Adding Smart Fields to an Invoice Format Template

Access the Version Copy form.

To add smart fields to an invoice format template:

1. On Version Copy, complete the New Version, Security, and Version Title fields, and click OK to access the Batch Version Design form.

2. Select the Tools tab, and click the Report Design button.

   Report Design Aid opens and you can make changes and additions to the invoice version.

   For each section, you must override version specifications to modify the layout of event rules, data selection, or sequencing.

3. To override version specifications, right-click a section and select Override Version Specifications.

4. In the Group Section dialog box, click the options for the items that you want to change and click OK.

5. In Report Design Aid, locate the section in which you want to include the smart field, and select Smart Field from the Insert menu.

6. In the Create New Smart Field dialog box, select the smart field that you want to add and click Next.

   This list shows the available smart fields for invoice printing.

7. In the Smart Field Name dialog box, optionally change the default name of the smart field variable name for future reference.

8. Click Next.

   Based on the smart field that you selected, the system prompts you with questions that help define the information that this smart field retrieves and displays.

9. For each question, enter an answer and then click Next.

   Note: For table field descriptions, enter the literal using all capital letters. No validation occurs for what you enter in the table field descriptions. Before you click Next, verify the accuracy of the information that you enter.

   After you have answered all of the questions, the smart field appears next to the location that you last clicked.

10. If the smart field is not positioned correctly, drag and place the smart field in the appropriate area of the section.

11. When you are finished with the modifications, save the changes and exit Report Design Aid.