Improvement - Billing Code required in SB but not in Autotask

Required fields:

• Where in the platform do we need improvement (include feature area and tenant/page link)?

  • CREATE TICKET (any accepted quote)
    https://www.loom.com/share/5f0b74207c8b4410afaf43bc658df9e8

• What is happening (actual result)?

  • Create quote

  • quote is approved

  • create ticket

  • Billing code field is required in SB but NOT in AT for many MSPs

  • MSP needs to find quote in AT and delete the billing code field which is not required.

• What should happen instead (expected result)?

  • Create a slider option (Purchase Order/PostSale Ticket section) so MSP can choose to make this field ‘not required’ based on their PSA settings.

• Who is affected (“All Autotask clients”, “Bart from MSP Navigator”, “All admins”)?

  • All AT clients

Only required if bug is marked High or Highest priority:

• Why is this urgent?
  The customer made this request last year and it is not fixed. I cannot find the original ticket.

Please add Intercom screenshots or Loom video where it is possible!

https://www.loom.com/share/5f0b74207c8b4410afaf43bc658df9e8