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Projects and reminders
System modules > Program settings > Projects and reminders

In the global settings for projects and reminder, the presetting for certain formatting and singular actions are defined.

 

Global settings for project and reminders

Global settings for project and reminders

   

 

Commission counter / mask (projects) Simple input fields Determines the format for the automatically assigned position numbers in project documents.
Commission counter / mask (purchasing) Simple input fields Determines the format for the automatically assigned position numbers in purchase order documents.
Commission counter / mask (receipts) Simple input fields Determines the format for the automatically assigned receipt numbers.
Item number mask Simple input field Determines the format for the project item numbers.
Ignore addresses at project creation Checkboxes

The recorded additional  addresses of contacts is inserted into the respective project documents by default  (e.g. in invoices, if the invoice address is available). Via the checkboxes this function can be disabled for the single address types, and the main address of the contact is inserted.

Contact person at convert Selection list Commonly, the employee who created the project is inserted in the documents. When the project is converted, it is the employee who has worked on the project. It can be determined globally, if the user of the original document shall be maintained.
Action at second convert Selection list For safety, a project document can be protected against an OC/delivery/receipt/an invoice/a credit being created a second time from them. A respective warning can be issued or the action can be cancelled.
Convert despite blocked customer Selection list If a customer is disabled, no new project document can be created for him/her, since he/she must not purchase anything from the company. It is, however, sometimes necessary, to convert a document, e.g. because the customer has received a delivery for which an invoice has been created. It can be determined, if the conversion shall be possible with a warning notice or if the process shall be cancelled. 
Action for project price change Selection list If the project total price is changed, all project item prices can be recalculated or a rebate position can be added.
Free text entry in projects Selection list Lock text entry if the cursor is not in a grey entry field.
Pin-Up notes in project Checkbox In a contact data set, a pin-up note can be recorded, which is, depending on the respective previous decision, displayed to the user during the anew creation of a project.
Template 1. reminder Selection list Selection of the project template for the first reminder from the text templates recorded in the project templates. Every reminder duns exactly one invoice.
Template 2. reminder Selection list Selection of the project template for the second reminder from  the text templates recorded in the project templates. Every reminder duns exactly one invoice.
Template 3. reminder Selection list Selection of the project template for the third reminder from the text templates recorded in the project templates. Every reminder duns exactly one invoice.
1. reminder from Selection list Selection, if the due date of the first reminder shall be calculated from the invoice date or the net  payment term.
2. ,3. reminder from Selection list Selection, if the due date of the second and third reminder shall be calculated from the invoice date or the previous reminder.
Template  1. combined reminder Selection list Selection of the project template for the first combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client.
Template  2. combined reminder Selection list Selection of the project template for the  second combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client.
Template  3. combined reminder Selection list Selection of the project template for the third combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client.
Include credit notes Checkbox Decision, if in the list of open posts in combined reminders, the credit items of the respective client shall be considered (deducted).
Standard subject for emails Selection list Selection of a free text (recorded in the text templates) that shall be used for subject in automatically sent emails.
Standard text for emails Selection list Selection of a free text (recorded in the text templates) that shall be used in automatically sent emails.
Send email via  (MAPI or SMTP) Radio-Buttons Documents can be sent as PDF attachments from different locations in the program. It has to be determined, if they will be sent via the MAPI interface or SMTP. When the MAPI interface is used, the user can add other texts or attachments. Precondition for the use of MAPI  is an installed Microsoft Outlook Client. During sending with SMTP, the login data have to be recorded in the network settings (comp. network settings / network web server).
The sending via SMTP is usually done in the background with preselected texts. With the corresponding checkbox an additional window can be opened for each email where the user can change the recipients' email addresses, the subject and the text and where he can attach additional documents.

 

Project item creation

The button "Configuration" opens a windows to configure own menu entries in the create project item menu.

 

Global settings for projects and reminders - Configuration project item entries

Global settings for projects and reminders - Configuration project item entries

 

Title Menu entry
Item type Article or text
Matchcode or text Enter a matchcode, if the project item is an article. Enter a text, if the project item is a text.
Group Optional: Assign a formating group
Sales Visible in sales projects (quote, order, invoice, delivery note)
Purchasing Visible in purchase projects (purchase order)
Delete The menu entry does not create a project item, but deletes all items with the corresponding configuration
Active Menu entry visible