BE-terna Project on Product Documentation

Overview

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Purpose

BE-terna Project provides the functional foundation for project-based work in Microsoft Dynamics 365 Business Central. The solution helps you manage project processes in one consistent system flow, from initial costing and execution to final invoicing.

Business value

Creates transparency for project status, costs, delivered services, and open tasks.
Connects pre-sales preparation, operational project execution, and financial evaluation.
Reduces process breaks between project management, purchasing, invoicing, and controlling.
Supports traceable decisions with one consistent data basis and clear process guidance.
Can be adapted flexibly through industry-specific extensions and integrations.

Functional focus

End-to-end project management

From project setup and structuring to document handling, progress tracking, and final settlement, all relevant information stays in one project context. This improves collaboration across teams and reduces coordination overhead.

Quick Start

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The following steps explain how to create a new BE-terna Project client in the BC Client and import initial or demo data.

Note: After each step, Seite aktualisieren (F5).

Schritt 1

Open the Function Management list in the current client
→ Enable Feature Update: New Sales Price Calculation for all users
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Background:
Some time ago, a change was introduced in the standard version of Business Central regarding sales price calculation. This feature is not currently automatically updated by default, so it must be manually enabled for each tenant.

Schritt 2

Support for public tenders

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BE-terna Project offers the possibility to export the forms 221, 222 and 223 (formerly EFB) to Excel for third parties, which are often required in public tenders. As a rule, no manual post-processing is necessary. If it does, the processing takes place on the first Excel sheet. The function EFB 221 – 223 is located in the document in the navigation menu under Reports and again Reports.

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Guarantees

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Create and process guarantees

A list of all guarantees can be found in the Guarantee Overview, which can be accessed via the search function. The New function can be used to create a new guarantee.

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Field	Explanation
Nr.	Wird automatisch vergeben.
Beschreibung	In diesem Feld kann eine Beschreibung als Freitext für Bürgschaften gepflegt werden. Dafür gibt es keine Vorgaben.
Bankkonto Nr. (Pflichtfeld)	Das Bankkonto des Users.
Ext. Belegnummer	In diesem Feld wird die Belegnummer des Partners hinterlegt.
Ext. Kontonummer	An dieser Stelle kann die zugehörige, externe Kontonummer erfasst werden.
Projektnummer	Die Projektnummer zu welcher die Bürgschaft hinterlegt wird.
Typ	Hier kann ausgewählt werden ob der User ein Debitor oder Kreditor ist.
Debitoren-/Kreditorennummer	Je nach Einstellung unter Typ, wird hier der jeweilige Debitor bzw. Kreditor ausgewählt.
Kosten	Kosten die für diese Bürgschaft entstehen.
Bürgschaftsart	Hier wird ausgewählt, ob die Bürgschaft gegeben oder empfangen wurde.
Bürgschaftstyp	In diesem Feld wird festgelegt, um welche Art Bürgschaft es sich handelt.
Unbefristet	Legt fest, ob es sich um eine unbefristete Bürgschaft handelt.
Status	Zeigt den aktuellen Status der Bürgschaft an.
Bürgschaftsbetrag	Höhe der Bürgschaft.
Kumulierter Betrag	Gesamtbetrag aller Bürgschaftszeilen.
Änderungsdatum	Letzte Änderung an der Bürgschaft (wird automatisch gesetzt).

Different types of guarantees can be created in the BE-Project:

Setup

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Purpose

This page describes the recommended initial setup of a new BE-terna Project client in the Business Central Client.

Prerequisites

Access to an existing tenant with permission for function management
Permission to create new companies
Decide whether to import initial data or demo data

Order

Activate the function update “New Sales Price Calculation” in the function management.
Create a new company in the client list with “Create new - No data”.
Switch to the new tenant and start the setup.
Import initial data or demo data.
Then schedule the data update for the sales price calculation in the new client and check the closing status.

Decision support: initial data or demo data

Initial data: Technical and functional basic structure without additional demo documents
Demo data: Initial data plus additional sample master data and sample operations

Note: After importing initial or demo data, a reset in the same client is not provided. A new client is created for a different data status.

Process Catalog

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Process Setting up a new client for BE-terna Project Create a company, start the setup and define the database. +

Use the guided process in the new company to import initial or demo data in a controlled manner. Then check the necessary data update so that price calculation and follow-up processes work stably.

Process Control projects via the Role Center Use project lists and project cards as central workspaces. +

Open projects via search, tiles or bookmarks and control further editing via project list and project card. In this way, planning, purchasing and evaluation functions remain in a consistent process.

Process Reconcile project documents and costing Document entry, pricing and controlling in a coordinated process. +

Connect document processing, price shares, and award logic with project-specific evaluations. This reduces media disruptions and improves the traceability of changes in results.

Process Prepare and close project accounting Carry out invoicing in a controlled manner with printing and checking options. +

Use standardized verification and approval steps before final invoicing, including surcharge and instalment checks. Document deviations directly in the process.

FAQ

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FAQ When do I use initial data instead of demo data? Initial data is suitable for a neutral start without sample data. +

Use initial data if you want to build setup, roles, and processes without sample business data. Demo data is usually better suited for training, demos and early process runs.

FAQ Can I undo the data import in the same client? A reset of the already filled client is not planned. +

If initial or demo data has already been imported, create a new company for a clean rebuild.

FAQ Where do I start my daily work in BE-terna Project? Central access is via Role Center, Project List and Project Card. +

Open the project overview via the Role Center and switch from there to the project card for detailed work, actions and evaluations.