How do I manage templates for printing transactions?

Use Business Intelligence (BI) Publisher to manage the predefined print templates for printing Receivables transactions and balance forward bills.

There are six print templates for each transaction class and for balance forward bills:

• Invoice Print Template

• Credit Memo Print Template

• Debit Memo Print Template

• Chargeback Print Template

• Balance Forward Bills Summary Print Template

• Balance Forward Bills Detail Print Template

You can create your own versions of these print templates using the available editing features in BI Publisher. Recommendations for modifying a print template include:

• Update the logo on the template to reflect your current organization logo.

• Add or remove attributes to and from the template according to your requirements.

• Set your template as the default template in BI Publisher.

Note: There is also a Default Bill Receivable Template used with the Print Bills Receivable Report. This template is not updateable.

There are two predefined data models:

• Transaction Print Data Model

• Balance Forward Bill Print Data Model

The data models provide the source data displayed on printed transactions. You can't modify the data models.