{"id":3135,"date":"2021-03-19T13:19:36","date_gmt":"2021-03-19T13:19:36","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=3135"},"modified":"2024-07-01T09:28:44","modified_gmt":"2024-07-01T09:28:44","slug":"assign-document-template-in-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/03\/19\/assign-document-template-in-sage-intacct\/","title":{"rendered":"Assign Document Template in Sage Intacct"},"content":{"rendered":"\n

In this blog, we will be discussing about assigning a Printed Document Template.
In Sage<\/a> Intacct<\/a>, once you create and upload a printed document template, you may assign it to particular transactions or customers.<\/p>\n\n\n\n

Note:<\/u><\/strong> The templates which are assigned to transactions at entity level will override those of top level in multi-entity company case. Also if no template is assigned to a transaction, then Intacct will assign a default template. In case of Customer, once a template is assigned it will override all other templates.<\/p>\n\n\n\n

Printed document templates can be assigned to Order Entry, Inventory Control, and Purchasing transactions, Accounts Receivable Invoices or Statements, Customers shown as follows:<\/p>\n\n\n\n

To assign a printed document template to a transaction definition:<\/strong><\/p>\n\n\n\n

  1. Navigate to: Order Entry, Inventory Control or Purchasing. On Setup<\/u><\/strong> tab click on More<\/u><\/strong> then click on Transaction Definitions<\/u><\/strong>.<\/li>
  2. Click on Edit<\/u><\/strong> next to Transaction Definition related to your document template.<\/li>
  3. Go to Print<\/u><\/strong> section at bottom of the page and select your printed document template from drop- down list.<\/li>
  4. Click Save<\/u><\/strong>.<\/li><\/ol>\n\n\n

    \"Navigate<\/a><\/p>\n

    \"Printed<\/a><\/p>\n

    \"Printed<\/a><\/p>\n\n\n

    To assign a printed document template to an Accounts Receivable transaction:<\/strong><\/p>\n\n\n\n

    1. Navigate to Account Receivables<\/u><\/strong> -> Setup<\/u><\/strong> -> Configuration<\/u><\/strong>.<\/li>
    2. Go to Formatting<\/u><\/strong> section, under that Printed document templates, select relevant printed document template from invoice or statement drop-down list.<\/li>
    3. Click Save<\/u><\/strong>.<\/li><\/ol>\n\n\n

      \"AR<\/a><\/p>\n

      \"AR<\/a><\/p>\n\n\n

      To assign a printed document template to a customer:<\/strong><\/p>\n\n\n\n

      1. Navigate to Account Receivables<\/u><\/strong> or Order Entry<\/u><\/strong> -> Customers<\/u><\/strong>.<\/li>
      2. You will be shown with a list of Customers<\/u><\/strong>, select any one and click on Edit<\/u><\/strong>.<\/li>
      3. A new page will be displayed with Customer information, go to Additional information section.<\/li>
      4. Go to Printed document template<\/u><\/strong> section and select your desired template from drop-down list and click on Save<\/u><\/strong>.<\/li><\/ol>\n\n\n

        \"Navigate<\/a><\/p>\n

        \"Printed<\/a><\/p>\n

        \"Printed<\/a><\/p>\n\n","protected":false},"excerpt":{"rendered":"

        In this blog, we will be discussing about assigning a Printed Document Template.In Sage Intacct, once you create and upload a printed document template, you may assign it to particular transactions or customers. Note: The templates which are assigned to transactions at entity level will override those of top level in multi-entity company case. Also if\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[353,354,363,34,364,165],"class_list":["post-3135","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-document-templates","tag-printed-document-templates","tag-printed-documents","tag-sage-intacct","tag-transaction-definition","tag-transactions"],"yoast_head":"\nUse Sage Intacct to Assign Document Templates<\/title>\n<meta name=\"description\" content=\"Find out more about allocating a template for a printed document.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/03\/19\/assign-document-template-in-sage-intacct\/\" \/>\n<meta property=\"og:locale\" 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