Creation of a new document

Brief context for Creation of a new document in BE-terna Project.

Creation of a new document

To create a new document in a project, go to Manage in the Project Documents tab and then to New.

Field	Explanation
Project no.	The project number specifies in which project the document is created. The system automatically uses the current project’s number. You can also create the document for another project here.
Document type	The lookup opens the list of document types that can be created, for example draft, quote, order, partial invoice, invoice, partial credit memo, and credit memo.
Document heading	Defines the document heading line.
Subject	Defines the document subject line. This field is prefilled with the project name.
Sell-to customer no.	The lookup lets you assign a customer from the customer list to the project. Address and contact details are then filled automatically from customer data.
Sell-to contact no.	If no customer is selected, a contact can be selected here. If the contact is already linked to a customer, the Sell-to customer no. field is filled automatically.
Sell-to customer template code	Specifies whether the document is domestic, EU foreign, or non-EU foreign.
Sell-to name	Is filled automatically with the customer name if a customer exists.
Sell-to contact	The full contact name defined via Sell-to contact no.
Posting date	The date on which the document (for example an invoice) is posted.
Document date	The date printed on the document (for example an invoice).
Business posting group	Selection includes: customers and vendors in EU, foreign countries, domestic customers and vendors, purchase/sales according to German VAT §13b construction services, domestic down payment invoices, and down payment invoices under §13b.
Currency code	Currency code in which the document is posted.
Start date	Start date of the related project.
End date	End date of the related project.
Quote valid-until date	Date until which a quote document remains valid.

The optional information in the other masks is derived from the preset data of the project, which can be changed if necessary by switching between the masks via Next or Back. The document is created directly via Done. The optional information when creating a document is usually not necessary.

Optional information when creating a document

When creating an incorrect document (for various reasons), the following error message appears.

These documents end up in a task queue and are automatically deleted from the system after some time. Until then, the documents can be viewed from the Role Center and can also be deleted manually.