Financial tab

⚙ > /FlowFitTMS/#/parameters/financial

Default currency: use the drop-down menu to select a default currency.
Default tax: use the drop-down menu to select a default tax.
Start of fiscal year: use the drop-down menu to select the corresponding month.
Profit margin: Choose below which percentage your projects can be classified as profitable.
Use estimated external cost as actual external cost: Ticking this option helps evaluate final external costs based on their estimates.

⚙ > Administration > System parameters > Financial > Provider Purchase Orders

⚙ > /FlowFitTMS/#/parameters/financial

Purchase order number naming convention:

· Available tags/delimiters

o %YYYY%

o %YY%

o %MM%

o %DD%

o %PROJECT_NUMBER%

o %RESOURCE_CODE%

e.g. PO-%YYYY%%MM%%DD% will generate PO-20190107-XXX

Naming Pattern – use the various keys to determine how you want the POs to be identified.
·        Available tags/delimiters:
o   %YYYY%
o   %YY%
o   %MM%
o   %DD%
o   %PROJECT_NUMBER%
o   %RESOURCE_CODE%

e.g. PO-%YYYY%%MM%%DD% will generate PO-20190107-XXX
Auto-generate on task assignment
Checking this option will automatically create POs when tasks are assigned to External Providers.
Accept before starting task – If this option is selected, the PO must be accepted before the provider can start the task.
Default creation status – Use the drop-down menu to select a status (pending or accepted) or leave it empty. If a choice is set, the default status on the creation of a PO will be set to the selection.

⚙ > /FlowFitTMS/#/parameters/financial