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
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
Purpose & Scope: Importing Contacts from a Microsoft Excel workbook into sfPMS is fairly simple, provided you can log on to the server as an Administrator and have a System
Summary: The template engine checks the WordTemplateConfig rule group for rule entries in the form table:ParentList. These entries define temporary (dynamic) parent relationships. One table can be the parent of another