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.