As we know, sage X3 v12 provides number of new features. One of them is the Project module which is completely new in v12.
This Projects function is used to manage the elements often denominated under different terms : Business, Projects, Opportunities. These translate to the same basic concept. Their objective is to manage the characteristics and stages in a sales cycle.
We can say this is the extension to “Projects” from Customer relation module in older versions of X3. This new module involves new elements along with older ones in “Project Management” such as financial status, revenues, assigned employees details etc.
However, the sequence number parameter for Projects is different in older versions and v12. In older versions it is “OPP” but for v12 you need to setup sequence number for project in parameter “PJM”.
In older versions, the sequence number gets generated based on the OPP parameter defined under module CRM activities > Projects as shown above. However, in v12, though there is an existing setup similar to older versions for Projects. There is a new setup for module Common data > Projects > PJM. This is the working parameter for project sequence number generation.
So, you can setup PJM parameter as per your desired criteria to set sequence number for Projects both in Customer relation module and Project module. Navigate to: Setup > Parameters > Structures > Select parameter PJM. You can change the format of sequence number, here.
If you need to change format of sequence number for Projects in v12, you need to change setup of parameter PJM and not OPP.
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.
