Project & Standard Billing Schedules

Hi All,

We sell Fixed Fee implementation services, and use Billing Schedules (BS) to control agreed upon payment plan.  Accordingly we use "Standard" BS types (not Fixed Bid Interval or T&M).  Example.  30% down upfront, balance monthly over 5 months.

Also of note, we use BS which are done at the Header, not the Line item for SO's.

Later we use Advanced Project to set up a project for the service.    The project is then manually linked to the SO.   This DELETES THE EXISTING BILLING SHEDULE ON THE SO.....

We then go into the linked Project, and attempt to input the default BS on the Financial Tab, however this is not possible, because ....STANDARD type BS to not flow through to the Project   (only types available in project are (FixedBid Interval, FixedBid Milestone, or T&M).