Single company CRM projects
This parameter is used by Customer relation (CRM) projects when linking a transaction with a CRM project.
Yes: This is the default value for this parameter. Transactions linked to CRM projects must be for a single company/site. That is, the sales site assigned to the selected CRM project must be defined on the same company as the sales site assigned to the transaction.
No: A linked CRM project not have to be defined on the same company as the transaction.
Level of localization/Global variable
This parameter is defined at the level Folder.It belongs to Chapter TC (Common Data) and the Group MIS (Miscellaneous),The following parameters are also associated with this chapter and group :
- CIVIL (Title)
- CNTSIT (Site contact)
- CNTSOC (Company contact)
- CODECATCLI (Customer category)
- CODEFAMCIA (Product sales group)
- CTLOPPCOD (Project code control)
- DISTYP (Type of distance)
- EMLIMPDES (Email destination)
- HISCTRDEF (History default answer)
- HISCTRQST (History question)
- LEDTYPAUT (Automatic ledger type)
- NCKNAMIND (Initials)
- PJTSNGDOC (Single-project document)
- PRDINF (Product information)
- PRORATFACT (Pro-ration factor)
- RECAPIKEY (Recruitment API key)
- RECVENID (Recruitment vendor ID)
- SAFTEXP (Path)
- SAFTPGROU (Product group)
- SEPOLL (Poll duration)
- SITFAM (Marital status)
- SSCCOMUSR1 (Communication user 1)
- SSCCOMUSR2 (Communication user 2)
- TYPDOC (Document type)
No global variable is associated with it.
Comments
This parameter only applies to CRM projects. Resource planning (PJM) projects and combined CRM/resource planning projects remain single-company.
It is not possible, therefore, to use the Project management function (GESPJM) to convert a multi-company CRM project to a combined CRM/resource planning project.