Customers

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The customer is an organization that is managed as part of factory, client and cloud administration and is usually also commercially equivalent to a customer. Customer relationship information is mapped in the account.

identification

In this info area you will find information that can be used to identify the data record. This is usually the code and the name, together with other important information.

Property	Description
debtor	Debtor of the account (customer)
Active?	Marking an account (customer) as active or inactive
Main process (Epic)	Enter the number of the main process in Jira for the customer here. This should be an EPIC. The format is "KP-#####"
Online account?	Indication of whether the customer is a cloud or on-premise customer
Hotline QM	Enter the number of the current Hotline Epic for all customers here.
Profile / Target group	Account profiles

Responsibilities

This group contains information on the persons or departments responsible for the customer account. It shows who is responsible for various aspects of customer support and administration.

Property	Description
Responsible person at the customer	Employee at the customer who takes over the administrative tasks
Sales representative (customer advisor)	The selected person serves internally as the customer manager and is available there for all matters relating to the account. In most cases, the internal and external customer manager are the same person. The term "sales representative" was chosen to be consistent with odoo.
Contact address for customers	Mailbox of the employee who looks after customers or project team mailbox

Details

This group contains detailed information about the customer account that goes beyond the basic master data. Here you will find specific attributes that are relevant for comprehensive customer support.

Property	Description
Current eTASK version	Discontinued: Current version of the installed software
Last Update	Date on which the account (customer) received the last update

Extension of standard benefits

This group includes features for the extension of standard services for customer accounts. It contains information on extension periods, conditions and relevant dates for the continuation of standard services.

Property	Description
Lead time [days]	Number of days required to check the automatic renewal of contract services before it becomes active
Offer template	Reference to a sample template for an offer, e.g. for software maintenance
Apply price increase automatically	If this box is checked, then the price valid at the time when the software maintenance or hosting is extended will be used for the customer in each billing period.
Settle list prices	Indication of whether the standard prices from the price list apply to the account
SW maintenance contract	Contractual relationship for software maintenance and cloud services.
Duration of follow-up period [months]	Number of months for which an automatic extension of contractual services is to take place
Offer for extension necessary?	Indication of whether a formal offer and a formal order are required for this account for each renewal period
Confirmation of renewal necessary?	Indication of whether a formal order confirmation is required for this account (customer) before outgoing invoices are issued and services can be rendered
New order on renewal	Order via which the services for the automatically extended follow-up period are to be processed

Users

Comments

In this section you can add and edit comments and annotations.

User overview

Clients

Specific configurations

Account master data sheet

Access data

[de]Kontrolle Anwendungen

Create sandbox licenses

Use this function to create a copy of each license assigned to the customer of this account and save it with the URL [customer code]-SB.etask.de.

Check extend offer/order

This function provides the "Extend orders/periods" button in the "Extras" menu. This checks whether there are orders for this account that can be extended and, depending on the configuration, creates new orders with items, new items in existing orders or new offers.

Update licenses

This action recalculates all license keys for the account. It is necessary if, for example, license ends or license parameters have been adjusted via mass changes or after an order with the corresponding functions has been extended.