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D-Tools System Integrator Ideas Portal
Status Under consideration
Created by Eric Kalpakoff
Created on Sep 22, 2026

Convert project items to Allowance Items

Customer Description

We need a way to take a BOM item and 'convert' it to be part of an existing allowance. We keep running into issues where an item should have been added to a misc. budget as part of an internal change order and instead was not. The ICO was approved and POs generated. We don't want to wipe the ordering information, but do need to move the item out of gen pop and into solitary confinement LOL for project cost purposes.

Flow

Add new function under Assign for 'To Allowance". This would only be active for items that were approved on Internal Change Orders. User would then be prompted to select Allowance in the project. If item had previously been marked as non-billable, we will prompt user whether or not to keep as non-billable. If they choose yes, only the cost of the item will be applied to the Allowance (for either balancing against set cost or adding to the cost if "Use Cost from Items" is true). If they choose no then both cost and price will be applied against the balance of the allowance.


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