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Retain Resources/Rates/Resource surcharge- all assigned resources in the original order will be assigned in the new orders. You can select to also copy the rates and surcharges.
When copying resources and not ticking “Retain rates”, the tasks’ tasks rate in the new orders will be set to “Task rate not currently set”.
When recalculating tasks with “Rate not currently set” a rate will be applied (if a compatible preset rate is available).
When completing tasks that are set to “Task rate not currently set”, the system will auto recalculate them when completed and a rate will be applied (if a compatible preset rate is available)
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Note: Any of the “Retain options” switches in the “Copy order” page can be set to be switched on as a system default when navigating to the page. |
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Order creation- by Import from Excel
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To create orders using only some of the products in the workflow template (product selection), click the green arrow button of the required product to disable the product. The disabled product will not be added to the order.
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Finally, the pricing validation page.
After clicking “Apply pricing” and all import lines are created into orders, click “Close” to go back to the orders page.
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