In Sage X3, version 12, as we already aware that Project module in newly introduced.Project management has the capacity for services and manufacturing sectors to manage planning and quotations, manage budgets and control costs, organize and allocate resources, and raise external documents. Sage X3 Project management provides the functionality to plan, to develop estimates and manage resources and to track projects to achieve the desired results.
Sage X3 provides this functionality wherein we can create and refer the projects in sales transactions. By default, we can not use the same for different customers if it is defined for a particular. Refer below screenshot.
For this, Navigate to: Projects > Projects > Project management
Below, the project “AO0112106000041” is created having customer “AO001”.
And by default we are not allowed to utilize the same project for another customers unlike older versions of X3. Now, if we use the same project for different customer while creating sales quote then we may receive below error regarding BP incompatibility.
To overcome this, we need to do some changes at screen level for data type of Project.
Navigate to: Development > Screen dictionary > Screens > Enter screen name (SQH1) > Go to “fields” tab -> “Project” field (PJT) -> datatype ‘PJT’ > Click on action buttons > Choose ‘parameters’.
Refer below screenshot for the same.
Here, while creating quote with reference of the project when you enter project in project field, it checks the customer referred in quote header and that of set up in projects. If both are different, it displays the incompatible error.
To overcome this, we can make “BPR” parameter values as blank. Refer below screenshot.
Save the changes and perform window validation and entry transaction validation to reflect this. The standard will now allow to use the same project for different customers.
Thus, by making parameter value blank we can allow the same project to be referred by different customers throughout the sales cycle.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
