FEA098 - Set limits to volume of work provided under an agreement.
It is possible to specify a limit on jobs created under an agreement. This allows you to include a set amount of jobs under the agreement before the system will create chargeable work. It is also possible to break this down by job category.
Within an agreement, you will see the notices/limits tab. Adding a new limit allows you to select all job categories or specify job categories
You then set your maximum quantity along with the current level if jobs have already been logged for this type. The system can also be set to warn you when logging a job if you are within a set percentage of the allowed limit.
Once a limit is exceeded, the system will default to chargeable work for any further jobs logged against the agreement
Video tutorial to follow