What was built
Advertising sales do not fit a standard CRM. A deal is not one amount, it is a set of positions booked into specific issues of specific titles, each consuming limited physical or online capacity on a fixed publication date. This project models that in HubSpot and runs the whole order process on it, replacing MediaSuite and the spreadsheets around it.
| Area | Description |
|---|---|
| Object model | Custom objects for Medien (2-203030315), Erscheinungstermine (2-203030324), Kapazität (2-203030335), Beleg/Ausgabe (2-203030342), Auftragspositionen (2-146319671), and BMD-Rechnungen (2-255131908) |
Capacity generator (kv-admin) |
Web UI (kv.metawork.studio) that turns a new Erscheinungstermin into its capacity records, associations, and MobileForce Inventory__c records |
| Coded quote templates | Five templates on a custom HubSpot child theme covering Angebot, Auftrag, Storno, Verschiebung, and Teil-Gutschrift, driven by kv_aktion on the deal |
| Storno & Verschiebung | Cancellations and postponements of already-invoiced positions become separate Gutschrift/Storno flows with automatic capacity release and BMD XML handover |
| Invoicing (BMD 2.0) | Order and subscription data pushed onward into BMD via SharePoint XML (to-BMD) and reconciled back onto kv_bmd_rechnung (from-BMD) |
| MediaSuite migration | Objects, products, publication dates, capacities, historical deals, and subscriptions imported and reconciled against MediaSuite |
| MobileForce CPQ | Real-time product, pricebook (AT/DE, 2026/2027), tax/Werbeabgabe, and capacity inventory integration |
Tech stack
| Technology | Role |
|---|---|
| HubSpot | Custom objects, coded quote templates, 13 core workflows, deals |
| MobileForce CPQ | Quote configuration, AT/DE pricebooks, tax & Werbeabgabe rules, capacity reservation |
kv-admin / MetaClaw |
Admin UI (kv.metawork.studio), capacity & ET generator, MBF sync, BMD XML gateway |
| BMD NTCS | Accounting system receiving order XMLs and returning invoice XMLs + PDFs via SharePoint |
| Shopware | Article & subscription sync |
Documentation & Handover (Phase 9)
- System Documentation (Data Model, Workflows, MobileForce CPQ & Product Guide):
specs/KV_Systemdokumentation_Datenmodell_Workflows_MBF.md(KHBSRO-58,KHBSRO-60) - E2E CPQ & Lifecycle Test Plan:
specs/KHBSRO-57_E2E_CPQ_Test_Plan.md(KHBSRO-57,KHBSRO-279) - Architecture & Domain Specs:
specs/KV - Soll-Design.mdspecs/KV - Status-Field Model (KHBSRO-152).md.md)specs/KV - Storno Verschiebung Statusmodell.mdspecs/KHBSRO-50-beleg-delivery.mdspecs/KHBSRO-233-mbf-reopen-lock.mdquote-templates/ARCHITECTURE.md
- Google Drive
Recently touched
- 2026-10-31 BMD-Integration · Anzeigen-Rechnung (Order 2.0 XML) In Progress
- 2026-10-31 Order 2.0 outbound — build + push (kv_aktion=abrechnen) In Progress
- 2026-10-30 Abo recurring invoicing (per billing cycle, next-billing-date driven) In Progress
- 2026-10-30 EXTRAPAID · 2027 setup & self-service tooling (separate invoice) Open
- 2026-10-30 Final MediaSuite migration: full dump, cent-exact check of the Jan-15 import, delta import, straighten pre-15.01 stock In Progress
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