[Vtigercrm-developers] Managing Instalments on Quotes/Invoices/Sales Order

[Christophe Humbert]

Hello All,

I want to start very simple.

Maybe create a simple module called Instalments with the id of the record,
the name of the instalments and the percentage to apply

After that I would like it to be related to quotes/sales order and Invoice
so that when I transform a quote in sales order I keep the Instalments
chosen on the quote....

And to be honest I have been playing with vtiger for only a few weeks and I
am not much a dev.

Christophe Humbert



On Tue, Apr 28, 2015 at 2:41 PM, Christophe Humbert <
chrissc.humbert at gmail.com> wrote:

> Hello Matteo
>
> Yes with pleasure
>
> Kind Regards
>
> Christophe Humbert
> *IT Program Manager*
> *CoProcess S.A*
> +352 691 391 974
> +33 6 50 09 48 88
> Skype: chris.e.humbert
>
>
> On Tue, Apr 28, 2015 at 1:57 PM, Matteo Baranzoni <info at greenbitweb.com>
> wrote:
>
>> Hi Christophe, we develop payment module intragrated in calendar!).
>>
>> If you are interested i can send you demo!
>> Il 28/apr/2015 09:57, "Christophe Humbert" <chrissc.humbert at gmail.com>
>> ha scritto:
>>
>>> Thanks Alan for the tips
>>> A lot of work ahead of me then....
>>>
>>> Christophe Humbert
>>> *IT Program Manager*
>>> *CoProcess S.A*
>>> +352 691 391 974
>>> +33 6 50 09 48 88
>>> Skype: chris.e.humbert
>>>
>>>
>>> On Tue, Apr 28, 2015 at 8:40 AM, Alan Lord <alanslists at gmail.com> wrote:
>>>
>>>> If I understand you I'd create a Payments or Installments module and
>>>> relate it to the relevant Quotes/Sales orders and Invoices.
>>>>
>>>> You can then write Event Handlers, Scheduled jobs or Workflows to
>>>> calculate the balance due, next payment date,  even create the necessary
>>>> number of payment records on record creation...
>>>>
>>>> Al
>>>>
>>>>
>>>> On 27/04/15 21:38, Christophe Humbert wrote:
>>>>
>>>>> Hello Ladies and Gentlemen,
>>>>>
>>>>> I am looking for your expert advice on how to best manage instalments.
>>>>> Typically I have 4 types of instalments 2 payments in the year
>>>>> (semi-annual, quarterly or monthly...depending on the one chosen by the
>>>>> customer the % on the services is different (I have only services)..a
>>>>> bit like a tax knowing that to make things simpler not all services
>>>>> should be impacted...
>>>>>
>>>>> Kind Regards
>>>>> Christophe Humbert
>>>>>
>>>>>
>>>>>
>>>>> _______________________________________________
>>>>> http://www.vtiger.com/
>>>>>
>>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>>
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
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