Does anyone use CRM in X3 for tracking project costs? We 'went live' if you can even call it that in Feb. and have been dealing with major issues in CRM since then. We track all of our costs at the price we pay (no standard or Avg. cost) and the costs are to be tracked against the project they are bought or used against. We were set up to use CRM for this and have had nothing but problems since. We cannot add miscellaneous costs directly to the job via any method we have been shown, we cannot add labor without first calculating it outside of the system and then adding it, basically the only thing we can add directly to the jobs via the system are costs that are placed on a po and received and paid in the system at the exact same $ amount.
We have since been told that most of the consultants don't know much about this module and have not been successful at finding any help via Sage. Does anyone else use this module for project cost tracking? If so how and if not and you track cost via projects how do you do that without CRM?
Any help would be greatly appreciated.
Thanks
