Knowledgebase : Projetex > Document Templates
Question: I purchased your software and installed the English version. I am based in Germany and need to produce invoices, etc. with the European address format, but your program will only add the addresses in the US format: i.e. Mr. ABC 12345 Diplo...
To change the name, please replace all USER_NAME (COMPANY_NAME in Projetex) variables in templates with your name, this way your name will be hardcoded into the templates. You can edit templates by selecting them individually in the "Business/Corporate Se...
All files created with Projetex go to the C:Business folder (in which case a copy is automatically sent to the BusinessServer folder on the server machine as well) or the folder of your choice. Projetex also automatically creates the required folders for ...
Numeric values may be formatted with exponent, fixed, numeric or currency format. For this, use the functions FEXP, FFIX, FFIXR, FNUM, FNUMR or FCUR in report templates. For example: FNUM(A:FIELD1), FCUR(A:FIELD2,4), FEXP(A:FIELD3,10:2) General format f...
Function FDTM uses the FORMATDATETIME Delphi function to format dates. Syntax is FDTM(VARIABLE,FORMAT_STRING), where FORMAT_STRING is a constant or report variable with pattern for FormatDateTime function. For example: VAR1='2/15/95 10:30am' FORMAT_V...
A graphic image may be inserted from a blob, graphic field or from an external graphic file, using function FIMG. For example: FIMG(A:FIELD2), FIMG(A:FIELD2,1). Function format for blobs and graphic fields is: FIMG(FIELDNAME,[FORMATINDEX]), where FIELDN...
The value of a variable and a database field may be inserted as a hyperlink. For this, use the function FLNK. For example: FLNK(VAR1). Expression for VAR1 should be like VAR1=HTTP://WWW.YAHOO.COM or VAR1=C:DOCSREPORT1.DOC. You may specify the text name fo...
FBOOL(VARIABLE) or fbool(datafield) Boolean value will be formatted according to the properties of TrueValue and FalseValue. Example: Property TRUEVALUE set to "YES" VAR1=TRUE in a report template: var1 formatted var1: fbool(var1) in the result: Tru...
Groups of services (for instance "translation") and service names (usually a language pair) can be added to the template separately via the following variables: Invoice or PO template: dtLinkJobs:GROUP_NAME - name of the group dtLinkJobs:SERV_NAME - n...
You can translate the text part of the templates yourself, in "Business / Corporate settings >> Templates"". Please leave the variables in the templates as they are.
Question:I want to use global codes for invoices. I have tried inserting it into templates, but it only generates the number part of the code, and not the year, ie "13" instead of "13-2005" How do I resolve this? Answer: Please check whether you have a...
To display dates in the long format you need to edit the templates and add the suffix LONG to static date variables. For example, DEADLINE should be replaced with DEADLINE_LONG.
Invoice fonts size, color etc. are set in the template. To change the font size or color, please open the template and change the size or color of the necessary area. Document templates can be edited in "Corporate / Business Settings >> Templates".
To change the number of digits after the comma, please edit the fnum command parameter in the template. This command simply tells the parser to round up the value to the specified number of digits after the decimal point. For example, to display 2 digi...
The DTLINKJOBS:CCON_NAME variable is used to display the name of the client's Project Manager for each Job in an invoice. Alternatively, you can use the ATTENTION variable to add the name of the Contact Person selected in the Attention field for the cur...
All you need to do is insert a space between the CURRENCY and INV_DUE variables in the template and save it. You can edit templates in "Business/Corporate Settings >> Templates".
Question: I have been trying to number all invoices consecutively but the Invoice Code still remains client-delimited (ie, invoices are numbered 1-n per client, and not 1-n for all invoices). The global code is correlative though. Should it be impossible ...
Question: In the quote you have a line: Issued by: /COMPANY_NAME/. I believe this is the user's company name, namely ours. Where can you set this? This variable contains the name of your company as it was specified when you purchased your Projetex Lice...
The style of the variable value is defined by the first character of the variable (the first "" symbol). For example, if this character is bold, and the rest of the variable is not bold - its value will appear bold when you issue a document.
