Create Default Time Policy

This job will create a default time policy with start policy as purchase date and end policy as end of plan duration.

Applies to

CME Summer '19 and later releases

Apex Name

EPCPostInstallService

When to Run This Job

When doing a fresh install or upgrading to CME Winter '19 (CMT 104)

Where to Run This Job

From the Vlocity CMT Administration page:

  1. Click EPC Jobs. The EPC Jobs page appears.

  2. Click Start next to CREATE DEFAULT TIME POLICY.

Risks of Running This Job

No risk

When Not to Run This Job

You only need to run this job once. There is no risk in running it again. The system detects if the default time policy was already generated.

More Information

To use contextual discounts feature, you must run this job. This is required to define recurring adjustments for contextual discounts.

This job creates a Time Policy and the name of the policy is hardcoded. This Time Policy is used as the default when creating a recurring discount.

Once the name of the Time Policy is modified, recurring discounts cannot be defined.