_basic Finance Basic role can read and create service orders and follow up on those they created.
sn_sm_finance_dispatcher Finance Dispatcher role schedules and assigns the tasks to agents. They can be searched (filtered by) the group they manage.
sn_sm_finance_initiator Finance Initiator is similar to sm_basic but is also used to grant UI access.
sn_sm_finance_read Finance Read role can only read and create service orders and follow up on those they created.

Script includes installed with Finance Service Management

Finance Service Management adds the following script includes.
Script include Description
FacilitiesUtils

Business rules installed with Finance Service Management

Finance Service Management adds the following business rules.
Business rule Table Description
Ready for work (approval off) sn_sm_finance_request Request state flow from draft to ready.
Assigned sn_sm_finance_request Request state flow from ready to assigned.
Cancellation sn_sm_finance_request Request state flow from any state to cancel.
Start Work sn_sm_finance_request Request state flow from assigned to work in progress.
Ready for work (approval on) sn_sm_finance_request Request state flow from approved to ready.
Assigned sn_sm_finance_task Task state flow from draft to assigned.
Start Work sn_sm_finance_task Task state flow from accepted to work in progress.
Accept sn_sm_finance_task Task state flow from assigned to accepted.
Ready for work sn_sm_finance_task Task state flow from draft to pending assignment.
Cancel Cleanup sn_sm_finance_task Task state flow from any state to cancel.
Reassign sn_sm_finance_task Task state flow from any state to assigned.
Assigned sn_sm_finance_task Task state flow from pending assignment to assigned.

Email notifications installed with Finance Service Management

Finance Service Management adds the following email notifications.

Notification Table Description
Finance Request created from email sn_sm_finance_request Finance Request created from email.
Finance Request changed sn_sm_finance_request Finance Request changed.
Finance Task changed sn_sm_finance_task Finance Task changed.

Events installed with Finance Service Management

Finance Service Management adds the following events.
Event Table Description
fr.request.changed sn_sm_finance_request When the state, assignee, assignment group and work notes are changed.
fr.request.email.creation sn_sm_finance_request When a request is created via email
fr.task.changed sn_sm_finance_task When the state, assignee, assignment group and work notes are changed.