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Automate adding a contract to a  SV for a customer in Allaince 

  • Nov 9, 2025 11:52 PM UTC
  • 3 replies
  • 52 views
Sidekick (Customer)
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To automatically add a contract on a SV for a specific customer , which would be the  best approach

  • procress flow
  • Using middlwware ( Boomi etc ) to add contarct on that SV ?

Many Thanks

Best answer by Joshua Liem

Hi Nazish, 

The Customer is covered under multiple contracts.

In this case, please create a process flow looking for Service Order of the customer where open date between 6 PM to 8 AM and contract ID is null.

Please use below API for the process flow.

 

<root xmlns:dt="urn:schemas-microsoft-com:datatypes" xmlns="http://astea.com.schema.bc.Service_Order">
  <session email="" alias="">
    <state bc_name="Service_Order">
      <action name="data">
        <main>
          <row number="1">
            <order_id dtype="string">SVxxxxxxxxxx@@x</order_id>
            <cconth_id dtype="string">ContractID</cconth_id>
          </row>
        </main>
      </action>
    </state>
  </session>
</root>

 

Regards,

Joshua

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    3 replies

    Superhero (Employee)
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    • Joshua Liem
    • Superhero (Employee)
    • Nov 10, 2025 1:45 AM UTC

    Hi Nazish,

    You can create a Contract for a specific customer. Every time you create Service Order for that customer, contract should be added. You don’t need PF to do that.

     

    Regards,

    Joshua

    Sidekick (Customer)
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    • NazishS
    • Author
    • Sidekick (Customer)
    • Nov 10, 2025 2:19 AM UTC

    Hi Nazish,

    You can create a Contract for a specific customer. Every time you create Service Order for that customer, contract should be added. You don’t need PF to do that.

     

    Regards,

    Joshua

    It needs to happen for all jobs open for a customer between 6PM to 8AM

    Superhero (Employee)
    Forum|alt.badge.img+12
    • Joshua Liem
    • Superhero (Employee)
    • Answer
    • Nov 10, 2025 2:55 AM UTC

    Hi Nazish, 

    The Customer is covered under multiple contracts.

    In this case, please create a process flow looking for Service Order of the customer where open date between 6 PM to 8 AM and contract ID is null.

    Please use below API for the process flow.

     

    <root xmlns:dt="urn:schemas-microsoft-com:datatypes" xmlns="http://astea.com.schema.bc.Service_Order">
      <session email="" alias="">
        <state bc_name="Service_Order">
          <action name="data">
            <main>
              <row number="1">
                <order_id dtype="string">SVxxxxxxxxxx@@x</order_id>
                <cconth_id dtype="string">ContractID</cconth_id>
              </row>
            </main>
          </action>
        </state>
      </session>
    </root>

     

    Regards,

    Joshua

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