EMail notifications for Contracts expiration

Hi,

We are going to upload contracts in SM version 9.40 and need to configure email notifications as per below:

First alert- 4 months from expiry

Second alert- 3 months from expiry

Third alert- 2 months from expiry

 Please suggest a solution for achieving the above.

 

  • Hi,

    just an idea:

    After creating a new contract, you can create create three schedule records.
    The schedule expiration time will be calculated based on the contract end date - <your-alert-definition>

    Short example to calculate the expiration date:

    var expiration = new Date();
    expiration.setMonth(expiration.getMonth()-4);


    My preferred solution is to call a JS script via the scheduler which generates the evenout record (via the notification engine).