Difference between revisions of "Are document formats configurable?"

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== More Information ==
 
== More Information ==
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All document configuration is done in {{Menu|Report & Parameters}}.
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All document configuration is done in {{Menu|{{RP}}}}.
  
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Go to {{Menu|Report & Parameters|Maintenance Options|System Administrator|Amend Document Formats}}.
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Go to {{Menu|{{RP}}|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.
 
* 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.
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** 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.
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** At this point some documents have to be 'compiled'  
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{{Tip|title=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.
  

Revision as of 09:09, 20 August 2013

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 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'
Tip:  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


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Keywords AND Misspellings
invoice, credit, configuration, document format, layout, config, setup
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