Adding a COA Template

The QM SS Generate COA Document script generates the COA report data. To use your custom COA template for COA report generation, add the custom COA template by modifying the parameters in the script.

Before you begin this procedure, complete Creating a Custom COA Template.

Watch the following help video for information about customizing a COA template:

To add a COA template:

Go to Customization > Scripting > Script Deployments.
Beside the QM SS Generate COA Document row, click Edit.
Click the Parameters subtab.
In the COA Template field, enter the Script ID of your custom COA template in uppercase.

For example, CUSTTMPL_QM_MY_COA_REPORT.

Tip:
To avoid error, go to Customization > Forms > Advanced PDF/HTML Templates, and copy the Script ID of your COA template.
Click Save.

To add a COA template:

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