Difference between revisions of "Are document formats configurable?"
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Most document formats in Platinum are configurable. | Most document formats in Platinum are configurable. | ||
| − | * Reference guides for these formats are listed below in the 'See also' section. | + | * Reference guides for these formats are listed below in the 'See also' section. |
== More Information == | == More Information == | ||
All document configuration is done in {{Menu|{{RP}}}}. | All document configuration is done in {{Menu|{{RP}}}}. | ||
| − | Go to {{ | + | Go to {{PlatinumSettings|Amend Document Formats}}. |
* Select the system and document you want to amend. | * Select the system and document you want to amend. | ||
* Place the required tokens on the page. | * Place the required tokens on the page. | ||
* After you have written the document format, save the document layout. | * After you have written the document format, save the document layout. | ||
| − | ** At this point some documents have to be 'compiled' | + | ** At this point some documents have to be 'compiled' |
{{Tip|text=This allows for faster document printing - you will be given the chance to compile the document, test it or edit it again.}} | {{Tip|text=This allows for faster document printing - you will be given the chance to compile the document, test it or edit it again.}} | ||
* Next time you print the document you have amended, it will use the newly created layout. | * Next time you print the document you have amended, it will use the newly created layout. | ||
| Line 22: | Line 22: | ||
* [[:Category:Sales Prospecting Documents|Sales Prospecting Documents]] | * [[:Category:Sales Prospecting Documents|Sales Prospecting Documents]] | ||
* [[:Category:Stock Control Documents|Stock Control Documents]] | * [[:Category:Stock Control Documents|Stock Control Documents]] | ||
| − | * [[:Category: | + | * [[:Category:Unit Sales Documents|Unit Sales Documents]] |
| − | * [[:Category: | + | * [[:Category:Unit Workshop Documents|Unit Workshop Documents]] |
* [[:Category:Works Order Processing Documents|Works Order Processing Documents]] | * [[:Category:Works Order Processing Documents|Works Order Processing Documents]] | ||
{{KB_Tags|invoice, credit, configuration, document format, layout, config, setup}} | {{KB_Tags|invoice, credit, configuration, document format, layout, config, setup}} | ||
{{FAQ}}{{ZN_Admin}} | {{FAQ}}{{ZN_Admin}} | ||
Latest revision as of 11:51, 14 January 2019
Summary
Most document formats in Platinum are configurable.
- Reference guides for these formats are listed below in the 'See also' section.
More Information
All document configuration is done in " Reports & Settings".
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Amend Document Formats".
- Select the system and document you want to amend.
- Place the required tokens on the page.
- After you have written the document format, save the document layout.
- At this point some documents have to be 'compiled'
 | This allows for faster document printing - you will be given the chance to compile the document, test it or edit it again. |
- Next time you print the document you have amended, it will use the newly created layout.
See also
- Accounts Documents
- Logistics Management Documents
- Asset Management Documents
- Order Processing Documents
- Sales Prospecting Documents
- Stock Control Documents
- Unit Sales Documents
- Unit Workshop Documents
- Works Order Processing Documents
