To take a break from moaning/ranting about documentation, I would like
to discuss my actual business case that I am trying to solve.
Artifact resells and supports the best LMSs ever built - Saba SEC and
Saba Cloud.
These are typically sold as a 3 year deal with annual payments based on
number of users.
This means that we have to track license renewals, ask for the cash, get
paid, and remit some of it to Saba.
Automating the tracking and creation of sales tasks (could be an
integration to Sugar CRM) would be nice.
Each year the fee can change based on revised number of users so there
is some manual work to be done before an invoice can be generated.
The bigger problem is administering the training and support services
that we sell.
In addition to the support that we provide for free as part of the
licenses, our clients purchase blocks of time that we use up on their
behalf as they require training or consulting services which are not
part of the license.
As we use the time, I would like to automatically e-mail them a
statement of what we used, what we did for them and how many hours are
left in their bank.
I would like to be able to do this for each transaction - e-mail is
cheap and I want the clients to know where they stand at all times.
Would be nice to turn this on and off on a per client basis. Each bank
of hours needs a party associated with it for administration in addition
to the company party used for billing and finding the bank of hours in
the UI for timekeeping, reporting, etc..
My staff needs to know whether the client has any time left as well
before doing the work.
We have an obligation to warn the client when their bank runs low so
they can work their magic with purchasing to send us more cash.
Each day, the support staff should be able to enter time spent on both
paid and unpaid (license support) work.
I would like to be able to report the cost of the free license support
for each client as well as the revenue by client for the consulting.
I am sure that many of the people in this forum understand this sort of
business but if I have been unclear about my need, please feel free to
ask questions.
Is this something that OfBiz can do OOB? Where should I look for
discussions/documentation that relates to this?
http://www.linkedin.com/groupItem?view=舧=165695뜪=member諗=5885029179249950724
is a link to the same question on LinkedIn, if you prefer to join the
discussion there.
to discuss my actual business case that I am trying to solve.
Artifact resells and supports the best LMSs ever built - Saba SEC and
Saba Cloud.
These are typically sold as a 3 year deal with annual payments based on
number of users.
This means that we have to track license renewals, ask for the cash, get
paid, and remit some of it to Saba.
Automating the tracking and creation of sales tasks (could be an
integration to Sugar CRM) would be nice.
Each year the fee can change based on revised number of users so there
is some manual work to be done before an invoice can be generated.
The bigger problem is administering the training and support services
that we sell.
In addition to the support that we provide for free as part of the
licenses, our clients purchase blocks of time that we use up on their
behalf as they require training or consulting services which are not
part of the license.
As we use the time, I would like to automatically e-mail them a
statement of what we used, what we did for them and how many hours are
left in their bank.
I would like to be able to do this for each transaction - e-mail is
cheap and I want the clients to know where they stand at all times.
Would be nice to turn this on and off on a per client basis. Each bank
of hours needs a party associated with it for administration in addition
to the company party used for billing and finding the bank of hours in
the UI for timekeeping, reporting, etc..
My staff needs to know whether the client has any time left as well
before doing the work.
We have an obligation to warn the client when their bank runs low so
they can work their magic with purchasing to send us more cash.
Each day, the support staff should be able to enter time spent on both
paid and unpaid (license support) work.
I would like to be able to report the cost of the free license support
for each client as well as the revenue by client for the consulting.
I am sure that many of the people in this forum understand this sort of
business but if I have been unclear about my need, please feel free to
ask questions.
Is this something that OfBiz can do OOB? Where should I look for
discussions/documentation that relates to this?
http://www.linkedin.com/groupItem?view=舧=165695뜪=member諗=5885029179249950724
is a link to the same question on LinkedIn, if you prefer to join the
discussion there.
