KBA-01387: Getting the most out of Bid Packages and the Competitive Bid Workflow
Summary: The Bid Package document can be considered a ‘wrapper‘ used to create a set of RFQ documents. Each RFQ should contain…
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Knowledge Base
KBA-01402: What is the source for the values in the Project WIP report?
Question: Where do the values in the Project WIP report come from? Answer: The values are a combination of amounts…
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KBA-01413: Workflow Script Error: SET references invalid field
Question: What causes the error: SET references invalid field? What causes the error Expression references invalid table name Answer: These…
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KBA-01414: Source Contact on Customer and Vendor documents
Question: Can I change the Source Contact on my Customer and Vendor documents? Answer: No, the Source Contact on these…
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KBA-01415: Changing the default Incl for file types
Question: When I attach files to a Spitfire document, I notice that some files say Native on the Incl column, but I…
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KBA-01421: How to Configure Routes for Documents on Projects vs. Documents not on Projects
Problem: Can automated (predefined) Routes be created for documents based on whether or not the document has a ProjectID? Solution:…
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KBA-01431: Warning: Email service delayed
Question: What does the system alert Warning: Email service delayed mean? Answer: sfPMS uses a system service to send and…
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KBA-01435: Importing Contacts through the Import Utility tool
Purpose & Scope: Importing Contacts from a Microsoft Excel workbook into sfPMS is fairly simple, provided you can log on…
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KBA-01437: Using WordTemplateConfig to Define Dynamic Table Relationships
Summary: The template engine checks the WordTemplateConfig rule group for rule entries in the form table:ParentList. These entries define temporary (dynamic)…
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KBA-01448: No Application is associated with the specified file for this operation
Question: What does No Application is associated with the specified file for this operation mean? Answer: When you click on the…
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