Difference between revisions of "News:Perform credit check when confirming estimate"
From Marathon Documentation
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{{News |
{{News |
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|Perform credit check when confirming estimate |
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<b>Perform credit check when confirming estimate</b> |
<b>Perform credit check when confirming estimate</b> |
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Activated with the parameters under Base registers/Med/Parameters in tab General: |
Activated with the parameters under Base registers/Med/Parameters in tab General: |
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"Include project estimate purchases" and "Include project estimate fees". |
"Include project estimate purchases" and "Include project estimate fees". |
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{{ExpandImage|esimatefeesestimatepurchases.png}} |
{{ExpandImage|esimatefeesestimatepurchases.png}} |
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The amount on the estimate is added to the WIP PRO sum and if the credit limit is passed, the estimate can not be confirmed. |
The amount on the estimate is added to the WIP PRO sum and if the credit limit is passed, the estimate can not be confirmed. |
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{{ExpandImage|crediexceeded confirm estimate.png}} |
{{ExpandImage|crediexceeded confirm estimate.png}} |
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This also requires that the parameter "Include only confirmed estimates" is checked under Base registers/Pro/Parameters/Project estimate. |
This also requires that the parameter "Include only confirmed estimates" is checked under Base registers/Pro/Parameters/Project estimate. |
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Latest revision as of 17:40, 16 January 2019
Perform credit check when confirming estimate
| Published | 2019-01-16 |
|---|---|
| Module | System |
| Version | 546 |
| Revision | 45687 |
| Case number | 1062658 |
Perform credit check when confirming estimate
Activated with the parameters under Base registers/Med/Parameters in tab General: "Include project estimate purchases" and "Include project estimate fees".
The amount on the estimate is added to the WIP PRO sum and if the credit limit is passed, the estimate can not be confirmed.
This also requires that the parameter "Include only confirmed estimates" is checked under Base registers/Pro/Parameters/Project estimate.
