Autotask Toolkit

v 2.13.2 PROD

SLA Strippenkaart GVB Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
GVB Exploitatie B.V. (1043HP106)
Aangemaakt
2024-08-01
Gesloten
2024-08-26

Beschrijving

Strippenkaart tbv werkzaamheden voor het afronden van de SLA Al gemaakte kosten Aansluiting op helpdesk 3x(Jul, Aug, en Sept) is 350 per maand vanaf 01-07 totaal 1.050,00 4380,35 aan uren op completed tickets vanaf 28-06 Totaal al af te boeken :5.430,35 Stippenkaart aanbieden van 84 uur x 115 = 9.660,00 De verwachting die we nu hebben kunnen maken zou dit voldoende moeten zijn voor de maand augustus en september + gemaakte kosten Doelstelling is om in oktober de SLA rond te hebben

Primary quote

Naam
#1624 — SLA Strippenkaart GVB
Effectief vanaf
2024-08-14
Vervaldatum
2024-09-15

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 84

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2024-08-26 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Losse opdracht ready for handover - notify support team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or TPS Orderbevestiging" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Losse opdracht - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Erik Gunther
2024-08-26 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 "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" 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 flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Erik Gunther
2024-08-26 Opportunity Update Erik Gunther Opportunity: None, SLA Strippenkaart GVB Total Revenue=9660 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=23-08-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-08-26 Opportunity Update Erik Gunther Opportunity: None, SLA Strippenkaart GVB Total Revenue=9660 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=23-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-16 Opportunity Update Erik Gunther Opportunity: None, SLA Strippenkaart GVB Total Revenue=9660 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 16-08-2024 to 23-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-15 Opportunity Update Erik Gunther Opportunity: None, SLA Strippenkaart GVB Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=16-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-02 Opportunity Update Erik Gunther Opportunity: None, SLA Strippenkaart GVB Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=16-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-02 Opportunity Update Erik Gunther Opportunity: None, SLA Strippenkaart GVB Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=16-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-02 Opportunity Update Erik Gunther Opportunity: None, SLA Strippenkaart GVB Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=16-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-01 Opportunity Update Erik Gunther New Opportunity: None, SLA Strippenkaart GVB Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=16-08-2024 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": 9660.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-08-26T00:00:00.000Z",
  "companyID": 299,
  "contactID": 30686043,
  "cost": 0.0,
  "createDate": "2024-08-01T13:26:56.603Z",
  "creatorResourceID": 29682927,
  "description": "Strippenkaart tbv werkzaamheden voor het afronden van de SLA\n\nAl gemaakte kosten\nAansluiting op helpdesk 3x(Jul, Aug, en Sept) is 350 per maand vanaf 01-07 totaal 1.050,00\n4380,35 aan uren op completed tickets vanaf 28-06\n\nTotaal al af te boeken :5.430,35\n\nStippenkaart aanbieden van 84 uur x 115 = 9.660,00\n\nDe verwachting die we nu hebben kunnen maken zou dit voldoende moeten zijn voor de maand augustus en september + gemaakte kosten\nDoelstelling is om in oktober de SLA rond te hebben",
  "helpNeeded": "",
  "id": 1867,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-08-26T06:43:26.287Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 9660.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-08-23T00:00:00.000Z",
  "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": "2024-08-01T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "SLA Strippenkaart GVB",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}