KBA-01176: Overview of the BudgetConfig RulesKBA-01176: Overview of the BudgetConfig Rules

Overview: The BudgetConfig rules control various optional behaviors of budgeting. The BudgetConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in the

KBA-01536: The ProjectTeam Rules: Advanced Team MappingKBA-01536: The ProjectTeam Rules: Advanced Team Mapping

Overview: The ProjectTeam rules use mapping from ProjectConfig | BTMapxxx rules to automatically add contacts to a project team. The ProjectTeam rule group is found in the Rules Maintenance tool

KBA-01023: Overview of the ExcludeCommonChoices RulesKBA-01023: Overview of the ExcludeCommonChoices Rules

Overview: The ExcludeCommonChoices rules indicate the Code set plus Doc type combinations that exclude common choices/items from lists. (See also KBA-01077.) The ExcludeCommonChoices rule group is found in the Rules

KBA-01100: Overview of the Alert Text RulesKBA-01100: Overview of the Alert Text Rules

Overview: The AlertText rule group is used to format text for the subject and body of Alerts, overriding the Spitfire distributed defaults.  Of course, if you create a custom Alert,

KBA-01521: Overview of the DocFormula Rule GroupKBA-01521: Overview of the DocFormula Rule Group

Overview: The advanced DocFormula rules configure the summary calculations on a document’s Detail tab. Formulas and filters follow .NET Data Expression syntax. The DocFormula rule group is found in the

KBA-01126: Overview of the DocNumbering RulesKBA-01126: Overview of the DocNumbering Rules

Overview: The DocNumbering rules specify options and characteristics for document numbering. The DocNumbering rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in

KBA-01304: Overview of the VendorConfig RulesKBA-01304: Overview of the VendorConfig Rules

Overview: The VendorConfig rules allow non-integrated sites to provide defaults for Account Category, GL Account and Subaccounts. (Integrated sites set these defaults in the accounting system and sfPMS then acquires

KBA-01530: Overview of DocCopyConfig Rule GroupKBA-01530: Overview of DocCopyConfig Rule Group

Overview: The DocCopyConfig rules control various optional behaviors when one document is copied to create another document. The DocCopyConfig rule group is found in the Rules Maintenance tool on the

KBA-01358: Overview of the WBSConfig RulesKBA-01358: Overview of the WBSConfig Rules

Overview: The WBSConfig rules control various aspects of new Cost Codes added to Microsoft Dynamics SL. The WBSConfig rule group is found in the Rules Maintenance tool on the System

KBA-01445: Overview of the ReportConfig RulesKBA-01445: Overview of the ReportConfig Rules

Overview: The ReportConfig rules allow customization of SQL Server Reporting Services (SSRS) RDL paths and provides default report parameters. The ReportConfig rule group is found in the Rules Maintenance tool