Invoice Format Templates
An invoice format template is the base version that includes all of the special fields and characteristics that can be used to customize invoices. To customize an invoice format, you copy an existing version of a template and then modify it. Contract and Service Billing is installed with the Invoice Print with Smart Fields template (R48507). This template and its associated versions use smart fields, which are variables that can be inserted in an invoice format using Report Design Aid. Smart fields are similar to business view fields with their associated constants or calculations. When you create them in a format, smart fields prompt you for input. During invoice printing, the system uses your changes, along with some programming logic, to retrieve and print user-defined information on invoices.
You can change the appearance of an invoice by hiding, showing, and moving the typical invoice fields; you do so by using Report Design Aid. An extensive knowledge of Report Design Aid or event rules is not necessary.
Standard versions of the Print with Smart Fields program are XJDE0001 through XJDE0009. Version XJDE0001 is the template version. Although invoice printing with smart fields enables different fields to be printed on the invoice, you cannot include all of the fields that might be printed on an invoice. The template version of the Print with Smart Fields program does not contain any fields and enables you to customize the invoice format. It has a blank header section, a blank column detail section, and a blank footer section.
If no existing versions of the Print with Smart Fields program resemble your desired invoice, you can create a copy of XJDE0001 and customize it. The detail section of XJDE0001 displays all selected billing workfile records. If your desired invoice format requires that detail records be summarized or segregated, you might need to include conditional sections that are accessed at user-defined level breaks.
You can create a new version of the Invoice Format Revisions w/Smart Fields program (R48507) that is not based on an existing version. For example, you might create a new version because the supplied versions do not meet your billing requirements. You can create your own versions by first copying an XJDE version. By doing this, you keep the original versions unmodified, using them only as templates. You can select any of these versions to copy:
XJDE0001 - Invoice Print with Smart Fields (Blank template).
XJDE0002 - Generic Sample Invoice #1.
XJDE0003 AIA - Summary Text Version.
XJDE0004 AIA - Columnar Version.
XJDE0005 - Contract Version-By Pay Item w/in Change Order.
XJDE0006 - Workorder Invoice - One Line Per Workorder.
XJDE0007 - Account-By Object, Subsidiary.
XJDE0008 - By Pay Item.
XJDE0009 - Progress Billing Version.
When you copy an invoice print version, such as base report specifications, the specification records for that version exist only on your workstation. To make the version available to others, you must check the version into the server. When you check in a version, the system copies the specification records for the version to the central objects data source (server) according to the path code of your current environment.