Establishment and expansion on Product Documentation

BE-terna Project License

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

In the setup of the BE-terna Project license, the client’s license can be managed and viewed. In addition, the module administration per user can be called up from here.

Click to enlarge

Field	Explanation
Kundennummer	Eindeutige Kundennummer die von BE-terna dem Kunden bereitgestellt wird.
Identifikationsnummer	Wird von BE-terna generiert und dem Kunden zugespielt. Diese Nummer ist im Feld einzutragen und über den Button über “Vom Webserver aktualisieren” wird dann die Lizenz geladen. Sollte keine Internetverbindung aus Business Central heraus möglich sein, lässt sich eine Lizenzdatei über “Aus Datei importieren” einspielen.
Anzahl Module	Über das Klicken auf die Zahl im Feld Anzahl Module öffnet sich eine Übersicht zu den gebuchten Modullizenzen.
Benutzereinträge	Über das Klicken auf die Zahl im Feld Benutzereinträge gelangt man in die Liste zur Pflege der Benutzer pro Modul.
Historie	Hier sind Änderungen an Modulen ersichtlich.
Webseite	Homepage von BE-terna. Von hier aus lässt sich über das Kontaktformular ein Supportticket erstellen.
Telefonnr.	Das ist die Telefonnummer des Empfangs von BE-terna. Von hier aus kann an Ansprechpartner weitergeleitet werden.

In the overview of the booked module licenses, you can see which products are licensed and thus accessible. From here, you can assign the corresponding users to the modules by clicking on the number in the User Entries column. The number in the Number activated column shows the number of activated users.

Reason Codes

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

General reason codes

Reason codes are freely definable identifiers that companies can use to document the motives or causes for certain business transactions. They are used to better classify, evaluate and analyze bookings.

Typical uses for reason codes

Reason codes can be used in many places in Business Central, including:

Inventory postings (e.g., inventory corrections, manual repostings)
Item Booking Sheets
Sales and purchase documents
Production Bookings
Service receipts
Financial postings

Setup and function

Reason codes are maintained centrally under “Setup - Reason codes”.
They can then be specified per document line, journal line, or posting.
In the posting history (for example, item entries, inventory entries, general ledger entries), the respective reason code can be traced.
They are often used for internal analysis, tracking or to prepare evaluations (e.g. why a warehouse was withdrawn: shrinkage, theft, samples, returns, etc.).

Click to enlarge

Search Setup

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

In the setup of the search function in BE-terna Project, various parameters for the search behavior can be defined. What these are in detail and what effects they have is explained in more detail in the following for the setup wizard.

Click to enlarge

Setup Wizard

The setup wizard guides you step by step through the search setup of BE-terna Project.

Maintenance Setup

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

General

Click to enlarge

Field	Explanation
Auftragsnummernserie	Number series code for new maintenance orders.
Reparaturnummernserie	Number series code for repair orders.
Objektnummernserie	Number series code for new objects (for example, a customer company or building).
Anlagennummernserie	Number series code for a specific installation within an object.
Standortnummernserie	Number series code for an installation location. A location is treated as a subunit of an object.
Verwende BE-terna Project Beleg	Defines that BE-terna Project documents are used for invoicing when maintenance or repair orders are created.
gesperrte Debitoren Kategorie	Color used to mark blocked debtors for objects, installations, and orders.
Komponenten und Aufträge für Gruppierungsanlagen zulassen	If enabled, installation hierarchies can be created and one combined order can be created for grouped, hierarchically related installations.
Wartungsart Nur Rechnung	Enables the maintenance type “Invoice only”. In this mode, recurring invoicing runs without creating a separate order document.

Project Assignment

Field	Explanation
Projektnr. Wartung	Defines the default project for new maintenance orders.
Projektnr. Reparatur	Defines the default project for new repair projects.
Manuelle Projektwahl Wartung	If enabled, users must manually select a project when creating a maintenance order.
Manuelle Projektwahl Reparatur	If enabled, users must manually select a project when creating a repair order.

Document type

Field	Explanation
Grundbelegart Auftrag	Defines the base document type for a new maintenance order (selectable from a dropdown).
Dokument Typ Auftrag	Defines the document type associated with the order base document type.
Grundbelegart Abschluss	Defines the base document type used when closing a maintenance order.
Dokument Typ Abschluss	Defines the document type associated with the closing base document type.
Grundbelegart - Vertrag	Defines the base document type for a new contract.
Dokument Typ - Vertrag	Defines the document type associated with the contract base document type.
Standard Vertrags Wart. Artencode	Defines the default contract maintenance code used when a contract is created from an installation. For “GROSS”, the default interval is 12 months; for “KLEIN”, 6 months. Additional contract types can be added and existing ones can be edited.

Rotation management

Click to enlarge

Time Tracking Users

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

The time tracking user setup can be accessed via the search function of Business Central. Here, users can be linked to resources and structured in Teams via Time Tracking User Assignment. There, the team lead is entered in the Resource No. column and the team members belonging to the team are entered in the Assigned Resource No. column.

Click to enlarge

Import BE-terna Project

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

The following areas are available in the BE-terna Project import function setup: Import Wizard, Migration Addresses, Migration Project Documents, Migration Maintenance, and Transfer of AZ Open Projects.

Click to enlarge

Import Wizard

The Import Assistant is intended for the import of migration data from old ERP systems from BE-terna’s craft sector.

Click to enlarge

Migration Addresses

Extended functions of the Import Assistant for the manual import of migration data from old ERP systems from BE-terna’s trade sector can be found here. This area is for customers, vendors, and contacts.