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Rafael Gonzalez

Rafael Gonzalez

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Background: A milestone deadline is coming up or is expired and an installer is requesting an extension. The installer will have a message with a yellow banner (if approaching) or red (if expired).

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Action

Script

  • Reply to the Installer by using the following script:

'Hello,

The credit qualification is expired; therefore, we are unable to grant a milestone extension for M1. To proceed, you will need to re-run credit, create a new quote and contract, and complete all milestone tasks per the new workflow inclusive of the welcome call.

Regards,'

Info

If the previous contract was generated using expired pricing, the installer will have to requote with updated pricing.

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No M2 extensions will be granted. This will impact all current and future workflows. Any workflow that is past the 270-day deadline will be canceled. To continue, the customer will need to rerun credit, requote using updated pricing, and sign a new agreement.

IF

Action

If a Sales rep is requesting an M2 extension

  • They should be referred to their installer only. Do not refer to the AM under any circumstances.

If an Installer is requesting an M2 extension

  • And there are extenuating circumstances, advise the installer to contact their Account Manager, create a Sales Force Case, and create a Case Assignment with “Sales” and tag the Account Manager in the Feed asking them to review it

If an Account Manager is requesting an extension of M2

M3 Requests and Setoffs

No M3 extensions will be granted.

  • If a job passes the M3 deadline the red deadline has passed banner will display, but the installer will still be able to complete M3 tasks and then submit for approval.

Some workflows still have the task to submit for an M3 extension as of 1/5/2023, however no M3 extensions will be granted.

  • The M3 milestone extension request task will be removed from all workflows per

    Jira Legacy
    serverSystem Jira
    serverId13920277-a569-33f1-940f-ccfb9963969e
    keyCS-24275

Workflows that were created on or after 5/15/2023 will have their PTO milestone configured to set off when the milestone deadline passes.

  • The milestone deadline passed banner will display on

  • The installer should complete the required tasks. Once complete, they will be able to submit for approval.

The first workflows that are eligible for setoffs

  • Will be in February

This feature will trigger a setoff of all funds released to date for the project, not a claw back.

  • Once the installer has reached PTO approval, the setoff will be reversed.

The ability to exempt specific workflows from being setoff past the M3 submission deadline will be available.

  • This will be determined by DP only.

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