Is there a way to set this up in NS in more automated manner? We have purchases in which payments are dependent on milestones. For example, if task XYZ is completed, pay 10% of the bill. If task AAA is completed, pay 25% ,etc.
k
Karina
01/31/2023, 5:03 PM
workflow? trigger it on milestone task completion and have it with Go to Record action? hard to set up though when it comes to %% I think
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Luis
01/31/2023, 5:27 PM
They are not actually linked to project task records but maybe we should?
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Karina
01/31/2023, 5:28 PM
if you care about margins - sure
Karina
01/31/2023, 5:29 PM
look into purchase into project app or smg like that, it allows you create POs/VBs directly from the projects with the classifications set on the project