Business Process Automation
A milestone template defines various milestones that control:
the creation and assignment of a milestone monitor to a business object
the events that a monitor will monitor
the definition of the events and actions for milestones.
This template controls the creation of milestone monitors and the types of business objects that are assigned to the monitors. The template also determines the milestones that are copied to each milestone monitor that is created. These milestones control how the system monitors specific events and performs actions for a business object. This page is accessed via Business Process Automation > Agents and Milestones > Milestone Template.
This page lets you define the attributes and various milestones for a milestone template. This template controls the creation of a milestone monitor and the business object type that is assigned to it.
A milestone template consists of the following:
Assignment criteria that determines whether a milestone monitor that is created from a template is assigned to a business object.
Milestones that determine the events to monitor, actions to take in response, and various other processing attributes.
The first step in creating a template is to provide a unique ID. You can record a Name for the template. The template name is copied as the name for each milestone monitor that is created from the template. However, you can modify the milestone monitor name if you want it to be different than the template name.
The Data Query Type determines the business object the milestone monitor will be monitoring. Choose from the following business objects when creating a milestone template:
Sell Side Shipment
Data Query Types dictate the options available for adding milestones.
The Domain is where the template is stored; the default is the current domain. Any milestone monitor that is created from this template is stored in the same domain. For example, if a milestone template is defined in domain A and a business object is created in domain B (which has read-only access to domain A) the business object's milestone monitor will be created in domain A.
If Deactivate On Completion is checked, then the milestone template is deactivated upon completion. Completion occurs when any one of its corresponding milestone monitors reaches its Last Milestone Event.
If Delete On Completion is checked, then the milestone template is deleted upon completion. Completion occurs when any one of its corresponding milestone monitors reaches its Last Milestone Event.
The next step is to complete the definition of Assignment Criteria and milestone as described below. As you create this data, a summary is reflected on this page in each appropriate section so you can review the entire template on one page.
Assignment Criteria determines when a milestone monitor is created from a template and assigned to a business object.
You can also manually assign a milestone template to a business object using the Assign Monitor Profile action in the specific object manager.
A template must have Assignment Criteria. The Assignment Criteria consists of events that are monitored. For example, an event could be the creation of a shipment or a change in shipment status. When the event is published, the system copies the milestone template data and creates a milestone monitor, which is assigned to the business object that triggered the event. You can think of a milestone monitor as an instance of a milestone template that is assigned to a business object. The milestone monitor then controls the milestone events and actions that are taken for the assigned business object.
Changing a milestone template does not change any of the milestone monitors that have already been created from it.
OTM ensures that only one milestone monitor is created from the same milestone template for a business object. Each milestone monitor is assigned the Milestone Template ID to avoid duplication. Alternatively, a business object can have multiple milestone monitors assigned from different milestone templates.
You can only delete Assignment Criteria if there are no milestone monitors based on this milestone template.
A milestone manages events that occur to a business object. A milestone:
Enables inter-event dependencies to consider, among others, sequencing and time expiration.
Enables published event occurrence counting and limits.
Enables notification escalation.
Enables specification of mandatory events.
Enables specification of the completion of a chain of events to enable handling of missing mandatory events.
Click Add Milestone to create a milestone for a new template. Alternatively, click Edit next to any milestone on an existing milestone template.
This section displays the dependency links that you have established for milestones. You can record these dependencies when you add or edit milestones.