Generating the schedule of lines

DMF

020211 SALES QUOTATIONS SCHEDULE

Important

If the quotation contains costs, the schedule for the lines cannot be generated. Instead, the schedule must be generated for the costs (see Generating schedules items for the Labor costs).

Prerequisites:

  • The quotation must be in the Draft or Validated state.
  • On-going modifications on the quotation must be saved.

Note

In the following cases, the function can be used but the scheduled item will not be generated for the corresponding line:

  • The Scheduled box is checked on the line.
  • The PLG_PRESTA_GENERE management rule is disabled and the line’s Billing method is Service.
  • The CC_PLG_RES_LIG management rule is enabled and the line does not contain a specified Resource.
  • The CC_PLG_RES_LIG management rule is disabled and the sold product record sheet of the line does not contain a specified Resource.
  • The line’s project has associated resources, but the resource of the scheduled item is not part of them.

To generate the schedule:

  • from a selection of lines: select the desired lines, then click on at the top right of the lines > Generate schedule.
  • from all the lines of the quotation: click on at the top of the quotation screen then on Generate schedule.

The schedule is generated.

The Scheduled box is automatically checked on the lines for which a scheduled item has been successfully generated. If needed, this box can be unchecked on the desired lines in order to regenerate the schedule for those lines.

Note

If the CC_PLG_RES_LIG management rule is enabled, the generated scheduled items are assigned to the line’s Resource. If the management rule is disabled, the generated scheduled items are assigned to the Resource of the sold product record sheet.