[Vtigercrm-developers] Service Contracts

Sreenivas Kanumuru svk at vtiger.com
Thu Nov 13 19:56:36 PST 2008

Hi Asha,

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.


On Fri, Nov 14, 2008 at 3:20 AM, Asha <asha at vtiger.com> wrote:

> Hi Sreenivas,
> I am not sure if the following line was by mistake or intended :-
> To support Recurring invoices, we plan to add a new section in the Sales
> Order to capture
> -> Did you really mean that we will capture this information in Sales Order
> or you actually meant Invoice?
> On 11/13/08, Sreenivas Kanumuru <svk at vtiger.com> wrote:
>> Hi vtigers,
>> 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:
>>    - 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
>>       - Start and End period
>>       - Frequency (yearly, monthly)
>>       - 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.
>>    - associated with *Account*
>>       - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total
>>       Units, Available Units*.  (ex: our Level 2 Support for small client
>>       is restricted to 4 tickets)
>>       - is linked to Trouble ticket module. Each trouble ticket closed
>>       should automatically decrement the counter or the available hours.
>>       - alert the client when limit is getting close.
>>       - We can provide a button for each service line item in an invoice
>>       to create a  service contract.
>> Before moving ahead, we would like to hear from you.
>>    - Is Service contracts module useful?
>>    - Do you have any suggestions to improve upon the above defined
>>    capability in Service Contracts?
>> 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.
>> Please share your feedback.
>> thanks,
>>  Sreenivas
>> _______________________________________________
>> Reach hundreds of potential candidates - http://jobs.vtiger.com
> --
> Regards,
> Asha
> vtiger Team
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com
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