Setting up Translations

This chapter contains all important information to set up translations in our ERP solution. If your company operates internationally, you can store translations for data records, document texts, and report texts in different languages and assign a language code. If this language code is used in a document or report, the corresponding translation is used automatically. This chapter is divided into the following sections:

• Translating Document Text Templates
• Translating Report Header and Footer
• Translating Units of Measure
• Translating Base Calendars
• Translating Item Descriptions
• Translating Catalog Item Descriptions
• Translating Service Item Descriptions
• Translating Resource Descriptions
• Translating Resource Groups
• Translating Options
• Translating Work Types
• Translating Labor Aggregation Groups

Translating Document Text Templates

This section describes how to add a translation to a document text template.

Proceed as follows to add a translation to a document text template:

• Use the quick search (ALT+Q) to find the Document Text Templates page.
• Select the document text template for which you want to add a translation.
• In the Text Types FastTab, click on the text type for which you want to add a translation.
• The Text Editor opens.
• Click on the selection field, then on Translation.
• On the Document Texts Translations page, enter the country code for the relevant language in the Language column.
• The Language Name field will be filled in automatically by the system and the Text Translations Editor FastTab will be displayed. Enter the desired translation for the document text template.
• Click on Close to save the translation.
• Repeat this step for all text types in the document text template.

You have successfully added a translation for a document text template. This is then automatically applied in documents in the language corresponding to the Country/Region Code of the specified customer.

Translating Report Header and Footer

This section describes how you can store translations for report header/ footer lines in order to use a report header or footer in the local language for customers in other countries. Proceed as follows:

• Use the quick search (ALT+Q) to find the ForNAV Setup page.
• Click on Actions > Equipment DMS > Header/Footer Picture in the menu bar.
• Select the Header or Footer line.
• Click Translation in the menu bar.
• To add a new translation, click on New in the menu bar.
• In the Language Code column, specify the language code for the translated report header/footer.
• In the Picture FactBox area (ALT+F2), click on Import.
• Upload a picture you want to use for the header/footer.
• You can then select the business area for which the translated line should be used in the Area column.
• Optional In the Responsibility Center Code column, you can select a specific responsibility center for the translated line.

You have successfully added a translation for a report header or footer. If you create a document for a foreign customer with the corresponding country code (which you have defined as the language code on this page), the translated header/footer for this language code will be used.

Translating Units of Measure

This section describes how you can store translations for units of measure, which are used for items and resources. To translate a unit of measure, proceed as follows:

• Use the quick search (ALT+Q) to find the Units of Measure page.
• Mark the unit of measure for which you want to add a translation.
• Click Related > Unit > Translations in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the unit of measure in the Description field.

Your entries are saved automatically. You have successfully created a translation for a unit of measure and assigned a language code. If the language code is selected in a document, the corresponding translation is used automatically when you add an item or a resource to the document.

Translating Base Calendars

This section describes how you can store translations for base calendars. To translate a base calendar, proceed as follows:

• Use the quick search (ALT+Q) to find the Base Calendars page.
• Open the base calendar for which you want to add a translation.
• Click Related > Translation in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the base calendar in the Description field.

Your entries are saved automatically. You have successfully created a translation for a base calendar and assigned a language code. If the language code is selected in a document, the corresponding translation of the selected base calendar is used automatically.

Translating Item Descriptions

This section describes how you can store translations for the Description of items. To translate an item description, proceed as follows:

• Use the quick search (ALT+Q) to find the Items page.
• Mark the item for which you want to add a translation.
• Click Related > Item > Translations in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the item description in the Description field.

Your entries are saved automatically. You have successfully created a translation for an item description and assigned a language code. If the language code is selected in a document, the corresponding translation is used automatically when you add the item.

Translating Catalog Item Descriptions

This section describes how you can store translations for the Description and Description 2 of catalog items. To translate a catalog item description, proceed as follows:

• Use the quick search (ALT+Q) to find the Catalog Items page.
• Open the catalog item for which you want to add a translation.
• Click on Related > Catalog Item > Translations in the menu bar of the catalog item card.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the catalog item description in the Description field. It cannot exceed 100 characters.
• Enter the translation of the catalog item description 2 in the Description 2 field. It cannot exceed 50 characters.

You have successfully created a translation for the Description or Description 2 of a catalog item and assigned a language code. If the language code is selected in a document, the corresponding translation is used automatically when you add the catalog item.

