Are document formats configurable?

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

• Getting Started
• Frequently Asked Questions
• 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

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Keywords AND Misspellings

invoice, credit, configuration, document format, layout, config, setup

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