31st August 2024 - Job Costing Updates

Created by Paul Rainbow, Modified on Thu, 5 Sep, 2024 at 10:50 AM by Paul Rainbow

1. "To Quote" Status for Estimates checked the costings and ready for Quoting

https://odooappsbyinteracct.freshdesk.com/support/solutions/articles/51000425534


2. Change Description of Summary Product on the Quote to the Job Name

https://odooappsbyinteracct.freshdesk.com/support/solutions/articles/51000425538


3. Status to move to In Progress on Actual Cost or Committed Cost is not Zero (If Estimated, Quoted or Won)

https://odooappsbyinteracct.freshdesk.com/support/solutions/articles/51000425409


4. Job Status to move to "Estimated" when Estimate has got Costs

https://odooappsbyinteracct.freshdesk.com/support/solutions/articles/51000425418


5. Shorten Job Status Headings & Add "To Invoice"

https://odooappsbyinteracct.freshdesk.com/support/solutions/articles/51000425542


6. Lock Estimate when Approved Sales Order Related And Lost/Budget Status

https://odooappsbyinteracct.freshdesk.com/a/solutions/articles/51000427965


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