Difference between revisions of "Are document formats configurable?"
From Catalyst
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== Summary == | == Summary == | ||
Most document formats in Platinum are configurable. | Most document formats in Platinum are configurable. | ||
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Go to "Report & Parameters" -> "Maintenance Options" -> "System Administrator" -> "Amend Document Formats". | Go to "Report & Parameters" -> "Maintenance Options" -> "System Administrator" -> "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. | ||
* 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' (this allows for faster document printing) - you will be given the chance to compile the document, test it or edit it again. | ** 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. | ||
Revision as of 17:30, 30 October 2008
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 & Parameters".
Go to "Report & Parameters" -> "Maintenance Options" -> "System Administrator" -> "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
- Maintenance Tracking Documents
- Order Processing Documents
- Sales Prospecting Documents
- Stock Control Documents
- Vehicle Sales Documents
- Vehicle Workshop Documents
- Works Order Processing Documents
