Thank you Patrick the integration is extensive - our JM tool generates all Project/SalesOrder/Billing/Purchase requests via the API. Very little is created directly in NS - the finance team will manage it once created. So its pretty critical to the process. Hence my nervousness of not being able to test in the Live…

You are a legend Patrick! My finance colleague Paul is implementing this in our sandbox to test fully - fingers crossed. Will let you know how it goes Thank you so much! Z

Hi Patrick thanks for your response. So I have discussed our options with our finance team. The data to drive this will come from a proprietary system we run for job management. So the percentages will come in via an API. the choices we have are: we will create a number of SO's under a project and dictate the percent…