Whenever a project in the ATS Pipeline in HubSpot reaches the ‘Sunrise’ stage, it will create a project in Project Sunrise to manage the ATS installation. Generally, the process involves the following task groups.
If you want to look at every step in a flow chart, check out the Miro board here!
In order to create a truck roll project in Sunrise, move a ticket in the ATS Pipeline to the ‘Sunrise’ status. This will kick off the integration that will create a service project for this ticket.
This will create an ATS project in Sunrise! An ATS project will look like this:
<aside> 💡 Troubleshooting Tip - If you have any issues generating tasks for a Sunrise Service project, go to the Details > Scope section and make sure the fields look correct. There is an ‘Is ATS’ field that should be marked Yes for projects to generate the ATS tasks. If a project is generated without tasks, it is probably because this field does not have the correct value. You can update the field, and you should see the tasks generate shortly!
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First, we will need some documentation about the purchase for accounting purposes. One of the things we need is a Sales Order, which is how we account for the purchase the customer is making from us in Netsuite. In order to create a Sales Order, go to the Actions tab on the Sunrise Project and choose Netsuite - Create Sales Order. Go ahead and Trigger the action, and then check off the ‘Create Sales Order’ task.
Next, click on the Upload Contract task to open the task modal. On the task, under required files, you will see a place to upload the Service Contract. Upload the file here, and then check off the Upload Contract task.