| KBA-01100: AlertText | –To configure alert messages generated for various Alert types. |
| KBA-01176: BudgetConfig | –To configure defaults for budget update modes. |
| KBA-01588: CloudStorageConfig | –To configure cloud drive storage features. |
| KBA-01077: CodeSetFilterOverride, CodeSetRedirect, ExcludeCommonChoices, ItemCodeLike | –To configure pick lists for drop-down menus. |
| KBA-01661: CodeSetRedirect | –To establish the code set and Doc type combinations that should be redirected to another Doc type. |
| KBA-01200: ComplianceConfig | -To configure compliance messages generated for various compliance types. |
| KBA-01192: CustomerBlock | -To configure Warning or Blocking messages for any status. |
| KBA-01442: DocApproved, DocPending, DocStatusIsClosed, DocStatusIsInCloudStorage, DocStatusIsInPlanRoom | -To establish the purpose of Doc Status codes for various Doc types. |
| KBA-01530: DocCopyConfig | -To configure how source document data is copied to a new document. |
| KBA-01521: DocFormula | -To define computations for the Document Detail part. |
| KBA-01158: DocItemConfig | -To configure document Items. |
| KBA-01443: DocItemStatusIsApproved, DocItemStatusIsClosed, DocItemIsInCloudStorage | -To establish the purpose of Item Status codes for various Doc types. |
| KBA-01126: DocNumbering | -To configure Doc numbers. |
| KBA-01154: DocTypeConfig | -To configure numerous document options. |
| KBA-01394: EMailText | -To configure outbound and inbound email text options |
| KBA-01441: EnableManualCloseAtStatus | -To establish the Doc status codes at which the manual close UI should be enabled. |
| KBA-01023: ExcludeCommonChoices | -To establish the code set plus Doc type combinations that exclude common choices from drop-down menus. |
| KBA-01227: ExecutiveDashboard | -To configure the computations for the Executive Dashboard. |
| KBA-01265: FileCatalogConfig | -To configure behavior of the Spitfire Catalog. |
| KBA-01439: FileTypeConfig | -To configure options for files. |
| KBA-01189: ItemBudgetRevenue | -To configure how revenue is handled for budget lines. |
| KBA-01662: ItemCodeLike | -To establish the Item code set plus Doc type combinations that filter available choices based upon a named document code field. |
| KBA-01184: LienWaiverTemplate (obsolete) | |
| KBA-01517: NextDocFlow | -To configure the “Create Next Doc” feature on documents. |
| KBA-01118: NextDocStatus | -To establish the possible Status codes that can be chosen for Status code plus Doc type combinations. |
| KBA-01440: PostExpenseAtStatus, PostRevenueAtStatus | -To establish the Doc statuses that will trigger posting of expenses and revenue if not already posted. |
| KBA-01564: PresetSearch | -To configure preset (named) catalog searches. |
| KBA-01116: PrivateContact | -To configure the private/public option for Contacts. |
| KBA-01285: ProjectCAFormulas | -To configure the computations for the Project Cost Analysis Detail |
| KBA-01153: ProjectConfig | -To configure projects. |
| KBA-01228: ProjectKPIFormulas | -To configure computations for the Project KPI. |
| KBA-01536: ProjectTeam | -To configure mapping of team members based on Project Setup attributes. |
| KBA-01613: QueryConfig | -To configure and extend the data available to bookmark templates in Microsoft Word. |
| KBA-01444: RecurIncrement | -To configure the Recur code set into days, months or years. |
| KBA-01445: ReportConfig | -To configure SQL Server Reporting Services RDL paths. |
| KBA-01446: RouteApproved | -To establish the codes that classify a routing as “approved.” |
| KBA-01391: RouteConfig | -To configure routing options. |
| KBA-01518: RouteResponseIsYes | -To establish the Route Response codes that are affirmative. |
| KBA-01177: RouteWhenStatus | -To configure what happens to the remaining route when a document state changes (to closed, pending, etc.) |
| KBA-01183: SaveCustomDocExtn | -To configure stored procedures to be run during the document save transaction. |
| KBA-01369: SOVConfig | -To configure SOV options. |
| KBA-01304: VendorConfig | -To configure settings for Vendors. |
| KBA-01606: VXLConfig | -To configure options for data exchange via Microsoft Excel spreadsheets. |
| KBA-01388: WBAConfig | -To configure account category behavior and usage. |
| KBA-01358: WBSConfig | -To configure defaults for work-breakdown-structure entries. |
| KBA-01386: WhenDocClosed | -To configure document options when a document is closed. |
| KBA-01323: WordTemplateConfig | -To configure certain features in Microsoft Word templates. |
KBA-01785; Last updated: February 10, 2023 at 13:53 pm
Keywords: index of rules, rules