'Customer Paid',
'description' => '',
'milestone' => 'MILESTONE 1 - Customer Paid',
'reference' => '',
'on_task_completion' => '',
'department' => '',
'status' => PerfexCRMTaskStatus::COMPLETED,
'priority' => PerfexCRMTaskPriority::DEFAULT,
'duedate' => 0
];
public const TASK_POST_PAYMENT_1 = [
'name' => 'Map Bank Transaction Record',
'description' => '○ Purpose: To map a transaction to bank transaction in the bank statement
○ Initial Status: In Progress
○ Deadline: Same day
○ Responsible department: Accounts
○ Next step: Change the status of the Approve payment status to "In Progress" upon successful completion of the operation.
○ Additional details: ** Any specific requirements or notes for the operation.**
○ Dependencies: None
○ Outcomes: Bank transaction is mapped successfully, allowing the next steps in the process to be initiated.
',
'milestone' => '',
'reference' => 'TASK_POST_PAYMENT_1',
'on_task_completion' => 'TASK_POST_PAYMENT_2',
'department' => 'Accounts',
'status' => PerfexCRMTaskStatus::IN_PROGRESS,
'priority' => PerfexCRMTaskPriority::HIGH,
'duedate' => 0
];
public const TASK_POST_PAYMENT_2 = [
'name' => 'Approve Payment',
'description' => '○ Purpose: To verify and approve the customer\'s payment on IZYIM
○ Amount To be Approve: RM {amount}
',
'milestone' => '',
'reference' => 'TASK_POST_PAYMENT_2',
'on_task_completion' => 'TASK_POST_PAYMENT_3',
'department' => 'Accounts',
'status' => '',
'priority' => PerfexCRMTaskPriority::HIGH,
'duedate' => 0
];
public const TASK_POST_PAYMENT_3 = [
'name' => 'Issue Shipping Autocount Invoince',
'description' => '○ Purpose: To issue an invoice for the customer\'s payment in accounting software.
○ Initial Status: Not Started
○ Deadline: Next day
○ Responsible department: Accounts
○ Next step: Change the status of the Knockoff Invoice operation to "In Progress" upon successful completion.
○ Additional details: ** Any specific requirements or notes for the operation.**
○ Dependencies: Approve Payment operation must be completed before this operation can begin.
○ Outcomes: An invoice will be issued in accounting software for the customer\'s payment.
',
'milestone' => '',
'reference' => 'TASK_POST_PAYMENT_3',
'on_task_completion' => 'TASK_POST_PAYMENT_4',
'department' => 'Accounts',
'status' => '',
'priority' => PerfexCRMTaskPriority::MEDIUM,
'duedate' => 1
];
public const TASK_POST_PAYMENT_3_1 = [
'name' => 'Issue Shipping Autocount OR',
'description' => '○ Purpose: To issue an invoice for the customer\'s payment in accounting software.
○ Note: Customer Actually Upload Bank Slip or Not, If not, Invoice Will Not be Exported
○ {link_autocount_or}
',
'milestone' => '',
'reference' => 'TASK_POST_PAYMENT_3_1',
'on_task_completion' => 'TASK_POST_PAYMENT_4',
'department' => 'Accounts',
'status' => '',
'priority' => PerfexCRMTaskPriority::DEFAULT,
'duedate' => 0
];
public const TASK_POST_PAYMENT_4 = [
'name' => 'Knockoff Invoice',
'description' => '○ Purpose: The purpose of this operation is to issue the official receipt and knockoff with invoice for the customer\'s payment.
○ Initial Status: Not Started
○ Deadline: Next day.
○ Responsible Department: Accounts
○ Next Step: None
○ Additional Details: ** Any specific requirements or notes for the operation.**
○ Dependencies: Issue Shipping Autocount Invoice operation must be completed before this operation can begin.
○ Outcomes: The customer’s payment is applied to the accounting software invoice and invoice is marked as paid.
',
'milestone' => '',
'reference' => 'TASK_POST_PAYMENT_4',
'on_task_completion' => '',
'department' => 'Accounts',
'status' => '',
'priority' => PerfexCRMTaskPriority::MEDIUM,
'duedate' => 1
];
public const TASK_LOADED_CONTAINER_1 = [
'name' => 'Generate Shipping Invoices',
'description' => '○ Purpose: -
○ Link to order page: {link_order}
',
'milestone' => '',
'reference' => 'TASK_LOADED_CONTAINER_1',
'on_task_completion' => 'TASK_LOADED_CONTAINER_2',
'department' => 'Operations',
'status' => PerfexCRMTaskStatus::IN_PROGRESS,
'priority' => PerfexCRMTaskPriority::HIGH,
'duedate' => 1
];
public const TASK_LOADED_CONTAINER_2 = [
'name' => 'Approve Shipping Invoices',
'description' => '○ Purpose: -
○ Link to refer Pay On Behalf or Any extra charge: : {link_perfex}
',
'milestone' => '',
'reference' => 'TASK_LOADED_CONTAINER_2',
'on_task_completion' => '',
'department' => 'Customer Services',
'status' => '',
'priority' => PerfexCRMTaskPriority::HIGH,
'duedate' => 1
];
public const TASK_IDENTIFICATION_1 = [
'name' => 'Approve Identification Verification (Shipping)',
'description' => '○ Purpose: To ensure the customer submit information matches the information in their identification document.
○ Initial Status: In Progress
○ Deadline: Same Day
○ Responsible department: Operation
○ Next step: None
○ Additional details: ** Any specific requirements or notes for the operation.**
○ Dependencies: None
○ Outcomes: Customer account identification is verified
',
'milestone' => '',
'reference' => 'TASK_IDENTIFICATION_1',
'on_task_completion' => '',
'department' => 'Operations',
'status' => PerfexCRMTaskStatus::IN_PROGRESS,
'priority' => PerfexCRMTaskPriority::DEFAULT,
'duedate' => 0
];
}