Link a sales order to a task – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Link a sales order to a task

Sales order item can be linked to task only if:

  • Billing type is same in task and sales order item (fixed = fixed, all other sales order item billing types are non-billable).
  • Sales order item Price type is set as No.

Multiple sales order item’s can be linked to same task only if:

  • Sales order items valid from and until dates don’t overlap.
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