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Fixed Bid - Milestone Billing
Just want to make sure that I understand how this works now:
1. Create a project
2. Create a proposal or sales order and then add the project by clicking the Refresh Line Items from Project
3. This brings in the project with the billing schedule.
IN order to make this work you need Consolidate Projects on Sales Order = Yes, True Clicked
You also need to add Billing Schedules field to line items.
IS this correct?
Also, I do not understand the Make Copy or Save As function on the Project when you cannot change the client field. Are there NS users who do the same project over and over again for the same company?