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...
Q: I want to change the invoice code format. For example, for the
company ABCD, instead of the format I-ABCD0001, I want to have the
following format:
ABCD-20-0001
(Client code)-(Year)-(Invoice number).
How do I do that?
A: Unfortunately, the format ...
That was the idea. After all, what is the point of displaying a due
date if the invoice is already settled.
Perhaps you could add such a construction instead:
if(INV_IS_PAID=0)
DATE_DUE
endif
So that the date is only displayed if the invoice is not paid...
Please make sure that the variable names you add don't have any spaces
in them.
Make sure you are adding the correct variables to the correct
templates.
INVOICE_GLOBAL_CODE can only be added to Invoice e-mail templates, for
example.
Q: I have loaded a template which works OK and invoiced a few single
jobs so far. Today, I wanted to invoice 5 jobs done in November for
the same client. I managed to create the invoice and the 5 jobs are
related to it. But when I create the Word version ...
JOBS_TOTAL includes only theactual otoals of the jobs in the invoice.
NET_JOBS_TOTAL also includes the discounts and markups.
INVOICE_TOTAL includes all ofthe above, plus taxes and adjustments.
No. The program accepts only RTF templates.
No. RTF templates are recognized by their location, not their names.
Please go into "Corporate/Business settings >> Templates" (click the
button with the program's symbol near the upper-left corner of the
window to enter the Settings menus), select the invoice template, and
add the following to it:
Payment method:
INVOICE...
No, there is no "Preview" function, but you can use the "save & open"
function to immediately see the created document.
What creates the the delay is most likely the fact that the attached
document is a PDF, and creating a PDF takes longer than, say an RTF.
Here is how you can change that:
1) Go into "CORPORATE/BUSINESS SETTINGS >> EMAIL TEMPLATES".
2) Double click the te...
No, edited templates are not integrated into the backup files and have
to be transferred separately.
Their location is C:BusinessServerTemplates
There is no variable for your own e-mail and slogan.
Just insert the e-mail and slogan themselves directly into the
template.
Double-click the required invoice to open the "Edit invoice' dialog.
At the bottom of the dialog you will see a drop-down list. Simply
click it and select the required template.
Please go to "Corporate Settings >> Templates" on the user's
workstation and make sure that the required template does NOT have the
"Team - Missing" status (Ideally it should just have a "Team" status).
If it does have the "Team - Missing" status, pleas...
Most custom RTF templates shouldstill work in mew versions of the
program.
If you run into problems with any template, please contact support and
we will help you in any way we can.
Threr is no dedicated variable for exchange rates.
But here are the variables we do have:
INVOICE_TOTAL
Invoice total in the client's currency
INVOICE_TOTAL_BASE
Invoice total in the base currency
You can use these to calculate the exchange rate like t...
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