Difference between revisions of "Are document formats configurable?"
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== Summary == | == Summary == | ||
| − | + | 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 | + | All document configuration is done in "Reports & Parameters". |
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. | ||
| − | * 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 | + | ** 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. | + | * Next time you print the document you have amended, it will use the newly created layout. |
== See also == | == See also == | ||
Revision as of 17:25, 30 October 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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.
- 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
