Autotask Toolkit

v 2.21.0 PROD

Veerkarton - aanvraag 3 extra Essential licenties Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Van de Velde Packaging – Wormer (1566JN11)
Aangemaakt
2023-09-26
Gesloten
2023-09-28

Beschrijving

Vanuit het project m.b.t. de oplevering van Univerge Blue (00000981)blijkt dat er nog 3 extra medewerkers zijn die een Essential licentie nodig hebben. De licenties zijn al geactiveerd en hebben een looptijd gelijk aan de contractduur.

Primary quote

Naam
#1369 — Veerkarton - aanvraag 3 extra Essential licenties
Effectief vanaf
2023-09-25
Vervaldatum
2023-10-26

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service - Comfort SLA 3 gebruikers
uitbreiding comfort SLA 3 x 1,80 		Product 60 € 5,40 € 324,00
2 Telefonie - Connect Essential licenties
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 60 € 45,00 € 2.700,00
Subtotaal € 3.024,00
Totaal offerte (excl. BTW) € 3.024,00
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2023-09-28 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 Erik Gunther
2023-09-28 Opportunity Update Erik Gunther Opportunity: None, Veerkarton - aanvraag 3 extra Essential licenties Total Revenue=3024 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=27-09-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Implemented
2023-09-28 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 Erik Gunther
2023-09-28 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 Erik Gunther
2023-09-28 Opportunity Update Erik Gunther Opportunity: None, Veerkarton - aanvraag 3 extra Essential licenties Total Revenue=3024 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=27-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-09-26 Opportunity Update Jeroen Waldram Opportunity: None, Veerkarton - aanvraag 3 extra Essential licenties Total Revenue=3024 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=27-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-09-26 Opportunity Update Jeroen Waldram New Opportunity: None, Veerkarton - aanvraag 3 extra Essential licenties Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=27-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 3024.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-09-28T00:00:00.000Z",
  "companyID": 450,
  "contactID": 30685485,
  "cost": 0.0,
  "createDate": "2023-09-26T14:16:04.537Z",
  "creatorResourceID": 29682918,
  "description": "Vanuit het project m.b.t. de oplevering van Univerge Blue (00000981)blijkt dat er nog 3 extra medewerkers zijn die een Essential licentie nodig hebben.\nDe licenties zijn al geactiveerd en hebben een looptijd gelijk aan de contractduur.",
  "helpNeeded": "",
  "id": 1542,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-09-28T13:32:16.403Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 3024.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-09-27T00:00:00.000Z",
  "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": "2023-09-26T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Veerkarton - aanvraag 3 extra Essential licenties",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}