Time Zone Support for Date dependent automated processes

In ICM there are scheduled jobs that perform certain actions on the agreements based on conditions. For example, an executed/reviewed agreement gets expired based on the expiry date by a scheduled job. These scheduled jobs followed the Universal Time Zone (UTC) for taking actions on activities of agreement status changes.

ICM provides the flexibility for enterprise organizations to track the time zone/region based on their regional offices or as needed by their vendors/suppliers, etc. A time zone attribute is now provided that supports for date factor which needs to be considered for the instance of an agreement.the flexibility for enterprise organizations to track the time zone/region based on their regional offices or as needed by their vendors/suppliers, etc. A time zone attribute is now provided that supports for date factor which needs to be considered for the instance of an agreement.

It is possible to: 

• Configure a time zone attribute to track activities such as expiration, termination, auto renewal, assignment and auto supersede (supersedable by assignment, supersedable by amendment, supersedable by termination).
• Based on selected time zone, day light saving constraint will be taken care for mentioned schedule job activities.
• Flexibility to run scheduled jobs based on time zone captured on agreement instance or based on the default behavior to follow UTC if the time zone is not configured or not captured on the agreement instance.
• ICM application will take care of running the schedule jobs in different time zone so that it helps to consider multiple time zone used by organization within the same ICM instance.
• Enhancement on Expiry task to expire the agreements at end of the day based on the expiry date. 

Note: The time zone based processing can be enabled for all the contract types across the ICM through technical configuration. If there is time zone selection enabled for the specific agreement at the contract type level, it will then override the time zone at the system level.The time zone based processing can be enabled for all the contract types across the ICI through technical configuration. If there is time zone selection enabled for the specific agreement at the contract type level, it will then override the time zone at the system level.

Enabling Time zone based processing for contract type 

Users can enable the region wise time zone based processing of scheduled jobs for agreements by configuring the seeded time zone attributes at the contract type level to capture the time zone for the agreement instance. The time zone attributes look up to the time zone master.
The ICI Time Zone Master is a seeded masterdata with all preconfigured 139 time zone instances. For example, Time Zone masterdata instance with value as Russia Time Zone 10.

 

To edit the contract type and add attributes: 

1. Click Configure > Contract Types on the Home page. The contract type index page opens.

2. Click View Record icon corresponding to the contract type you want to edit. For example, ICI Master Service Agreement. The contract type Details page opens. 

3. Click Edit. The Edit Contract Type page opens. 

4. Select Attributes tab. 

Note: The Time Zone Master defines two time zone attributes (Time Zone and Time Zone Display Name) which differs only in the display format of the time zone. The Time Zone Display Name attribute displays the time zone in a format as per the Local Settings in User Preferences.

5. Select ICMTimeZone or ICMTimeZoneDisplayName attribute in the Available Attribute column depending upon your display preference. For example, select ICMTimeZone. 

6. Move the attribute to the Selected Attribute column using action arrows. 

7. Enter the Display name. For example, Time Zone. 

8. Toggle on the Is Lookup field. The Lookup section opens. 

9. Select Time Zone Master in the Select Contract Type field. 

10. Select Time Zone in the Select Attribute field when ICMTimeZone attribute is used. Select Time Zone Display Name when ICMTimeZoneDisplayName attribute is used.

11. Click Save. The attribute is added to the contract type. 

 

12. Click Next. 

13. Edit the details in Association, Display Preference and Team tabs as required. 

14. Verify the details and click Update. The contract type is updated with the attribute configured to capture the time zone for the agreement.

Note: The time zone display values with + sign in it, are enabled through technical configuration.

Selecting a Time zone during agreement creation 

To create an agreement: 

1. Click Agreement  > Create button. The Create Agreement page opens.

2. Select the Contract Type Name. For Example, Icertis Master Service Agreement.

3. Click Next. The Attributes page opens.

4. Enter the details. 

5. Select the Time Zone drop-down. For example, Russia Time Zone 10. 

6. Click Next. The Select Template page opens. 

7. Select the template and click Next. The Verify page opens. 

8. Verify the details and click Create and Publish. The agreement instance will be created with the selected time zone. 

The agreement instance now will be processed in the scheduled jobs based on the time zone selected. In this case, the agreement instance will be processed as per Russia Time Zone 11.

The ICM scheduled jobs that support the time zone based processing: 

• Agreement Expiry
• Agreement Termination
• Assignment
• Agreement Auto Renewal
• Supersede by Amendment
• Supersede by Assignment
• Supersede by Termination 

Note: If user does not select any time zone during agreement instance creation or the time zone attribute is not configured for the agreement contract type, then such agreements will be processed as per UTC time zone.

 

 

Related Topics: Agreement Management