KBA-01192: Overview of the CustomerBlock rules
Overview: The CustomerBlock rules provide a warning or blocking message based on customer status. If the customer’s status matches one…
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Knowledge Base
KBA-01200: Overview of the ComplianceConfig Rules
Overview: The ComplianceConfig (formerly ComplianceNotificationText) rules provide the text for the introduction, notification and action paragraphs on the Compliance Notification…
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KBA-01228: Overview of the ProjectKPIFormulas Rule; KPI Formulas
Overview: The ProjectKPIFormulas rules define computations for the Key Performance Indicators (KPI) part of the Project Dashboard. These are advanced…
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KBA-01116: Public and Private Contacts; the PrivateContact Rules
Question: How do I make some Contacts private so they are not visible in a lookup? Answer: You can make…
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KBA-01184: Overview of the LienWaiverTemplate Rules
Overview: The LienWaiverTemplate rules control the lien waiver template file (Microsoft Word file) that is applied when a Commitment/Subcontract is Committed….
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KBA-01189: Overview of the ItemBudgetRevenue Rules
Overview: The ItemBudgetRevenue rules control the revenue entry on the Budget Entry for a Change Item. The rules are the…
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KBA-01440: Overview of the PostExpense/Revenue At Status Rules
Overview: The PostExpensesAtStatus rules configure the system to automatically post Budget Revisions for Change Order expenses, based upon document status…
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KBA-01441: Overview of the EnableManualCloseAtStatus rules
Overview: The EnableManualCloseAtStatus rules indicate the DocStatus code(s) that allow users to manually close a document (of the specified Doc…
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KBA-01443: Overview of the DocItemStatus… rules
Summary: The Rules Maintenance Tool on the System Admin Dashboard includes a couple of rule groups that help the system…
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KBA-01444: Overview of the RecurIncrement Rules
Overview: The RecurIncrement rules convert Recur codes (from the Code Maintenance tool) into three numbers defining the recurrence rate (in…
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