Question: When I save an invoice, the payment method does not include the description (bank name, account number and SWIFT etc.), but just one word with the name of the 'Payment method' Answer: Please use the INVOICE_PAYMETHOD or PAYMETHOD variable for ...
You can add the name of the Client-side PM to any Client Job in your Invoice template with the dtLinkJobs:CCON_NAME variable. Templates can be idited in "Corporate / Business Settings >> Templates".
If you get an error "Illegal function use: if(DTLINK:JOBS:CJOB_FEE_stocktickerKIND='flatfee')-dataset field CJOB_FEEstocktickerKIND not found" or similar while generating a new invoice, please try to disable all smart tags in MS Word. On the Tools menu,...
Please change the condition If(INVOICE_HAS_ADJUSTMENTS) to If(ADJUSTMENTS_VALUE<>0) in your invoice template. Templates can be edited in "Business / Corporate Settings >> Templates". Note: For text variables in similar circumstances, use the condition...
The сondition for the CLIENT_STREET2 variable should look like if(CLIENT_STREET2<>'')\CLIENT_STREET2\endif Templates can be edited in "Business / Corporate Settings >> Templates". Note: For numeric variables in similar circumstances, use the condition...
Please use the dtlinkjobs:CJOB_CLCODE variable for the "Client Ref." field to be printed in an invoice. Please be sure to place the variable in the "table" area of the template, between the scanentry and scanfooter tags. Templates can be edited in "Co...
In order to have the global invoice code on your printed invoices, you will need to edit your invoice template: 1) Open the "Business/Corporate Settings >> Templates" page. Browse the folders to find the Invoices folder. 2) Open the necessary invoice t...
TO3000/Projetex reports are based on SQL-queries. You can find a lot of useful information on composing reports and queries in the documentation of another software by AIT - Projetex. The following guides describe the basic principles, which are common fo...
For example, to replace your name with the company name on the invoice template, please do as follows: 1. In the Backstage View, navigate to "Business/Corporate Settings >> Templates" 2. Locate Invoice templates in the following folder: TemplatesCLIENTS...
Unfortunately, TO3000 and Projetex can work with templates only in the RTF-format. However, you can customize the design of your templates the same way as one made in Excel.
Client jobs are represented in the invoice in the same order they are shown in the New/Edit Invoice dialog. Therefore, to sort them by Completed date/time, please click on the Completed column title. If it is not visible in the table, click the asterisk i...
In order to have the requested invoice code on your invoices you do not need to make any changes in your global code settings. Simply add the CLIENT_CODE variable before INVOICE _GLOBAL_CODE in your invoice template, i.e. the code in the template is suppo...
In order to have the payment method in your invoices, please, add the INVOICE_PAYMETHOD variable for the payment method name and the INVOICE_PAYMETHOD_DESCR for the payment method description to your invoice template.
You can place the variable PROJECT_CLIENT_CODE just before of after the variable PROJECT_CODE.
First of all, please open the template you need to change in MS Word. For this, go to "Corporate/Business Settings >> Templates" and choose the template. Mark the text you do not want to print, right-click on it and choose Font. In the opened window...
By default, Projetex templates are stored in the folders C:BusinessTemplates on the Workstation and in C:BusinessServerTemplates on the server, all in the *.RTF file format. There all templates are saved in their appropriate folders for Clients, Experts a...
Data on all available variables can be viewed in the program's built-in Help file. Open the help file by pressing F1 in any table or "newedit" window. In the help file, please see the chapter "Printed Document Templates". The topics and subchapters th...
Documents can be saved in RTF, PDF and DOC (DOCX) file formats. Just choose a format you need before saving a document.
Yes. For example, let's say you need to add 1.81 the to variable INVOICE_PAID if INVOICE_DUE>77.47 and INVOICE_IS_PAID. The code in the template will be as follows: If( INVOICE_IS_PAID && INVOICE_DUE>77.47) Total payments received: CLIENT_CURRENCY\IN...
You can use the following operations: Arithmetical operations: >, <, =, <=, >=, <> (not equal), != (not equal), +, -, *, /, % (modulo) Logical operations: && (and), || (or), ! (not)
It is possible to set a custom date format in saved documents by using the fdtm() function and a pattern variable in the following way: fdtm(DateTime Variable, Pattern Variable) For example, if you have a DateTime variable DEADLINE which is January 20, ...
COMMON TEMPLATE VARIABLES CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT COMPANY_NAME Name of registered company (i.e. your company name) taken from your License Key. This name cannot be modified, however you can delete this ...
CLIENT DATA TEMPLATE VARIABLES CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT CLIENT_NAME Name of client. CLIENT_CODE Client Code of client. CLIENT_CURRENCY Client's currency. CLIENT_PAYMENT_TERMS Payment terms of...
CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT PROJECT_NAME Name of project. PROJECT_CODE Project code. PROJECT_CLIENT_NAME Client project created for. PROJECT_CLIENT_CODE Client reference number. PROJECT_INFO ...
CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT SALUTATION Salutation of contact. Example: Mr., Ms., Mrs. TITLE Contact title. CONTACT_NAME PM_NAME ATTENTION Contact name. CONTACT_EMAIL1 Contact email addres...
COMMON QUOTE VARIABLES CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT QUOTE_NAME Possible quote name. QUOTE_CODE CODE Quote code. REQUEST Request for quote. ANSWER Answer to request for quote. DATE_SENT SENT...
CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT JOB_NAME Job name. JOB_CODE CODE Job code. PO_CODE PO Purchase order client issued for this job. CLIENT_REF Client reference number in accounting system of client....
CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT CEXPERT_NAME Name of employee. CEXPERT_CODE Code of employee. CEXPERT_EMAIL1 Employee email 1. CEXPERT_EMAIL2 Employee email 2. CEXPERT_PHONE1 Employee phone numbe...
CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT FEXPERT_NAME Name of freelance expert. FEXPERT_CODE Freelance expert code. FEXPERT_CURRENCY Freelance expert currency. FEXPERT_MINFEE Freelance expert minimum fee. F...
DATE AND CODE CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT STATUS Invoice status Example: Expected within 30 days, Settled 5 days earlier DATE_DUE SETTLEMENT_DATE Date when invoice is due in following format: 10...
BASIC PAYMENTS TEMPLATE VARIABLES CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT PAYMENT_CODE CODE Payment code. PAYMENT_DATE PDATE Date payment received in following format: 10/4/2006 PAYMENT_DATE_LONG PLONGDAT...
DATE AND CODE CODE TO PASTE TO TEMPLATE INFORMATION DISPLAYED IN THE SAVED DOCUMENT STATUS PO status (overdue, settled (with date), outstanding and so on.). DATE_DUE DATE_DUE_LONG Due date (according to the payment terms) PO_DATE The date...
Question: How can the address format be changed in saved invoices? i.e. Mr. ABC 12345 Diplomat Drive Stow, New York, 55432 To: Mr. ABC 12345 Diplomat Drive 55432, Stow New York Answer: It is possible to customize the address format in your...
To change the user name in template-based documents, please open the appropriate RTF template in the "Corporate / Business Settings > Templates" section and replace all USER_NAME (COMPANY_NAME in Projetex) variables in templates with your actual name. Thi...
Please add the variables DTLINKJOBS:CJOB_PONUMB and DTLINKJOBS:CJOB_CLCODE to the appropriate invoice RTF template. These variables should be placed between the scanentry and scanfooter commands in the 'table' part of the invoice. Templates can be edite...
To change the number of digits after the comma, please edit the fnum command parameter in the template. This command simply tells the parser to round up the value to the specified number of digits after the decimal point. (2 digits in the example: fnum(...
To include your CATCount notes for each client job in the invoice, please insert the following variable in the Client Jobs section of your invoice template: DTLINKJOBS:CJOB_COUNTNOTES Templates are edited in "Corprate / Business Settings >> Templates"
QUESTION: _Encoding: when I type "Hirschstraße" in the Address field, that's what I get in the invoice: "Hirschstra" What should I do? I have MS Windows 8_ ANSWER: Please go to "Control Panel>Region>Administrative" and click the "Change System Local...
