Create a New Document Format

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.

For United Kingdom, when choosing the Type Payslips, the Format Type will be enabled and requires a selection. For remaining countries, skip this step if you are creating a document format for 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.