Hi Asha,<br><br>Based on the feedback, Sales Order seems to be a better place to capture the recurring information for the invoices. For ex, a client could order a service for 5 years, and it will be billed on an annual basis. So the order information will be captured in the Sales Order, and the invoice will be raised annually.<br>
<br>-Sreenivas<br><br><div class="gmail_quote">On Fri, Nov 14, 2008 at 3:20 AM, Asha <span dir="ltr"><<a href="mailto:asha@vtiger.com">asha@vtiger.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;">
Hi Sreenivas,<br><br>I am not sure if the following line was by mistake or intended :-<div class="Ih2E3d"><br>To support Recurring invoices, we plan to add a new section in the <span style="font-weight: bold;">Sales Order</span> to capture<br>
</div>
-> Did you really mean that we will capture this information in Sales Order or you actually meant Invoice?<br><br><div><div><div></div><div class="Wj3C7c"><span class="gmail_quote">On 11/13/08, <b class="gmail_sendername">Sreenivas Kanumuru</b> <<a href="mailto:svk@vtiger.com" target="_blank">svk@vtiger.com</a>> wrote:</span></div>
</div><blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;"><div><div></div><div class="Wj3C7c">
<br>Hi vtigers,<br><br>As we mentioned earlier, we will be supporting non-stockable (services) and stockable items (physical items) under Inventory products module. To take our new love for services further, we will be supporting Recurring Invoices and Service Contracts. We see these as two different things. Let me explain: <br>
<ul><li>Recurring Invoices: Invoices will be created automatically at the configured frequency. To support Recurring invoices, we plan to add a new section in the Sales Order to capture</li><ul><li>Start and End period</li>
<li>Frequency (yearly, monthly)<br></li></ul><li>Service Contracts: Helps track professional and support service agreements. Service contracts are done at an item level in the Invoice. A Service contract could have the following fields. <br>
</li><ul><li>
associated with <i>Account</i><br>
</li></ul><ul><li><i>Start Date, End Date, Tracking Unit </i>[Hours, Days, Incidents], <i>Total Units, Available Units</i>. (ex: our Level 2 Support for small client is restricted to 4 tickets)<br>
</li><li>is linked to Trouble ticket module. E<span>ach
trouble ticket closed should automatically decrement the counter or the available hours. <br></span></li><li><span>alert the client when limit is getting close.</span></li><li>We can provide a button for each service line item in an invoice to create a service contract.</li>
</ul></ul>Before moving ahead, we would like to hear from you.<br><ul><li>Is Service contracts module useful?</li><li>Do you have any suggestions to improve upon the above defined capability in Service Contracts?</li></ul>
We are wary of the Service Contracts exploding into a major piece of work, for example to help with SLA compliance..etc. We would like to keep this to a limited scope for now.<br><br>Please share your feedback.<br><br>thanks,<br>
<span>
Sreenivas<br><br>
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</span><br></div></div><div class="Ih2E3d">_______________________________________________<br>
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Regards,<br>Asha<br>vtiger Team
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