Autotask Toolkit

v 2.13.2 PROD

Upgrade naar R10 op basis van subscriptions Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2023-09-07
Gesloten
2023-09-26

Beschrijving

Er is een upgrade nodig ivm een licentie uitbreiding (opportunity 1523 - https://ww16.autotask.net//Autotask/AutotaskExtend/ExecuteCommand.aspx?Code=OpenOpportunity&OpportunityID=1523 ). Deze upgrade valt qua werkzaamheden binnen het service contract mits dit binnen de service uren kan worden uitgevoerd. De bestaande licenties worden zonder extra kosten omgezet naar subscription. Omdat dit systeem dermate kritisch is, zal een deel van de upgrade wel na werktijd/op low-volume uren moeten plaatsvinden. Dit moet worden uitgezocht op basis van een presales ticket - daarop zal de definitieve quote dan worden gebaseerd.

Primary quote

Naam
#1357 — Upgrade naar R10 op basis van subscriptions
Effectief vanaf
2023-09-17
Vervaldatum
2023-10-18

Upgrade Communicatie platform - deze quote bevat de uren die buiten het contract vallen (zie PS ticket). Werkzaamheden moeten op zondag plaatsvinden op verzoek van de klant

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project op zondag (6 uur * 200%) 		Labor 12

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-10-23 Opportunity Update David Hammel Opportunity: None, Upgrade naar R10 op basis van subscriptions Total Revenue=1380 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=25-09-2023 Opportunity Owner=Hammel, David Changed Status from Closed to Implemented
2023-09-26 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 Frank Lunstroo
2023-09-26 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade naar R10 op basis van subscriptions Total Revenue=1380 Changed Probability from 25% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 28-09-2023 to 25-09-2023 Opportunity Owner=Hammel, David Changed Status from Active to Closed
2023-09-25 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) 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 David Hammel
2023-09-25 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) 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 David Hammel
2023-09-25 Opportunity Update David Hammel Opportunity: None, Upgrade naar R10 op basis van subscriptions Total Revenue=1380 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=28-09-2023 Opportunity Owner=Hammel, David Status=Active
2023-09-18 Opportunity Update David Hammel EXTERNAL APPROVAL RESPONSE: APPROVED Opportunity: Upgrade naar R10 op basis van subscriptions Quote: Upgrade naar R10 op basis van subscriptions Response submitted by Michael Hoogendorp from IP Address 31.161.13.108 Comments:
2023-09-18 Opportunity Update David Hammel Opportunity: None, Upgrade naar R10 op basis van subscriptions Total Revenue=1380 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=28-09-2023 Opportunity Owner=Hammel, David Status=Active
2023-09-07 Opportunity Update David Hammel Opportunity: None, Upgrade naar R10 op basis van subscriptions Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 2 Qualification Projected Close Date=28-09-2023 Opportunity Owner=Hammel, David Status=Active
2023-09-07 Opportunity Update David Hammel New Opportunity: None, Upgrade naar R10 op basis van subscriptions Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=28-09-2023 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1380.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-09-26T00:00:00.000Z",
  "companyID": 923,
  "contactID": 30685081,
  "cost": 780.0,
  "createDate": "2023-09-07T13:36:44.813Z",
  "creatorResourceID": 29682885,
  "description": "Er is een upgrade nodig ivm een licentie uitbreiding (opportunity 1523 -  https://ww16.autotask.net//Autotask/AutotaskExtend/ExecuteCommand.aspx?Code=OpenOpportunity&OpportunityID=1523 ). Deze upgrade valt qua werkzaamheden binnen het service contract mits dit binnen de service uren kan worden uitgevoerd. De bestaande licenties worden zonder extra kosten omgezet naar subscription.\n\nOmdat dit systeem dermate kritisch is, zal een deel van de upgrade wel na werktijd/op low-volume uren moeten plaatsvinden. Dit moet worden uitgezocht op basis van een presales ticket - daarop zal de definitieve quote dan worden gebaseerd.",
  "helpNeeded": "",
  "id": 1524,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-10-23T09:45:18.933Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 780.0,
  "onetimeRevenue": 1380.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682885,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-09-25T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2023-09-07T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Upgrade naar R10 op basis van subscriptions",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}