Setting Up the Invoice Presentation Template Preference
In the IPT Preference page, set your default templates for the root subsidiary and its associated subsidiaries.
The selection of default templates for a root subsidiary is required for the following reasons:
-
To print, preview, and email invoices with charge details.
-
If there are no templates selected for a subsidiary, the default templates selected for the root subsidiary is used as default.
If you have marked the root subsidiary inactive before setting the default templates, a warning message appears. However, if the root subsidiary is inactivated after setting the default templates, the SuiteApp continues to use the default templates for print, preview, and email.
You can select any of the standard PDF/HTML, advanced PDF/HTML and Advanced Localization Feature (ALF) templates as the default templates.
Note that Administrators can set the default templates for any subsidiary. However, a role with the required permissions can set preferences only for subsidiaries that the role has access to.
You can also select a default IPT for each subsidiary on the IPT Preference page.
To set up the default templates for a subsidiary:
-
Go to Transactions > Sales > IPT Preference (Administrator).
-
From the Subsidiary list, select a subsidiary.
-
Set the following fields:
-
Default Invoice Print and Preview Template - The field lists the default templates available for print and preview.
-
Default Invoice Email Template - The field lists the default templates available for email.
-
(Optional) Default Invoice Presentation Template - The field lists the invoice presentation templates corresponding to a subsidiary and the IPTs that are not assigned to any subsidiary templates.
-
-
Click Save.