[Vtigercrm-developers] Use cases for recurring Sales order

Thu Sep 10 18:38:08 GMT 2020

Nilay, I see what you mean. In my case the salesorder is mainly a means
towards creating recurring invoices, for me it's not a big issue that I
have a SO with 12 different invoices for the same amount, but I can imagine
that wouldn't be acceptable for other users. My opinion would be to try to
extend the functionality of the SalesOrders module to make it more general
and incorporate cases like the ones you mention.

Saludos

Rubén

On Thu, Sep 10, 2020 at 2:41 AM nilay khatri <nilay.spartan at gmail.com>
wrote:

> 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/
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>
>>>
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>>>
>>>
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>
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