<div dir="ltr">Hi Ruben,<br><div><br></div><div>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.</div><div><br></div><div>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.</div><div><br></div><div><br></div><div>So I feel that the generic Recurring Sales Order feature in Vtiger CRM is not useful as is, it will need customization always.</div><div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Sep 9, 2020 at 9:57 PM Rubén A. Estrada Orozco <<a href="mailto:rulotec1@gmail.com">rulotec1@gmail.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">Hi Nilay,<div><br></div><div>We actually use that feature quite a lot. In our case we just need the Sales Order and the recurring Invoices.</div><div>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.</div><div><br clear="all"><div><div dir="ltr"><div dir="ltr">Saludos<div><br></div><div>Rubén</div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Sep 9, 2020 at 3:13 AM Ing. Matus Sopko <<a href="mailto:sopko@its4you.sk" target="_blank">sopko@its4you.sk</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div>
<tt>Yes, you need to create Sales Order and if the customer agree
then you can setup recuring an dstart Invoicing</tt><br>
<pre cols="72">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: <a href="mailto:sopko@its4you.sk" target="_blank">sopko@its4you.sk</a>
<a href="http://www.its4you.sk" target="_blank">http://www.its4you.sk</a>
skype: matussopko</pre>
<div>Dňa 9. 9. 2020 o 9:48 nilay khatri
napísal(a):<br>
</div>
<blockquote type="cite">
<div dir="ltr">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.</div>
<br>
<div class="gmail_quote">
<div dir="ltr" class="gmail_attr">On Wed, Sep 9, 2020 at 1:12 PM
Ing. Matus Sopko <<a href="mailto:sopko@its4you.sk" target="_blank">sopko@its4you.sk</a>> wrote:<br>
</div>
<blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div> <tt>If you offer service like hosting and you need to
create an automatically Invoice every month.<br>
Then create an Sales Order and enable Recurring, define
Start - End period and other parameters.<br>
</tt>
<pre cols="72">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: <a href="mailto:sopko@its4you.sk" target="_blank">sopko@its4you.sk</a>
<a href="http://www.its4you.sk" target="_blank">http://www.its4you.sk</a>
skype: matussopko</pre>
<div>Dňa 9. 9. 2020 o 7:43 nilay khatri napísal(a):<br>
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<blockquote type="cite">
<div dir="ltr">Hi All,<br>
<div><br>
</div>
<div>wanted to understand how can we and for what
scenarios recurring Sales order could be used.</div>
<div><br>
</div>
<div>Any inputs?</div>
<div><br>
</div>
<div><br>
</div>
<div>-Nilay</div>
</div>
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