Maintenance Setup

Brief context for Maintenance Setup in BE-terna Project.

General

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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

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Field Explanation
Turnus nach der Wartung dem Wartungstermin anpassen If enabled, the maintenance interval is recalculated based on the actual maintenance date.
Nächste Wartung Warnstufe 1 Entering a date formula (for example, -1M) calculates from today to the maintenance date and applies warning level 1 color (yellow) to the installation.
Nächste Wartung Warnstufe 2 Entering a date formula (for example, +1M) calculates from today to the maintenance date and applies warning level 2 color (red) to the installation.

Supporting texts

Field Explanation
Vortext-Nr. Uses the preface text number to select a long text that is inserted at the beginning of the document.
Nachtext-Nr. Uses the closing text number to select a long text that is inserted at the end of the document.
Titeltext Uses the title text code to select a long text that is inserted as the title description.

Reports

Field Explanation
Wartungsauftrag Schlusstext 1 Selects the long text shown at the end of the printed maintenance order.
Wartungsauftrag Schlusstext 2 Selects an alternative long text shown at the end of the printed maintenance order.
Anschreiben Text 1, 2 und 3 Combines these long texts into a document sent to customers, typically an information letter.

MFF Setup

MFR is an external service that allows craft businesses to manage their replenishment. To ensure that the service and BE-Crafts or ProServ interact with each other as desired, settings can be made at this point.

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General

Field Explanation
Verwende mfr Activates the MFR service.
Serviceadresse URL of the MFR interface.
MFR Benutzername Username used to sign in to the MFR service.
MFR Kennwort Password used to sign in to the MFR service.
Zulässige Schrittanzahl am Auftrag Maximum number of work steps allowed within the MFR profile for an order.
Aufträge automatisch synchronisieren If enabled, you can define a day interval in the field below for automatic synchronization of new orders with MFR. If disabled, synchronization must be triggered manually in MFR.
Auftrag-Synchronisationszeitraum in Tagen Defines the synchronization interval in days between the system and MFR for orders.
Use Checklist If disabled, work steps are stored as project document lines in the maintenance order. If enabled, the checklist documents feature is used to manage and synchronize checklists with MFR.
Erstelle projektspezifische Auftragsvorlagen Creates an MFR order template for the project assigned to the maintenance order.
Standard Value Type for Text values Defines the default value type for texts so synchronization between MFR and BE-Crafts works correctly. This field is mandatory.

Time Tracking

Field Explanation
Verwende mfr Zeiterfassung If enabled, time tracking from MFR is synchronized with BE-terna Project.
Buch.-Blattvorlagenname Defines the journal template used to post times from MFR into BE-terna Project (for example, material withdrawal, project journal, recurring project journal).
Buch.-Blattname Selects the specific journal used for posting times from MFR. Use a different journal than for material capture to avoid unintended deletions.

Work Types Codes

Field Explanation
Arbeitszeit Synchronizes working time between MFR and BE-terna Project.
Fahrzeit Synchronizes travel time between MFR and BE-terna Project.
Urlaub Synchronizes vacation entries between MFR and BE-terna Project.
Krankheit Synchronizes sick days between MFR and BE-terna Project.
Pause Synchronizes breaks between MFR and BE-terna Project.
Sonstiges Synchronizes other time entries between MFR and BE-terna Project.
Erfasste Zeiten zum Projekt Beleg Auftrag hinzufügen Adds a new line with recorded time as a resource in the project document.

Material Capture

Field Explanation
Verwende mfr Materialerfassung If enabled, material capture from MFR is synchronized with BE-terna Project.
Buch.-Blattvorlagenname Defines the journal template used to post captured materials from MFR into BE-terna Project.
Buch.-Blattname Selects the specific journal used for posting captured materials from MFR. Use a different journal than for time tracking to avoid unintended deletions.
Ressource manuell erfasster Artikel Manually captured MFR items are always posted as resources in BE-terna Project. This field defines which resource is used.
Erfasstes Material zum Projekt Beleg Auftrag hinzufügen Adds captured material as a new item line in the project document.