How to create Sales Order against a Project?

Sage X3 has a feature in which we can create Sales Quotation against a Project. This feature can be achieved by following below steps:-

Navigate to Customer relation → CRM activity → Projects.

To Create a project click on new button and enter all the required details as shown in below screen:-

One can create quotation by clicking on “Quote creation” button directly or even by the following path –

Sales → Quotes → Quotes

Enter the details as required and once the quote has been created it can be converted into Sales order either from the same screen or by going through the individual path of SO.

Please note that we can create multiple Quotations against 1 project.

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Also Read:

• How to Setup Quote Signature Management
• How to create multiple shipments by passing sales order range in Sage X3?
• Purchase Request Signature
• Setting up procurement system using Tolerance in Sage X3