Autotask Toolkit

v 2.13.2 PROD

Vendor bezet op OPI-R flow toepassen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Is op zoek naar de juiste oplossing
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2023-04-13
Gesloten
2023-05-15

Beschrijving

Het verzoek is om op de OPI-R flow ook de vendor bezet routine te implementeren. Deze is nu alleen nog op de OPI-A flow in gebruik.

Primary quote

Naam
#1247 — Vendor bezet op OPI-R flow toepassen
Effectief vanaf
2023-04-12
Vervaldatum
2023-05-31

Het verzoek is om op de OPI-R flow ook de vendor bezet routine te implementeren. Deze is nu alleen nog op de OPI-A flow in gebruik. Werkzaamheden geraamd op 6 uur totaal: - 4 uur inrichten en testen op DEV - 2 uur implementeren en testen op PROD

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 6

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2023-10-23 General David Hammel 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 David Hammel
2023-10-23 Opportunity Update David Hammel Opportunity: None, Vendor bezet op OPI-R flow toepassen Total Revenue=690 Probability=25% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=31-05-2023 Opportunity Owner=Hammel, David Status=Implemented
2023-10-23 Opportunity Update David Hammel Opportunity: None, Vendor bezet op OPI-R flow toepassen Total Revenue=690 Probability=25% Sales Stage=Stage 5 Closed - WON Projected Close Date=31-05-2023 Opportunity Owner=Hammel, David Changed Status from Closed to Implemented
2023-05-15 General David Hammel 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)orStandaard (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 David Hammel
2023-05-15 General David Hammel 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)orStandaard (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 David Hammel
2023-05-15 Opportunity Update David Hammel Closed Date: 15-05-2023 00:00 Notified: Subject: Closed Opportunity for Acolad Netherlands B.V. (1181KK121) Body:
2023-05-04 Opportunity Update David Hammel EXTERNAL APPROVAL RESPONSE: APPROVED Opportunity: Vendor bezet op OPI-R flow toepassen Quote: Vendor bezet op OPI-R flow toepassen Response submitted by Michael Hoogendorp from IP Address 31.161.13.108 Comments: Ik hoor graag wanneer dit opgepakt kan worden. Het lijkt erop dat dit toch redelijke invloed heeft op de dienstverlening omdat alle calls via selfservice (ook adhoc) nu niet meegenomen worden in de Skipped-flow.
2023-04-13 Opportunity Update David Hammel New Opportunity: None, Vendor bezet op OPI-R flow toepassen Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=31-05-2023 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask 
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