KBA-01395: Tracking Freight and Remitted Sales Tax on CommitmentsKBA-01395: Tracking Freight and Remitted Sales Tax on Commitments

Purpose & Scope: Freight on a Commitment is often unknown at the time the Commitment is established with the subcontractor.  Providing freight items with a special Account Category and item

KBA-01393: Using the @HasData Function in Template Computed FieldsKBA-01393: Using the @HasData Function in Template Computed Fields

Summary: Spitfire‘s templates created in Microsoft Word offer the ability to dynamically compute new values based on existing data in the document. The WordTemplateConfig rule group (KBA-01323) and Nested Bookmarks (KBA-01348) can

KBA-01308: Controlling the Contract Line for Project Change ItemsKBA-01308: Controlling the Contract Line for Project Change Items

Question: How does Spitfire determine the Contract line for Change Items? Can I establish a default Contract line for all my Change Items? Answer: The Contract line on a Change Item

KBA-01407: Can I indicate a Role for the DocTypeConfig | HardCopyThru rule?KBA-01407: Can I indicate a Role for the DocTypeConfig | HardCopyThru rule?

Question: Can I indicate a Role for the DocTypeConfig | HardCopyThru rule? Answer: No, with one exception: the special routing Role DocEnteredBy. The HardCopyThru rule generally accepts a person as the

KBA-01088: Customizing Document Print and Routing FormatsKBA-01088: Customizing Document Print and Routing Formats

Question: How can I control the format used when a document is printed?  How can I control the format used when a document is routed via email or fax? Answer:

KBA-01465: Validation warning messages for rulesKBA-01465: Validation warning messages for rules

Question: What does the warning symbol on my rule mean? Answer: On the Rule Maintenance tool, Grid view, a warning icon means that the rule group has at least one invalid

KBA-01239: Configuring a default description for Document ItemsKBA-01239: Configuring a default description for Document Items

Question: How can I have the description of document Items automatically set by one of the Item detail fields during data entry? Answer: Use the DocTypeConfig | ItemText rule found

KBA-01423: AutoReroute does not apply a new route on my document. Why not?KBA-01423: AutoReroute does not apply a new route on my document. Why not?

Question: I set up an predefined route for my Doc type and added the DocTypeConfig |  AutoReroute rule (Rule Maintenance tool on the System Admin Dashboard), but my new document‘s route

KBA-01364: Automatic AttachmentsKBA-01364: Automatic Attachments

Question: Can I automatically attach certain files in the catalog to every new document of a certain Doc type (such as Commitment)? Answer: The following rules in the DocTypeConfig rule group

KBA-01371: Single Instance Doc TypesKBA-01371: Single Instance Doc Types

Question: Why can‘t I create a second Budget document before I approve the current one? Answer: Since budget revisions, forecasts and period distributions depend on the prior state when the