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The Direct Bill checkbox is used for Direct Bills to your Manufacturer and Government Sales. It is a filterable field in grids and in the analysis of Orders and Projects. See Direct Bill Projects for additional information.
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Next Touch Type and Date
The Next Touch Type drop down list box and Touch Date Box is a set of tasks that a salesperson can set for themselves to keep the project moving through the process (the values in the list box are set by your administrator, if you think the values should change, see your administrator). Salespeople do not generally have action items that assign to them, so this is a way to set an action item like task for them. Next Touch information goes onto the Salesperson's Events Calendar once a Next Touch Date is set. Once set, the Next Touch can be dragged and dropped on the calendar to reschedule. You can also set the Type and Date by right clicking on a project from any grid or tree where projects are listed. See "Using Next Touch Functionality" in this manual for more information.