For this, please open your invoice template by going to "Business / Corporate Settings > Templates > Clients > Invoices > Invoice template file". The file will be opened in your default RTF editor. Then enter your "VAT number" and any required description...
You can specify the date representation for each of your clients at "Client Profile > Locale Format". There, you can switch to Custom Values and change your long date format to DD.MM.YY so it is displayed as a short date format (Picture 1). Then you will ...
Please do the following: 1. Create and copy the required template to the appropriate folder in: C:BusinessTemplates (or D:BusinessTemplates, if you installed Projetex on disk D) 2. Run the Projetex Workstation, click the "settings" button to the right...
To include a custom field from your client jobs into your invoice template, please do the following: 1. Go to PROJETEX SERVER ADMINISTRATOR > CORPORATE SETTINGS > CUSTOM FIELDS > CLIENT > JOBS > [Select a custom field] > EDIT. 2. Specify a variable fo...
Yes, most of our recent products come with full Unicode support. You can enter information in any language and produce invoices in Japanese without any problems. You can just create a new invoice template for this purpose or just translate a default one i...
All information about template customization is available in our Projetex [http://projetex.com/download/documentation/RTFTemplatesGuide.pdf] and TO3000 [http://to3000.com/Documentation/TO3000V10RTFTemplatesGuide.pdf] template guides. You can also use th...
This kind of error occurs if you have created a custom field with a name which conflicts with a name of your Global Variable. Please change either your custom field name or the variable name at: For TO3000_: BACKSTAGE VIEW_ > ADVANCED SETTINGS > TEMPLAT...
Plese do the following: 1. Specify a variable for your custom field (Picture 1) at: a) FOR PROJETEX: PROJETEX SERVER ADMINISTRATOR > CORPORATE SETTINGS > FIELDS > [SELECT A FIELD] > EDIT b) FOR TO3000: BACKSTAGE VIEW > ADVANCED SETTINGS > FIELDS > [...
Please do the following: 1. Specify a variable for your custom field (Picture 1) at: a) FOR PROJETEX: PROJETEX SERVER ADMINISTRATOR > CORPORATE SETTINGS > FIELDS > [SELECT A FIELD] > EDIT b) FOR TO3000: BACKSTAGE VIEW > ADVANCED SETTINGS > FIELDS > ...
In your Invoice templares, please use the following function to cut off digits after the decimal: FNUM(VARIABLENAME,0). Examples: FNUM(DTLINKJOBS:CJOB_VOLUME,0) FNUM(INVOICE_TOTAL,0) Invoice templates can be edited in "Corporate / Business Setting...
Please remote the blank line in the template code (between SCANENTRY and SCANFOOTER operators).
For this, please use the following code segment in your invoice templates: IF(CUSTOM_FIELD_VARIABLE_NAME=’YES’) Some text. ENDIF Templates are edited in "Business/Corporate Settings >> Templates".
DATE AND CODE CODE TO PASTE TO TEMPLATE INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT JA_DATE The date when the JA was issued, in the following format: 10/4/2006 JA_DATE_LONG The date when the JA was issued, in the long format: Monday,...
CODE TO PASTE TO TEMPLATE INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT REF_CODE Refund code. REF_DATE Date refund was received, in the following format: 10/4/2006 REF_DATE_LONG Date refund was received, in the following format: Monday...
DATE AND CODE CODE TO PASTE TO TEMPLATE INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT CN_STATUS Credit note status Example: Awaiting payment, Fully paid CN_DATE Date credit note was sent, in the following format: 10/4/2006 CN_DATE_L...
Problem: When saving an invoice (or another document) as a file, the dropdown list in Save As dialogue only shows .rtf and .pdf options. Neither .doc mor .docx are displayed. Solution: Translation Office 3000 and Projetex use some parts of the MS Wo...