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β > Administration > System parameters > Financial tab
#Article-1848607013
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β > Administration > System parameters > Financial tab
β > /FlowFitTMS/#/parameters/financial
Financial tab > Section 1 β 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.
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Financial tab > Section 2 β PROVIDER PURCHASE ORDER:
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How to configure Provider Purchase Orders general settings in FlowFit-TMS
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β > Administration > System parameters > Financial > Provider Purchase Orders
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β > /FlowFitTMS/#/parameters/financial
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Purchase order number naming convention:
Β·Β Β Β Β Β Β Β Available tags/delimiters
oΒ Β %YYYY%
oΒ Β %YY%
oΒ Β %MM%
oΒ Β %DD%
oΒ Β %PROJECT_NUMBER%
oΒ Β %RESOURCE_CODE%
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e.g. PO-%YYYY%%MM%%DD% will generate PO-20190107-XXX
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Naming Pattern β use the various keys to determine how you want the POs to be identified.
Β·Β Β Β Β Β Β Β Available tags/delimiters:oΒ Β %YYYY%
oΒ Β %YY%
oΒ Β %MM%
oΒ Β %DD%
oΒ Β %PROJECT_NUMBER%
oΒ Β %RESOURCE_CODE%
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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 β If this option is selected, the PO must be accepted before the provider can start the task.
Default creation status β 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.
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Financial tab > Section 3 β CLIENT QUOTES:
β > /FlowFitTMS/#/parameters/financial
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