Tip

When importing a catalog, you can also export or import translations for catalog item descriptions via Excel. To do so, the Excel file must first be set up correctly in our ERP solution. The exported Excel file will then include columns for Description and/or Description 2 in the languages you selected, so you can enter the translations for the catalog items in Excel. To set up the export or import of catalog item description translations via Excel, proceed as follows:

• Use the quick search (ALT+Q) to find the Catalogs page.
• In the FactBox area (ALT+F2), navigate to the Excel Import/Export Languages FactBox FastTab. You can also access the FactBox FastTab directly via the catalog list.
• Click on the heading of the FactBox FastTab and then on Edit Languages.
• In the Language Code column, enter the language for which you want to export or import the catalog item descriptions.
• Activate the Export Description toggle switch if you want to export/import the catalog item description in the selected language.
• Activate the Export Description 2 toggle switch if you want to export/import the catalog item description 2 in the selected language.
• Repeat these steps for all languages that should be included in the Excel file, then close the page. Your entries are saved automatically.

Translating Service Item Descriptions

This section describes how you can store translations for the Description and Description 2 of service items. To translate a service item description, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open the service item for which you want to add a translation.
• Click on Related > Service Item > Translations in the menu bar of the service item card.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the service item description in the Description field. It cannot exceed 100 characters.
• Enter the translation of the service item description 2 in the Description 2 field. It cannot exceed 50 characters.

Your entries are saved automatically. You have successfully created a translation for the Description or Description 2 of a service item and assigned a language code. If the language code is selected in a document, the corresponding translation is used automatically when you add the service item.

Translating Resource Descriptions

This section describes how you can store translations for the Description and Description 2 of resources. To translate a resource description, proceed as follows:

• Use the quick search (ALT+Q) to find the Resources page.
• Open the service item for which you want to add a translation.
• Click on Related > Service Item > Translations in the menu bar of the resource card.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the resource description in the Description field. It cannot exceed 100 characters.
• Enter the translation of the resource description 2 in the Description 2 field. It cannot exceed 50 characters.

Your entries are saved automatically. You have successfully created a translation for the Description or Description 2 of a resource and assigned a language code. If the language code is selected in a document, the corresponding translation is used automatically when you add the resource.

Translating Resource Groups

This section describes how you can store translations for resource groups. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Resource Groups page.
• Mark the resource group for which you want to add a translation.
• Click Actions > Translation in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the resource group description in the Description field. It cannot exceed 50 characters.

Your entries are saved automatically. You have successfully created a translation for a resource group and assigned a language code. If the language code is selected in a service or warranty document, the corresponding translation is used automatically when you add the resource group.

Translating Options

This section describes how you can store translations for options and use them in calculation worksheets and calculation worksheet templates. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Options page.
• Mark the option for which you want to add a translation.
• Click Actions > Translation in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the option in the Description field. It cannot exceed 100 characters.

Your entries are saved automatically. You have successfully created a translation for an option and assigned a language code. If the language code is selected in a calculation worksheet or calculation worksheet template, the corresponding translation is used automatically in these documents as well as sales documents when you add the option.

Tip

You can also set up that translations stored in the system for specified language codes are automatically transferred to the Excel file when the options template is exported. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Options page.
• Click Excel Export/Import Languages > Edit Languages in the FactBox area (ALT+F2).
• In the Language Code field, select the language code for which you want to export translations. The Language Name field is filled in automatically by the system.

Translating Work Types

This section describes how you can store translations for work types and assign a language code. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Work Types page.
• Mark the work type for which you want to add a translation.
• Click Translation in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the work type description in the Description field.

Your entries are saved automatically. You have successfully created a translation for a work type and assigned a language code. If the language code is selected in a service document, the corresponding translation is used automatically when you add the work type.

Translating Labor Aggregation Groups

This section describes how you can store translations for the Labor Aggregation Group Caption field. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Management Setup page.
• Click Actions > Labor Grouping Translation in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the labor grouping in the Description field. It cannot exceed 100 characters.

Your entries are saved automatically. You have successfully created a translation for a labor aggregation group and assigned a language code. If the language code is selected in a service or warranty document, the corresponding translation is used automatically when grouped labor lines exist.

Translating Payment Methods

This section describes how you can store translations for payment methods. To translate a payment method, proceed as follows:

• Use the quick search (ALT+Q) to find the Payment Methods page.
• Mark the payment method for which you want to add a translation.
• Click Translation in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the payment method in the Description field.

Your entries are saved automatically. You have successfully created a translation for a payment method and assigned a language code. If the language code is selected in a document, the corresponding translation is used automatically when you add the payment method.

Translating Payment Terms

This section describes how you can store translations for payment terms. To translate a payment term, proceed as follows:

• Use the quick search (ALT+Q) to find the Payment Terms page.
• Mark the payment term for which you want to add a translation.
• Click Payment Terms > Translation in the menu bar.
• Select the desired language code for the translation in the Language Code field.
• Enter the translation of the payment term in the Description field.
• Enter the translation of the payment text for direct debit in the Payment Text for Direct Debit field.

Your entries are saved automatically. You have successfully created a translation for a payment term and assigned a language code. If the language code is selected in a document, the corresponding translation is used automatically when you add the payment method.