Autotask Toolkit

v 2.13.2 PROD

3x Avaya 3755 + opladers PO 145029 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Berco (5482TK36)
Aangemaakt
2023-12-21
Gesloten
2023-12-22

Beschrijving

PO 145029 3x Avaya 3755 - 700515865 3x Avaya 375x oplader - 700515867 1x Order en verzendkosten DELIVERY/WORK ADDRESS: Berco Truck Components BV Berco 4, ind.terrein Duin 2 Unloading doors 4.4 / 4.5 Maxwellweg 1,5482 NS SCHIJNDEL The Netherlands BETALING: 14 DAGEN NETTO 2 % LEVERINGSCONDITIE: REF: ------------------------------------------------------------------------------------------------------------- ARTIKEL OMSCHRIJVING LEVERDATUM AANTAL PRIJS TOTAAL ------------------------------------------------------------------------------------------------------------- PE.0007.730 AVAYA 3755 DECT TOESTEL 22/12/23 3 STK 569,0000000 1707,00 EUR - AVAYA 3755 DECT TOESTEL PE.0007.731 AVAYA 3755 BUREAU OPLADER 22/12/23 3 STK 87,0000000 261,00 EUR - AVAYA 3755 BUREAU OPLADER ------------------------------------------------------------------------------------------------------------- TOTAALBEDRAG 1968,00 EUR

Primary quote

Naam
#1446 — 3x Avaya 3755 + opladers PO 145029
Effectief vanaf
2023-12-21
Vervaldatum
2024-01-22

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
Avaya Dect 3755 		Product 3
2 Telefonie
Oplader 3755 		Product 3
3 Professional Services
Order en verzendkosten 		Product 1

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 Opportunity Update Erik Gunther Opportunity: None, 3x Avaya 3755 + opladers PO 145029 Total Revenue=1986 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 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, 3x Avaya 3755 + opladers PO 145029 Total Revenue=1986 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=22-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-22 Opportunity Update Erik Gunther Opportunity: None, 3x Avaya 3755 + opladers PO 145029 Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=22-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-21 Opportunity Update Erik Gunther New Opportunity: None, 3x Avaya 3755 + charger Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=22-12-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1985.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-12-22T00:00:00.000Z",
  "companyID": 965,
  "contactID": 30685722,
  "cost": 0.0,
  "createDate": "2023-12-21T07:41:35.870Z",
  "creatorResourceID": 29682927,
  "description": "PO 145029\n\n3x Avaya 3755 - 700515865\n3x Avaya 375x oplader - 700515867\n1x Order en verzendkosten\n\nDELIVERY/WORK ADDRESS:\nBerco Truck Components BV\nBerco 4, ind.terrein Duin 2\nUnloading doors 4.4 / 4.5\nMaxwellweg 1,5482 NS SCHIJNDEL\nThe Netherlands\n\n\n\nBETALING: 14 DAGEN NETTO 2 % LEVERINGSCONDITIE:\nREF:\n-------------------------------------------------------------------------------------------------------------\nARTIKEL OMSCHRIJVING LEVERDATUM AANTAL PRIJS TOTAAL\n-------------------------------------------------------------------------------------------------------------\nPE.0007.730 AVAYA 3755 DECT TOESTEL 22/12/23 3 STK 569,0000000 1707,00 EUR\n- AVAYA 3755 DECT TOESTEL\nPE.0007.731 AVAYA 3755 BUREAU OPLADER 22/12/23 3 STK 87,0000000 261,00 EUR\n- AVAYA 3755 BUREAU OPLADER\n-------------------------------------------------------------------------------------------------------------\nTOTAALBEDRAG 1968,00 EUR",
  "helpNeeded": "",
  "id": 1648,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-12-22T08:27:58.053Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1985.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-12-22T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
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  "stage": 29682776,
  "startDate": "2023-12-21T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "3x Avaya 3755 + opladers PO 145029",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}