<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">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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