Budget Global Stop-Loss % Manager Override
When setting budget limits within JN, i.e. setting the minimum gross profit percentage and minimum net profit percentage, the setting is a global hard limit and will not allow us to save the record if we go below the minimum set within the system. While we want to maintain certain job margins there are occasional times, for whatever reason, we aren't able to stay above the limit. We still need to keep the limits in place but we need to also continue to add the line item cost to a customers job.
Rather than having it as a global hard set and not being able to input the proper cost without lowering our set limits within JN, can you provide a manager override approval so we can still keep the global stop limits in place?
Todd Hayes
shared this idea
You can set global minimum percentages for gross and net profit in the Budgets tab of your Settings.
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