Hi ,
I want to create a template for Invoice printable. Please help me with the way forward. How can I edit the columns in existing template. If I need to add certain tax parameters in the printables , please tell me how to move ahead with this .
Thanks
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Dear Shailey,
To edit the existing templates, you need to go to the Lookups, open Printables lookup and select the required report. In the opened window you will see the list of fields that can be edited by clicking on the button 'set up list of fields' http://prntscr.com/o176fm Once the changes are performed - save them by clicking on the button 'OK'
If you want download and upload the template - use the correspondent buttons 'Download template' & 'Upload template'
Apart from that you can use MS Word plug-in to edit the templates through Microsoft word. Here is the article on how to install and set it up.
https://academy.bpmonline.com/documents/administration/7-14/ms-word-printables-setup
https://academy.bpmonline.com/documents/administration/7-14/setting-templates-ms-word-printables
Also, here are more articles on how to design your reports. Most likely you will need to use custom macros to set up some specific parameters in your templates.
https://academy.bpmonline.com/documents/technic-sdk/7-13/basic-macros-ms-word-printables
https://academy.bpmonline.com/documents/technic-sdk/7-13/how-create-macros-custom-report-word
Best regards,
Dean
Dear Shailey,
Unfortunately, it is not possible to use word plug-in on Mac devices. In this case you may just use upload and download template buttons on the printable edit page. The plug-in for Mac devices will be developed for the future application versions.
Best regards,
Dean
Dear Shailey,
There are 3 possible reasons for it.
1. When installing the plugin, do not confuse your Windows OS bitness and MS Word bitness. You can check your MS Word bitness here http://prntscr.com/o3a04n In my case I would need to download 32bit version of the plugin.
2. The required software was not installed. After you downloaded the archive with the MS Word plugin, make sure to install all the subordinate applications, that go together with the actual plugin, in the order indicated in the article http://prntscr.com/o3a26z Without this software the plugin will now work.
3. Check if the plugin is active in the Word settings http://prntscr.com/o3a103
Best regards,
Dean