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βš™ > Administration > System parameters > Financial tab

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βš™ > Administration > System parameters > Financial tab

βš™ > /FlowFitTMS/#/parameters/financial

Financial tab > Section 1 – FINANCIAL:

  1. Default currency: use the drop-down menu to select a default currency.

  2. Default tax: use the drop-down menu to select a default tax.

  3. Start of fiscal year: use the drop-down menu to select the corresponding month.

  4. Profit margin: Choose below which percentage your projects can be classified as profitable.

  5. 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 – PROVIDER PURCHASE ORDER:

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How to configure Provider Purchase Orders general settings in FlowFit-TMS

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βš™ > Administration > System parameters > Financial > Provider Purchase Orders

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βš™ > /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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  1. Naming Pattern – 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

  2. Auto-generate on task assignment
    Checking this option will automatically create POs when tasks are assigned to External Providers.

  3. Accept before starting task – If this option is selected, the PO must be accepted before the provider can start the task.

  4. 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.

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Financial tab > Section 3 – CLIENT QUOTES:

βš™ > /FlowFitTMS/#/parameters/financial

βš™ > Administration > System parameters > Financial tab - FlowFit User Documentation - Confluence (atlassian.net)

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