Case Classes: Implementation Activity

The following implementation activity will show you how to create a case class.

Story

Suppose that you are an implementation consultant for the SweetLife Fruits & Jams company. You need to create a new case class, JMAINT, for cases that represent customer requests for maintenance of juicers. You also need to define the default class to be specified for each newly created case.

Configuration Overview

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

• On the Enable/Disable Features (CS100000) form, the following features have been enabled:
  • Customer Management
  • Case Management in the Customer Management group of features
  • Time Management
• On the Non-Stock Items (IN202000) form, the TECHNICIAN non-stock item of the Labor type, which represents the labor of SweetLife's specialists who repair and maintain juicers, has been created.
• On the Labor Rates (PM209900) form, the labor cost rate associated with the TECHNICIAN non-stock item of the Labor type has been created.
• On the Attributes (CS205000) form, the MODEL attribute, which holds the value of the model of a juicer, has been created.

System Preparation

Before you start creating a case class, 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 Class

To create the JMAINT case class, do the following:

1. On the Case Classes (CR206000) form, add a new record.
2. In the Summary area, do the following:
   1. In the Case Class ID box, enter the new class identifier: JMAINT.
   2. In the Description box, type the following brief description of the class: Maintenance of juicers.
   3. To hide all records of the class from the Customer Portal users, select the Internal check box.
3. On the Details tab of the form, do the following:
   1. In the Default Email Account box, select SweetLife Support (the name of the support@sweetlife.example.com email account).
   2. Select the Billable check box. Notice that the system has selected the Require Customer check box and made it unavailable for changing, which means that each time a user creates a case of the class, the system requires the user to specify a business account of the Customer type for the case.
   3. Select the Enable Billable Option Override check box to give users the ability to override the default selection of the Billable check box for cases of the class.
   4. In the Billing Mode box, select Per Case.
   5. In the Labor Item box, select TECHNICIAN.
   6. In the Overtime Labor Item box, select TECHNICIAN.
   7. In the Round Time by box, type: 1:00.
   8. In the Min Billable Time box, select 1:00.
4. On the Attributes tab, do the following:
   1. On the table toolbar, click Add Row.
   2. In the Attribute ID column, select MODEL.
5. On the form toolbar, click Save.

You have created the new case class.

Step 2: Specifying the Default Case Class

To select the JMAINT case class as the default class the system automatically inserts for newly created cases, do the following:

1. Open the Customer Management Preferences (CR101000) form.
2. On the General tab (Data Entry Settings section), in the Default Case Class box, select the JMAINT case class, which you have created in the previous step of this activity.
3. On the form toolbar, click Save.

You have specified the default case class. For each newly created case, in the Summary area of the Cases (CR306000) form, the system will insert JMAINT into the Class ID box.