Ideas for Acumatica

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Ability to load all details from Estimation Tab to Cost Budget when converting Project Quote to a Project

Currently when a project quote is converted to a project it sums like lines instead of loading them as seen in the estimation tab. Would like the ability to select if the lines are to be summed and if so by what ( Revenue account group, Task, cost code and or cost account group) or if that the lines are copied to the project cost budget tab as separate lines.

  • Nick Heuer
  • May 15 2020
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