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ReportI am trying to create a Business Process Flow that is tied to a product which is tied to a contact or account(not fully sure this is what i need to do, but it is explained more below). After the customer purchases a product(that date is known as the contract date), a worker needs to perform monthly recurring work for that customer in the form of hours. Once the hours have been reached then the "contract" for that month has been fulfilled and work would not be needed until the next month when the contract is essentially renewed. So the process flow would be something like this:
Customer: Bob Smith
Product: Bob Smith purchases the Work1 product which requires 5 total hours needing to be performed every month for a recurring fee.
Worker: Has a view which shows all of the customers assigned to the worker based on the category. Worker may perform the hours in increments over multiple days or weeks but must be within the contract month and the 5 hours must be completed within the same contract month.
System: Will run a batch every night based on the contract date and potentially update a color of the each row in the view to show the urgency of which the work needs to be performed giving the worker a priority ie Green to Yellow to Orange to Red(for each week).
Optional: Worker would be able to add extra hours and charge the customer for those additional hours to perform should they be needed and those hours would be added to the 5 hours which must be completed within the contract month.
Hopefully this makes sense.
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