Projects - Implementation

Prerequisites

Activity codes

The following activity codes (sorted by type) may 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 may 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. They must be populated if necessary :

  Miscellaneous table number 400 : Project step

  Miscellaneous table number 418 : Competitors

  Miscellaneous table number 419 : Customer-service step reason

  Miscellaneous table number 420 : After-sales step reason

  Miscellaneous table number 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