Name of Feature/Request: Attaching/Relating Assets to Invoices & Sales Orders
What financial, time savings, or quality of life improvements will occur from this: Have the ability to relate an asset to a Sales Order and Invoice in Striven Things to Consider: It would be great to see what asset relates to the invoice so when a customer has a question or we need to check the status of the asset for any reason, we can quickly tell what the invoice relates to.It doesn’t has to be something the customer has access to and it doesn’t need to be viewable on the printable invoice. Original Description:Example:We invoice for SSL Renewals (and a few other asset types).This is the link to the asset that includes a link to the invoice:https://APP.Striven.com/AssetManagement/CustomerAssetsBasicInfo.aspx?AssetID=84963But, if I go to the invoice, I can’t tell what the related asset is unless I search the customers assets. Link to Invoice - https://APP.Striven.com/Invoice/InvoiceInfo.aspx?InvoiceID=351562It would be great to see what asset relates to the invoice so when a customer has a question or we need to check the status of the asset for any reason, we can quickly tell what the invoice relates to.It doesn’t has to be something the customer has access to and it doesn’t need to be viewable on the printable invoice.Please let me know if you have any questions. Thanks! | Frequency: It’s for all renewable/expiring assets that we create invoices for. This includes, all customer - Contracts & Warranties Assets, SSL Assets (managed by Miles), and Domains (managed by miles). If I had to guess, I would think around 250 invoices or assets per month.
Attempted Solutions So Far: We just add a link to the asset of the invoice or sales order.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Example:We invoice for SSL Renewals (and a few other asset types).This is the link to the asset that includes a link to the invoice:https://APP.Striven.com/AssetManagement/CustomerAssetsBasicInfo.aspx?AssetID=84963But, if I go to the invoice, I can’t tell what the related asset is unless I search the customers assets. Link to Invoice - https://APP.Striven.com/Invoice/InvoiceInfo.aspx?InvoiceID=351562It would be great to see what asset relates to the invoice so when a customer has a question or we need to check the status of the asset for any reason, we can quickly tell what the invoice relates to.It doesn’t has to be something the customer has access to and it doesn’t need to be viewable on the printable invoice.Please let me know if you have any questions. Thanks! | Previously accomplished: We do not currently have a way to attach the asset to the invoice or sales order. We just add a link to the asset of the invoice or sales order. Unable to see what asset the invoice/order is for unless you search assets.
StrivenID: 2879074