How to resolve error: “In the current stage of CRM project ‘sending a quote’ purchase cannot be carried”

By | April 21, 2021

Many of the business process works on the basis of customer relationship projects which will then continue in sale cycle. As we all know the use of this function is to manage projects, which may also be referred to as “opportunities” or other various terms. Their objective is to manage the characteristics and stages in a sales cycle.

A project is also a special location for the creation of tracking and creates quote. We can create the quotes from the project and then can continue sales order cycle from the created quote.

We can also create the back to back order from the sales order which will created from quote and projects. But while creating the back to back order sometimes we face error as “Field PJTH(project code):In the current stage of CRM project ‘sending a quote’ purchase cannot be carried” if that sales order is created from quote and respective quote is created from the project. In this blog we will see how to resolve the below error which may occurs while creating the back-to-back order from the sales order. Check below screen shot for details.

Fig: Back-To-Back order issue

First will check how to create the projects > quotes > sales order. To create the project you need to navigate to Customer relation module >> Project screen. To create the project add all the mandatory details on the project screen and click on create button to create the project. Once the project is created you can use “Quote” button to create the sales quote from that project. Kindly check below screen shot for details.

Fig: Project

Once you create the quotation you can use the “Order” button to create the order from the quote screen.

You can follow below link to know how to setup the back-To-back order in sage x3:

Back-to-back-order or Drop Shipment Setup in Sage ERP X3

Now if you faced the above mentioned error i.e. (Field PJTH(project code):In the current stage of CRM project ‘sending a quote’ purchase cannot be carried”) while creating the back to back to order then just go back to the respective project code. Open tab “before sale stages” and checked the flag of “Phase end” is selected or not if that flag is not selected then select the flag on i.e. just tick the check box. Check below screen shot for details.

Fig: Project

Save that project and then try to create back to back order again from the respective sales order. This will now allow you to create the back-to-back order from the sales order successfully.

This how the simple setting of phase end in project will helps to resolve the error which restricted the back to back order creation.

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