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Create a New Document Format

FastTrack360 Version 12 Online Help

Create a New Document Format

To create a new document format, follow the procedure below.

1.

Go to Maintenance > Document Designer Section > Document Formats.

The Document Format screen opens.

 

2.

Click Add.

The Document Format screen opens.

3.

In the Name field, key in a descriptive name for the document format. The name must be unique for the country to which the document format will be assigned.

 

4.

In the Country field, select the country to which the new document format will be assigned.

 

5.

In the Type field, select the type of document format you want to create. For example, to create a document format for invoices, select
Invoice.

 

6.

If you selected Invoice, Credit Note or Supplementary Document at step 5, select the type of invoice or credit note to which the document format is to apply from the list of options in the Format Type field.

When choosing the Type Payslips, the Format Type will be enabled and requires a selection of either Payee or Supplier. If choosing Supplier, this means that multiple payees belonging to a supplier will be output onto the payslip. This is because the payslip is sent to the supplier rather than the payee. There is a different document format template and fields to select when working with supplier based payslips.

 

7.

Click Generate.

The Document Format Entry screen displays.

8.

Edit the document format if necessary. For more information, see Editing a Document Format.

 

9.

When you are ready to save the document format, click Save.

A confirmation message is displayed to indicate that the document format has been saved.

The document format will not be available to be used until its status is set to Released. For more information, see Releasing Document Formats.

 

 

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