The project number, name, start date, customer (new or existing), Project manager, job address. This import would be for historical jobs to import into SCM, not an ERP system. Some clients come on board with 200+ projects that they are still working on, so to be able to bring in those projects without having to add them one at a time would save a lot of time!
Would you mind listing the types of records and transactions you would like to migrated into Sage CM? Which ERP/Accounting products would you like to see pushing this data into Sage CM?
Hi Dave!
The project number, name, start date, customer (new or existing), Project manager, job address. This import would be for historical jobs to import into SCM, not an ERP system. Some clients come on board with 200+ projects that they are still working on, so to be able to bring in those projects without having to add them one at a time would save a lot of time!
Jo:
Would you mind listing the types of records and transactions you would like to migrated into Sage CM? Which ERP/Accounting products would you like to see pushing this data into Sage CM?