How to: Prepare a Job Quote for Time Posting
Posting costs to a Job Quote can be controlled per Job Quote with a setting:
- Type Quoted Jobs in the Search box to open Departments/Advanced Job Management/Advanced Job Management/Quoted Job
- Select the Quoted Job for which you want to allow Time Registration, double click to open or click Edit in the ribbon.
- In the Quoted Job Card select the Invoicing tab and locate the "Allow Time Registration in Job Quotation State":
- Check the box if you allow time registration and un-check the box when you do not allow time registration.
- When this setting is on you will be able to create Resource Tasks from the Resource Planning line or from the Job Budget line when "Assignment from Budget Lines" is allowed.