Module
Setup
You can use BE-terna Professional Services with standard configurations for a wide range of processes. At the same time, you can adapt the configuration to the needs of your company or create your own configuration patterns.
As a rule, BE-terna Professional Services extends standard Business Central behavior. This means the documentation in this section focuses on the Professional Services extension rather than repeating Business Central standard functionality.
The pages in this setup area group the main configuration topics required to use BE-terna Professional Services effectively, along with additional setup options for topics such as ticketing, work orders, components, and related operational defaults.
Pages
Page
Setup
Setup and core configuration of Professional Services in Business Central.
Open
Page
Master-Data Templates
Maintain templates on resources, customers, and items and transfer them into contract-related documents.
Open
Page
Initial Data, Demo Data, and Licensing
Prepare new companies with initial or demo data and review licensing information in Professional Services.
Open
Page
Standard Pre- and Post-Texts
Standardize pre- and post-texts for document types and control how they are reused across document flows.
Open
Page
Invoice Import for Consumption-Based Billing
Configure number series, item defaults, and import options for price-list and invoice imports.
Open
Page
COP Catalog Setup
Import item data from supplier catalogs and make it available for purchasing-related processes in Professional Services.
Open
Page
Calculation Matrix
Control percentages for billing-type templates based on calculation type and periodic calculation settings.
Open