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Percentage field for Project Contract Line Milestones to calculate the price


For Project Contract Line Milestones you need to manually calculate the price for the milestones. In most common cases the milestones are like:

  1. 20% of the Total amount before start of the project
  2. 50% of the Total amount at the beginning of the project
  3. 30% of the Tota...

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    Category: Project Sales, Billing, Pricing and Costing (70)

    STATUS DETAILS
    New

Simplify the user experience for Project and Quote Line


Now, the steps to setup a Project the correct way is:

  1. Create Opportunity & Lines
  2. Create Quote & Lines or convert Opportunity to Quote & Lines
  3. Create a Project or copy a Project
  4. Go back to the Quote line
  5. Connect the project
  6. Import the Quote Lin...

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    0 Comments

    Category: Project Sales, Billing, Pricing and Costing (70)

    STATUS DETAILS
    New