📊 PO Value and PO Date drive the Portfolio dashboard — the contract value "acquired" and the financial year it lands in. Capture them at onboarding.
TDS auto-applied from the selected Customer master (PAN/GST → tds_rate_default). Values feed RA-bill payment calculations. GST-TDS and labour cess are worked out on each invoice's taxable value (excluding GST) and pre-filled on its first receipt; leave them blank if the client does not deduct them.
Variation orders / scope changes signed off by the client. If you attach an amendment PO, a revised BOQ Excel is mandatory — it becomes the active BOQ that future RA bills bind to.
Upload the BOQ Excel (V2 strict format) at onboarding — parsed into items and linked to this project. PDFs are accepted as reference copies but won't be parsed.
When the client pays, as named stages. Set per project — the same customer can be 30 days on one job and milestone-based on the next.
Pick Material and/or Labour and enter the % of client billing each category represents.