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.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, 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 caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.
For more information on Sage X3 Integration and Services, please contact us at firstname.lastname@example.org, We would like to hear from you.