Skip to Content
0
Oct 29, 2019 at 01:50 AM

Assembly process In conjunction with CPM Bid and master project

170 Views

Hi,

My client wanted to keep Assembly process and implement CPM for managing bid estimates to customers, status trends , check list, milestones, creating risk register and change management.

-An Opportunity is created in Sales Force ?
-Create a Master project
-Create & send bid estimate to customer?
-When the bid is accepted , bypass the quotation and create an order from CPM(system will open a new session & takes you to Order master data screen for creation).Ideally , if assembly process is configured , a project must be created when the sales order is saved. Is this a possibility ?
or Do I have to assign the Objects such as order and project manually in CPM workspace ?