3.7.1.1 Criteria Definition

In this section, you can define Criteria definition which can perform specific action on the Accounts.

To Setup Criteria Definition

You can either define new Criteria Definition or specify a new name in the New Criteria field and click Create Copy to create a copy of selected criteria with header and child tab details.
  1. Click Setup > Administration > User > Queues > Criteria Based Condition tab.

    Figure 3-33 Setup Criteria Definition



  2. In the Criteria Definition section, perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 3-39 Criteria Definition

    Field Do this
    Name Specify an unique Criteria definition code.
    Description Specify the description of the criteria.
    Start Dt Select the start date from when the Criteria is to be considered for execution using the adjoining calendar.
    End Dt Select the end date till when the Criteria is to be considered for execution using the adjoining calendar.
    Company Select the company from the drop-down list.
    Branch Select the branch drop-down list.
    Seq

    Specify the sequence for criteria execution. When there are multiple conditions to be posted on account, the same is processed based on the sequence defined here.

    However, there cannot be more than one enabled Criteria with same sequence and this condition is auto validated by the system.

    Enabled Check this box to enable the Criteria Definition.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.