Processing with Milestones
Milestones can be established within jobs to aid in evaluating the status and timeliness of a project. Milestones do not have durations or costs associated with them.
Milestones can be used as a trigger for each sales channel.
Milestones might be included in the calculation structure for the following reasons:
- A milestone triggers the calculation for a fixed price.
- Reaching multiple milestones will release the cost for the invoice run.
In the Job Budget Calculation page, the milestones (levels) are set up on the main position in the Job Sales Milestone Triggers page (Related menu > Line > Milestone Triggers). For example, to add the milestones for a position, select the position and then open the Job Sales Milestone Triggers page.
In the Job Budget Sales page, the Sales Milestone field is used to make you aware of a referenced milestone. The milestones can also be edited and defined in the Job Sales Milestone Triggers page by choose the value in the Sales Milestone field.
The confirmation of milestones automatically starts the planning for an invoice run for the relevant sales line. Milestone completion can be confirmed by selecting the Milestone Completed check box on the Job Planning and Processing page.
Milestone confirmation can also be managed in the Job Milestones page, accessed from the Job Card by choosing Job > Milestones on the Related menu. The Process Finish Date field indicates the date that the milestone was completed.
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