Autotask Toolkit

v 2.13.2 PROD

Kostenindicatie: T20250728.0001 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Chane Terminal Welplaat B.V. (3197KR9)
Aangemaakt
2025-08-01
Gesloten
2025-08-15

Beschrijving

Aantal uren: 4 Aantal keer voorrijden: 1 Op basis van nacalculatie PO nr: PO-CTWE-000250 Marc is ingelicht dat de PO binnen is, hoeft geen nieuw ticket te worden.

Primary quote

Naam
#1880 — Kostenindicatie: T20250728.0001
Effectief vanaf
2025-08-14
Vervaldatum
2025-09-15

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 4
2 Voorrijdkosten (support) Cost 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2025-08-15 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-08-15 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl Initiated by Erik Gunther
2025-08-15 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; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-08-15 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20250728.0001 Total Revenue=595 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 15-08-2025 to 15-08-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-08-15 General Erik Gunther Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Set Probability To "100" Set Projected Close Date To 0 Business Day(s) from Current Time Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Erik Gunther
2025-08-15 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
2025-08-15 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20250728.0001 Total Revenue=595 Probability=25% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=20-08-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-13 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20250728.0001 Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 08-08-2025 to 20-08-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-01 Opportunity Update Erik Gunther New Opportunity: None, Kostenindicatie: T20250728.0001 Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=08-08-2025 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": 595.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-08-15T00:00:00.000Z",
  "companyID": 889,
  "contactID": 30685807,
  "cost": 0.0,
  "createDate": "2025-08-01T12:38:45.403Z",
  "creatorResourceID": 29682927,
  "description": "Aantal uren: 4\n\nAantal keer voorrijden: 1\n\nOp basis van nacalculatie\n\n\nPO nr: PO-CTWE-000250\n\nMarc is ingelicht dat de PO binnen is, hoeft geen nieuw ticket te worden.",
  "helpNeeded": "",
  "id": 2191,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-08-15T08:40:44.173Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 595.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-08-15T00:00:00.000Z",
  "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": "2025-08-01T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Kostenindicatie: T20250728.0001",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}