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YetiForceCompany / YetiForceCRM

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Need Help about Recurring Sales Orders #5261

Closed paulokruz closed 6 years ago

paulokruz commented 7 years ago

I use YetiForce Version 4.2.0 and can´t auto generate Sales ordes with Recurring Sales Orders.

Can anyone explain what steps i need to do for Recurring Sales Orders auto generate Sales orders or invoices?

What i want is to make a sale or invoice for a service or product and after 3 months auto generate another sale (invoice) .

Is this possible or Yetiforce is not ready to accomplish this behavior?

PercyP commented 7 years ago

I too am interested in this

paula-w commented 6 years ago

Using the Mapping and Workflow functionalities you can make it automatic, unfortunately, I don’t remember if it works properly on the gitdeveloper or gitstable versions, it probably needs some help from a programmer.

Financial and logistic processes require some improvements and changes that we have planned for 2018, so some of these functionalities might not yet work ideally, in these cases some help from a programmer would be needed.

Giorgos-Hellene commented 4 years ago

Hi @paula-w !

Could you tell me please why there is Periodic generation on module Recurring Sales Orders ? https://prnt.sc/qtxgd3 What is its fuctionallity ?

Thank you !

paula-w commented 4 years ago

Hi @Giorgos-Hellene This is where you specify the recurrence details for each recurring sales order.

Giorgos-Hellene commented 4 years ago

@paula-w thank you for your reply ! I have created a reccuring order manually with one click or any Workflow. Ok it works fine. But i don't understand why there is this point.

If i specify it with workflow why there is Periodic generation ?