Went through the process of modifying a sales order quote: (these were my steps)
1. Reports >> Template Maintenance.
2. Select report
3. Click New and select From Existing Template.
4. Select the Template from the list that is to be the starting point for the new template.
5. Enter the New Template's Name and click Create.
Modifying the template
1. In the Available Templates list select the newly created template.
2. Click Modify to open Microsoft Word with the template loaded.
3. Make the changes as desired.
4. Select File >> Save As.
5. Check the Maintain compatibility with previous versions of Word.
6. Save the template to a known location
7. Close Word
8. Click the green plus sign to Add a template.
9. Locate the previously saved document and click Open.
10. Select "Yes" when asked if you wish to replace the existing template.
Assigning the template
1. In the Available Templates list select the now modified template.
2. Click Assign >> Company. Check the appropriate companies and Default it if required click Save.
3. Click Assign >> Customer or Vendor if not defaulted.
4. Click Save.
You should see your change in word template.
Go to: Administration > System > Alternate/Modified Forms and Reports > choose the modified report
However - when we print a quote form, nothing is changed! Have done this over and over and still nothing. Only adding a logo to the form. no errors anywhere - it just won't print the revision
What's the trick?
