[Vtigercrm-developers] Use cases for recurring Sales order

[nilay khatri]

Thanks for the input guys!



On Thu, Sep 10, 2020 at 12:49 PM Tony Sandman <tonysandman999 at gmail.com>
wrote:

> 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/
>>>
>>> _______________________________________________
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>>
>>
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>>
>>
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>
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