Approved/un-approved service plan items in setup
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Kevin Frye
Eric Kalpakoff I want to make sure I understand your feedback. Service Plan Items are the mechanism for selling a service or deliverable on a service plan. Is this the kind of item to which you are referring? Or are you talking about Project Items (the products from a project) assigned to a service plan? And in either case, can you further define an item being approved and/or discontinued?
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Eric Kalpakoff
Kevin Frye Yeah, we have some old service plan items that I don't want to use anymore BUT have some specific customers that we still need to use these items for. Would like to 'un-approve' the items so they aren't or cannot be added without autorization or applying a special filter. Esentially I want to keep the service plan item catalog tidy but still need some of the recyclables.