Autotask Toolkit

v 2.13.2 PROD

Meijburg - Aanvraag support Vodafone verhuizing Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Meijburg & Co BV (1186DS9)
Aangemaakt
2022-12-02
Gesloten
2022-12-08

Beschrijving

Akkoord ontvangen voor werkzaamheden o.b.v. nacalculatie. Documenten staan in de mappen. Gerko is op de hoogte van het project. 16 x engineering a € 115,- 1 x voorijkosten € 135,- Totaal € 1.975,00 De opdracht heeft klant inkoopnummer PO2022-0110. Graag op de factuur dit inkoopnummer vermelden, daarnaast ontvangen wij graag een urenspecificatie als bijlage bij de factuur zodat ik één en ander kan laten bevestigen bij de betrokken collega’s. Voor project graag contact opnemen met Robert Teeuw --------------------------------------------------------------------------------------------- Aanvraag via Gerko, Vodafone verbindingen moeten weer verhuizen.

Primary quote

Naam
#1111 — Meijburg - Aanvraag support Vodafone verhuizing
Effectief vanaf
2022-12-04
Vervaldatum
2023-01-05

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project
Labor 16
2 Voorrijdkosten (project) Cost 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-12-08 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2022-12-08 Opportunity Update Jeroen Waldram Opportunity: None, Meijburg - Aanvraag support Vodafone verhuizing Total Revenue=1975 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=08-12-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-12-08 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to revers@tsv-groep.nl Initiated by Jeroen Waldram
2022-12-08 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2022-12-08 Opportunity Update Jeroen Waldram Opportunity: None, Meijburg - Aanvraag support Vodafone verhuizing Total Revenue=1975 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 31-01-2023 to 08-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-05 Opportunity Update Jeroen Waldram Opportunity: None, Meijburg - Aanvraag support Vodafone verhuizing Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=31-01-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-02 Opportunity Update Jeroen Waldram New Opportunity: None, Meijburg - Aanvraag support Vodafone verhuizing Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-01-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "amount": 1975.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-12-08T00:00:00.000Z",
  "companyID": 353,
  "contactID": 30685573,
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  "createDate": "2022-12-02T15:55:04.840Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen voor werkzaamheden o.b.v. nacalculatie.\nDocumenten staan in de mappen.\nGerko is op de hoogte van het project.\n\n16 x engineering a € 115,-\n1 x voorijkosten € 135,-\nTotaal € 1.975,00\n\nDe opdracht heeft klant inkoopnummer PO2022-0110.\n\nGraag op de factuur dit inkoopnummer vermelden, daarnaast ontvangen wij graag een urenspecificatie als bijlage bij de factuur zodat ik één en ander kan laten bevestigen bij de betrokken collega’s.\n\nVoor project graag contact opnemen met Robert Teeuw\n\n---------------------------------------------------------------------------------------------\n\n\nAanvraag via Gerko, Vodafone verbindingen moeten weer verhuizen.",
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  "title": "Meijburg - Aanvraag support Vodafone verhuizing",
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