This feature allows SalesAutomation users to see the Default Cost on recurring invoice items as defined in SedonaOffice. It is read-only in SalesAutomation and does not set any other fields. It should be used for reference when setting the recurring cost for the item.
Technical Information
To start, the default cost must be specified in SedonaOffice. This is the only place that this can be set.
Once this is done, the Items must be Sync'ed from SedonaOffice into Sales Automation. This is done through the Setup menu.
The Default Cost from SedonaOffice will then appear when Adding/Editing an RMR item on a Proposal or Sales Package Edit screen.
Installation
No special installation is needed. Just SalesAutomation and a linked SedonaOffice through SedonaCloud for the full functionality.
Configuration
Viewing Default Cost will be a user Security Permission per user in SalesAutomation setup. The cost will only show if the Job Type used has 'Zero Part Price' not checked. The only cost/price that is not defaulting is for the Labor Item.
Integration
Requires SedonaCloud integration connected to a SedonaOffice dB.
