45548_en-US

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TC:003 Standard US Commercial JMP Site Upgrading on the anniversary date with discount fees

 

SFDC test environment:

https://

 

Prerequisites:

• Standard US Commercial JMP Site Upgrading on the anniversary date with discount fees available in SFDC test environment
• Standard fees with a 20% Discount
• Appropriate Discount Approval attached in a Note
• Customer authorization email or PO attached in a Note

 Required Action:

1. Authenticate to SFDC
2. Select opportunity with prerequisite account and move from Stage 5 to Stage 6
3. Record account id:
4. Record account name:

Expected Outcomes:

• API Runs
• Orion Upgrade Comit Sale record is created with all required data (including the discount and adjusted fees) and (2) Notes with Attachments
• Email is sent to JMP Business Operations providing the Orion Upgrade Comit Sale information
• Notification sent to Sales Rep or Team
• Orion Return Code provides the Orion opportunity ID matched with the SFDC opportunity ID