<div dir="ltr">Hi Alan,<div><br></div><div>As you noted, currently all items in the sales order are going to be invoiced at the same frequency for the same period (if recurring invoice is enabled in Salesorder). What you are looking for is to have different items in the Salesorder to be invoiced on different intervals. The alternative as it stands now is to create different Sales Orders for different recurring services.<div>
<br></div><div>Currently, Recurring frequency and Term are fields in the Sales Order. You are asking for these fields to be added to the Service record itself, so that when the Service is added to the Invoice, the Invoice is automatically created on a periodic basis. Currently, this is decided in the Sales Order. The invoices should be recreated by the system automatically if the Invoice is approved (status). If the invoice has 2 items, and one of them is to be recurring on a monthly interval, and another on a quarterly interval, and the invoice status= approved, then every month an invoice for monthly item has to be created by the system, and every quarter another invoice has to be created by the system for quarterly item. </div>
<div><br></div><div>Does the above match with your thinking.</div><div><br></div><div>The issue with the proposed model is that the info to recreate an invoice is within the invoice. It will be hard to identify which invoice is the master. System should go through all invoices that have recurring services, to see if it needs to recreate the invoice. Currently, there is a checkbox in SalesOrder that indicates whether a recurring invoice is to be created, which is much simpler to identify.</div>
<div><br></div><div>I am hoping we will get some good suggestions to address this need.</div><div><br></div><div>Regards,</div><div>Sreenivas</div><div><div><div class="gmail_extra">
<br><br><div class="gmail_quote">On Sat, Jul 5, 2014 at 7:15 PM, socialboostdk <span dir="ltr"><<a href="mailto:socialboostdk@gmail.com" target="_blank">socialboostdk@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div dir="ltr">+1<div><br></div><div>:-D</div></div><div class="gmail_extra"><br><br><div class="gmail_quote"><div><div>On 5 July 2014 15:39, Doug <span dir="ltr"><<a href="mailto:sailsfast@gmail.com" target="_blank">sailsfast@gmail.com</a>></span> wrote:<br>
</div></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div><p dir="ltr">Agreed... +100</p>
<p dir="ltr">Doug Gouty</p>
<p dir="ltr">Sent from my phone. I apologize in advance for the brevity or any misspellings</p>
<div class="gmail_quote"><div><div>On Jul 5, 2014 9:34 AM, "Rodrigo Souza" <<a href="mailto:rodrigo@hostplan.com.br" target="_blank">rodrigo@hostplan.com.br</a>> wrote:<br type="attribution"></div>
</div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div>
<div dir="ltr"><div class="gmail_default" style="font-family:verdana,sans-serif;font-size:small">+1</div></div><div class="gmail_extra"><br clear="all"><div><div dir="ltr">Atte,<br><b>Rodrigo Souza de Oliveira</b><div><b>Consultor de TI<br>
</b>Hostplan Informática Ltda<br><div>Telefones: (21) 9-8153-5287<div>website: <a href="http://www.hostplan.com.br" target="_blank">www.hostplan.com.br</a><br>e-mail/msn: <a href="mailto:rodrigo@hostplan.com.br" target="_blank">rodrigo@hostplan.com.br</a><br>
<img src="http://www.hostplan.com.br/logo.jpg" height="137" width="200"><br></div></div></div>
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<br><br><div class="gmail_quote">2014-07-04 23:41 GMT-03:00 Siam Translations LLP <span dir="ltr"><<a href="mailto:info@siam-translations.com" target="_blank">info@siam-translations.com</a>></span>:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div dir="ltr">+1<div><div><div class="gmail_extra"><br clear="all"><div><div dir="ltr"><div><br></div></div></div>
<br><br><div class="gmail_quote">On Fri, Jul 4, 2014 at 3:12 PM, Alan Lord <span dir="ltr"><<a href="mailto:alanslists@gmail.com" target="_blank">alanslists@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
Hi all,<br>
<br>
Remember way back when in March 2012 I kicked of a discussion about the limitations of handling subscription/rental services in Quotes, Sales Orders and Invoices?<br>
<br>
No?<br>
<br>
See here: <a href="http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2012-March/021973.html" target="_blank">http://lists.vtigercrm.com/<u></u>pipermail/vtigercrm-<u></u>developers/2012-March/021973.<u></u>html</a><br>
<br>
This has just come up again.<br>
<br>
A telecoms business sells various things:<br>
<br>
* Hardware like Phone systems, handsets, cabling etc.,<br>
* Installation type services (one off cost),<br>
* Recurring services like Line rental, Hire Purchase/Lease fees etc.<br>
<br>
These third items have to go on the Quote and be propagated through to the Sales Order and Invoice. But these types of items have a frequency (i.e monthly) and a term (i.e. 24 months).<br>
<br>
There is still no way to handle this from what I can tell without major surgery.<br>
<br>
Can the devs suggest a way to extend vtiger (6.1) so this can be handled properly? I'm thinking some kind of extension module that extends the Services module (or build a new one) that becomes available as a line item in the Quote/SO/Inv and offers the user the ability to enter the frequency and term when they are building the quote.<br>
<br>
The really good bit is this information also needs to be accessible in the Reports. :-)<br>
<br>
New UIType perhaps?<br>
<br>
Suggestions welcome.<br>
<br>
Cheers<br>
<br>
Al<br>
<br>
<br>
<br>
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