[Vtigercrm-developers] Use cases for recurring Sales order

[Tony Sandman]

Create "Master Sales Order", or use Opportunity to control partial stuff

T.

On Thu, Sep 10, 2020 at 2:07 PM Ing. Matus Sopko <sopko at its4you.sk> wrote:

> I suppose you need create Quote firts with whole price 12 Million and
> define paymnet condition (monthy) inside this offer.
> After this you can create Sales Order for 1 Miliion monthly paymen.
>
> Or you can create Sales Order with 12 Million price and after agreement
> with your customer of monthly payment you can edit or ducplicate current
> Sales Order, set up reccuring and defien prices to your needs.
>
> I think you can use current functionality, but you need define needs and
> setup processes (that's what we are doing with Vtiger ;-)
>
> S pozdravom / Best regards / Mit freundlichen Grüßen
> Ing. Matus SOPKO
>
> IT-Solutions4You s.r.o.
> Kancelária: Slovenská 69
> Sídlo: Frantiskanske nam.5
> 080 01 Prešov
> SLOVAKIA
> Tel./ Fax +421/ 51/ 7732370
> email: sopko at its4you.skhttp://www.its4you.sk
> skype: matussopko
>
> Dňa 10. 9. 2020 o 6:40 nilay khatri napísal(a):
>
> Hi Ruben,
>
> I guess the business scenario in your case is that there is an annual
> contract for which you generate a single Sales order, and the per payment
> such as monthly or so it keeps creating Invoices.
>
> But there is a problem in this case as well, the Sales Order generated
> would be for the entire amount, let us say 12 Million. And Per month
> payment is 1 Million. The Invoices generated would contain the Lineitems
> exactly the same as the Sales Order and also the same amount which is 12
> Million.
>
>
> So I feel that the generic Recurring Sales Order feature in Vtiger CRM is
> not useful as is, it will need customization always.
>
>
> On Wed, Sep 9, 2020 at 9:57 PM Rubén A. Estrada Orozco <rulotec1 at gmail.com>
> wrote:
>
>> Hi Nilay,
>>
>> We actually use that feature quite a lot. In our case we just need the
>> Sales Order and the recurring Invoices.
>> The script that generates the invoices via a scheduled task is
>> vtigercrm/cron/modules/SalesOrder/RecurringInvoice.service (the code is
>> quite messy by the way). I guess you could create an alternative script
>> based on that one if you need custom functionality.
>>
>> Saludos
>>
>> Rubén
>>
>>
>> On Wed, Sep 9, 2020 at 3:13 AM Ing. Matus Sopko <sopko at its4you.sk> wrote:
>>
>>> Yes, you need to create Sales Order and if the customer agree then you
>>> can setup recuring an dstart Invoicing
>>>
>>> S pozdravom / Best regards / Mit freundlichen Grüßen
>>> Ing. Matus SOPKO
>>>
>>> IT-Solutions4You s.r.o.
>>> Kancelária: Slovenská 69
>>> Sídlo: Frantiskanske nam.5
>>> 080 01 Prešov
>>> SLOVAKIA
>>> Tel./ Fax +421/ 51/ 7732370
>>> email: sopko at its4you.skhttp://www.its4you.sk
>>> skype: matussopko
>>>
>>> Dňa 9. 9. 2020 o 9:48 nilay khatri napísal(a):
>>>
>>> Thats right, but usually it is required to generate Sales
>>> Order/Proform/Bill before the final Tax Invoice could be generated. In
>>> Vtiger only the Invoices get created.
>>>
>>> On Wed, Sep 9, 2020 at 1:12 PM Ing. Matus Sopko <sopko at its4you.sk>
>>> wrote:
>>>
>>>> If you offer service like hosting and you need to create an
>>>> automatically Invoice every month.
>>>> Then create an Sales Order and enable Recurring, define Start - End
>>>> period and other parameters.
>>>>
>>>> S pozdravom / Best regards / Mit freundlichen Grüßen
>>>> Ing. Matus SOPKO
>>>>
>>>> IT-Solutions4You s.r.o.
>>>> Kancelária: Slovenská 69
>>>> Sídlo: Frantiskanske nam.5
>>>> 080 01 Prešov
>>>> SLOVAKIA
>>>> Tel./ Fax +421/ 51/ 7732370
>>>> email: sopko at its4you.skhttp://www.its4you.sk
>>>> skype: matussopko
>>>>
>>>> Dňa 9. 9. 2020 o 7:43 nilay khatri napísal(a):
>>>>
>>>> Hi All,
>>>>
>>>> wanted to understand how can we and for what scenarios recurring Sales
>>>> order could be used.
>>>>
>>>> Any inputs?
>>>>
>>>>
>>>> -Nilay
>>>>
>>>> _______________________________________________http://www.vtiger.com/
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>
>>>
>>> _______________________________________________http://www.vtiger.com/
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
>
> _______________________________________________http://www.vtiger.com/
>
>
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