New service - Starts on the first day of a month
Create new service in Connectwise with the given quantity as units and start date as the effective datePrevious Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type NA Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 111111 Ziggo 1539295 2392028 Visio Online Plan 2 01/02/2018 28/02/2018 2 0 10.63 12.1 Service New service - Starts on during a month
Create a new service in Connectwise with the given quantity as units. the effective date will be either the start date or the first day of the month(base on "change start date to the first day of the month" setting)Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type NA Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 777777 Tesla B.V. 2447139 2447139 Nomadesk 06/02/2018 28/02/2018 1 0 7.82 7.82 Service Existing service - Starts on the first day of a month
Get status of service from Connectwise base on the start date and quantity, it will be marked as completed(will be green) due to it already exists with the same units.Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 888888 Shell Oil 1627322 2392017 Office 365 Enterprise E3 01/01/2018 31/01/2018 1 0 16.52 20 Service Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 888888 Shell Oil 1627322 2392017 Office 365 Enterprise E3 01/02/2018 28/02/2018 1 0 16.52 20 Service Existing service - Quantity changed for the entire of month
Just sending unit adjustment to Connectwise base on the new amountPrevious Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 999999 Petrobras 2676024 2392017 Office 365 Enterprise E3 01/01/2018 31/01/2018 1 0 16.52 21.59 Service Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 999999 Petrobras 2676024 2392017 Office 365 Enterprise E3 01/02/2018 28/02/2018 3 0 16.52 21.59 Service New service - With quantity change during a month
there will be 2 rows, one row for the creation of service and another row for quantity change. each will have separated actions. for first one we will create new service in Connectwise like scenario no 1. and for the other, we will send unit adjustment for that service.
note: because these actions should run in exact order, therefore we do not permit the user to execute change action first.Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type NA Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc - QTY Change during the Month 1728536 2392001 Azure Active Directory Premium P1 01/02/2018 27/02/2018 269 0 4.25 5.5 Service 333333 Trump Inc - QTY Change during the Month 1728536 2392001 Azure Active Directory Premium P1 28/02/2018 28/02/2018 270 1 4.25 5.5 Change in service qty Existing service - With quantity change during a month
Just sending unit adjustment to Connectwise base on the new amount and date of the changePrevious Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc - Existing - QTY Change 2732323 2683632 Dynamics 365 Ent Edition Cust Eng Plan - Add-On for CRM Pro (Qualified Offer) 01/01/2018 31/01/2018 2 0 33.1 48.35 Service Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc - Existing - QTY Change 2732323 2683632 Dynamics 365 Ent Edition Cust Eng Plan - Add-On for CRM Pro (Qualified Offer) 01/02/2018 14/02/2018 2 0 33.1 48.35 Service 333333 Trump Inc - Existing - QTY Change 2732323 2683632 Dynamics 365 Ent Edition Cust Eng Plan - Add-On for CRM Pro (Qualified Offer) 15/02/2018 28/02/2018 15 13 33.1 48.35 Change in service qty New charge(Usage/one-off)
Creating new charge in Connectwise with given "unit cost", "unit price", "material code", "effective date" and "is billable".
note: user can change "unit price", "effective date", "is billable" before sending to ConnectwisePrevious Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type NA Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc 2676642 2472811 Microsoft Azure Subscription 01/02/2018 28/02/2018 519.97 0 509.57 571.97 Usage(charge)/once-off Existing charge(Usage/one-off)
Get status of charge from Connectwise base on the effective date and unit cost, it will be marked as completed(will be green) due to it already exists with the same unit cost.Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 444444 Trump Inc test 1785744 2472811 Microsoft Azure Subscription 01/01/2018 31/01/2018 1064.99 0 1043.69 1171.49 Usage(charge)/once-off Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 444444 Trump Inc test 1785744 2472811 Microsoft Azure Subscription 01/02/2018 28/02/2018 1064.99 0 1043.69 1171.49 Usage(charge)/once-off New multiple charges for the same source contract
Creating every charge individually, same as scenario no 7.Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type NA Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 222222 Apple - Multiple Charge 2472811 1944435 Microsoft Azure Subscription 01/02/2018 28/02/2018 3044.73 0 2983.84 3349.20 Usage(charge)/once-off 222222 Apple - Multiple Charge 2472811 1944449 Microsoft Azure Subscription New 01/02/2018 28/02/2018 1250 0 2100.00 2900.00 Usage(charge)/once-off - Two Services from different source contracts which are mapped to the same contract-service in Connectwise
In this case, we set the row as "invalid scenario" and prevent user to post the adjustments.
