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I need guidance on how to edit a blank SOP invoice. We had a third party set up our GP and at the time they set up invoicing for us (before I worked here). I'm not sure how to edit the work that was done because some slight changes need to be made.
Here is how I access the blank SOP invoice:
1. go to sales
2. go to sales order transactions
3. Check the box for the invoice I want to print.
4. Select print documents with "include kit components" and "include tax details" checked. All other defaults are left alone.
5. The result is an invoice exported to a word document.
The problem is that the logo is way too large and our return address is not on the invoice.
I have no idea of how to access any tools that will enable me to edit this report. Any guidance will be helpful. Thank you!
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You edit the template in Word only - the underlying Report Writer report provides the data fields to the Word template. Once modifications are made in Report Writer, open the form in Word (you need to activate the Developer tab in Word if it's not available) and make your template changes there. For more detailed instruction, you can consult the help files in GP.
Okay, thanks Frank. I didn't know the terminology.
I know how to edit a standard.
I do not know how to edit a template. How do I edit the template in report writer and word? Once I do edit it how do I save the changes?
How you access it depends on the format - is it a Template or a Standard form? If Template, you first have to make the changes in Report Writer and then in Word. If Standard, you make the changes in Report Writer only. You can open the form in Report Writer directly from the screen print of the document by clicking the 'Modify' button in the screen output window.
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