Autotask Toolkit

v 2.21.0 PROD

Test OPP voor uren budget Implemented

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Status
Implemented
Stage
Stage 5 Closed - WON
Win reason
–
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2022-03-08
Gesloten
2022-03-08

Beschrijving

Dit is een test opportunity voor het uitwerken van de uren budgetering op een project

Primary quote

Naam
#908 — Test OPP voor uren budget
Effectief vanaf
2022-03-07
Vervaldatum
2022-04-08

Dit is de quote beschrijving, deze wordt gebruikt alleen op interne Quotes (OB)

Eenmalige items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 8 € 125,00 € 1.000,00
2 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 20 € 115,00 € 2.300,00
3 Telefonie
PABX 		Product 1 € 3.500,00 € 3.500,00
Subtotaal € 6.800,00

Overig periodiek (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
SLA per jaar, voor drie jaar 		Product 3 € 5.000,00 € 15.000,00
Subtotaal € 15.000,00
Totaal offerte (excl. BTW) € 21.800,00

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2022-03-08 Opportunity Update David Hammel Opportunity: None, Test OPP voor uren budget Total Revenue=8050 Probability=25% Sales Stage=Stage 5 Closed - WON Projected Close Date=11-03-2022 Opportunity Owner=Hammel, David Changed Status from Active to Closed
2022-03-08 General David Hammel 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 David Hammel
2022-03-08 General David Hammel 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 David Hammel
2022-03-08 Opportunity Update David Hammel Opportunity: None, Test OPP voor uren budget Total Revenue=8050 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=11-03-2022 Opportunity Owner=Hammel, David Status=Active
2022-03-08 Opportunity Update David Hammel New Opportunity: None, Test OPP voor uren budget Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=11-03-2022 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 8050.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-03-08T00:00:00.000Z",
  "companyID": 267,
  "contactID": null,
  "cost": 4195.0,
  "createDate": "2022-03-08T13:52:27.490Z",
  "creatorResourceID": 29682885,
  "description": "Dit is een test opportunity voor het uitwerken van de uren budgetering op een project",
  "helpNeeded": "",
  "id": 998,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-03-08T14:33:49.473Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 3320.0,
  "onetimeRevenue": 6800.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682885,
  "primaryCompetitor": null,
  "probability": 25,
  "productID": 2,
  "projectedCloseDate": "2022-03-11T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": 26,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682774,
  "startDate": "2022-03-08T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Test OPP voor uren budget",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 10500.0,
  "yearlyRevenue": 15000.0
}