This parameter defines if a project sales document, used to create a sales quotation, sales order or sales invoice, can be revised.


Not managed  - This is the default value for this parameter. Project sales documents cannot be revised.

Managed on demand - A project sales document can be revised and a new project sales document with an incremental revision number optionally created.

Managed automatically - A project sales document can be revised. A new project sales document with an incremental revision number is created automatically.

Level of localization/Global variable

This parameter is defined at the level Site. It belongs to Chapter TC (Common Data) and the Group PJM (Project management), The following parameters are also associated with this chapter and group :

No global variable is associated with it.

Functions impacted

The following functions are associated with this parameter :

  Projects > Projects > Sales document creation

Activity codes

The following activity codes (sorted by type) are associated with the parameter :

  PJM :  Project management

Comments

With project sales document revision numbers activated, every modification to a project sales document, however small, can create a new project sales document with an incremental revision number. For example, with this parameter set to Managed automatically, changing the quantity for a project quotation will generate a revised quote with an incremental revision number.

The full list of project sales documents is provided in the Sales document creation function (GESPSO). Revised fields, including the Revision number field (REVNUM), are highlighted.