Project documents

In the rubric "project documents", the different project stati are administrated. Counter and by default printing templates are defined.

Definition of the project documents

Via the toolbar, the following functions are available:

	Adds a new project document
	Deletes the marked project document.

The characteristics of a project documents are opened through double-clicking on the document. The window opens automatically, if a new project is created.

Creation of a project document

Definition of the single configuration parameters:

Project type derived from	Selection list	There are 9 or 10 different, logical project types: quotation, order confirmation, invoice, delivery note, credit note, complaint, redemption and redemption note and purchase order (with a two-stage ordering process: purchase order and goods receipt). For each project type any number of documents can be created, of which each is assigned an own counter and printing template. That way, e.g. a standard and a cash transaction invoice can be defined.
Project title	Simple input field	Individual name of the project document.
Configuration Convert project	Button	Via the button, another window opens, in which presettings can be defined, for which project document the currently processed shall be converted + other related functions. (see also Convert an existing project) These options only constitute a predefinition during the conversion and can be modified with each conversion.
Configuration Combine projects	Button	The button opens another window in which you can make settings as to which document the selected ones should be combined / converted to + other related functions. (see also Combine projects) These options only constitute a predefinition during the combining and can be modified with each combining.
Project template	Selection list	Selection of a project template from the text templates, which shall be used as standard template for this project document. Within the projects themselves, a differing template can be selected, if necessary.
Save project at creation	Checkbox	Security option, through the document is saved at creation.
No manual creation, only with convert	Checkbox	If the checkbox is checked, this project bane will be hidden in the dialog when creating a project document. When converting project documents, it will be included in the selection list.
Single parts delivery	Checkbox	With a single parts delivery a part list in the previous document is splitted into its single parts when converted to a document with this checkbox checked. The single parts are inserted as individual positions instead of one position item with the part list.
Counter interval	Selection list	Selection, in which interval the counter shall start from the beginning. Possible settings: continuously, yearly, monthly, daily. ,
Date mask	Simple input field	A document number can only consist of one counter or the values of the actual date and fixed values can be added optionally. The date part can be with the letter combination DD for day, MM for month, YY for the year (in two signs) and YYYY for the complete year.
Counter mask	Simple input field	In the mask for the counter it is defined, how many digits a number shall have. A fixed number of digits is described with a zero (0), a variable number with #. For #0000 - always four fixed digits are displayed and, if needed, a fifths, e.g. 0002, 0158, 11570.
Document no mask	Simple input field	In the mask document number, the complete numbers constructed (from the date, counter and potentially other signs). The single preset parts are written as placeholders in curly brackets. {date part} and {counter}, additional signs are inserted directly in the respective place. E.g. Q{date part}/{counter}. The single masks can also be inserted direly: e.g. Q{YYYYMM}/{#0000}.
Last counter access	Disabled input field	In the field "last counter access" it is logged, when a project document was created last and the number counted up accordingly.
Last value	Protected input field	The last value shows, which counter the last created document has received. Via double.clicking on the field name, the value can be modified e.g. if a document has been created and accidentally deleted.