Autotask Toolkit

v 2.13.2 PROD

Kostenindicatie: Werkzaamheden Adresboek Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Koopman International BV (1031HH88)
Aangemaakt
2023-12-18
Gesloten
2023-12-22

Beschrijving

Ticket geupdate Aantal uren: 16 Aantal keer voorrijden: 0 Op basis van nacalculatie

Primary quote

Naam
#1441 — Kostenindicatie: Werkzaamheden Adresboek
Effectief vanaf
2023-12-18
Vervaldatum
2024-01-19

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 16

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2023-12-22 General Erik Gunther 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
2023-12-22 General Erik Gunther 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
2023-12-22 General Erik Gunther 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
2023-12-22 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Werkzaamheden Adresboek Total Revenue=1840 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=22-12-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-12-22 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Werkzaamheden Adresboek Total Revenue=1840 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 25-12-2023 to 22-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-19 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Werkzaamheden Adresboek Total Revenue=1840 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=25-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-18 Opportunity Update Erik Gunther New Opportunity: None, Kostenindicatie: Werkzaamheden Adresboek Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=25-12-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1840.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-12-22T00:00:00.000Z",
  "companyID": 340,
  "contactID": 30683534,
  "cost": 0.0,
  "createDate": "2023-12-18T13:07:14.277Z",
  "creatorResourceID": 29682927,
  "description": "Ticket geupdate\n\nAantal uren: 16\n\nAantal keer voorrijden: 0\n\nOp basis van nacalculatie",
  "helpNeeded": "",
  "id": 1647,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-12-22T09:34:05.143Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1840.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-12-22T00:00:00.000Z",
  "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": "2023-12-18T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Kostenindicatie: Werkzaamheden Adresboek",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}