Customer Asset Management

Jorg Janke
2002-09-06
2003-05-01
  • Jorg Janke

    Jorg Janke - 2002-09-06

    After Resource Management, Customer Asset Management is a popular request. Release target: 3 months.  Here in summary the requirements:

    - Maintain an Asset Register per Business Partner.
    - Examples of Assets could be Product with Serial No, Software License, Leased Asset
    - The Customer Asset needs to maintain information like release, configuration, purchase history, maintenance (change) history, expiry date
    - Ability to create recurring invoices (e.g. maintenance)
    - Search capabilities to identify certain conficurations / releases
    - Alerts if near/over expiry date
    - API for procedural "is valid customer for product" check

    Process:
    - if a customer purchased a prticular product, the customer asset is automatically created
    - alternatively, an asset can be created manually
    - If there is some change, the history is kept (change log)
    - Optionally, the status of a maintenance agreement is kept
    (Maintenance & Call Logs is separate)

    If you have any additions, comments, etc. ... we are looking for them.

     
    • Samuel Ling

      Samuel Ling - 2002-09-08

      currently, the competitive CRM should including CONTACT MANAGEMENT, OPPORTUNITY & SALES PIPELINE ANALYSIS WITH FAORCASTING FUNCTION...EVEN COVERING PROCESS & CAMPAIGN MANAGEMENT.

       
    • Vipen Mahajan

      Vipen Mahajan - 2002-09-13

      Parts of this are covered under Project Management. You can use it for different Sales cycles, like how Siebel handles "Sales Oppty".

       
    • Bernhard Buhl

      Bernhard Buhl - 2003-02-13

      Is there a new date, when those features will be released? Thanks in advance.

       
    • Carmen Sum

      Carmen Sum - 2003-04-19

      - Ability to create sales quotation to selected customers on selected assets.

       
    • Gerald Molenveld

      A. Is it an option tot generate three invoices e.g.
      33% invoicedate per 30/4
      33% invoicedate per 30/5
      34% invoicedate per 30/6
      B. With the proposition above this problem is resolved
      C. Normally with extended payment terms you don't give discounts but in the sub A solution you can enter dicount per subinvoice
      D/E/F resolved by sub invoices

       

Get latest updates about Open Source Projects, Conferences and News.

Sign up for the SourceForge newsletter:





No, thanks