Billing records from an offer are not transferred to a new contract
in progress
Birgit Pfisterer
If you create an offer with hourly rates and change the name and billing rate at the top right of the list of MA categories in the draft offer, then
When transferring the offer to a contract structure, neither the name nor the amount of the billing records created in the offer is adopted. It doesn't matter whether you create a new project from an offer or create an offer in an existing project.
This is only different if billing records already exist - then it is asked whether the “new billing records” should be transferred.
Benedikt Voigt
in progress
Arne Semmler
planned
Arne Semmler
When transferring an offer, you will be asked whether you want to transfer the billing records and from what date they should apply. Is that not working for you? Or more specifically: in which case does that not work?
K
Kathrin Tust
Arne Semmler no unfortunately this is not being queried. Our standard billing rates will then appear instead of those created in the offer.
Arne Semmler
Kathrin Tust You don't even see the blue button shown above to transfer billing records?
K
Kathrin Tust
Yes, we feel the same way.
Arne Semmler
Kathrin Tust: What exactly? I am unable to reproduce the reported misconduct. Is this the case for all offers for you or only for individual ones? It worked in my tests.