[Vtigercrm-developers] Service Contracts

[Sreenivas Kanumuru]

Hi Asha,

Based on the feedback, Sales Order seems to be a better place to capture the
recurring information for the invoices. For ex, a client could order a
service for 5 years, and it will be billed on an annual basis. So the order
information will be captured in the Sales Order, and the invoice will be
raised annually.

-Sreenivas

On Fri, Nov 14, 2008 at 3:20 AM, Asha <asha at vtiger.com> wrote:

> Hi Sreenivas,
>
> I am not sure if the following line was by mistake or intended :-
> To support Recurring invoices, we plan to add a new section in the Sales
> Order to capture
> -> Did you really mean that we will capture this information in Sales Order
> or you actually meant Invoice?
>
> On 11/13/08, Sreenivas Kanumuru <svk at vtiger.com> wrote:
>
>>
>> Hi vtigers,
>>
>> As we mentioned earlier, we will be supporting non-stockable (services)
>> and stockable items (physical items) under Inventory products module. To
>> take our new love for services further, we will be supporting Recurring
>> Invoices and Service Contracts. We see these as two different things. Let me
>> explain:
>>
>>    - Recurring Invoices: Invoices will be created automatically at the
>>    configured frequency. To support Recurring invoices, we plan to add a new
>>    section in the Sales Order to capture
>>       - Start and End period
>>       - Frequency (yearly, monthly)
>>       - Service Contracts: Helps track professional and support service
>>    agreements. Service contracts are done at an item level in the Invoice. A
>>    Service contract could have the following fields.
>>    - associated with *Account*
>>       - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total
>>       Units, Available Units*.  (ex: our Level 2 Support for small client
>>       is restricted to 4 tickets)
>>       - is linked to Trouble ticket module. Each trouble ticket closed
>>       should automatically decrement the counter or the available hours.
>>       - alert the client when limit is getting close.
>>       - We can provide a button for each service line item in an invoice
>>       to create a  service contract.
>>
>> Before moving ahead, we would like to hear from you.
>>
>>    - Is Service contracts module useful?
>>    - Do you have any suggestions to improve upon the above defined
>>    capability in Service Contracts?
>>
>> We are wary of the Service Contracts exploding into a major piece of work,
>> for example to help with SLA compliance..etc. We would like to keep this to
>> a limited scope for now.
>>
>> Please share your feedback.
>>
>> thanks,
>>  Sreenivas
>>
>>
>>
>>
>>
>>
>>
>> _______________________________________________
>> Reach hundreds of potential candidates - http://jobs.vtiger.com
>>
>
>
>
> --
> Regards,
> Asha
> vtiger Team
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com
>
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