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JP10 Valued Contributor.
Valued Contributor.
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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.

 

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Honored Contributor.. MarcusReinhardt Honored Contributor..
Honored Contributor..

Re: EMail notifications for Contracts expiration

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). 


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