Michael Sharp

Hi@James Ainsworth is there a timeline attached to this please as has been in backlog for 2.5 years with quite a lot of interested customers from what I can see? I guess we are all consuming valuable custom fields unnecessarily in the shortest term for various reasons! Regards, Mike.

@James Ainsworth did this ever get developed? Has reared its head again

Thanks for the detailed reply @Gerry, really useful to have a picture of where this product fits in your portfolio. In terms of defining a contract type, this functionality exists already so wouldn’t be too much hardship for those using the product in this way to set up “Subscription Annual” and “Subscription monthly” to the contract which is likely where I will now take this. As for the bills per contract, if we could have the ability to have an “invoices/credits” section/drop down with fields against each entry being “summary, description, value, date, attachment” that should satisfy that requirement if the costs and dates were reportable at all levels I.e. across the platform, per supplier, per contract? The ability to have a minus value for credits would be needed unless changing the “type” would handle this. Financial reconciliation I do see as an Accounts system process. My query is more around general IT budget management and per month/annual expenditure which I think would be invaluable within an IT Managers own toolset. I really think you’ve got a solid product here and disappointing to hear there isn’t the demand for it given the features you’ve got so far even without a subscription to pay for its development. We’ve been a Hornbill customer for years and overlooked as thought it was just a CRM system (which it is also) but I personally think it’s main strength now is that financial management as IT Departments are constantly facing the challenge of squeezing overheads. Mike.

Thanks @AlexTumber, I guess technical hitches shelved this development then as was previously a top priority? Mike.

@AlexTumber is there scope to change this requirement? I only ask because we have some major assets (like infrastructure components) which are serviced with support contracts which I would link to the supplier but then they also act as a reseller for items like laptops which I’m not really that bothered about seeing against the supplier. Mike.

Hi, Firstly I'd like to say how much of a great job you've done on Supplier Manager. Not used it before a few weeks ago and and kicking myself for not doing! This is not too dissimilar to a post by @Stephen.whittle (below) in that we are expected to produce financial projections (for us, to our internal Finance team). Historically we have used Excel to show a per month projection however I'm finding difficulty with Supplier Manager in that it only lends itself to single payment transactions. Given subscriptions are becoming more common, do you have any suggestions on how I can make this work practically? For example I need to retain the contract start/end dates but also need to show monthly billing (preferably without creating duplicate contracts every month). These monthly costs can also be variable when considering consumption e.g. Microsoft 365 licencing costs scale in relation to licences added/removed per month. Also, is there a way to include contract value in the quick PDF report? Tagging @Gerry and @AlexTumber who were involved in the original post. Regards, Mike.

@AlexTumber I can see this was implemented but I want to link an asset to a contract, not a supplier as such to save clutter. Is this possible? Thanks, Mike.

@AlexTumber was there any traction on this? I have tried inputting names of supplier contacts from a Service Manager email and they're not coming up? Was this the intended integration? Regards, Mike.

I agree with @Frank Reay. A good example is infrastructure hardware is often purchased from a reseller/partner however they take out support contracts on behalf of the purchasing firm (i.e. us) to enable them to meet their support obligations at vendor level. Also we would like to see our Microsoft 365 CSP agreements held with CSP resellers. However under another supplier "Microsoft" we would see an additional menu called "linked contracts" where this contract is listed. Regards, Mike.

Great idea - completely agree

This is affecting us but if you move the mouse to another area of the screen and come back, it works

Thanks @AlexTumber, given the contracts are in date order, it means the active contracts could be on page 3 or 4 which isn't really practical! Mike.

I think it would be a really good feature if the "Contracts" drop down was filtered by "Active/Draft" with a tick box to include "Archived". Have drawn up a mock up of how I imagine this might work? By default, I would prefer this box to be unticked.

@Alisha why don’t you use windows task scheduler on a server to powershell an email to Hornbill and use routing rules to automatically raise the ticket you want? Mike.

I think to be fair, comparing being tagged in a cat video or being told Netflix has taken a monthly direct debit can't really be compared with service driven notifications. I think it is the duty of service managers to ensure notifications are delivered in manageable and useful to their staff to prevent overload (which I think is the solution you're trying to get to above) but the problem is if notifications come in quick succession or someone is returning from a period of leave, working in a different order (without having to click "More" each time) would be a more logical approach to clearing a backlog. Same principal as tickets where you would expect them being dealt with in "resolve by" order rather than what came in that day. Regards, Mike.

Might sound like an “out there” request and likely technical reasons why not, but I’d like to overwrite the Source field in the DB with two custom ones - Telephone and WalkUp. I’m trying to target users using these sources to queue jump to eventually push them into the portal for non urgent requests. Currently I’m just writing to a custom field to capture this info but obviously I then need to combine reports (unless I branch and custom input text based on the other standard sources). Is there a better way? Mike.

Also @nasimg let me know if you need a hand with this and I can always export a config file for you. Mike.

The best I can suggest is branching your BPMs for users in an organisation (disability requirements group) and writing the disability in a custom attribute then presenting that in the banner as a variable. I agree though, would save writing this configuration to ALL BPMs which isn’t really practical. Mike.

Thanks @Steve Giller - will make static drop downs instead! Mike.

Is it possible to set a default answer for a dynamic simple list selection? Even if having to use branches it would be good if there was a solution on this? Thanks, Mike.

@Steve Giller works perfectly thanks

Is there a way to branch a PCF by a user's site please? Regards and thanks, Mike.

I quite like how much clearer it makes it but not sure it looks very good having 5/6 font sizes on the same page!

Or this

Not sure this works very well either: