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] |
|
|
BPARTNER [BPR] |
|
|
BPCUSTOMER [BPC] |
|
|
CMARKETING [CMG] |
|
|
CONTACT [CNT] |
Contacts |
|
CONTACTCRM [AIN] |
|
|
MAILING [OMM] |
|
|
MEDIA [OMN] |
|
|
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] |
|
|
PIMPL [PIM] |
Project link |
|
SALESREP [REP] |
|
|
SERREQUEST [SRE] |
|
|
SQUOTE [SQH] |
|
|
TABCUR [TCU] |
|
|
TRADESHOW [OMT] |