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Add a feature to generate a 'Job Completion Report' directly from signed proposals. This functionality will be similar to invoice creation from proposals but will apply only to Service Proposals and related invoices.
Key Requirements:
New Fields: Include additional fields in the Job Completion Report:
Job Completion Date
LPO Number
LPO Date
Observations
Actions Taken
Data Import: Import the following data from the proposal page:
Third Party
Quotation Number
Quotation Date
Total Amount (excluding Tax)
Tax Rate
Total Including Tax
Service Details Selection: Provide the option to select service descriptions, quantities, and amounts directly from the proposal.
This feature will streamline documentation and reporting, ensuring critical job completion details are accurately captured and integrated with existing data workflows.
Use case
No response
Suggested implementation
No response
Suggested steps
No response
The text was updated successfully, but these errors were encountered:
Feature Request
Add a feature to generate a 'Job Completion Report' directly from signed proposals. This functionality will be similar to invoice creation from proposals but will apply only to Service Proposals and related invoices.
Key Requirements:
New Fields: Include additional fields in the Job Completion Report:
Job Completion Date
LPO Number
LPO Date
Observations
Actions Taken
Data Import: Import the following data from the proposal page:
Third Party
Quotation Number
Quotation Date
Total Amount (excluding Tax)
Tax Rate
Total Including Tax
Service Details Selection: Provide the option to select service descriptions, quantities, and amounts directly from the proposal.
This feature will streamline documentation and reporting, ensuring critical job completion details are accurately captured and integrated with existing data workflows.
Use case
No response
Suggested implementation
No response
Suggested steps
No response
The text was updated successfully, but these errors were encountered: