How to Select Default BU Specific Templates for Print Receivables Transactions & View Image functionality in Transactions Page


Steps:

Create Custom Template in BI for each Business Unit => Go to Task: Manage Standard Lookups:
Note: These lookups are not seeded lookups and need to be setup.

Create Lookup type “ARBPA_SELECT_INV_TEMPLATE” => For Invoice

Create Lookup type “ARBPA_SELECT_CM_TEMPLATE” => For Credit Memos
Lookup Type = ARBPA_SELECT_DM_TEMPLATE => For Debit Memos
Lookup Type = ARBPA_SELECT_CB_TEMPLATE => For Chargeback
Define lookups codes required for Invoice, Debit Memo, Credit Memo and Chargeback templates as specified below for each BU and custom template:

Create Lookup Code : <Business Unit Name>
Meaning: <Custom Template name>
Description: <Default Output format>



After above setup, “View Image” button from the transaction page will print the BU specific custom template instead of seeded template.

Same way ESS Job “Print Receivables Transactions” will pick Custom Template Name defined in the Lookup corresponding to the Business Unit Name in the parameter.


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