Financial reserves counted on Quote

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Posted on by JC-02071320-0

Hello, we are trying to solve a topic, with Reserve/Contingency calculation during the Quote preparation.

We want to enter some percentage of the Project Price (e.g. for Unpaid changes, Warranty claims) which will be calculated as a part of the Quote. Where this should be entered - on Quote level, QL or QLD level? Calculated from Cost or Sale price of the Project? Margin should be calculated also for reserves, or reserves should be excluded from the Margin calculation? How can be Reserves later on used and draw during the project delivery?

Thanks in advance.

Jiri