pBC Bau – Help & documentation

Getting started

Prerequisites

• Microsoft Dynamics 365 Business Central Online, Germany localization, Essentials or Premium.
• A license agreement for pBC Bau with pB Consult GmbH (see license terms).

1. Installation

• Option A, via Microsoft Marketplace: In Business Central, open “Extension Marketplace”, search for “pBC Bau” and select “Contact me”. We will get back to you and set up the installation with you.
• Option B, via pB Consult: We send you an installation link for your environment. A user with administrator rights in Business Central performs the installation.

2. Assign permissions: Assign the pBC Bau permission sets to users on the “Users” page or via security groups.

3. Setup: Open the page “Bauvorhabenkarte Setup” via search (Alt+Q).

• Set up at least the number series for: technical installations (Technische Anlagen), project quotes (Projektangebote), project orders (Projektaufträge), maintenance contracts (Wartungsverträge), requisitions (Bedarfsanforderungen) and transport orders (Transportaufträge).
• In the general app setup you can switch many functions on or off as needed. We are happy to support you with the initial setup.

4. Master data: Create your technical installations (see “Technical installations”).

Technical installations

Technical installations are, for example, sprinkler, heating, ventilation or electrical systems. The technical installation holds the complete project documentation (see “Project and service”). The interval and next due date for maintenance or inspection are kept in the maintenance contracts.

To create an installation:

1. Open the page “Technische Anlagen” via search (Alt+Q).
2. Choose “New” and enter the details of the installation.
3. Enter the maintenance or inspection interval and the next due date in the maintenance contract lines (Wartungsvertragszeilen).

Service handling

Maintenance and breakdowns become orders on the installation. You post hours and materials to the order.

• Maintenance: Maintenance orders (Wartungsaufträge) are created automatically by the system, or you create them manually. Both are possible.
• Breakdown: Record a breakdown as a repair order (Instandsetzungsauftrag) or as a warranty order (Gewährleistungsauftrag). You can convert a repair order into a warranty case at any time later.
• Inspection report: You create the inspection report outside Business Central and attach it to the maintenance order. It carries over into the follow-up documents, i.e. the invoice and the posted invoice, and can be sent to the customer.

Project and service

The first install runs as a project. Later maintenance runs as service on the installation. Both live in the same Business Central.

The technical installation holds the complete project documentation. From the installation you can access all relevant data, for example orders and drawings.

Progress invoices

You create progress invoices (Abschlagsrechnungen) via a prepayment plan (Anzahlungsplan) on the sales order.

1. Open the sales order.
2. Create a prepayment plan with the function “Anzahlung”.
3. In the prepayment plan, select the line to be invoiced and tick “Zu fakturieren”.
4. Choose “Buchen” (Post).

You track the status in the customer ledger entries (Debitorenposten), in the prepayment plan or in the posted invoice.

Guarantees

You record guarantees and sureties (Bürgschaften) on the project order (Projektauftrag).

1. Open the project order.
2. Choose the function “Bürgschaften” and then “Neu” (New).
3. On the guarantee card (Bürgschaftskarte), enter the type, amount, expiry date and return date.

This way you keep track of all guarantees for your jobs.

Invoicing from the visit

Fixed price and time-and-materials sit on the same job. The invoice to the operator is created from the posted hours and materials, without retyping.

To do this, choose the function “Abrechnung erstellen” on the project order.

Materials and stock

Material sits in the warehouse, in the service vehicle or on site. Each service vehicle is a separate location.

On the order you specify from which service vehicle the material was taken.

• Requisitions: The BEDARFSANF permission sets control who can view, create or delete requisitions (Bedarfsanforderungen) (see “Getting started”).
• Inventory valuations: Users with the LAGERWERT FULL permission set create and edit inventory valuations (Lagerbewertungen).

FAQ

Does pBC Bau require the Business Central Premium license? No, pBC Bau runs with Essentials and Premium.

In which countries and languages is pBC Bau available? In Germany, in German.

How do I get a license? Through pB Consult. Select “Contact me” on Microsoft Marketplace or write to hello@pb-consult.com.

How do I get updates? We provide updates via Microsoft Marketplace or the Business Central admin center.

What happens to my data if I uninstall? Back up the app's data first, for example by exporting it. Removing the app with data cleanup deletes its data.

Who can see my data? Your data stays in your Business Central tenant at Microsoft. We only see it if you give us access for support. See privacy policy.

Support

• Email: hello@pb-consult.com
• Phone: +49 2389 7787433
• Response time: usually within 1–2 working days
• More contact options (Microsoft Teams, contact form): Contact

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