[Vtigercrm-developers] Selling Subscription Services

[Sreenivas Kanumuru]

Hi Alan,

As you noted, currently all items in the sales order are going to be
invoiced at the same frequency for the same period (if recurring invoice is
enabled in Salesorder). What you are looking for is to have different items
in the Salesorder to be invoiced on different intervals. The alternative as
it stands now is to create different Sales Orders for different recurring
services.

Currently, Recurring frequency and Term are fields in the Sales Order. You
are asking for these fields to be added to the Service record itself, so
that when the Service is added to the Invoice, the Invoice is automatically
created on a periodic basis. Currently, this is decided in the Sales Order.
The invoices should be recreated by the system automatically if the Invoice
is approved (status). If the invoice has 2 items, and one of them is to be
recurring on a monthly interval, and another on a quarterly interval, and
the invoice status= approved, then every month an invoice for monthly item
has to be created by the system, and every quarter another invoice has to
be created by the system for quarterly item.

Does the above match with your thinking.

The issue with the proposed model is that the info to recreate an invoice
is within the invoice. It will be hard to identify which invoice is the
master. System should go through all invoices that have recurring services,
to see if it needs to recreate the invoice. Currently, there is a checkbox
in SalesOrder that indicates whether a recurring invoice is to be created,
which is much simpler to identify.

I am hoping we will get some good suggestions to address this need.

Regards,
Sreenivas


On Sat, Jul 5, 2014 at 7:15 PM, socialboostdk <socialboostdk at gmail.com>
wrote:

> +1
>
> :-D
>
>
> On 5 July 2014 15:39, Doug <sailsfast at gmail.com> wrote:
>
>> Agreed... +100
>>
>> Doug Gouty
>>
>> Sent from my phone. I apologize in advance for the brevity or any
>> misspellings
>> On Jul 5, 2014 9:34 AM, "Rodrigo Souza" <rodrigo at hostplan.com.br> wrote:
>>
>>> +1
>>>
>>> Atte,
>>> *Rodrigo Souza de Oliveira*
>>>
>>> *Consultor de TI *Hostplan Informática Ltda
>>> Telefones: (21) 9-8153-5287
>>> website: www.hostplan.com.br
>>> e-mail/msn: rodrigo at hostplan.com.br
>>>
>>>
>>>
>>> 2014-07-04 23:41 GMT-03:00 Siam Translations LLP <
>>> info at siam-translations.com>:
>>>
>>>> +1
>>>>
>>>>
>>>>
>>>>
>>>> On Fri, Jul 4, 2014 at 3:12 PM, Alan Lord <alanslists at gmail.com> wrote:
>>>>
>>>>> Hi all,
>>>>>
>>>>> Remember way back when in March 2012 I kicked of a discussion about
>>>>> the limitations of handling subscription/rental services in Quotes, Sales
>>>>> Orders and Invoices?
>>>>>
>>>>> No?
>>>>>
>>>>> See here: http://lists.vtigercrm.com/pipermail/vtigercrm-
>>>>> developers/2012-March/021973.html
>>>>>
>>>>> This has just come up again.
>>>>>
>>>>> A telecoms business sells various things:
>>>>>
>>>>> * Hardware like Phone systems, handsets, cabling etc.,
>>>>> * Installation type services (one off cost),
>>>>> * Recurring services like Line rental, Hire Purchase/Lease fees etc.
>>>>>
>>>>> These third items have to go on the Quote and be propagated through to
>>>>> the Sales Order and Invoice. But these types of items have a frequency (i.e
>>>>> monthly) and a term (i.e. 24 months).
>>>>>
>>>>> There is still no way to handle this from what I can tell without
>>>>> major surgery.
>>>>>
>>>>> Can the devs suggest a way to extend vtiger (6.1) so this can be
>>>>> handled properly? I'm thinking some kind of extension module that extends
>>>>> the Services module (or build a new one) that becomes available as a line
>>>>> item in the Quote/SO/Inv and offers the user the ability to enter the
>>>>> frequency and term when they are building the quote.
>>>>>
>>>>> The really good bit is this information also needs to be accessible in
>>>>> the Reports. :-)
>>>>>
>>>>> New UIType perhaps?
>>>>>
>>>>> Suggestions welcome.
>>>>>
>>>>> Cheers
>>>>>
>>>>> Al
>>>>>
>>>>>
>>>>>
>>>>> _______________________________________________
>>>>> http://www.vtiger.com/
>>>>>
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>>
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20140707/c9b1004a/attachment.html>