Autotask Toolkit

v 2.13.2 PROD

Vervangen Router Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
NVDO (3991AP7G)
Aangemaakt
2024-08-15
Gesloten
2024-08-16

Beschrijving

Uitleveren: 1 maal Omada tl-er7212pc 4 uur engineer 1 keer voorrijden. Aangegeven dat we dit op basis van de aangeleverde informatie doen (vrij weinig) en dat we maar moeten zien hoe ver we komen. Met Ron van Array gesproken, deze geeft aan dat dit gewoon via ons gefactureerd mag worden.

Primary quote

Naam
#1625 — Vervangen Router
Effectief vanaf
2024-08-15
Vervaldatum
2024-09-16

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 4
2 Netwerk (LAN)
Omada Router
Product 1
3 Voorrijdkosten (support) Cost 1

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2024-08-16 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
2024-08-16 Opportunity Update Erik Gunther Opportunity: None, Vervangen Router Total Revenue=794 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=16-08-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-08-16 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
2024-08-16 Opportunity Update Erik Gunther Opportunity: None, Vervangen Router Total Revenue=794 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=16-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-15 Opportunity Update Erik Gunther New Opportunity: None, Vervangen Router 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": 794.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-08-16T00:00:00.000Z",
  "companyID": 1213,
  "contactID": 30686096,
  "cost": 0.0,
  "createDate": "2024-08-15T13:48:13.673Z",
  "creatorResourceID": 29682927,
  "description": "Uitleveren:\n1 maal Omada tl-er7212pc\n4 uur engineer\n1 keer voorrijden.\n\n\nAangegeven dat we dit op basis van de aangeleverde informatie doen (vrij weinig) en dat we maar moeten zien hoe ver we komen.\nMet Ron van Array gesproken, deze geeft aan dat dit gewoon via ons gefactureerd mag worden.",
  "helpNeeded": "",
  "id": 1874,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-08-16T07:24:41.087Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 794.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-08-16T00:00:00.000Z",
  "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": "2024-08-15T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Vervangen Router",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}