<div dir="ltr">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.<div><br><div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr">Saludos<div><br></div><div>Rubén</div></div></div></div><br></div></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Sep 10, 2020 at 2:41 AM nilay khatri <<a href="mailto:nilay.spartan@gmail.com">nilay.spartan@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">Thanks for the input guys!<br><div><br></div><div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Sep 10, 2020 at 12:49 PM Tony Sandman <<a href="mailto:tonysandman999@gmail.com" target="_blank">tonysandman999@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">Create "Master Sales Order", or use Opportunity to control partial stuff<div><br></div><div>T.</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Sep 10, 2020 at 2:07 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>I suppose you need create Quote firts with whole price</tt><tt>
12 </tt><tt>Million and define paymnet condition (monthy) inside
this offer.<br>
After this you can create Sales Order for 1 Miliion monthly
paymen.<br>
<br>
Or you can create Sales Order with 12 </tt><tt>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.<br>
<br>
I think you can use current functionality, but you need define
needs and setup processes (that's what we are doing with Vtiger
;-) <br>
<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 10. 9. 2020 o 6:40 nilay khatri
napísal(a):<br>
</div>
<blockquote type="cite">
<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" target="_blank">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>
</div>
<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>
<br>
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