The Project Document Editor on Product Documentation

Functions in the navigation menu

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In the navigation menu, there are several options for editing at row or document level. In addition, various tabs can be shown and hidden.

View

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Field	Explanation
Entry	Changes the table header to entry view.
Advanced	Changes the table header to advanced view.
Costing	Changes the table header to costing view.
Invoicing	Changes the table header to invoicing view.
Purchasing	Changes the table header to purchasing view.
Measurement	Opens a FastTab for measurements and switches the bill of quantities to measurement view.
GAEB	Changes the table header to GAEB view.
Print	Changes the table header for document print settings.
Manufacturing	Changes the table header to manufacturing view.
Select…	Opens a window to choose the project document view.
Design…	Configures a user-specific view.

Details

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Infoboxes

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The document editor consists of five info boxes, which can be found on the right-hand side: Document totals, Item details, Measurement details, Item attachment and Reference article.

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Document totals

The Infobox Document Totals refers to the entire document in its data and values. It contains the cost amount and the total price, as well as the total time and discounts, if available. These values then result in the contribution margin for this document.

Project production

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The project document editor can also deal with the topic of contract manufacturing for the production of small and medium quantities. Routings and production BOMs are mapped at subitem levels. These can be edited and supplemented so that calculations can be made down to the lowest level of BOMs in the project document.

It also provides its own (configurable) view for manufacturing.

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In addition, there is a tab in the BE-terna Project facility specifically for the topic of production. There you can set up the price shares on which the processing or set-up time is to be displayed. Furthermore, a resource specification for the routing (in the bill of quantities) must be created and specified accordingly. If production articles are also to be created from the bill of quantities, a separate template for production articles is required.

Specifications

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The tabs under Details will be discussed in more detail later in the [Calculation](/BE%2Dterna Project Documentation/Calculation).

General

In the General tab, master data of the project is stored and basic settings can be made. The majority of the fields have already been covered in the project map, which is why we will not take a closer look at them at this point. If the Budget-effective field is selected, the amounts from the document are included in the statistics in the Debit area. This is pre-assigned for orders. However, it can be manually disabled or enabled for other receipts.

The bill of quantities with FastIndex and table header

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In this area, the bill of quantities is processed. Most of the functions for this are located in the FastRegister.

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Manage

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Field	Explanation
Expand/Collapse	Expands or collapses the currently selected position. If the total amount line is selected, the entire bill of quantities is expanded or collapsed.
Expand all	Expands all positions.
New title	Inserts a new title.
New position	Creates a new position in the bill of quantities.
New subposition	Inserts a subposition under the selected position.
Long text search	Opens a dialog to search positions by long text.
Previous position	Switches to the previous position in the bill of quantities.
Next position	Switches to the next position in the bill of quantities.

View

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