We have a few clients that asks us to give them quotes for projects over a 6-12 month timeline. So we create a large quote, they use that to create an internal PO. Then they start sending up small projects.
We want to track the client spend against the quote to make sure they don't go over.
1) We can't "accept" the quote because that's not really a project. So we end up rejecting it - although it's actually been approved.
2) This isn't a pre-pay situation, rather it's authorization, so pre-payment doesn't make sense.
3) Other than opening up a spreadsheet, we don't know how to track this spend. Is there a way to create credits of some type credits in XTRF?
Any thoughts on how others handle this situation?
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