Work 365

Work 365 Job Types

36 views July 30, 2019 July 30, 2019 0

Charge Invoice– The job which automatically charges auto-generated invoices.
For details on this see Work 365 managing payments article.

Confirm Customer Acceptance of Provider Agreement– In order for subscriptions to be provisioned by an Automatic Provider, customers must accept the Provider Agreement. This job sends partner a notification after a customer has accepted the Provider Agreement. See the Work 365 Email Templates on this notification. To send the Provider Agreement Request, see the Work 365 Onboarding Process.

Create PDF– Job which creates PDF attachments on Work 365 invoices when they are automatically generated. See the Work 365 Configuration Settings for details.

Send Email– Work 365 uses email templates to send email notifications to customers for various reasons. For details see Work 365 Email Templates.

Sync Invoice– Auto-syncs the invoice with the Accounting System Connector when an invoice is automatically generated. For details see Work 365 Billing Contract.

Sync License Change Log– When an Automatic Provider is selected on a subscription, this job Auto- syncs the License Change Log with an Automatic Provider in order to provision licenses. For details see the article on License change Log.
For details on Work 365 Providers see this article.

Sync Non-Recurring Item– When an Automatic Provider is selected on a Non-Recurring Item, this job Auto- syncs the item with the Automatic Provider in order to provision the license. See this article on Non-Recurring Billing Contracts and Items.

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