Projects - Implementation
Prerequisites
Activity codes
The following activity codes (sorted by type) can have an impact on the way the function operates:
Dependent activity codes
These codes are never entered in folder management, because their value is calculated:
- KAG (Argentinean localization)
- PBDPO (Payment balance declaration)
Functional
- CCN: Concessions
- CFOM: Cash forecast management
- CSL: Consolidation
- DEB: EU exchange declaration
- EFAT: EFAT connector
- EINV: Electronic invoice
- ELINV: Electronic invoice ZAF
- EORI: EORI identification
- FCT: Factoring management
- FUP: Reminder and late payment mana
- LND: Loan management
- LTA: Local taxing
- MUL: Multi-company business partner management
- PJM: Project management
- PPT: Prospect management
- PRCSL: Pre-consolidation
Sizing
- ANA: No. of analytical dimensions
- COM: Commission categories
- REC: Customer sales reps
- SFI: Max. no. entered inv. elts
- STC: Sales statistical groups
- STR: Statistical groups Requi.
Localization
- KBE: Belgian localization
- KFR: French localization
- KIT: Italian localization
- KPO: Portuguese Localization
- KSP: Spanish localization
- KZA: South-African localization
General parameters
The following general parameters might change the way the function is working:
Sales
- SQHTYP (defined at level User): Quote type
Sequence Numbers
The sequence numbers used to number the documents managed by this function are:
- OPP: Project Opportunities
The sequence number assignment function defines the sequence number which is used.
Authorizations
This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.
As data is linked to a site, a filter per site can be activated.
Other prerequisites
Miscellaneous tables
The following miscellaneous tables are used by the function. You can edit them:
- 400: Project step
- 418: Competitors
- 419: Customer-service step reason
- 420: After-sales step reason
- 421: After-Sales steps
Tables used
The following tables are implemented by the function:
| Table | Table description |
|---|---|
| ATEXTRA [AXX] | Texts to translate |
| AUTILIS [AUS] | Users |
| BPARTNER [BPR] | Business partner |
| BPCUSTOMER [BPC] | Customers |
| CMARKETING [CMG] | Marketing campaign |
| CONTACT [CNT] | Contacts |
| CONTACTCRM [AIN] | Contact relationships |
| MAILING [OMM] | Mass mailing |
| MEDIA [OMN] | Media campaign |
| OPPOR [OPP] | Project |
| OPPORCPP [OCP] | Project competitor |
| OPPORCRM [OPPCRM] | CRM project |
| OPPORSBB [OBB] | Sub-project |
| OPPORSTA [OSA] | Project after-sales steps |
| OPPORSTB [OSB] | Project pre-sales steps |
| PHONING [OMP] | Phone campaign |
| PIMPL [PIM] | Project link |
| SALESREP [REP] | Sales rep |
| SERREQUEST [SRE] | Service requests |
| SQUOTE [SQH] | Quote header |
| TABCUR [TCU] | Currency table |
| TRADESHOW [OMT] | Professional trade shows |