Questions?

They are answered by the XTRF community and our experts

0

How can automatically send POs to in house vendors only and put in cc his manager?

Ehab Elkady 2 years ago 0

How can automatically send POs to in house vendors only and put in cc his manager?

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Negative TM Savings

Monika 2 years ago updated by Thijs Senten 2 years ago 1

Hello! Does anybody know what does it mean if I see in XTRF negative TM Savings? 

I am not sure how to explain that :)

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Is there an automatic way for the vendor to confirm project acceptance?

fkotsi 2 years ago updated by Thijs Senten 2 years ago 1
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Answered

Classic to Smart Quotes/Projects

Heidi 3 years ago updated by Bartosz Gumuła (XTRF Solution Architect) 3 years ago 3

Quick question... I vaguely recall reading/seeing somewhere that XTRF will removed classic quotes/projects altogether and basically force us to use smart quotes/projects. Can anyone confirm/deny that?

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XTRF continually archives old canceled projects...

mark 3 years ago updated 3 years ago 1

Something that I just realized. We frequently clean up the archived quotes and project files on our server. I've noticed that we have a lot of old projects that keep getting re-archived. For awhile I've assumed that it was because PMs were opening and adjusting these files. But I decided to look into it and it turns out that XTRF seems to continually re-archive old canceled projects if there is still an open ("Started") job in the workflow. (This is for Smart Projects, I haven't checked for Classic).

I'm going to start informing our PMs that to cancel your project you also need to make sure all jobs are canceled as well. Has anyone seen this? Is there a reason for this that I don't see or is this a bug/fluke?

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Answered

Upload updated files on a Sent quote (Smart view)

Good morning,

I've deleted the files uploaded to a quote because the client sent updated ones. But once deleted the old files I cannot upload the new ones. The Add files button is deactivated. How can I upload the new files?

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How much does it cost for the customization team to create a credit note template?

Chris 3 years ago updated 3 years ago 2
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How do I set TM rates for different matches for our client invoice?

Chris 3 years ago updated 3 years ago 2

We are pretty new to XTRF. How do we set up different rates for different matches for our client invoice? 

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Workflow Directories: select all files function (folder/file structure)

Monika 3 years ago updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 3 years ago 1

Hello, I would like to know if there is a way of multiple files selection, in the Workflow Directories?

If we have multiple files in the Task, and we need to remove them, is there a way to select them all, instead of selecting every file separately?

Regards,

Monika

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