CRM 3.0
INFORMATION: we host our solution for the customers as a service. I created a product with follwing basic attributes:
- name: Hosting Service
- Product Type: Services
- Unit: month
then, a price list has been configured:
- 20$ for 1 month (associated unit)
STORY: I sign a service contract with customerA for 1 year (12 month) and 240$ (12*20$). customerA pays me 120$ as soon as the contract is signed and will pays the remain six month later. as soon asthe contract expires, I'll sign a new contract.
So, I would like to implement this case with service contract:
+ is this an appropriate way?
+ I add a contract line (product: "Hosting Service", unit: month, quantity: 12) and expect CRM to:
- use the defined price-list to calculate Total-Price.
- create 1 Invoice which will be paid partially
but apparently, I've to calculate Total-Price and also create an invoice for "Hosting Service" product manually.
If I consider this contract as a sale transaction and implement it with an order, I have to control expiration of each contract manually
It's not efficeint 