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How to "Include in fixed line" on Service Quotation?

  • 25 July 2022
  • 1 reply
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Hello community,

I would like to show only a global price of all the resources and material of a work task on a service quotation. I belive this should be possible as there is a Field “Include in Fixed Line” (see below) but I do not know how to set it to Yes as it is not editable on the Other demabds tab.

How can I do that?

Thank you !

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Best answer by Thilini Kumarasinghe 25 July 2022, 18:48

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Userlevel 7
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Hi,

 

Kinldy check below 2 options to set “Included in Fixed Line” = Yes.

 

Option 1:

Set the “Estimate” option in Work order level to “No”.

 

Option 2:

Use an invoice rule.

 

Best Regards,

Thilini

 

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