Question: Why can‘t I create a second Budget document before I approve the current one? Answer: Since budget revisions, forecasts and period distributions depend on the prior state when the
Question: Why can‘t I create a second Budget document before I approve the current one? Answer: Since budget revisions, forecasts and period distributions depend on the prior state when the
Summary: Spitfire‘s templates created in Microsoft Word offer the ability to dynamically compute new values based on existing data in the document. The WordTemplateConfig rules (KBA-01323) and Nested Bookmarks (KBA-01348) can
Question: I notice a Contract For field that is automatically populated on the Project Summary form of the SOV workbook. Where does it get its information from? Answer: You can
Summary: The Bid Package document can be considered a ‘wrapper‘ used to create a set of RFQ documents. Each RFQ should contain exactly the same information, but with a different vendor on
Question: Where do the values in the Project WIP report come from? Answer: The values are a combination of amounts gathered from the Microsoft Dynamics SL (a.k.a. Solomon) tables, the
Question: Can I change the Source Contact on my Customer and Vendor documents? Answer: No, the Source Contact on these Doc types must be the primary company contact. For this
Problem: Can automated (predefined) Routes be created for documents based on whether or not the document has a ProjectID? Solution: Yes. When creating an predefined Route (through the Routes tool