Ninestars bootstrap 3 one page template

fmPilot 2.0 Quote Carryover - Quote/Invoice Integration

A functionality has been added that allows you to transfer Quoted line items onto the Invoice page by clicking the “Import Quote” button.  Quoted items will be pulled in from the Quote page with the exception of LABOR since the Labor charges will be automatically calculated based off of the IVR check in and out times. So you MUST continue to utilize the IVR to ensure Labor Charges are accurate.

 

Prerequisite: Quote must be approved and WO in PVINV status:

 

 PVINV_Quote_Carry_over.png

 

New Quote/Invoice Integration:

 

Quote_Carry_over.png

 

Quote_Carry_over__2_.png

NOTE: All Incurred line items will already carry over as with previous functionality.

If you still have questions or need assistance please click on the below button and request help from one of our training/support specialists.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request