Add a toggle that allows auto costs to follow chargeable days.
We often use the 'chargeable days' feature to adjust the number of day rates clients are charged for equipment, but auto costing follows the opportunity dates, so we are constantly having to adjust cost days by hand. I'd love the ability to have the costs module follow the chargeable days by default.
Thanks for taking the time to post this. This is feedback we’ve received pretty consistently since we launched automatic costing, so we’re pleased to let you know we’ve made some changes:
- When an opportunity has chargeable days turned on, we now set sub-rent cost chargeable days using the corresponding opportunity item chargeable days.
- We’ll only change sub-rent cost chargeable days when the cost chargeable days matches the original item chargeable days, so that manually adjusted days are preserved.
- When an opportunity has chargeable days turned off and pricing is locked, if you change the opportunity start or end dates then we won’t update the sub-rent cost chargeable days.
- When an opportunity has chargeable days turned off and you’ve made changes to a sub-rent cost chargeable days, if you change the opportunity start and end date then we won’t update the sub-rent cost chargeable days.
When sub-rent cost chargeable days are changed as a result of updating an opportunity or opportunity item chargeable days, we’ll let you know with a message 💬
We’re keen to hear feedback on costing and purchasing, so please do keep it coming! Start a conversation with us using the green help bubble in Current or email us at firstname.lastname@example.org.
1 commentComments are closed
Marcus Wimmer commented
yes thats cool, Dan. Iam with you!
(I didn't recognized this by now!)