Copy Record option available via the extended menu – Available for Opportunity, Quote, Order, Project, Task
Pop-up window allows selection of details to be copied
New editable record opens immediately for quick access
Author: Alex Grey
Users with the appropriate permissions can now LINK or UNLINK PO Items from orders.
When an item is no longer needed on a Project or Order, an incoming PO item may be allocated to stock or another approved order.
Labor “Projected vs Actual” detailed grid accessible from Project form or Project Status Quick View
Allows quick input of ICOs to adjust labor based on need
May be directly linked to a purchase order
Appears as a transaction on the Voucher AP tab
Sections/subsections, section multiplier now available
New standard Quote/Proposal printout options