BE-terna Project Setup on Product Documentation

Import local detail view control

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The “Import Local Detail View Control” action can be used to import a text file that defines a detail view in project documents.

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Manage licenses

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The “Manage Licenses” action takes you to the BE-terna Project License.

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Standard Import and Export

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The Import/Export action can be used to import and export large amounts of data (e.g. demo data) as a text file.

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After clicking on Interactive Import, a wizard for importing data opens.

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Initial data

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The “Initial Data” action starts the wizard for the BE-terna Project Quick Start. This wizard also starts when you set up a new client. The import of the initial data ensures that BE-terna Project is operational. Demo data can also be imported at this point.

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Export internal SKR03

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The “Export internal SKR03” action can be used to export and download the initial data of BE-terna Project in a zip file.

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General

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Most of the facilities in the General tab are part of the Business Central Standard module. The following describes the facilities that belong to BE-terna Project.

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In the list of share type origin codes, price shares are provided with the corresponding origin codes. This can be used in accounting for account determination and related evaluation.

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Project Journal Templates

A journal in Business Central causes data to be permanently stored in an entry. It is therefore a manual template for posting data. When you post the journal, the information is transferred to accounts in ledger entries and cannot be changed.

Print

Mon, 01 Jan 0001 00:00:00 +0000

In the “Print” area of the BE-terna Project setup, parameters for document forms, print preferences and Excel templates can be set.

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Document forms

In the Document Forms Overview, individual forms are defined and the corresponding data is transferred to the print layout of a document.

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Print Presets

In the print preferences, parameters can be defined that determine the behavior of a document during printing. These settings can be changed later when printing. At this point, only the default settings are defined.

References

Mon, 01 Jan 0001 00:00:00 +0000

In the BE-terna Project setup, the following areas can be set up under Related in the Documents tab: Document Types, Details, View, Configuration, Column Selection, HTML Editor Setup and Standard Long Texts.

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Document Types

In the BE-terna Project setup, the document types can be called up and edited via Related and Documents. This maps the basic document types of the system in order to be able to create specific documents from a bill of quantities.

Master data

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The following areas are available in the BE-terna Project master data setup: Units of Measure, Non-Ferrous, Translation Heading, GAEB Price Share Assignment, BE-terna Project Images, Basic Payment Plans, and Costing Item Setup.

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Units of measure

In the unit of measure setup, different versions of the units are combined with unit codes. Since different units of measure are sometimes imported into the system via the DATANORM import, this setup ensures clarity.

Calculation

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Via “Related” and “Costing”, the facilities can be called up from the calculation templates and calculation groups.

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Calculation templates

In the settings for the calculation templates, existing calculation templates can be viewed, edited and added. In addition, new calculation templates can be created. Based on these templates, project documents are created and formatted. For example, fixed items can be preset for each document or standard texts can be attached for each document.

DATANORM

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In the DATANORM area in the BE-terna Project facility, the following items are listed: Facility, discount groups, and product groups.

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Setup

After clicking on “Setup”, you will be taken to the DATANORM facility.

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Field	Explanation
Commit pro	Import-Datei: DATANORM-Datei wird bei einem Fehler nicht ins System geschrieben sondern der Import wird komplett rückgängig gemacht. Importierter Datensatz: Die Datei wird bis zum Fehler eingelesen und der Rest nicht.
Fehlende Mengeneinheiten importieren	Wenn nicht angehakt, können noch nicht in den Stammdaten hinterlegte Mengeneinheiten vor dem DATANORM-Import als Variante einer Mengeneinheit eingetragen werden. Wenn angehakt, ist dieses Vorgehen nicht verfügbar und die neue Mengeneinheit wird einem Artikel nur hinzugefügt.
Nutze Filter für Hauptwarengruppen	Wenn angehakt, ist es möglich nur einzelne Warengruppen einer DATANORM-Datei zu importieren.
Nutze Filter für Rabattgruppen	Wenn angehakt, ist es möglich nur einzelne Rabattgruppen einer DATANORM-Datei zu importieren.

Regarding the filters, it must be mentioned that if they are activated, certain discount or product groups or all of them must be selected. Otherwise, no costing items are imported.

BE-terna Project Setup on Product Documentation

Import local detail view control

Manage licenses

Standard Import and Export

Initial data

Export internal SKR03

General

Share Type Origin Codes

Project Journal Templates

Print

Document forms

Print Presets

References

Document Types

Master data

Units of measure

Calculation

Calculation templates

DATANORM

Setup