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Functional Specifications
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Sales & Booking - Simple CR Booking Creation

 
 
Sales & Booking - Simple CR Booking Creation
1

Process CR record

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Check box
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Pre Condition:
1. Only if the SalesAndBookingSimpleCR Value =Yes (Administration -> Cemetery System Setup -> Custom Configuration -> SalesAndBookingSimpleCR) and S&B Type = CR Placement then, this simple CR checkbox will enable here.
 
Post Condition:
1. If the Simple CR checkbox selected then, upon the S&B status Completed, system will create the CR record automatically and update other related modules automatically.
No
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Should be un ticked
 
 
2

Save

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Check box
-
1. This simple CR method will be enabled:
IF
Sales & Booking Type = CRPlacement records
AND
Deceased/ Reference contact with zero/ null active cremated remain records.
 
2. IF the deceased person/ Reference contact has an existing CR record(s):
2a. Show the error message.
2b. The simple CR checkbox should un-select. (User have to go through the manual process)
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2a. Error Message:
A cremated Remain record is already exists for the deceased. Please process a CR task to finalize the interment entries.
 
 
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