SalesTaskBaseType

Sales Task Type for detailing a task within the sales cycle

Complex type information

Content

• Sequence [1..1]
  from type IdentificationType
  ID [0..*]    Is the Identifiers of the given instance of an entity within the scope of the integration. The schemeAgencyID attribute identifies the party that provided or knows this party by the given identifier.
  IDSet [0..*]    
  1. Subject [0..1]    A short subject which describes the task.
  2. PriorityCode [0..1]    Indicates the priority or urgency of the associated entity.
  from group FreeFormTextGroup
  Description [0..*]    
  Note [0..*]    
  3. Status [0..1]    Indicates the status of the associated object by providing the Status Code along with a description and when the status is effective.
  4. CategoryCodes [0..1]    Provides a list of category codes that identify the capabilities and features of the associated object.
  5. PrivateIndicator [0..1]    Whether the task is Private or Not.
  6. ParentTaskID [0..1]    Abiltiy to define the Task dependencies
  7. EscalationLevelCode [0..1]    In Customer support scenarios one can associate Escalation level which could be numbers or textual.
  8. PlannedTimePeriod [0..1]    
  9. ScheduledTimePeriod [0..1]    Is the TimePeriod in which the work is Scheduled to be performed.
  10. ActualTimePeriod [0..1]    Is the time period in which the actual event(s) occurred.
  11. OwnerParty [0..1]    This is used to identify who or which organization owns the item or part. The content of this field is user defined based on a specific Customer or Supplier. Synonyms are Vendor Consignment ID, Supplier Consignment ID
  12. AssignedToContact [0..1]    To who all the task is assigned to
  13. AssigneeTypeCode [0..1]    Type of Assignee such as Employee, Customer Contact, Party, Party Relationship
  14. AssigneeStatus [0..1]    Status of the Assignee, "Accepted", "Declined",
  15. SourceID [0..1]    Idenfifies the source that brought the associated entity.
  16. CustomerParty [0..1]    Is the organization that is the end customer of the goods or services being provided in the associated transaction.
  17. SalesLeadReference [0..1]    Reference to an existing SalesLead that is associated with the given document.
  18. OpportunityReference [0..*]    
  19. ServiceRequestReference [0..*]    
  20. CompletionPercent [0..1]    How much of the task has been completed.
  21. CompletedDuration [0..1]    Time currently spent on the Task while it is in progress,
  22. PlannedEffortDuration [0..1]    Planned Effort could be in terms of weeks, days, man months, etc,
  23. ActualEffortDuration [0..1]    Actual Effort could be in terms of weeks, days, man months, etc,
  24. RepeatingFrequencyCode [0..1]    How often the task repeats ex, Hourly, weekly or Monthy
  25. Contact [0..*]    Contacts are the point of communication with the given party. In the case of an organization it may be the requisitioner, the buyer, customer service, etc.
  from group ReferencesGroup
  DocumentReference [0..*]    
  Attachment [0..*]    The Attachment represents binary data files that may be included within a BOD. These files replace the paper specifications and drawings attached to a BOD definition to clearly communicate design requirements. This Data Type is optional. Attachment usage is further defined by its position.

Attributes

Used by

• Element SalesTask via derived type SalesTaskType

Type inheritance chain

• IdentificationType
  • SalesTaskBaseType
    • extended by SalesTaskType