Document Templates ⛭
Set up the screen and print views of your Documents.
The Document template editor is common to all Sales and Purchasing Documents.
You can configure the design of your Documents:
Document (i.e. Sales Order)>Configure>New Template
Or select from the default list of templates. You can adapt one of these or create your own design from scratch (see below). There are two options, configure a template or use a ‘Custom Print Style’ (see below) We can set up and design the Documents for you. Just contact [email protected]
Document (i.e. Sales Order)>Configure>Edit>Default Document Template
Document (i.e. Sales Order)>Edit>Template (dropdown)
Open and review these tabs to configure the Document structure and format.
Any form of design is possible using the Custom Print Style.
Custom styles are specified in the XSL Formatting Objects standard. The purpose of XSL-FO is to provide a mechanism for formatting XML data for print, screen, and other output media. XSL-FO, also known simply as XSL, is a specification of the World Wide Web Consortium and is closely related to XSLT. However, whereas XSLT is most often used for transforming XML into HTML or other XML structures, XSL-FO is most often used for formatting XML for print.
On the 'Columns' tab, review the 'Printed' and 'On Screen' options and check/uncheck the relevant boxes.
This table shows you what columns are available on which Sales document.
Last modified 1mo ago