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 Diplom...
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) or the folder of your choice. Projetex also automatically creates the required folders for differen...
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...
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 "" 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.
At the moment there is no direct way of adding adjustments to quotes. However, as a workaround, VAT can still be indicated with the help of template variables. To edit a quote template, please go to Corporate Settings. In Corporate Settings select Templ...
You can add the name of the Client's PM to any Client Job in your Invoice template with the dtLinkJobs:CCON_NAME variable.
Question: I need some text not to be printed but I want to see it in my template. How can I do this? Answer: 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 n...
Question: Where can I find all Projetex templates? Answer: 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 ...
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.
Question: Is this possible to compare some value of a variable with another one before viewing it? Answer: Yes. For example, you need to add to variable INVOICE_PAID 1.81 if INVOICE_DUE>77.47 and INVOICE_IS_PAID. The code in the template will be as fo...
Question: What arithmetical and logical operations can I use while editing my templates? Answer: You can use the following operations: Arithmetical operations: >, <, =, <=, >=, <>, != (not equal), +, -, *, /, % (mod) Logical operations: && (and...
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 into t...
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(DT...
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 > Locale Format. There you can switch to Custom Values and specify your long date format to DD.MM.YY to show it as a short date format (Picture 1). Then you will have no system lan...
Question: How can I add a new template? Answer: 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 ...
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. Thus, 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...
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 the name which conflicts with a name of your Global Variable. Please change your custom field name or a 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...
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...