Assignment Maps: To Configure a Case Assignment Map

The following implementation activity will show you how to configure a case assignment map in MYOB Advanced.

Story

Suppose that you, as an implementation consultant for the SweetLife Fruits & Jams company. You need to configure a case assignment map in MYOB Advanced in order to provide the customer support team with the ability to assign cases to owners as follows:

• The employee David Chubb, a sales manager in SweetLife, will be working with cases for presales questions from potential clients and customers.
• The Delivery workgroup will be working with cases for sale and delivery of company products, such as jam, fruits, and juicers.
• The Technical Support workgroup will be working with cases for cleaning, maintenance, and repair of juicers. This workgroup will also help answer all kinds of technical questions from potential clients and customers.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

• On the Employees (EP203000) form, the following employees have been created:
  • Marcos Garcia
  • Jeffrey Vega
  • David Chubb
• On the Company Tree (EP204061) form, the company tree has been configured, and it includes the Delivery and the Technical Support workgroups in the After-Sales department.
• On the Case Classes (CR206000) form, the PRESALE, DELIVERY, and JREPAIR case classes have been created.

Process Overview

In this activity, you will do the following:

1. Create a case assignment map on the Assignment Maps (EP205010) form.
2. Select the default case assignment map on the Customer Management Preferences (CR101000) form.

System Preparation

Before you start configuring a case assignment map, you should do the following:

1. Launch the MYOB Advanced website with the U100 dataset preloaded
2. Sign in to the system as implementation consultant Kimberly Gibbs by using the following credentials:
   • Username: gibbs
   • Password: 123
3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Advanced screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step 1: Creating a Case Assignment Map

To create a case assignment map, do the following:

1. Open the Assignment and Approval Maps (EP205500) from.
2. On the form toolbar, click Add Assignment Map. A new assignment map opens on the Assignment Maps (EP205010) form.
3. In the Summary area of the form, do the following:
   1. In the Name box, type Default Case Assignment Map.
   2. In the Entity Type box, select Cases.
4. In the Rules tree, click Add Rule to add the rule for distributing the cases of the PRESALE class.
5. On the Conditions tab, do the following:
   1. In the Description box, type Presales Requests.
   2. Make sure that the Active check box is selected.
   3. On the table toolbar, click Add Row.
   4. In the Entity box, select Case.
   5. In the Field Name box, select Class ID.
   6. In the Condition box, select Equals.
   7. In the Value box, select PRESALE.
6. On the Rule Actions tab, do the following:
   1. In the Assign Ownership To box, select Employee.
   2. In the Employee box, select David Chubb.
7. In the Rules tree, click Add Rule to add the rule for distributing the cases of the DELIVERY class.
8. On the Conditions tab, do the following:
   1. In the Description box, type Sales and Delivery.
   2. Make sure that the Active check box is selected.
   3. On the table toolbar, click Add Row.
   4. In the Entity box, select Case.
   5. In the Field Name box, select Class ID.
   6. In the Condition box, select Equals.
   7. In the Value box, select DELIVERY.
9. On the Rule Actions tab, do the following:
   1. In the Assign Ownership To box, select Employee.
   2. In the Workgroup box, select Delivery as follows:
      1. Click the magnifier button.
      2. In the dialog box that contains the company tree select After-Sales > Delivery.
      3. Double click Delivery to cause the system to close the dialog box and insert this value in the Workgroup box.
10. In the Rules tree, click Add Rule to add the rule for distributing the cases of the JREPAIR class.
11. On the Conditions tab, do the following:
    1. In the Description box, type Repair and Maintenance.
    2. Make sure that the Active check box is selected.
    3. On the table toolbar, click Add Row.
    4. In the Entity box, select Case.
    5. In the Field Name box, select Class ID.
    6. In the Condition box, select Equals.
    7. In the Value box, select JREPAIR.
12. On the Rule Actions tab, do the following:
    1. In the Assign Ownership To box, select Employee.
    2. In the Workgroup box, select Technical Support as follows:
       1. Click the magnifier button.
       2. In the dialog box that contains the company tree select After-Sales > Technical Support.
       3. Double click Technical Support to cause the system to close the dialog box and insert this value in the Workgroup box.
13. On the form toolbar, click Save.

You have created and configured Default Case Assignment Map, as shown in the following screenshot. Now you need to specify this map on the Customer Management Preferences (CR101000) form.

Step 2: Selecting a Default Case Assignment Map

To select a default case assignment map, do the following:

1. Open the Customer Management Preferences (CR101000) form
2. On the General tab, in the Case Assignment Map box of the Assignment Settings section, select Default Case Assignment Map.
3. On the form toolbar, click Save.

You have selected the Default Case Assignment Map as the default case assignment map. Now users can mass-assign cases of the PRESALE, DELIVERY and JREPAIR case classes on the Assign Cases (CR503210) form, and the system will distribute these cases according to the rules in this assignment map.