4

Change the Calling User Context of the "Import from Project Estimates" Plugins to system user

The Pluigins CreateQuoteLineDetailsFromEstimate (quote) and CreateContractLineDetailsfromEstimate (salesorder) should be run at the context of the System user. At this time it runs at the calling user who needs certain privileges. One of those is the creation of products. This is not in every Sce...

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Category: Costing, Pricing and billing (5)

STATUS DETAILS
New
1

Project Contract Milestones - Don't Lock Fields when "Not Ready for invoicing"

In version 2.4, when you create a project contract milestone it currently locks some fields on the form that I think should stay open including: 1. Milestone Name 2. Milestone Date 3. Line Amount I did the following in our environment: 1. Changed fields to not be read-only on the form 2. Se...

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Category: Costing, Pricing and billing (5)

STATUS DETAILS
New
8

Enable "Correct this invoice" for Product-based Lines

Please extend the "Correct this invoice" functionality to cover scenarios where an Invoice has been confirmed and Product-based Lines have to be corrected.

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Category: Costing, Pricing and billing (5)

STATUS DETAILS
New
12

Allow to set Actuals to "Ready/Not ready to Invoice" from Order and Project entities

Being able to set Actuals to "Ready/Not Ready to Invoice" on Order and Project (from related records) will streamline invoicing greatly and will also be a big boost to user experience. At the moment we are getting constant feedback that users do not want to perform this functionality from Actuals...

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Category: Costing, Pricing and billing (5)

STATUS DETAILS
New
9

Add "Not ready to Invoice" on Billing status option set on Actuals

I have a suggestion to improve the Billing status field on Actuals. Instead of having "N/A" as the status for "Not ready to invoice", could the team add an option with a text "Not ready to Invoice" to the option set? This would make it easier to use the field: 1. Not having a "Not ready to invoi...

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Category: Costing, Pricing and billing (5)

STATUS DETAILS
Completed