New service - With more than 1 quantity change during a month
It will be the same as scenario no 5. still, all actions should be run in exact order(base on start date). and if the user wants to run action in other orders, it will be prevented.Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type NA Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 777777 Ice Save - Multiple Change during the Month 2813580 2472810 Acronis Backup and Files Cloud 01/02/2018 05/02/2018 30 0 0.13 0.13 Service 777777 Ice Save - Multiple Change during the Month 2813580 2472810 Acronis Backup and Files Cloud 06/02/2018 06/02/2018 32 2 0.13 0.13 Change in service qty 777777 Ice Save - Multiple Change during the Month 2813580 2472810 Acronis Backup and Files Cloud 07/02/2018 28/02/2018 35 3 0.13 0.13 Change in service qty Existing service - With more than 1 quantity change during a month
It will be a combination of scenario no 6 and no 11. we need to send unit adjustment to Connectwise in exact order(base on start date). main service row will be completed(green) due to existing of service with the same units.Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 121212 Havana Club - Existing - Multiple Change during the Month 1625975 2392017 Office 365 Enterprise E3 01/01/2018 31/01/2018 30 0 1.54 2.02 Service Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 121212 Havana Club - Existing - Multiple Change during the Month 1625975 2392017 Office 365 Enterprise E3 01/02/2018 10/02/2018 30 0 1.54 2.02 Service 121212 Havana Club - Existing - Multiple Change during the Month 1625975 2392017 Office 365 Enterprise E3 11/02/2018 13/02/2018 29 -1 1.54 2.02 Change in service qty 121212 Havana Club - Existing - Multiple Change during the Month 1625975 2392017 Office 365 Enterprise E3 14/02/2018 17/02/2018 31 2 1.54 2.02 Change in service qty 121212 Havana Club - Existing - Multiple Change during the Month 1625975 2392017 Office 365 Enterprise E3 18/02/2018 19/02/2018 34 3 1.54 2.02 Change in service qty 121212 Havana Club - Existing - Multiple Change during the Month 1625975 2392017 Office 365 Enterprise E3 20/02/2018 28/02/2018 24 -10 1.54 2.02 Change in service qty Existing service - Ends during a month
this means service is terminated at the given date. so we send decreasing unit adjustment to Connectwise with the given quantity to terminate that service. the effective date will be either the end date or the last day of the month(base on "change end date to the last day of the month" setting)Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc - Existing - Termination 2635756 2444008 Windows 10 Enterprise E3 01/01/2018 31/01/2018 3 0 9.91 12.76 Service Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc - Existing - Termination 2635756 2444008 Windows 10 Enterprise E3 01/02/2018 20/02/2018 3 0 9.91 12.76 Service termination New service - Ends during a month
This mean service is created in a month and also terminated during the same month. so we need to do 2 actions, first, we create that service like scenario no 1, and second, we terminate that service by sending decreasing adjustment to Connectwise like scenario no 13Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type NA Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc - Termination 2179113 2683632 Dynamics 365 Ent Edition Cust Eng Plan - Add-On for CRM Pro (Qualified Offer) 01/02/2018 15/02/2018 13 0 33.1 48.35 Service termination Existing service - With quantity change at the start of the month + ends during a month
We need to do 2 actions, first, we post unit adjustment for that service to Connectwise like scenario no 4, and second, we terminate that service by sending decreasing adjustment to Connectwise like scenario no 13Previous Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc - Existing - Termination 2635756 2444008 Windows 10 Enterprise E3 01/01/2018 31/01/2018 1 0 9.91 12.76 Service Current Month CustomerID CustomerName ContractID ProductCode ProductName StartDate EndDate Quantity Delta Cost Price Type 333333 Trump Inc - Existing - Termination 2635756 2444008 Windows 10 Enterprise E3 01/02/2018 20/02/2018 3 0 9.91 12.76 Service termination - New service - Ends on the last day of a month (and starts on the first day of the month)
In this case, we need to get data from "Accounts Modified" report from ALSO/Westcoast API to determine whether this service is terminated. the rest will be the same as scenario number 14. - Existing service - Ends on the last day of a month
In this case, we need to get data from "Accounts Modified" report from ALSO/Westcoast API to determine whether this service is terminated. the rest will be the same as scenario number 13.
The Mock File:
mock02-2018.json
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