Document number: 18072

 

To assign a Project ID to a customer in Vantive you must be the Account Manager for the customer.

1. From the Vantive toolbar, select File, then Open.
   
   
2. Click on Project Information from the drop-down list.
   
   
3. A new Open Project Information window will open. Here you will need to locate the Customer for whom you want to assign a Project ID. This may be done using any of the search criteria shown in the locator box.
   
   
4. Once your search criteria is entered, click on the Search button.
   
   
5. The search should return projects according to your search criteria in the locator box. Please verify:
   • A Bill To contact is selected with the correct address.
   • A Ship To contact is selected with the correct address.
   • That your name is in the Project Account Manager field.

The Account Manager only has access to update these fields.

Since Finance uses the Project Information for invoicing, it is important to make sure that ALL your customers' projects have you associated as the AM. This becomes especially important when a customer is transitioned between AMs. Merely changing the AM on the Site Profile will NOT update the AM name on the projects.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 1999 All rights reserved.
Created: pjb 12/29/1998
Revised: jem 01/26/1999