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...
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 in report template use functions FEXP, FFIX,
FFIXR, FNUM, FNUMR or FCUR. For example: FNUM(A:FIELD1),
FCUR(A:FIELD2,4), FEXP(A:FIELD3,10:2)
General format for all...
Function FDTM uses 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_VAR='...
Value of variable and database field may be inserted as hyperlink. For
this use 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 text name for the link using sy...
Groups of services (for instance "translation") and service names
(usually a language pair) can be added to the template separately with
the help of the following variables:
Invoice or PO template:
dtLinkJobs:GROUP_NAME - name of the group
dtLinkJobs:...
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...
Invoice fonts size, color etc. are designed 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". ...
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.
You can add the name of the Client-side PM to any Client Job in your
Invoice template with the dtLinkJobs:CCON_NAME variable.
Open a template you need to change in MS Word. For this go to
Corporate 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 select the checkbox "Hidden" in th...
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 viwed 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, see the chapter "Printed Document Templates". The
topics and subchapters there will...
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, you need to add 1.81 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\INVOICE_PAID+1.8...
You can use the following operations:
Arithmetical operations:
>, <, =, <=, >=, <>, != (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 TO BE 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...
CLIENT DATA TEMPLATE VARIABLES
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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 te...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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_I...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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 ...
COMMON QUOTE VARIABLES
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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 ...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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 c...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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.
CEX...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
FEXPERT_NAME
Name of freelance expert.
FEXPERT_CODE
Freelance expert code.
FEXPERT_CURRENCY
Freelance expert currency.
FEXPERT_MINFEE
F...
DATE AND CODE
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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...
BASIC PAYMENTS TEMPLATE VARIABLES
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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
PL...
DATE AND CODE
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE 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
Th...
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 Settings > Templates"
section and replace all USER_NAME variables in templates with your
actual name. This way, your name will be hardcoded int...
For this, please add to the appropriate invoice RTF template the
variables DTLINKJOBS:CJOB_PONUMB and DTLINKJOBS:CJOB_CLCODE. These
variables should be placed between the scanentry and scanfooter
commands.
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,
insert the following variable in the Client Jobs section of your
invoice template: DTLINKJOBS:CJOB_COUNTNOTES
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 h...
Please perform the following actions.
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 include a custom field from your client jobs into your invoice
template, perform the following steps:
1. Go to PROJETEX SERVER ADMINISTRATOR > CORPORATE SETTINGS > CUSTOM
FIELDS > CLIENT > JOBS > [Select a custom field] > EDIT.
2. Specify a variabl...
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 your custom field name or the variable name at:
For TO3000_: BACKSTAGE VIEW_ > ADVANCED SETTINGS >
TEMPLATE VARIA...
For this, perform the following steps:
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 SETTIN...
For this, perform the following steps:
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 SETTIN...
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)
Please remote the blank line in the template code (between SCANENTRY
and SCANFOOTER operators).
For this, please use the following code segment in your templates:
IF(CUSTOM_FIELD_VARIABLE_NAME=’YES’)
Some text.
ENDIF
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...