Use the margin of the classification project
- Jean-François Rioux
Analytics
When importing jobs, when selecting a project classification, this margin is used, otherwise it is that of the manufacturer configuration by default.
The feature only applies when creating a new folder on a quotation. This is also the case when merging with an existing quotation. Once this import has been carried out, the % of the margin is not adjusted: it remains as it is.
This specific margin is used and visible only in a product 'folder' (A parent folder).
This module must be activated to use the following functionality
Project Classification
In the project classification, the entry of a margin is available. It will be considered in priority when importing a job on quotations (only quotations).
When this margin is 0%, the margin from the manufacturer configuration will be considered.
Manufacturer Configuration
In the Manufacturer configuration, the default margin is used for importing a job on a quotation.
Importing a job with selection of a classification
When importing a job, the selection of a project classification is required. In the import step, the project classification has no impact. It is only when saving that it will be considered.
Only when creating a new folder - both for a new quotation and for merging with an existing quotation - the classification margin % will be assigned.
Rule
A project classification containing a % other than 0 will be assigned to the new folder. Otherwise, the margin from the manufacturer configuration applies.
Use
In a quotation, access to this margin is from a product file.
It is visible and used in the costing tab.