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

 

Global settings for projects

 

 

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.
Action for address change	Selection list	If the address is changed in the project, with the presetting can be defined, whether the changes should be taken over into the contact data.
Free text entry in projects	Selection list	Lock text entry if the cursor is not in a grey entry field.
Save when printing	Selection list	Here you can specify whether and under what conditions a project is saved before it can be printed. Options: Question – Print only when saving, Question – Print even if not saving, Automatic saving, Print without save.
default behavior print button	Selection list	Here you can specify whether the document is only to be printed using the standard print button in the project or whether it is to be saved as a PDF file attachment at the same time. (Default is print only)
Template partial invoice	Selection list	Selection of a project template to be used as default when creating a partial invoice.
Template final invoice	Selection list	Selection of a project template to be used as default when creating a final invoice.
Own entries in project creation menu	Button	Allows you to add individual entries (e.g. frequently used articles) in the menu “Add items” of the projects detail view. See below.
Placeholder update only for current item	Checkbox	If this checkbox is activated, only the placeholders of the current, just change position ill be updates. If the checkbox is deactivated, a placeholder update is performed for all positions. Changes to this setting are only necessary in case of performance problems or when using special scripts.
Gross price calculation for project	Checkbox	To determine whether the total VAT and gross price per item should be calculated and summed (checkbox not activated = default) or all individual net prices should be added up and then VAT and gross total amount are calculated from the net total.
Project item font	Selection lists	Selection of the font and font size to be used as default when inserting items. This is helpful, for example, if formatted article texts are stored in different fonts in the product catalog, but the project document should have a uniform appearance.
insert without formatting	Checkbox	If this checkbox is activated, the formatting of the article texts will be ignored when inserting them into a project item. The formatting of the project template is used.
Tabs from project template	Checkbox	Especially for imported articles, tabulators are stored in the formatted article text, which overwrite any tabulators on the project templates when inserting a position. With an activated checkbox, the tabulators of the project template are applied instead of those of the article text.
Multi item tab order	Selection list	In multi-item creation, several items of the same article with different characteristics are entered in a table. The selection list can be used to set whether navigation with the tab key should onl switch between quantity and dimensions, or navigation should take place through all available fields.
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.
Reminder E-Mail subject	Selection list	Selection of a free text (recorded in the text templates) that shall be used for subject in automatically sent reminder emails.
Reminder E-Mail text	Selection list	Selection of a free text (recorded in the text templates) that shall be used in automatically sent reminder emails.
default behavior pdf send button	Selection list	Here you can specify whether the document should only be sent using the standard Send PDF button in the project or whether it should be saved as a PDF file attachment at the same time. (Standard is only sending)

 

Project item creation

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

 

Global settings for projects – 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