Entry for clients in the project

Hi learned people.

I'm new to projects. I'm working on the costs of the project. When I opened the clients and the Contacts tab, I enter the number of customer, but unable to get into the relationship, even if the relationship is defined in AR at the customer level.

We don't have a billing project.

Waiting for the responses of people distinguished learned project.

Noble soul.

Hello

In customers and the contact in the form of projects window, the values for the LOV relationship are derived from the pa_customer_relationships_v view which inturn is based on the research of project

'CRM PROJECT' this research is filled with the function of "Customer Relations".

To define new relationships with clients used in the projects, you must use the following navigation in responsibility for projects superuser:

The installer-> projects-> customer relations.

Customer relation ship in the oracle projects indicates the nature of the customer for example, here are the default links available:

Primary---> customer contributes to majority of payment

Secondary---> Client pays a partial payment

Unpaid---> Client participates in the project but don't contribute to any payment

Reference: Guide to implementing projects Oracle, Section "defining the project customer relations."

Kind regards

Ramassamy

Tags: Oracle Applications

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